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SharePoint MindsharpBlogs > Bill English > Posts > Organizing Information in SharePoint Server 2010 Beta Class

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Apr 01

On September 21-23, 2011 in Minneapolis, Mindsharp be conducting a beta presentation of our course on how to organize information in SharePoint 2010. What follows is the course syllabus. This class is available to receive registrations, whether you plan to attend online or in person, so you can start to register for it right away. If you have any questions, please let me know at bill@mindsharp.com or sales@mindsharp.com. Thanks!

Here is the registration information:

Sep 21 - Sep 23
8:30 AM CT

Minneapolis, MN

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Organizing Information Using SharePoint 2010 Beta Seminar
Registration Fee: $895
Presented By: Bill English

Sep 21 - Sep 23
8:30 AM CT

Online, N/A

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Online Organizing Information Using SharePoint 2010 Beta Seminar from Minneapolis
Registration Fee: $895
Presented By: Bill English

Here is the syllabus:

Mindsharp for SharePoint Business Series


Organizing Information Using SharePoint 2010 Beta Seminar


Overview

This 3-day seminar is designed to help those responsible for organizing information in SharePoint 2010 the concepts, insights and skills necessary to be successful. .

Student Prerequisites

Students for this class should have a basic understanding of Windows SharePoint Foundation Services, SharePoint Server 2010. Because this is a seminar that bridges technology and business concepts, students should also have knowledge of basic information structure concepts including:

  • Solid background in business process
  • General knowledge of business structure
  • How information goes into an information system (Putability)
  • How information comes out of an information system (Findability)
  • Basic concepts of search and indexing

Audience

This seminar is meant for business people with such as project managers, supervisors, administrators and anyone responsible for organizing information in the business This seminar is intended to provide best practices of how businesses are using SharePoint 2010 technology in their business environment and how to gain efficiencies. Portions of this presentation will be applicable for VP and higher, including C-level positions, such as CTO, CIO and COO. This seminar would also be applicable to those considering an investment in SharePoint 2010 as well as those preparing to introduce Enterprise Content Management (ECM) into their business. Key business drivers will be discusses.


Deliverables

Attendees of this seminar will walk away with the following:

· Posters that visualize core concepts discussed in the seminar

· Job Aids to help companies be successful in organizing information in their environment

· Course manual

Mindsharp seminars do not contain step-by-step labs nor is a student computer needed for this course. Instructor demonstrations will illustrate how the principles in the course are applied in SharePoint 2010.

Table of Contents

Module 0: Seminar Introduction

This module summarizes the topics covered in this seminar; we also cover housekeeping items for the three days. We will also discuss:

· Introduction to Enterprise Content Management

· Understanding the Value of Information to an Organization

· Understanding the Different Levels of Information

· Understanding the Business Case for Enterprise Content Management

Module 1: Collaboration for Business Users

In this module, we’ll give a brief introduction to Collaboration and go over the current issues organizations are facing in their collaborative efforts. We’ll also offer best practices in our understanding of how to implement collaborative deployments. Specifically, we’ll cover:

· Key findings from recent studies on collaboration

· Overview of the collaboration continuum

· Overview of social media and liability issues

· General policy areas for making social media and collaboration

· Best and Worst Practices plus Tradeoff Decisions

Module 2: Designing a Visual Information System

This module will present current thinking and research on how to build an information structure and an information design methodology. We will discuss differentiation between the two concepts and utilize reference architecture to provide a methodology for selecting which SharePoint features should be included in a deployment and which should not. This module will be of special interest for higher-level managers. Specific topics include:

· Definitions and basic terminology for an Information Structure

· Definition of an information architecture

· Definition of an information design

· Understanding a business reference architecture

· Understanding an ECM reference architecture

· Learning a method for knowing when to perform consolidation projects and how to see technology gaps that need to be filled

· Job Aid on how to develop file plans for mission-critical document types

· Best and Worst Practices plus Trade-off Decisions

Module 3: Elements used for Organizing Information in SharePoint Server 2010

This module will provide an overview of SharePoint 2010 features for storage locations and records management. We will discuss the use of key elements in SharePoint, their connectivity, security and appropriate use.

· Document libraries, lists and web parts

· Document Centers with drop off libraries

· Content Types

· Understanding the Microsoft Metadata Services architecture and basic implementation steps

· Records Center

· Best and Worst Practices plus Trade-off Decisions

Module 4: Putability Research

In this module, we’ll dive into how information goes into and comes out of an information retrieval system. This module is about the concepts of Putability and Findability. We’ll discuss the latest research on these two topics and also take a look at why they are important for your organization to understand. We’ll discuss the value of knowledge and the various types of knowledge in your environment. The topics in this module include:

· Understanding Putability

· Social network tags and their integration with the Managed Metadata Service in SharePoint Server 2010

· Best and Worst Practices plus Trade-off Decisions

Module 5: SharePoint 2010 Findability Features in the Search and Indexing Service

Demos will continue in this module to illustrate how well tagged and well placed information can be brought out quickly and easily using SharePoint 2010’s Search and Indexing features. The topics in this module include:

· Basics of Search in SharePoint and how it works

· Developing an Indexing topology

· When to federate queries

· How federated queries work

· Best Practices for Building out a Search Center topology

· Customizing queries to obtain better results

· Best and Worst Practices plus Trade-off Decisions

Module 6: – Finding Expertise

This module covers the expertise in your organization through people search. Correctly set up, this will allow better visibility to those that have worked on similar projects through the use of profiles, tagging and status.

· Understanding user profiles and MySites in SharePoint 2010

· Learning how to customize the metadata for user profiles

· Understanding how to find expertise in the SharePoint 2010

· Best and Worst Practices plus Trade-off Decisions

Module 7: Understanding an Information Organization Project

In this module, we’ll take you from start to finish on the track to organizing your information. Included in this module will be how to sell this project to your management as well as a high-level project plan that you can customize to organize information in your environment. The topics in this module include:

· 12 steps to organizing information in your environment

1. Project Management

2. Information Governance Framework

3. Concept of Operations

4. Information Strategy

5. Business Case

6. Business and System Requirements

7. Business Classification Scheme

8. Users and User Involvement

9. IT Structure

10. Model Offices and Pilots

11. Roll Out

12. Post Implementation

· Understanding how to obtain buy-in for an IO project in your organization

· Best and Worst Practices plus Trade-off Decisions

Course presenters will be Bill English, Tom Cermak and David Gregor. What follows here is David Gregor’s bio. We’ll post Tom’s bio as soon as we get it. Both individuals are highly qualified and experienced to teach this course.

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David Gregor, Mechanical Engineer, MBA, PE, PMP
AIIM SharePoint Master, KM & ECRM Consultant

A highly experienced Engineering Executive with 25 years of global engineering management and project management. Working at Deere, Brandt, and CNH, David has led a variety of teams through large, multi country projects. Holder of 55 Global Patents, unparalleled business experience coupled with a keen knowledge of IT systems and software.

David is a member of the Twin City Knowledge Management Forum – Membership including 3M, Best Buy, General Mills and Polaris. He is also serves on a Best Practice Knowledge Management Board with Boeing, PACCAR and Marathon Oil.
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Please let us know if you have any questions. bill@mindsharp.com.

Bill English, MVP
Mindsharp



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