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Privacy practices may vary, for example, based on the features you use or your age. Learn More. With Family Sharing set up, up to six family members can use this app. App Store Preview. After months of hard work and extensive pre-launch testing, the new website is live! Once this review is finished, mark all tasks as complete using the bulk edit function as explained above. Likewise, you can use the bulk editing functionality to mark all issues as resolved. Next, add a final project status report to the site to capture some thoughts about the project overall.
It is also important to remember as a project manager, you were the leader of the project, but not the sole owner of its processes and tasks. The simplest way to run a project post-mortem is a team meeting.
Use the meeting to answer three questions:. Review the feedback and suggestions to find actionable inputs to your next project. Finally, share these insights with the wider organization to help evolve project management practices across all teams.
Below is a recap of the five-stages of collaborative project management and the supporting tools in the free SharePoint project management template.
If you are ready to start managing a project using the approach and tool outlined above, go for it! There is simply no better way to implement the guidance or leverage SharePoint than by trying it. Practice with a plan and intent will get you there even faster. Make sure to gather inputs from the team during and after project execution to accelerate your journey:. In both cases, you need a change management plan to win internal support and drive user adoption.
Successful change management involves numerous elements such as:. The following section applies the 3Ps to increase user adoption of SharePoint for project management. Firstly, you need to start with a clear vision of why the team should use SharePoint for project management, the benefits of this change, and how the Free SharePoint Template will help.
Be able to explain why you want to introduce SharePoint for project management and what you hope to achieve with this change. Next, find examples of successful projects delivered using SharePoint. Finally, plan any training sessions you will need to carry out. Training and upskilling help people to feel competent and more motivated to adopt a new process. The information in Chapter Two is a good starting point. You can also use the Free Template training video from BrightWork.
A key principle of change management is identifying and engaging stakeholders early in the process. Using tools such as interviews, surveys, focus groups, and brainstorm sessions, find out how the team is currently managing projects. Common project management tools include email, Excel, and PowerPoint. Ask your team to share the challenges they face with such tools, such as multiple versions of the same file.
Remember — you need to understand the limitations of the current project management tools to build excitement about SharePoint. Finally, ask a member of the senior management or executive team to sponsor your efforts and get their feedback about SharePoint for project management.
In addition to removing roadblocks at a senior level, a prominent role model will encourage others to try the new approach. Download and install the Free Template in your SharePoint environment. With a little help from IT, you can create a SharePoint site collection for each team member. This means each person can install and use the template in their own environment.
Based on the five-steps of collaborative project management, run a series of workshops with the team. A sample set of sessions to run is as follows:. Try to keep each session to 60 minutes in length and share notes in advance to help everyone prepare. Make these sessions as practical as possible. Ask team members to commit to a weekly exercise, for example, use the learnings from Session 2 to launch their own project site on SharePoint.
If possible, record the sessions so people can review in their own time. This will also ensure anyone who misses a session can catch up quickly.
Armed with this new information, bring the team together for another workshop — this time, planning a mock project together. Work through each phase together to generate a collaborative plan. During this session, resolve any issues the team have experienced with the Free SharePoint Template and agree on ways of working, for example, how to name files. As recommended above, schedule some time to get regular feedback from the team about using the process. Once the project is complete, carry out a project post-mortem to reflect on your learnings.
You can use the same process explained in Chapter 3 , asking:. Read more SharePoint and project management articles from Grace! You can create as many sites as you wish with the template; however, the template does not support cross-project reporting.
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It is mandatory to procure user consent prior to running these cookies on your website. Get free SharePoint template. Table of Contents Click on any chapter to jump directly to it. Collaborative Project Management. How to Manage a Project on SharePoint. Improve User Adoption of SharePoint. Download now. Chapter 1. Collaborative Project Management: An Overview. Initiate the Project Starting your project the right way creates the foundation for the work to come.
This will typically involve creating a project charter to help define the objectives of the project, the scope of work, timelines and so on.
Decide on a project management approach. Create a collaborative project site. Plan and Setup the Project With the project site in place, you can Plan the project by adding tasks and a document repository to your project site. Desk check the project plan with the sponsor and the team. Update tasks and timelines as needed. Learn how to create and manage teams and channels, schedule a meeting, turn on language translations, and share files. Learn how to transition from a chat to a call for deeper collaboration, manage calendar invites, join a meeting directly in Teams, and use background effects.
Learn how to set your availability status, stay up to date with the activity feed, and create group chats and coauthor shared files for real-time collaboration. Help drive the transition to inclusive online or hybrid learning, build confidence with remote learning tools, and maintain student engagement. Now call, chat, and make plans with family and friends in Microsoft Teams.
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