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WelcomeSharePoint Training They Won’t Forget

Columbus Brown II

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Welcome to SharePoint Saturday Houston

• 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 Platinum Sponsors:

Thank you for being a part of the 2nd Annual SharePoint Saturday Houston

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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 this Wednesday on May 11th. Please be sure to join us!

• Have a great day!

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About Columbus Brown • SharePoint Implementation Lead, Bell Helicopter Textron in Fort

Worth, TX

• Education-BSME, MBA, LeTourneau University

• Specialties-Conceptual Aircraft Design, New Product Development, Project Management, SharePoint Administration and Governance 2007/2010

• Interests – Gourmet Cooking, Jazz Piano, Autocross, Aviation,

Habitat for Humanity

• Strangest Career Moment- Suspending a Helicopter from the ceiling of a museum in Washington, DC while being filmed by local TV station.

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Other Workshops

• Collaboration-Can Teams work together to achieve a common goal

• I am NOT your SharePoint Guru

• Sarcasm and You…….Really?

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Training They Will Never Forget• Audience:

– SharePoint Gurus and Business Hero's• What you will Learn:

– Why Classes Are NOT Enough (End User & Site Owner)– Business Value Of Properly Implemented SharePoint– 2020 Workplace– Developing Memorable Training (End Users, Site

Owners)– Ways To Build Learning Communities (Advanced Users)

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SharePoint Gurus & Business Hero’s

The one software platform which magically provides low cost solutions for collaboration, web content mgmt., doc. mgmt, enterprise search, business intelligence, and Web 2.0 features with minimal disruption to the business.

SHAREPOINT

The one who is regarded as having great knowledge, wisdom and authority in a certain area, and who uses it to guide others (teacher).

(Sanskrit: गु�रु)

GURU

Really?

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SharePoint Guru RolesEvangelist/Architect

IT Project Manager

Help Desk Support/Trainer

Change Management Specialist

Farm Administrator

Business Process Analyst

Developer

Very few people are trained in all of the Guru roles and capabilities of SharePoint

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SharePoint Business HERO’s

The one software platform which magically solves my business problems and keeps me from having to wait for weeks for IT to tell me NO when I can do it myself without their knowledge or supervision.

SHAREPOINT

The Highly Empowered Resourceful Operative (HERO1) , uses SharePoint for file storage, creating excel databases, vortals, and workflows to solve business problems. (Formally know as Shadow IT)

HERO

Source: 1.) Empowered: Unleash Your Employees, Energize Your Customers, and Transform Your Business; Josh Bernoff & Ted Schadler

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SharePoint HERO RolesEnd User- Viewer/Approver

Farm Administrator

Designer

Power User

Site Owner

Advanced Site Owner

Site Collection Administrator

Very few people are trained in the Business Roles and capabilities of SharePoint

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Why Classes Are Not Enough• Traditional Classroom Training is often:

– Expensive & difficult to get buy-in for funding for entire org.

– Technical and focus on multiple features

– Quickly forgotten before it is applied

– Not tied to overall business strategy and governance

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Why Classes Are Not Enough• End Users and Site Owners need:

– To be able to quickly find answers through people and organized information

– To understand what SharePoint is in the context of their organization and the business

– Community standards on roles, responsibilities, conduct, and content

– Templates & Standards on making business solutions

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Why Classes Are Not Enough• Power Users and Advanced Site Owners:

– To be able to quickly find advanced answers through people and organized information

– To understand what SharePoint is in the context of their organization and the business

– Understand how and when to use SharePoint

– Understand basic End User Support and Change Management principles

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Value Of Proper Implementation

HR

Increased Employee Engagement & Productivity2,4

30% higher employee satisfaction

HR Team Productivity

Improvements

IT

Consolidation of People & Technology Resource

Costs2,3

28% decrease in call support volume

27% reduction in email

Company Wide

Return on Collaboration Efforts3

37% increase in project collaboration

32% reduction in time to 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

Benefits

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Value Of Proper Implementation

No Training Plan

Increased dept. costs and decreases in productivity, low end user

acceptance6

Compliance issues around access and data8

Inadequately trained users with too much capability will conflict with your

business strategy 6,7

And Inadequate Governance

Lack of a solution center organization, tools, processes, and

policies for secure internal collaboration6,9

Mission critical service interruption from inadequate architecture,

capacity6

Increasing IT Costs from storage and viral end users demand9

Leads To Inappropriate Usage

Uncoordinated efforts, duplicate and more unsupported applications7,9

Confusion about purpose, where to put content, or where to find

information5

A system not aligned with strategic goals, or overall business needs5,6

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

Risks

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Get Ready for 2020 Workplace• 2020 Workplace – an organizational environment that provides an

intensely personalized, social experience to attract, develop, and engage employees across all generations and geographies.

– Not about technology, it is about creating community across a multi-generational workforce.

– Future value of employees will be determined by performance and how much they contribute knowledge and ideas back to the organization.

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Get Ready for 2020 Workplace• 2020 Workplace – an organizational environment that provides an

intensely personalized, social experience to attract, develop, and engage employees across all generations and geographies.

– The future workplace needs to be collaborative, authentic, personal, innovative, and social within the context of your companies unique organizational culture.

– Workforce engagement needs to be modeled with • social recruiting (Facebook, Linkedin, ect.)• hyper-connectivity (Facebook for enterprise)• social learning (Collaborative & Immediate.

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Social Learning Platform FeaturesFeature Name/Area SP 2007 SP 2010

People Profiles ● ●

Photos and Presence ● ●

Microblogging ●

Organizational Browser ●

Ask me About ●

Recent Activities ●

Tags, Ratings, Keywords Add-on ●

Blogs, Wikis ● ●

Podcasting Add-on Add-on

Mobile Device Support Add-on ●

Video/Audio Storage ● ●

Video Capture Tool Add-on Add-on

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Developing your Curriculum• Understand the Business Drivers

– Map to roles, tasks, or organizations• Determine your Audience & Delivery Methods

– Powerpoint standard decks– Podcasts, Videos, CBT, Quick Start Cards– Classroom– Workshops (Enforces Governance)

• Leverage Existing content– Microsoft Material, You Tube– Nothing but SharePoint

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Developing your Curriculum• Collaborate with Training Vendors & HR

– Texas Grant– Target your training costs– Certifications

• Leverage your community!– Make training an ongoing event– Keep it fun and interactive– Feed the troops – Keep it simple

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Sample Curriculum• End Users

– Conduct, Navigation, Help– Search, My Site, Terminology– Upload a document, Check In/Out , Views

• Site Owners – Site/Library/List Design (Purpose, People, Content)– Permissions, Sharing Documents– Discussion Boards, Meeting Workspaces

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Ways To Build Learning Communities• Start a FOCUS group

– Empower a cross functional site owners group

– Make governance more like the home owners association

– Sponsor workshops, again feed the troops, bring in speakers

– Encourage community and collaboration

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Ways To Build Learning Communities

Monday 2/14 Tuesday 2/15 Wenesday 2/16 Thursday 2/17 Friday 2/18

SharePoint 2010 Overview

SharePoint 2010 End User & Site Owner Training

Business Solutions

Business Solutions

8:30 Breakfast Breakfast Breakfast Breakfast Breakfast

9:00Welcome Team-Soln.

Building9:3010:0

010:3

0Team-Soln.

Testing

11:00

11:30 Lunch Lunch Lunch Lunch Lunch

12:00

Discussion Discussion DiscussionDiscussion

12:30

Team Presentations

1:00Issues/Risk

Session Dry Run

1:30 Break Break

2:00Team

Assignments

2:30Break Break Break Business

Solutions Formal

3:00Solution

Presentation3:30 Team-Planning Discussion4:00 Wrap Up4:30

• Case Study– Med. Size Company– 5,000-10,000 users– SharePoint 2010 Training– 18 users all levels– Team activities– Interactive method– Produced two solutions– Presented to IT

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What We Learned Today

– Classes Are NOT Enough (End User & Site Owner)– Business Value Of Properly Implemented SharePoint– 2020 Workplace is coming, get ready– Developing Memorable Training Events in line with

Governance– Build Learning Communities not just content

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Questions?

Recommended Reading

For Business Folks (HERO’s)The 2020 Workplace: How Innovative Companies Attract, Develop, and Keep Tomorrow’s Employees Today; Meister, Jeanne & Willyerd, Karie

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; Chennault, Dave & Strain, Chuck

CB1492 Columbus Brown

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Thanks to our Sponsors