Creating a Project Plan With SharePoint (PMIS)

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

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

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

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

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

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