Skip to main content

How to Plan Your SharePoint Projects

Because I have always looked at SharePoint as a platform for building your organisations solutions that help improve business productivity, I thought I could write about a few simple project management steps that can aid when building these business solutions, classified as SharePoint Projects.

Step 1: Set the Direction

Before you start out, set the direction for the SharePoint project. Do this by clearly identifying the SharePoint project vision, goals and deliverables. State the overall timeframes for delivery and clarify the amount of resource available. Determine what is "in scope" and "out of scope". Identify the benefits and costs in delivering the SharePoint project and any milestones and constraints. Only once this is agreed with your SharePoint project Sponsor will you know what it is that you have to achieve.

Step 2: Task Selection

You're now ready to start planning. Identify the groups of tasks that need to be completed to build your SharePoint project deliverables. Then for each group of tasks, breakdown those tasks into sub-tasks to create what is known as a "Work Breakdown Structure" (WBS). Your WBS is essentially a hierarchical list of tasks, in order. Assign start and end dates to each task, as well as task durations. Always add a little extra time (e.g. 10%) to your durations, providing you with contingency. Next add Milestones to your plan. These are tasks that represent major achievements along the way.

Step 3: Inter-linking

The next step is to add links (or dependencies) between SharePoint project tasks. While there are a variety of link types, most SharePoint project Managers add "finish-to-start" links so that one task cannot start until another one finishes. To make your SharePoint project achievable, only add links between tasks if there is a critical dependency between them. Remember, when one task slips, all tasks linked to it may slip as well. So use links wisely.

Step 4: Resource Assignment

Now comes the fun part, assigning resources. A "resource" may be a person, equipment, location or materials. Against each task in your plan, assign one or more resources required to complete it. As you assign resources, watch your resource utilization. In other words, make sure you don't over-assign a specific resource to multiple tasks, so that it’s impossible for that resource to complete everything assigned to it.

Step 5: Baseline, Actuals and Reporting

With a fully completed SharePoint project plan, you're now ready to save it as a "baseline", so that you can later compare your progress against it. Then start recording your actual progress against the plan. Every day, record the amount of time you've spent against each task. Also record the new planned start and finish dates, and monitor the overall SharePoint project completion date. Report on progress as you go. By regularly updating the SharePoint project plan with your progress, you can control the delivery of your SharePoint project and meet those critical goals set.

Comments

Popular posts from this blog

Zambia's first K2 BlackPoint roll-out

Reporting to you live from Code|Influence... My colleague and I have been managing our organization's SharePoint infrastructure for some time now and we have just rolled out the first K2 BlackPoint in the country, intended mostly for SharePoint workflow developments.

How to document your SharePoint Projects.

Here are the essential documents you need to complete… Initiation Business Case: To justify the financial investment in your SharePoint Project, you need to write a Business Case. It lists the costs and benefits, so everyone knows what the return on investment will be. Feasibility Study: Before you kick-off your SharePoint Project, you need to determine whether your project is feasible, using a Feasibility Study. SharePoint Project Charter: You then need to document the objectives, scope, team, timeframes and deliverables in a SharePoint Project Charter. Planning SharePoint Project Plan: You need to create a Project Plan listing all of the tasks required to undertake your SharePoint Project from start to finish. Every task must be scheduled, so you know what needs to be done and when. Resource Plan: Next, you need to plan your resources by documenting the money, equipment and materials needed for your SharePoint Project. Quality Plan: You then need to set quality targets, so that the S...

Zambia's first Copper Concentrate Logistics System on SharePoint 2007

Ok so my workmate Charles and I just finished developing a Copper Concentrate Logistics System on SharePoint 2007. Again we do something that has never been done before in Zambia, on SharePoint!!! So here is how it works: First of all, it’s mainly using SharePoint Lists, Views dependent on your log in credentials, InfoPath Forms that pull their data from the SharePoint list based on specific selection criteria. The marketing dept captures the details of the trucks expected to arrive, only after which, the Security personnel will be able to see the details of the expected trucks and authorize entry. This then allows the truck details on empty weight and on loaded weight to be captured to the same system from the Weighbridge and sealing details confirmed. Only when the weighbridge process has been confirmed, the Security to authorize exit would be able to view the truck details, which they will use for their exit authorization. This piece of a SharePoint system generates various reports...