SharePoint Adoption Checklist
Define Your Vision
• Establish the business priorities that SharePoint will address
• Determine your timeframe
• Establish metrics by which you’ll measure success
• Conduct a pilot to gather initial feedback
Identify Relevant Business Cases
• Determine the most appealing scenarios for business users
• Identify “low-hanging fruit”
• Review the list of use cases provided with this white paper to
determine which ones apply to your business
Release your SharePoint functionality in phases
• Start Small and Stay Focused
• Select a pilot group of users
Increase awareness by creating a communication plan
• Leverage Experts and Champions
• Engage Leadership by identifying executive sponsors
• Conduct town hall meetings to discuss your solution
• Create a plan for continuous communication
Support users by creating a training plan
• Establish short, just-in-time training options for users
• Ensure that your site owners are properly trained before giving them
site ownership
• Provide training to content contributors to ensure effective content
management
• Create a site owner community to enable users to help each other
Ensure ongoing success by creating a user support plan
• Establish a contact person for every page
• Establish a SharePoint Center of Excellence within your organization to
provide high-end support for users
• Survey users on a regular basis to gather feedback and establish metrics
• Ensure content gets moved from legacy platforms to SharePoint in a
planned manner
Generate excitement by creating an incentives and rewards plan
• Demonstrate with real data how features are useful
• Make it fun (buck the company culture)
• Use an online scavenger hunt as a fun way to encourage usage
• Provide recognition for content contribution
Define Your Vision
• Establish the business priorities that SharePoint will address
• Determine your timeframe
• Establish metrics by which you’ll measure success
• Conduct a pilot to gather initial feedback
Identify Relevant Business Cases
• Determine the most appealing scenarios for business users
• Identify “low-hanging fruit”
• Review the list of use cases provided with this white paper to
determine which ones apply to your business
Release your SharePoint functionality in phases
• Start Small and Stay Focused
• Select a pilot group of users
Increase awareness by creating a communication plan
• Leverage Experts and Champions
• Engage Leadership by identifying executive sponsors
• Conduct town hall meetings to discuss your solution
• Create a plan for continuous communication
Support users by creating a training plan
• Establish short, just-in-time training options for users
• Ensure that your site owners are properly trained before giving them
site ownership
• Provide training to content contributors to ensure effective content
management
• Create a site owner community to enable users to help each other
Ensure ongoing success by creating a user support plan
• Establish a contact person for every page
• Establish a SharePoint Center of Excellence within your organization to
provide high-end support for users
• Survey users on a regular basis to gather feedback and establish metrics
• Ensure content gets moved from legacy platforms to SharePoint in a
planned manner
Generate excitement by creating an incentives and rewards plan
• Demonstrate with real data how features are useful
• Make it fun (buck the company culture)
• Use an online scavenger hunt as a fun way to encourage usage
• Provide recognition for content contribution