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Welcome
Building an Enterprise Class
      SharePoint Team
     Columbus Brown

             0
Welcome to SharePoint Saturday Houston
   Thank you for being a part of the 3rd
Annual SharePoint Saturday for the greater
             Houston area!
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not
  to disturb others.
• Thanks to our Title Sponsor:           And our Platinum Sponsors:




                                 1
Information
• Speaker presentation slides will be available at
  SharePointSaturday.org/Houston within a week
• Keep checking website for future events
• The Houston SharePoint User Group at
  www.h-spug.org, will be having it’s May meeting
  Wednesday May 24th. Please be sure to join us!
• Have a great day!




                         2
About Columbus Brown
• Management Consultant-Slalom Consulting, Dallas TX

• Education-BSME, MBA, LeTourneau University

• Certifications- Prosci Change Management

• Specialties-Conceptual Aircraft Design, Project
  Management, SharePoint Administration and
  Governance 2007/2010, End User Adoption

• Interests – Gourmet Cooking, Jazz
  Piano, Autocross, Aviation, Salsa Dancing, Non-profits

                            3
About Us
• Who are the people in our neighborhood?

   – Paul- intern turned enterprise SP guru

   – Betty – they say that Lotus DBA who inherited a bad mother SP
     deployment

   – Charles - Marketing VP and newly appointed SharePoint Executive
     Sponsor*

   – Katrina - HR generalist now recruiting for a new SP
     admin/dev/trainer/guru

   – Mark - IT Director, trying to support the business with SharePoint &
     ipads & the cloud & mobile all needed yesterday**

   – Sound all too familiar?***

                                     4
Building An Enterprise Class SP Team
• Audience:
  – SharePoint Guru’s, Business Hero’s


• What you will learn:
  – Why collaboration and teams go together
  – What kind of team you need to build
  – How to get resources for building the team

• Background story:
  – The journey of a design engineer turned SharePoint
    Implementation Lead

                             5
Why- Collaboration requires Teams
• What is a team?
   – A group of people , with different abilities but a shared purpose, who
     work together to achieve a goal that directly or indirectly benefits
     everyone on the team

• Characteristics of Effective Teams
   –   Have a clear purpose or common goal and are committed to it
   –   Accomplish more higher quality work in less time
   –   Have diversity in ideas, expertise, experience, resources, background
   –   Are happier about their jobs
   –   Make customers more satisfied
   –   Team members contribute, discuss, and cooperate (collaborate)

• Ever been on a really good team? What did you most admire?



                                       6
Why - Teams require Collaboration
• What is Collaboration?
   – A group of cross-unit teams working together to provide better
     innovation, better sales, or better operations

• Characteristics of Effective Collaboration
   –   The value of achieving the goal exceeds the cost of collaboration
   –   There is a compelling business case
   –   There is a compelling unifying goal greater than the team
   –   Teamwork is valued across the organization
   –   Leaders demonstrate and practice the value of teamwork

• Where have you seen effective collaboration in you
  organization?

                                    7
Why- You alone…team are not
• The roles of the team of one




• Are you a team of one with more tools than hands?

                          8
Why- You alone is risky
• Decreases the benefits of proper
  implementation, Increases risks of poor
  implementation and low adoption
   – Single point of failure
   – Undocumented critical business processes


• It is risky to your career and your organizations success
   – Understanding problems and needs of the organization
   – Alignment with company leadership and strategic objectives
   – Does not promote change needed to embrace collaboration


                               9
Value Of Proper Implementation
                                                                           Benefits

                 HR                                                                    IT                                              Company Wide

    Increased Employee                                             Consolidation of People &
                                                                                                                                         Return on Collaboration
       Engagement &                                                  Technology Resource
                                                                                                                                                 Efforts3
       Productivity2,4                                                      Costs2,3

  30% higher employee                                                   28% decrease in call                                              37% increase in project
      satisfaction                                                        support volume                                                      collaboration

   HR Team Productivity                                                                                                                  32% reduction in time to
         Improvements
                                                                     27% reduction in email                                                         find answers




Sources: 2.) Forrester Consulting: The Total Economic Impact of Microsoft SharePoint Server 2010, 3/2010; North, Jeffrey
         3.) Mckinsey Global Survey: How companies are benefiting from Web 2.0, 2010
         4.) The 2020 Workplace-How Innovative companies attract, develop, and keep tomorrow's employees today; Meister, Jeanne & Willyerd, Karie




                                                                                     10
Value Of Proper Implementation
                                                                                     Risks
                                                                        And Inadequate                               Leads To
No Training Plan
                                                                         Governance                             Inappropriate Usage
                                                                              Lack of a solution center
Increased dept. costs and decreases
                                                                         organization, tools, processes, and     Uncoordinated efforts, duplicate and
   in productivity, low end user
                                                                             policies for secure internal         more unsupported applications7,9
           acceptance6
                                                                                   collaboration6,9


                                                                        Mission critical service interruption     Confusion about purpose, where to
Compliance issues around access and
                                                                                 from inadequate                    put content, or where to find
               data8
                                                                              architecture, capacity6                        information5



 Inadequately trained users with too
                                                                        Increasing IT Costs from storage and      A system not aligned with strategic
much capability will conflict with your
                                                                              viral end users demand9              goals, or overall business needs5,6
        business strategy 6,7




  Sources: 5.) Gartner: Strategic Best Practices for SharePoint 2010 Migration, G00211002, 3/2010; Tay, Gavin
           6.) Portalogiks: Seven Common Mistakes in Implementing SharePoint 2007
           7.) Gartner: Citizen Developers: Delivering Business Applications Outside of IT, 2009; Knipp, Eric
           8.) NextLabs: Compliance, Governance, & SharePoint, 2/2008; Ott, Chris
           9.) Credera: Governance: A Key Requirement for SharePoint 2010, 2/2010; Shankar, Sai



                                                                                            11
Why-About this Change thing…….
• What is change?
   – Impact to individuals and organizations as a result of New:
      •   Ways of doing work
      •   Systems or tools
      •   Reporting Structures
      •   Markets, Products, or Services

• What happens to employees that don’t change
   – Job loss, job dissatisfaction
   – Missed promotions, lower security

• What happens to companies that don’t change
   – Loss of jobs
   – Marketplace failure
   – Bankruptcy

                                       12
Why-Time for Change
• Collaborative systems promote radical changes to employees and
  organizations through process and technology

• Change management is a key success factor to realize benefits, and
  increase the probability of success, and achieve ROI for collaboration
  system implementations
    –   Creating buy in, commitment, understand, and awareness
    –   Increase usage and adoption
    –   Mitigate people risk associated with project
    –   Minimize disruption and friction

• First change is yourself
    – Learn more about collaborative leadership (Michael Sampson)
    – No more personal silos

• Takes a team to change your organization
    – Model effective team work and collaboration

                                        13
Why collaboration requires teams
• The PEOPLE ……….who make up teams are the most
  important building block of collaboration

• Creating a sustaining a successful collaborative
  system involves people, process, and technology
  CHANGE…………………..(it’s not fluffy)

• Good teams that model teamwork and foster
  collaboration will create positive change in your
  ORGANIZATIONS…………….
                          14
What kind of team do you need?
• Who are you?
   – Personal
   – Organization

• What is your level of collaboration maturity?
   – Personal
   – Team
   – Organization

• Where are you trying to go?
   – Personal Goals
   – Company/Organizational Strategic Objectives

                              15
What – The who are you factors?
• Organizational Size
   – Teams, Groups, Departments, Functional
     Groups, Projects, Locations, Enterprise, Affiliates, Internation
     al

• Organizational Structure
   – Matrix, Hierarchal, Self Managed Teams, Contractors

• Cultural considerations
   – Generations, traditions, geographic

• Be realistic about the history of previous
  implementations and major initiatives
                                 16
What – Where are you?
• COBIT 4.1 – SharePoint Governance Framework Phases
   – Scope
       • Definition of business objectives and strategy, alignment of collaboration system
         capabilities to org. goals
   – Plan for Launch
       • Creation of infrastructure, people, and metrics to launch initially
   – Plan for Operations
       • Creation of operational, training, and support policies and procedures
   – Launch
       • Deployment of the Collaboration system
   – Operational
       • Performance, capacity, and problem management
   – Enhancement
       • Solicit and request improvements
       • Evaluation and prioritization of requests

       Adapted From SharePoint Deployment and Governance Using COBIT 4.1, Dave Chennault & Chuck
       Strain




                                               17
What – Where are you?
• SharePoint Maturity Model- Core Usage- Collaboration
    – 500 - Collaboration outside the firewall. Automated
      processes
    – 400 - Collaboration tools usage across the organization and
      work in progress becomes leverage final content
    – 300 - Sporadic Collaboration (discussions, wikis, versioned
      documentation)
    – 200 - Collaboration within efforts within departments, or
      teams, directed at documentation. Some structure
    – 100 – Out of box usage without structure, process or
      organization

Based on Saladit Van Buren, SharePoint Maturity Model v 2.0


                                         18
What – Where are you going?
• Set it and forget it deployment – build it and they
  will come?

• Company objectives, Strategic plan, dept. initiatives

• Insert comment…..you need governance here, and
  it’s not just SharePoint

• Did I mention governance?

                          19
What – Who do you need?
• Common roles
     –   Bus. Architect/Evangelist
     –   Farm Administrator
     –   Help Desk Support/Trainer
     –   Business Process Analyst
     –   Change Management Specialist
     –   SP Developer
     –   IT Project Manager
     –   Site Owner
     –   Site Collection Owner


Helpful job descriptions from Let’s Collaborate - Veronique Palmer, MVP



                                                 20
What – Team Structures
• Scope
  – Executive / Business Sponsors - Steering
  – Business Architect/Evangelist
  – Change Management
  – User Centered Designer
  – IT Leadership




                            21
What – Team Structures
• Plan for Launch/Operations
  –   Business Architect/Evangelist
  –   Change Management
  –   User Centered Designer
  –   Farm Administrator
  –   Bus. Architect/Evangelist
  –   Farm Administrator
  –   SP Developer
  –   IT Project Manager

  – Business Representatives (PT)
  – Don’t forget HR/Legal/IT Security

                                22
What – Team Structures
• Launch
  – Bus. Architect/Evangelist
  – Farm Administrator
  – Help Desk Support/Trainer
  – Change Management
  – IT Project Manager
  – Site Owners (PT)
  – Site Collection Owners (PT/FT)




                            23
What – Team Structures
• Operate
  – Business Owner (and/or Operational Committee)
  – Farm Administrator
  – Help Desk Support/Trainer
  – Site Owners
  – Site Collection Owners




                          24
What – Team Structures
• Enhancement
  – Project Team
  – Steering Committee Leadership




                          25
What kind of team do you need?
• You need a COLLABORATIVE team

• That is sized and staffed based on you organizations
  SIZE, MATURITY, and PHASE

• And is in ALIGNMENT with your organizations goals
  and leadership




                          26
How to get Resources for a team
• What are some options?

• Who has the resources, and authority to approve?

• Demonstrate how it benefits them to provide
  resources




                        27
How – What are my options?
• Volunteers

• Project Based Team

• New Hire – full time

• Interns – teach and grow, don’t abuse!

• Consultants – project based/staff augmentation

• Repurpose existing resources

                           28
How – Who can make it happen
• Who will benefit from the system the most?

• Who has the ability to provide funding, make hiring
  decisions, approve projects?

• They are the people who can make it happen




                         29
How – Demonstrate the benefits
• Adapted from buy*in-getting your good idea from
  getting shot down, John Kotter
  – Increase urgency
  – Build a guiding coalition
  – Get the vision right
  – Communicate for buy in (relentlessly)
  – Empower action by removing obstacles
  – Create short-term wins
  – Keep at it
  – Make the change stick

                           30
What did we learn
– Why collaboration and teams go together
   • Collaboration and teamwork require each other
     fundamentally


– What kind of team you need to build
   • A collaborative team that is correctly sized and in alignment
     with your organization


– How to get resources for building the team
   • Get early involvement of sponsors and stay tied to the
     business


                              31
Questions?



    @CB1492        Columbus Brown

Recommended Reading
For Business Folks (HERO’s)
Collaboration: How Leaders Avoid the Traps, Create Unity, and Reap Big Results;
Morten T. Hansen

For IT Folks (GURU’s)
Empowered: Unleash Your Employees, Energize Your Customers, and Transform Your
Business; Josh Bernoff & Ted Schadler

SharePoint Deployment and Governance Using COBIT 4.1: A Practical Approach; Dave
Chennault, Dave & Chuck Strain

                                        32
Thanks to all our Sponsors




            33

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Building an Enterprise Class SharePoint Team

  • 1. Welcome Building an Enterprise Class SharePoint Team Columbus Brown 0
  • 2. Welcome to SharePoint Saturday Houston Thank you for being a part of the 3rd Annual SharePoint Saturday for the greater Houston area! • Please turn off all electronic devices or set them to vibrate. • If you must take a phone call, please do so in the hall so as not to disturb others. • Thanks to our Title Sponsor: And our Platinum Sponsors: 1
  • 3. Information • Speaker presentation slides will be available at SharePointSaturday.org/Houston within a week • Keep checking website for future events • The Houston SharePoint User Group at www.h-spug.org, will be having it’s May meeting Wednesday May 24th. Please be sure to join us! • Have a great day! 2
  • 4. About Columbus Brown • Management Consultant-Slalom Consulting, Dallas TX • Education-BSME, MBA, LeTourneau University • Certifications- Prosci Change Management • Specialties-Conceptual Aircraft Design, Project Management, SharePoint Administration and Governance 2007/2010, End User Adoption • Interests – Gourmet Cooking, Jazz Piano, Autocross, Aviation, Salsa Dancing, Non-profits 3
  • 5. About Us • Who are the people in our neighborhood? – Paul- intern turned enterprise SP guru – Betty – they say that Lotus DBA who inherited a bad mother SP deployment – Charles - Marketing VP and newly appointed SharePoint Executive Sponsor* – Katrina - HR generalist now recruiting for a new SP admin/dev/trainer/guru – Mark - IT Director, trying to support the business with SharePoint & ipads & the cloud & mobile all needed yesterday** – Sound all too familiar?*** 4
  • 6. Building An Enterprise Class SP Team • Audience: – SharePoint Guru’s, Business Hero’s • What you will learn: – Why collaboration and teams go together – What kind of team you need to build – How to get resources for building the team • Background story: – The journey of a design engineer turned SharePoint Implementation Lead 5
  • 7. Why- Collaboration requires Teams • What is a team? – A group of people , with different abilities but a shared purpose, who work together to achieve a goal that directly or indirectly benefits everyone on the team • Characteristics of Effective Teams – Have a clear purpose or common goal and are committed to it – Accomplish more higher quality work in less time – Have diversity in ideas, expertise, experience, resources, background – Are happier about their jobs – Make customers more satisfied – Team members contribute, discuss, and cooperate (collaborate) • Ever been on a really good team? What did you most admire? 6
  • 8. Why - Teams require Collaboration • What is Collaboration? – A group of cross-unit teams working together to provide better innovation, better sales, or better operations • Characteristics of Effective Collaboration – The value of achieving the goal exceeds the cost of collaboration – There is a compelling business case – There is a compelling unifying goal greater than the team – Teamwork is valued across the organization – Leaders demonstrate and practice the value of teamwork • Where have you seen effective collaboration in you organization? 7
  • 9. Why- You alone…team are not • The roles of the team of one • Are you a team of one with more tools than hands? 8
  • 10. Why- You alone is risky • Decreases the benefits of proper implementation, Increases risks of poor implementation and low adoption – Single point of failure – Undocumented critical business processes • It is risky to your career and your organizations success – Understanding problems and needs of the organization – Alignment with company leadership and strategic objectives – Does not promote change needed to embrace collaboration 9
  • 11. Value Of Proper Implementation Benefits HR IT Company Wide Increased Employee Consolidation of People & Return on Collaboration Engagement & Technology Resource Efforts3 Productivity2,4 Costs2,3 30% higher employee 28% decrease in call 37% increase in project satisfaction support volume collaboration HR Team Productivity 32% reduction in time to Improvements 27% reduction in email find answers Sources: 2.) Forrester Consulting: The Total Economic Impact of Microsoft SharePoint Server 2010, 3/2010; North, Jeffrey 3.) Mckinsey Global Survey: How companies are benefiting from Web 2.0, 2010 4.) The 2020 Workplace-How Innovative companies attract, develop, and keep tomorrow's employees today; Meister, Jeanne & Willyerd, Karie 10
  • 12. Value Of Proper Implementation Risks And Inadequate Leads To No Training Plan Governance Inappropriate Usage Lack of a solution center Increased dept. costs and decreases organization, tools, processes, and Uncoordinated efforts, duplicate and in productivity, low end user policies for secure internal more unsupported applications7,9 acceptance6 collaboration6,9 Mission critical service interruption Confusion about purpose, where to Compliance issues around access and from inadequate put content, or where to find data8 architecture, capacity6 information5 Inadequately trained users with too Increasing IT Costs from storage and A system not aligned with strategic much capability will conflict with your viral end users demand9 goals, or overall business needs5,6 business strategy 6,7 Sources: 5.) Gartner: Strategic Best Practices for SharePoint 2010 Migration, G00211002, 3/2010; Tay, Gavin 6.) Portalogiks: Seven Common Mistakes in Implementing SharePoint 2007 7.) Gartner: Citizen Developers: Delivering Business Applications Outside of IT, 2009; Knipp, Eric 8.) NextLabs: Compliance, Governance, & SharePoint, 2/2008; Ott, Chris 9.) Credera: Governance: A Key Requirement for SharePoint 2010, 2/2010; Shankar, Sai 11
  • 13. Why-About this Change thing……. • What is change? – Impact to individuals and organizations as a result of New: • Ways of doing work • Systems or tools • Reporting Structures • Markets, Products, or Services • What happens to employees that don’t change – Job loss, job dissatisfaction – Missed promotions, lower security • What happens to companies that don’t change – Loss of jobs – Marketplace failure – Bankruptcy 12
  • 14. Why-Time for Change • Collaborative systems promote radical changes to employees and organizations through process and technology • Change management is a key success factor to realize benefits, and increase the probability of success, and achieve ROI for collaboration system implementations – Creating buy in, commitment, understand, and awareness – Increase usage and adoption – Mitigate people risk associated with project – Minimize disruption and friction • First change is yourself – Learn more about collaborative leadership (Michael Sampson) – No more personal silos • Takes a team to change your organization – Model effective team work and collaboration 13
  • 15. Why collaboration requires teams • The PEOPLE ……….who make up teams are the most important building block of collaboration • Creating a sustaining a successful collaborative system involves people, process, and technology CHANGE…………………..(it’s not fluffy) • Good teams that model teamwork and foster collaboration will create positive change in your ORGANIZATIONS……………. 14
  • 16. What kind of team do you need? • Who are you? – Personal – Organization • What is your level of collaboration maturity? – Personal – Team – Organization • Where are you trying to go? – Personal Goals – Company/Organizational Strategic Objectives 15
  • 17. What – The who are you factors? • Organizational Size – Teams, Groups, Departments, Functional Groups, Projects, Locations, Enterprise, Affiliates, Internation al • Organizational Structure – Matrix, Hierarchal, Self Managed Teams, Contractors • Cultural considerations – Generations, traditions, geographic • Be realistic about the history of previous implementations and major initiatives 16
  • 18. What – Where are you? • COBIT 4.1 – SharePoint Governance Framework Phases – Scope • Definition of business objectives and strategy, alignment of collaboration system capabilities to org. goals – Plan for Launch • Creation of infrastructure, people, and metrics to launch initially – Plan for Operations • Creation of operational, training, and support policies and procedures – Launch • Deployment of the Collaboration system – Operational • Performance, capacity, and problem management – Enhancement • Solicit and request improvements • Evaluation and prioritization of requests Adapted From SharePoint Deployment and Governance Using COBIT 4.1, Dave Chennault & Chuck Strain 17
  • 19. What – Where are you? • SharePoint Maturity Model- Core Usage- Collaboration – 500 - Collaboration outside the firewall. Automated processes – 400 - Collaboration tools usage across the organization and work in progress becomes leverage final content – 300 - Sporadic Collaboration (discussions, wikis, versioned documentation) – 200 - Collaboration within efforts within departments, or teams, directed at documentation. Some structure – 100 – Out of box usage without structure, process or organization Based on Saladit Van Buren, SharePoint Maturity Model v 2.0 18
  • 20. What – Where are you going? • Set it and forget it deployment – build it and they will come? • Company objectives, Strategic plan, dept. initiatives • Insert comment…..you need governance here, and it’s not just SharePoint • Did I mention governance? 19
  • 21. What – Who do you need? • Common roles – Bus. Architect/Evangelist – Farm Administrator – Help Desk Support/Trainer – Business Process Analyst – Change Management Specialist – SP Developer – IT Project Manager – Site Owner – Site Collection Owner Helpful job descriptions from Let’s Collaborate - Veronique Palmer, MVP 20
  • 22. What – Team Structures • Scope – Executive / Business Sponsors - Steering – Business Architect/Evangelist – Change Management – User Centered Designer – IT Leadership 21
  • 23. What – Team Structures • Plan for Launch/Operations – Business Architect/Evangelist – Change Management – User Centered Designer – Farm Administrator – Bus. Architect/Evangelist – Farm Administrator – SP Developer – IT Project Manager – Business Representatives (PT) – Don’t forget HR/Legal/IT Security 22
  • 24. What – Team Structures • Launch – Bus. Architect/Evangelist – Farm Administrator – Help Desk Support/Trainer – Change Management – IT Project Manager – Site Owners (PT) – Site Collection Owners (PT/FT) 23
  • 25. What – Team Structures • Operate – Business Owner (and/or Operational Committee) – Farm Administrator – Help Desk Support/Trainer – Site Owners – Site Collection Owners 24
  • 26. What – Team Structures • Enhancement – Project Team – Steering Committee Leadership 25
  • 27. What kind of team do you need? • You need a COLLABORATIVE team • That is sized and staffed based on you organizations SIZE, MATURITY, and PHASE • And is in ALIGNMENT with your organizations goals and leadership 26
  • 28. How to get Resources for a team • What are some options? • Who has the resources, and authority to approve? • Demonstrate how it benefits them to provide resources 27
  • 29. How – What are my options? • Volunteers • Project Based Team • New Hire – full time • Interns – teach and grow, don’t abuse! • Consultants – project based/staff augmentation • Repurpose existing resources 28
  • 30. How – Who can make it happen • Who will benefit from the system the most? • Who has the ability to provide funding, make hiring decisions, approve projects? • They are the people who can make it happen 29
  • 31. How – Demonstrate the benefits • Adapted from buy*in-getting your good idea from getting shot down, John Kotter – Increase urgency – Build a guiding coalition – Get the vision right – Communicate for buy in (relentlessly) – Empower action by removing obstacles – Create short-term wins – Keep at it – Make the change stick 30
  • 32. What did we learn – Why collaboration and teams go together • Collaboration and teamwork require each other fundamentally – What kind of team you need to build • A collaborative team that is correctly sized and in alignment with your organization – How to get resources for building the team • Get early involvement of sponsors and stay tied to the business 31
  • 33. Questions? @CB1492 Columbus Brown Recommended Reading For Business Folks (HERO’s) Collaboration: How Leaders Avoid the Traps, Create Unity, and Reap Big Results; Morten T. Hansen For IT Folks (GURU’s) Empowered: Unleash Your Employees, Energize Your Customers, and Transform Your Business; Josh Bernoff & Ted Schadler SharePoint Deployment and Governance Using COBIT 4.1: A Practical Approach; Dave Chennault, Dave & Chuck Strain 32
  • 34. Thanks to all our Sponsors 33