Creating a Project Plan With SharePoint (PMIS)

Creating a Project Plan Course Outline

• Overview of a SharePoint 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
  • Performing initial site administrative tasks

  Adding users and setting permissions

  • Defining organizational structure
  • Determining stakeholder communication requirements
  • Building a SharePoint communication plan
  • 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
  • Utilizing wikis for efficient content management
  • Linking Microsoft Office to SharePoint

• 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 with the Project Task List
  • Updating the Issues List

  Correcting project deviation

  • Determining change control procedures
  • 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 data to SharePoint lists
  • Synchronizing a Microsoft Project plan

  Presenting project status data

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

• Successfully Closing the Project

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