SharePoint in Practice: Proven methods to engage your team & build your company portal.
Building a company portal can be hard, but SharePoint in Practice will ensure your success.
A portal design and build is a complex project that affects all aspects of your organization. The Finance Department, HR, the Shipping Dock, everyone has differing needs and varied, valid opinions. And once you’ve gathered that information and built your portal, how do you know people are going to use it?
By leveraging Microsoft Office 365 and SharePoint, and relying on proven methods and tested templates the journey gets a lot easier. Enter SharePoint in Practice and the Portal Build Toolkit. We deliver techniques, tools, and templates developed in real projects with real problems.
SharePoint in Practice will guide you step-by-step to build a company portal that supports your staff and helps your business or non-profit operate smoothly. Read the book for our methods and processes, and a wealth of valuable tips. And, since this is the “Enhanced” version, login to the Microsoft 365 site for full access to the Portal Build Toolkit: over 30 downloadable Office templates, and all the Practical Solutions described in Part 2. These are real, live, practical SharePoint tools.
SO LET’S GET STARTED BUILDING A GREAT SHAREPOINT PORTAL.
The following templates are included in the Portal Build Toolkit.
Note that each of may also be purchased separately on this site.
|Go-Live Communication Plan||Word|
|Content Migration Checklist||Excel|
|Content Migration Plan||Word|
|Content Stewards Meeting Agenda||Word|
|Content Stewards Terms of Reference||Word|
|Content Stewards Training||PowerPoint|
|Design Team Kick-off Presentation||PowerPoint|
|Design Team Terms of Reference||Word|
|Executive Overview Presentation||PowerPoint|
|File Naming Conventions||Word|
|Go-Live Contest and Training Survey||Word|
|Governance Committee Terms of Reference||Word|
|Intranet Design Graphics||Visio|
|Intranet Development Project Plan||Word|
|Migration Team Kick-off Presentation||PowerPoint|
|Pilot Participants Kick-off Presentation||PowerPoint|
|Project Change Request||Word|
|Project Status Report||Word|
|Quick Reference Sheet||Word|
|SharePoint Administrator Training||PowerPoint|
|SharePoint Intranet Design||Word|
|Steering Committee Kick-off Presentation||PowerPoint|
|Steering Committee Terms of Reference||Word|
|Transform and Migrate SharePoint Files||Excel|
In addition, the following working examples are available online for you to use and explore how they are made. These are defined in Part 2 of the book.
- Suggestion Box: How do we easily gather guidance and direction from the user community? How do we allow our beloved users to quickly post suggestions and ideas? How do we manage and respond in an efficient manner?
- Timesheet: To capture time worked for future reference, invoicing, and reporting. This is especially useful for consulting firms, for billing time against projects, and in any situation where people are required to track their time. How do we set up time tracking in a way that is easy to enter, and easy for administration staff or management to use for reporting and invoicing?
- Policy Manual or Governance Guide with Index: How to present a large and complex manual or set of documents in a way that it easily navigable and maintainable. How to convert a large document into wiki pages (so it is easy to read in SharePoint).
- Leave Calendar: How to easily view and track “who is where”? How do I quickly check when people are on vacation? Can we use SharePoint to review and approve staff requests for vacation or leave?
- Board Portal: Board and committee members are busy people, often external to an organization. They often connect remotely and may be challenged by technology, and this board is seldom their only job. Boards and committees do not want to wade through unnecessary content—they want to go straight to what’s relevant to them. So how do you efficiently share important, and potentially confidential, materials?
- A SharePoint “Shopping Cart”: A company with many locations wants all staff to be able to order from a list of supplies and marketing materials and receive shipment from head office. This needs to be easy for users to place orders, and for head office to manage fulfillment. It would be nice to have the ability to re-order since the same supplies are requested repeatedly. No payment is attached to these transactions.
- All Staff Contact List: To centrally manage all contact information, share it among all staff, and easily search, update, and access through Outlook.
- Document Management: To manage documents, easily locate them, tag them for search, and ensure only the appropriate people can read or edit.
- Permissions Tracker: To efficiently track who manages SharePoint objects and who has access to what.
NOTE: Are you looking for the paperback or Kindle editions? You can purchase either on Amazon.
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