SharePoint adoption in the enterprise is growing at a rapid pace, but many organizations are still struggling to achieve the proper mix of “people,” “technology” and “process.” In the midst of just trying to figure out the technology side of SharePoint, many organizations overlook the people and process side of an implementation. Pushed even further to the backburner are the “business value” considerations of SharePoint. What is the purpose of implementing SharePoint in the first place? How will SharePoint improve operations and drive overall business results?

Here’s a 30-point checklist that covers the business, people, technology and process components of a SharePoint implementation. Use this checklist to make sure that you have all of the correct elements in place during the planning phase of your SharePoint implementation which can apply to a brand new rollout, migration or even custom solution development. If you have already implemented SharePoint, you can use this list to uncover possible gaps and identify areas in need of improvement.

30-Point SharePoint Checklist

Business Drivers

  • What are the quantifiable top 3-5 objectives of the implementation? This means defining the value and scope for which all other questions will be framed.
  • Does the implementation have a sponsor from senior leadership that will champion the objectives mentioned above? Is there enough support at the right level to prevent starts/stops/restarts?
  • Will the implementation be funded out of IT or through the departments or divisions receiving the technology? Are there other major stakeholders that can change scope?
  • Is there a critical target date that cannot be missed? What resource costs will be involved to reach the target date?

People

  • Who will define and steer the SharePoint platform as a service? How will this implementation impact other stakeholders and sustain the direction/funding for the project?
  • How many potential users will be using the system? Estimate by periods over time such as 200 Q1, 800 Q2, 5000 Q4, etc. to help project support resource needs.
  • What support model does the company currently use (e.g. help desk, train power users, online knowledge bases, etc.)?
  • How much excess capacity/budget is available for adding SharePoint to the current support mix? What is the resource bandwidth availability and required augmentation?
  • Do you have IT professionals in Microsoft Windows Server, Web technologies, Microsoft SQL Server, e-mail, network load balancing, etc.? What additional training or augmentation might be needed?
  • Do these IT professionals have sufficient bandwidth for the early peak of activity? Will they be able to sustain the system long-term? Do you need to add personnel for the peak of activity?
  • Is organizational change a managed process? If so, is there bandwidth for promotion, training, etc., to make the implementation successful in the organization? Are additional contract resources needed to help with the rollout?
  • How are IT policies enforced? More time might be needed to align security if enforcement mechanisms aren’t in place.
  • Have you done a stakeholder analysis to understand the change effort? How much time will need to be spent to convince opponents of the implementation?