Microsoft SharePoint Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft SharePoint Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft SharePoint related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Microsoft SharePoint specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft SharePoint Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft SharePoint improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Does your team have the necessary skills to accomplish the work, or do you have service providers with the right skills engaged and ready to begin working?

  2. Is there an incumbent organization or person that previously built out a SharePoint environment or sites that is still currently performing work for you?

  3. Will the branch identify any existing business and/or technical resources that it intends to incorporate into the selected vendors delivery team?

  4. Will the chosen vendor be provided with direct, remote access to and Admin credentials for all SharePoint environments that are to be supported?

  5. Why go through the hassle of trying to force SharePoint to do it for you when there are better dedicated solutions out there?

  6. Is SharePoint used to just display the logistical data from trapeze or are there hybrid workflows that extend into trapeze?

  7. What changes will be required from a productivity services standpoint to move the farm into the new hybrid configuration?

  8. Does the Microsoft SharePoint platform play a key role in your information strategy today, or will it in the future?

  9. Is any of the content that needs to be migrated coming from a source other than the current SharePoint environment?

  10. Do you have any full time SharePoint individuals currently on staff who will be part of the SharePoint project?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Microsoft SharePoint book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your Microsoft SharePoint self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Microsoft SharePoint Self-Assessment and Scorecard you will develop a clear picture of which Microsoft SharePoint areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Microsoft SharePoint Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Microsoft SharePoint projects with the 62 implementation resources:

  • 62 step-by-step Microsoft SharePoint Project Management Form Templates covering over 1500 Microsoft SharePoint project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Risk Management Plan: Have customers been involved fully in the definition of requirements?

  2. Lessons Learned: How timely were Progress Reports provided to the Microsoft SharePoint project Manager by Team Members?

  3. Monitoring and Controlling Process Group: What factors are contributing to progress or delay in the achievement of products and results?

  4. Activity Duration Estimates: Are updates on work results collected and used as inputs to the performance reporting process?

  5. Activity Duration Estimates: On which process should team members spend the most time?

  6. Variance Analysis: Are there changes in the overhead pool and/or organization structures?

  7. Cost Management Plan: Is the structure for tracking the Microsoft SharePoint project schedule well defined and assigned to a specific individual?

  8. Lessons Learned: What worked well or did not work well, either for this Microsoft SharePoint project or for the Microsoft SharePoint project team?

  9. Quality Management Plan: What are your organizations current levels and trends for the already stated measures related to employee wellbeing, satisfaction, and development?

  10. Risk Audit: Has risk management been considered when planning an event?

 
Step-by-step and complete Microsoft SharePoint Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Microsoft SharePoint project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Microsoft SharePoint project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Microsoft SharePoint project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Microsoft SharePoint project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Microsoft SharePoint project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Microsoft SharePoint project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Microsoft SharePoint project with this in-depth Microsoft SharePoint Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Microsoft SharePoint projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Microsoft SharePoint and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft SharePoint investments work better.

This Microsoft SharePoint All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.