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Training SharePoint for Project Management - 3 days

Class overview :

Class goals :

• Exploit SharePoint Technologies to manage successful projects
• Build a SharePoint Project Management Information System (PMIS)
• Create and customize a SharePoint site for effective project collaboration
• Monitor and analyze the project schedule and milestones in a SharePoint site
• Generate on-demand project status reports
• Synchronize common project management tools with SharePoint

Content of SharePoint for Project Management

Overview of a SharePoint PMIS

• What is a Project Management Information System (PMIS)?
• Leveraging industry best practices, tools and techniques to achieve project success
• Benefiting from SharePoint collaboration features
• Tailoring SharePoint as a standards-based PMIS

Establishing the PMIS Platform

Creating the SharePoint PMIS

• Presenting a project management methodology
• Identifying relevant organizational processes
• Setting up sites with new and existing templates
• Configuring basic PMIS features
• Performing initial site administrative tasks

Adding users and setting permissions

• Defining organizational structure
• Determining stakeholders and communication requirements
• Building a SharePoint communication plan
• Assigning site memberships
• Customizing permissions for specific site components

Customizing the PMIS structure and standards

• Planning the information architecture
• Generating issue, contact, calendar, project tracking and custom lists
• Centralizing documents in libraries
• Supporting various document types: PDF, Word documents and Excel spreadsheets

Fostering Team Collaboration

Identifying project coordination challenges

• Real time
• Remote
• Offline
• Performing a needs assessment
• Selecting the appropriate SharePoint solution

Employing SharePoint collaboration features

• Enabling version control, check-in/check-out and content approval for document management
• Allowing for offline communication with discussion boards
• Utilizing wikis for efficient content management
• Linking Microsoft Office to SharePoint through a document workspace

Tracking Projects with SharePoint

Monitoring the project schedule

• Establishing project tracking guidelines
• Documenting a risk management process
• Subscribing to automated alerts

Analyzing project progress

• Comparing planned vs. actual task performance
• Assigning tasks to team members with the Project Task List
• Updating the Issues List

Correcting project deviation

• Determining change control procedures
• Approving changes with the SharePoint workflow
• Reevaluating the project schedule

Disseminating Project Reports

Informing project status to stakeholders

• Filtering project information with custom views
• Creating management dashboards with Web Parts

Establishing a Meeting Workspace

• Centralizing meeting agendas, documents, action items, schedules and contacts
• Linking Microsoft Outlook with SharePoint
• Locating project information with the built-in search tool

Integrating Project Management Tools

Leveraging existing project tracking documents

• Employing Microsoft Office 2010 integration with SharePoint Server
• Exporting Microsoft Excel spreadsheet data to SharePoint lists
• Synchronizing a Microsoft Project plan with a project task list

Presenting project status data

• Editing a Microsoft PowerPoint presentation from a SharePoint PMIS
• Considering third-party products and application compatibility with SharePoint

Successfully Closing the Project

• Transferring project and personal lessons learned
• Archiving the SharePoint PMIS