session 85: what your users need to know about sharepoint
DESCRIPTION
Presentation delivered to the 2013 Minnesota Government IT Symposium on 12 December 2013 by George Sawyer (Sawyer Training, Inc.) Session Description SharePoint represents a paradigm shift for almost every user. Metadata, no more folders, search vs. browse, links vs. attachments. Untrained or improperly trained users become a liability and put a project’s success at risk. This session helps organizations develop effective, efficient training that will assure users "buy-in" so they are productive from day one. Emphasis is on core concepts vs. learning specific tasks. In this session, you will learn: • Core concepts end-users must grasp to assure a successful implementation of SharePoint • Tips and tricks to help make the transition easier (and even fun) for users • Resources for planning effective and efficient training programsTRANSCRIPT
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SharePoint:What Your Users Need to Know
Bringing High-Tech Down to Earth™Sawyer Training, Inc.
Presented byGeorge J. Sawyer III
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Essential Concepts
Searching vs. Browsing Metadata Drives Search Folders Are Evil Stop Sending Attachments Don’t Lock Them Out of Sanity One Document – One ID Damn the Downloads
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Searching vs. Browsing
Browsing, think 19th century file cabinets.
Search, think going home and searching Google or Amazon.
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Metadata Drives Search
Think of the metadata in iTunes.
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Folders Are Evil
This will be one of your biggest challenges.
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Stop Sending Attachments
Make links a “way-of-life”
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Don’t Lock Them Out of Sanity
governance needs to be reasonable Train your users to be digitally literate and practice
secure computing empower your users to share data appropriately Utilize the security groups and containers in
SharePoint
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One Document – One ID
Implement Document IDs place the Document ID as a column on the far left of
every library
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Damn the Downloads
Discourage downloads Teach them to trust the system Teach them how to bookmark and search
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Governance
Features Unlock the Doors Ground-up Permissions Lead from the Top
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Governance
Too much governance is just as bad as too little governance
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Features
Users need tools to do their jobs Don’t give access to features until users are trained
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Unlock the Doors
Users can’t do their job if they can’t get to the files they need
If you use the excuse that your employees can’t be trusted you’ve just told me everything I need to know about your organization
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Ground-up Permissions
Appropriate training Appropriate policies Appropriate audits
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Lead from the Top
Mandate from the top Leadership must communicate Leadership must train too
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Planning Successful Training
Plan for the Long-term Train to the Permissions Consider Certification It Starts at the Strategy Phase Address the Fear Lead by Example Training is not Optional
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Plan for the Long-term
SharePoint demands more
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Train to the Permissions
Align training to your permission levels Do not grant users permissions until they have taken
the corresponding class
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Consider Certification
Certifications Assessments
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It Starts at the Strategy Phase
Trainers can often serve as the user advocates
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Address the Fear
Communicate
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Lead by Example
Leadership is the most digitally illiterate group in the organization
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Training is not Optional
SharePoint training cannot be optional
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