SharePoint Implementation Planning Document 1 Template

Transcription

1 Suite 3, Level 7, 16 Wentworth Street, Parramatta NSW 2150 Tel: Fax: URL: SharePoint Implementation Planning Document 1 Template Attention: Prepared by: EmpowerCS Date: Version: 0.0

2 1 Purpose This document has been compiled by Empower CS and serves as a template/guide for XXXXXXXXX staff for the implementation of Microsoft SharePoint. Empower CS Page 2 of 8

3 2 Project Overview 2.1 Define Business Goals << Customer Project Champion>> Understand the business objective for the project 2.2 Define Problem Statement << Customer Project Champion>> What are the current issues/problems 2.3 Determine Success Criteria << Customer Project Champion>> What are the business success criteria elements 2.4 Identify Project Stakeholders Person Job Title Contact Number(s) Address Department Empower CS Page 3 of 8

4 3 Project Team 3.1 Project Teams, Define Roles Customer Project Champion Empower IT Project Manager Development/Design team members Infrastructure/network administrator Test/QA lead Education/training lead 3.2 Define Communication Strategy Define communication strategy for each phase Coordinate communication strategy with business owner Define communication audiences Define communication delivery mechanism Empower CS Page 4 of 8

5 4 Preliminary Planning 4.1 Current Operating Environment Review/detail current server hardware and software inventory Review/detail current client hardware and software inventory Review/detail current administrative/service delivery model 4.2 End User Non Functional Requirements Determine audience Determine permission and access needs (identify the groups of users and roles) Determine User Experience requirements 4.3 Preliminary Business Requirements Review/detail content management requirements Review/detail workflow requirements Determine any content migration requirements Detail taxonomy or content type requirements 4.4 Preliminary Design Objectives Map vision/scope to current computing environment Determine Microsoft SharePoint strategy Determine Microsoft SharePoint Server storage requirements Determine project information dissemination strategy (Internet, intranet, ) Determine Information Architecture approach Determine branding requirements Review preliminary design objectives with executive sponsor 4.5 Identify Coexistence Strategies Identify interoperability issues within the company (operating systems supported, topology, protocol, etc.) Identify interoperability issues with the organization's partners (topology, protocol, etc.) Document as needed Identify coexistence strategies complete Empower CS Page 5 of 8

6 4.6 Establish Test Environment/Pilot Project Strategy Determine test environmental requirements Determine physical hardware requirements (server and network connection) Identify the testing team Identify user acceptance criteria 4.7 Perform Risk Assessment Identify and analyse potential risks Quantify potential impact of the risks Detail escalation / resolution processes 4.8 Define Education / Training Strategy Coordinate training strategy with business owner Define user assistance and help requirements Define education strategy for deployment demographics (administrators, help desk, endusers) Define education delivery mechanism Establish education timeline by phase 4.9 Determine Software / Hardware Requirements Determine hardware requirements Determine software requirements Review browser requirements Empower CS Page 6 of 8

7 5 Implementation Plan 5.1 Strategy Information portal and site collection taxonomies and hierarchies Information policy and file plan as applicable Branding approach Structure Information security policies 5.2 Server Provisioning User group size identification Server Roles Identification: front end, document management, search and indexing services Capacity Planning: o Determine normal load from roles and usage patterns o Determine number of documents stored and document store size o Estimate index size o Determine needs for growth o Determine peak load factor o Determine approach between single server, server farm, or shared services o Evaluate caching, load balancing, and other scaling techniques o Determine future scale-out approach o Draw system architecture 5.3 Security Determine Microsoft SharePoint Server Roles Determine Authentication provider - AD versus LDAP Identify Security Measures for Connecting to the Internet o Evaluate using SSL o Evaluate techniques to prevent unauthorized access 5.4 Performance Review connectivity and bandwidth requirements Review current network Establishing minimum performance levels Performance testing of network Empower CS Page 7 of 8

8 Diagram future network topology Upgrade WAN and LAN as required 5.5 Failover and disaster recovery 5.6 Plan Maintenance Empower CS Page 8 of 8