About this class
Inefficient communication among stakeholders, poor document management practices and undefined project collaboration standards can compromise project success. SharePoint provides a Web-based framework that can empower organisations to create a standards-based PMIS with formal project management methodology. In this course, you acquire the knowledge and skills to more effectively manage projects using SharePoint.
Through a multimedia-enhanced three-day simulation, you manage a comprehensive project with SharePoint. You use project management best practices to create and utilise a SharePoint PMIS that allows you to actively plan, control and close the project. Experiential activities include:
- Taking advantage of relevant project management standards and processes
- Building and customising a SharePoint PMIS
- Creating a SharePoint communication plan
- Generating lists and document libraries
- Utilising SharePoint collaboration tools
- Monitoring and updating project tasks
- Enabling change control with the three-state workflow
- Customising management dashboards with Web Parts
- Updating a lessons learned wiki
This training may be available onsite; please contact us if you are interested.
Who will the lesson benefit?
Project managers and project teams who want to leverage SharePoint to manage projects more effectively. Course 296, "Project Management: Skills for Success", or equivalent knowledge is assumed. Prior experience with SharePoint is helpful but not required.
What delegates will learn
You Will Learn How To
- Exploit SharePoint Technologies to manage successful projects
- Build a SharePoint Project Management Information System (PMIS)
- Create and customise a SharePoint site for effective project collaboration
- Monitor and analyse the project schedule and milestones in a SharePoint site
- Generate on-demand project status reports
- Synchronise common project management tools with SharePoint
Contents of this class
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 organisational processes
- Setting up sites with new and existing templates
- Configuring basic PMIS features
- Performing initial site administrative tasks
Adding users and setting permissions
- Defining organisational structure
- Determining stakeholders and communication requirements
- Building a SharePoint communication plan
- Assigning site memberships
- Customising permissions for specific site components
Customising the PMIS structure and standards
- Planning the information architecture
- Generating issue, contact, calendar, project tracking and custom lists
- Centralising 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
- Utilising 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
Analysing 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 three-state workflow
- Re-evaluating 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
- Centralising 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
- Exporting Microsoft Excel spreadsheet data to SharePoint lists
- Importing a SharePoint Task List into Microsoft Project
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
