BEST PRACTICES CONFERENCE SHAREPOINT

Clarity. Direction. Confidence.

@veroniquepalmer #BPC11

EFFECTIVE END USER

TRAINING

Veronique PalmerSharePoint MVP

March 2011

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

End user training is

NOT JUST ABOUT

SharePoint!

Patience

with the

process of

change

She’s lost it!

$$$

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Customised Ongoing

BlendedSupported

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

TR

AIN

IG

OW

NE

RS

HIP

GO

VE

RA

NC

NE

CO

MM

UN

IC

AT

IO

N

USER

ADOPTION

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Microsoft Outlines

eLearning Course 50227A :

SharePoint 2007 End User

3 Days

Level 200

Audience :

Managers, developers, design

ers, and every day knowledge

workers, finance, operations, s

ales, or human resources

users

(second course available)= 7.5 days

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

eLearning Course 50352B :

SharePoint 2010 End User

3 Days

Level 200

Audience :

Information Workers, anyone

that works with SharePoint

team sites, libraries, lists

and items

(second course available)= 2.1 days

Microsoft Outlines

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

For Beginners??

Address business problems

BCS

SharePoint Designer

Workflow

Document ID Service

Column Level Validation

Record Declaration Settings

Audience Targeting

Visio Process Repository

Records Centre

Business Intelligence Centre

Term Store Management

Custom CSS

Modify Master Pages

Translation Management

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

External Training

Pros

Mass training

Less distraction

Infrastructure

Cons

Expensive

Generic

Impersonal

Real world exp

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

In-house Training

Pros

Cost effective

Personalised

Governance

Cons

Infrastructure

Distractions

Cancellations

Finding a trainer

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

SharePoint for

Business Users

Certification?

NBSP – Kat Weixel

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Ownership!

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Curriculums That Work

• Up-skill from 2007 or Beginners

• Lists

• Intermediate

• Advanced

• Permissions

• Enterprise Features

• SharePoint Designer

• Specialisation

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Why?

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Complete Picture

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Volumes

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Stagger!

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Course Outlines

Importance

of

Beginners

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Basics

Doc Libraries

Discussion Forums

Wikis

Picture Libraries

Site Creation

Course Outline

Beginners

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Train the Trainer

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

HANDS ON!

Materials

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

http://www.letscollaborate.co.za/shop/SitePages/Training.aspx

Get Course Outlines

Lots in the market, find yours!

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Course Outlines

Upgrading?

Features?

Considerations

New?

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Content

How and ….

Why!

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Evaluation Forms

P r o d u c t i v i

t y H u b

B r o w n B a g

S e s s i o n s

U s e r

M a n u a l s

C l a s s r o o m

S e l f -P a c e d

M i n d M a p s

B o

o k

s

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Managing

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Managing

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

The Secret?

#BPC11@veroniquepalmer

Timing

Assimilation

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Evangelists

Excitement

Adoption

Free IT

Leaders!

Wins!

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Worst Practices

•Relying solely on

Microsoft outlines

•Large classes

•Leaving the class

Best Practices

•Customize outlines

•Stagger training

•Give time to assimilate

3 3

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Budget

For

Training

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Fab 40 : Employee Training Scheduling and Materials (2007 only)

http://www.microsoft.com/downloads/en/details.aspx?FamilyId=B5206277-

550C-44DA-A2D5-D7E32E3B6B8F&displaylang=en

Productivity Hub 2007

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=277fefca-

d62f-41bc-943d-79002254cfee&displaylang=en

Productivity Hub 2010

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=4aaa9862-

e420-4331-8bc3-469d7bae0ff1

Free Resources

BEST PRACTICES CONFERENCE SHAREPOINT@veroniquepalmer #BPC11

Business Owner

User Adoption

Specialist

End User

Trainer

Team Lead

BEST PRACTICES CONFERENCE SHAREPOINT

Clarity. Direction. Confidence.

@veroniquepalmer #BPC11

Please be sure to fill out

your session evaluation!veronique@letscollaborate.co.za

www.letscollaborate.co.za

THANK YOU

FOR YOUR TIME

SAN DIEGO