Last year, Peter Serzo and I presented at the SharePoint Best Practices Conference in DC. We did an extremely serious talk called “SharePoint and SQL Reporting Services 2008 for the really really good looking” which rated rather well. As part of this, we recorded a bunch of screencasts that have never seen the light of day, so I thought that some would benefit from this being released to a wider audience.

Note: This post and content is really going make utterly no sense unless you have watched Zoolander. Even if you have seen the movie, before you launch into the webcasts, some scene setting is required.

The business need

Some time ago, Peter and I were contracted by the Derek Zoolander School for the Really, Really Good Looking after Derek saw Microsoft’s new SharePoint diagram when he accidentally picked up a “Computerworld” magazine. Apart from matching Derek’s suit colour rather nicely, the diagram captivated his imagination with the notion of “Insights”.

Zoolander thought that “Insight”, sounded like the perfect look to follow up from the highly successful “Magnum”, which he used to save the Malaysian prime ministers life. He took the diagram to his wife, and demanded that he must have “Insights” at all costs.

Zoolander’s wife saw the business problem that “Insights” would help to address. You see, the Derek Zoolander School for the Really, Really Good Looking, at great expense, custom developed an ERP system to manage everything you needed to know about male models. The system was called the “Computerised Records for Attractive People”…

The CRAP system stored all sorts of interesting information about male models, such as tracking their “hotness”, as well as important detail such as stated age versus actual age, and any cosmetic procedures that they have undertaken. After a long and expensive consultation, Peter and I concluded that SharePoint 2007, integrated with SQL Reporting Services, was the perfect solution to create the all important “Insights” that Zoolander so desperately needed.

As a result, we conducted a project kickoff meeting with Hansel and Peter tried to explain the architecture of reporting services using a nice diagram.

… but we worked out pretty quickly that this was not the way to explain how it all worked to poor old Hansel…

So instead, we went the live demo route. Being male models, custom development was totally out of the question. This solution had to be done using all out of the box methods in a quick and easy manner. Below are the four live demos that were recorded and now you can use them as inspiration for your own male modelling school.

• Our first webcast illustrates how we were able to create a meaningful report from the CRAP system within five minutes.
• The second webcast expanded on this idea, by illustrating how reports can be parameterised and linked together for drilldown reporting.
• The third demo modifies the user profile store to allow for recording of each users unique ID in the CRAP system
• The last webcast strings this all together for the final demonstration where we pimp the report to make it dynamic with no custom code.

The 5 minute report	Drilling down with Derek
User Profiles for the really really good looking	Pimp my report

We hope you find some value from these webcasts and we look forward to hearing about your hot new look as a result!

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Hi all

I am finding it increasingly difficult to find the time to post at the moment. Too many projects, too many initiatives and too many evil plans coming to fruition. It’s like every seed I planted last year suddenly sprouted this year and I can barely keep up. Whilst this is a good thing for a growing business, it is not a good thing when it comes to writing blog posts.

In April I’ll be jumping on a very long flight to London, to attend and speak at the SharePoint Evolutions conference, held at the Queen Elizabeth II Conference Centre.

This conference represents the evolution of the Best Practice conferences held over the last three years or so. It is one of the most unique and important SharePoint conferences of the year. SharePoint 2010 will be a key focus, yet unlike say a Tech-Ed, many of the topics have a heavy focus on the strategic side of the SharePoint challenge, in areas like Information Architecture, User Engagement and Planning and Deployment. There are five tracks in all, and over seventy speakers from all over the world.

• For the techie geeks who like to hang in datacenters and like to get paged late at night to fix things that have died, the IT Pro track (ITP) will push their buttons. ITP sessions will focus on topics such as Document Management, Database Sizing, SharePoint and SQL optimization or server farm deployments scenarios.
• For the developers and designers of the world, the DEV track is for you. DEV sessions will focus on topics in the areas of customization, development, and deployment best practices.
• For all of the cool people, we have the information worker track where I speak (IW). In fact the IW track is so damn cool that there are two IW tracks! Sessions here will focus around business strategy and adoption, information architecture, training your organization or developing a culture of collaboration.
• For the tech geeks who can code, who are therefore more elite than regular tech geeks and devs (looking at you Spence), there is a deep dive track to make you happy called level 400. In this track there will be IT Pro and Developer sessions that will be deep diving into the product and code. There will be very few slides, lots of source code and demonstrations.
• Finally, there is a community track. This track has sessions for all verticals and will include speakers from all types of companies who have implemented SharePoint and what they learnt by doing so. All speakers are actively engaged in the SharePoint community and user group and have a wealth of knowledge to share.

This conference is organised by Steve Smith of Combined Knowledge, who is renowned for putting together something special for all participants. The speaker list is pretty much a who’s-who of the SharePoint world, and I am very much looking forward to catching up with (Paul takes deep breath) Andrew Woodward, Ben Curry, Brett Lonsdale, Chandima Kulathilake, Dux Sy, Joel Oleson, Laura Rogers, Michel Noel, Mike Watson and Zlatan Dzinic to name a few.

Bob Fox will also be there, so we finally have that beer that apparently I am supposed to buy – according to Bob anyway .

So if you are going to attend a SharePoint conference this year, then my strong suggestion is to make it this one.

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Well I have to confess that I never thought it would happen in sleepy Perth, but thanks to the monumental efforts of Jeremy Thake, we are about to have our own little slice of SharePoint Saturday on Feb 6th! Jeremy has managed to secure a great selection of national speakers and even secured an international speaker making the 35 hour trip to our sunny shores! Ha Ha Michael Noel, welcome to Jeremy and my world!

For those of you in Perth or surrounds who are not aware, SharePoint Saturday is a bit of a global phenomenon these days, with these FREE events being held all over the world. In fact, such is the quality of speakers and topics that it will deliver much more value then a paid conference in Perth. The selection of speakers is of such quality Jeremy himself had to forgo a slot and I’m also there as a participant, rather than as a speaker too (although two of my Seven Sigma colleagues are presenting).

There are 3 tracks: Information Worker, IT Pro and Developer with six one hour sessions throughout the day.

National and international speakers include:

Michael Noel, of ‘SharePoint 2007 Unleashed’ author fame, is flying in from the US to present to IT Pro’s on Virtualisation in SharePoint
William Cornwill from Microsoft is flying in from Melbourne to present on Information Worker (End User) info for SharePoint 2010
Milan Gross from Synergy is flying in from Sydney to present to IT Pro’s on Disaster Recovery
Joshua Haebets from Evolve Information Services is flying in from Brisbane to present to Information Workers on working offline with SharePoint Workspace 2010
Neil Haddley from Mad Blue Duck, is flying in from Adelaide to present to Information Workers on Document Imaging
Garth Luke from AvePoint, is flying in from Sydney to present on SharePoint Architecture Best Practices

Local speakers include:

Adam Bell from ZettaServe will be presenting to IT Pros on PowerShell
Ian Loughton from Alcoa will be presenting to Information Workers on using Views instead of Meeting Workspaces in SharePoint 2007
Peter Chow from Seven Sigma will be presenting to Information Workers on integrating SharePoint with Real-Time data case study in SharePoint 2007
Phil Duffy from Clayko Group will be presenting to Information Workers on Document Imaging
Michael Hanes from Diversus will be presenting on Best Practices with developing against SharePoint Lists
Sezai Komur from Ignia will be presenting to Developers on Workflows in Visual Studio 2008 for SharePoint 2007
Stephen Roche from Velrada will be presenting to Developers about Business Connectivity Services in SharePoint 2010
Tommy Segoro from L7 will be presenting on the differences for Developers between Visual Studio 2007 and Visual Studio 2010 with SharePoint
Garry Stewart from Aijilon will be presenting to Developers on Access Services in SharePoint 2010
Frik Stuart from CSG will be presenting to IT Pros on FAST Search in SharePoint 2010
Chris Tomich from Seven Sigma will be talking about Accessibility with the ARF Framework in SharePoint 2007
Jonathen Wade from Citrix will be talking to IT Pros on Load Balancing and Web Optimisation within SharePoint

This should be a terrific event and not to be missed! I’ve called in a favour here and there and hopefully will have some additional prizes and giveaways for the event.

Stay tuned…

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Hi

I attended and spoke at the Perth Business Analyst World Conference this week and really enjoyed it. This was a bit of a departure from the SharePoint events that I normally frequent, and I really didn’t know what to expect. Certainly, not having to fly 30+ hours just to speak is a big plus The recommendation to the organisers to consider me, came about via Craig Brown, who has a very popular project management blog that I follow. Thanks so much Craig, I owe you a beer when I am in Melbourne next.

The conference report…

My talk was actually *not* about SharePoint and instead I was able to focus on more of my material on wicked problems, the shared understanding/shared commitment principle and then, the sense-making tools and techniques that I use to help bring this about. I was also able to demo the fruits of a very exciting, non IT project that I have been working on for a long time (more on that in a future post).

Despite my “This ain’t my normal crowd” trepidations, the feedback was great and the best thing to hear from participants, was that for many, it was stuff they have never heard before. That, for me, was really satisfying because I like the notion of presenting new ideas that actually have some decent practical examples to back them up. (This is something Andrew Woodward and I have in common. We love academic rigor for what we use, but it has to have been used in the real world with tangible success). Although I know that some people will disagree with the methods that myself and my colleagues use, I was able to demonstrate what I think is some pretty compelling case studies that support them.

What was interesting though, was that the examples and case studies were able to support what a lot of the other presenters had to say as well.

Ann Smith of Black Circle for example, had a great talk that was essentially about human cognition; essentially the wiring in our brains that serve to explain why big, fat documents are often not good ways to convey information. (Being a practicing dialogue mapper, no arguments from me there!) I am a nerd for this sort of stuff, having written previously on behavioural styles, learning styles and organisational culture, and Anne offered some new, interesting things that I have previously not considered or covered – more blog fodder for CleverWorkarounds, methinks.

Another highlight,the Western Power Business Transformation project, presented by Lorraine Pestell was also fascinating (I have a weakness for voice of the customer type sessions and this was no exception). Many of the strategic challenges that they are facing, such as sustainability and the changing business/regulatory environment, is very similar to the work I am doing elsewhere and it was great to see how Lorraine and her team were approaching the challenge and has given me some ideas and approaches to take back with me to my clients and projects.

The BA identity crisis

But back to the question suggested by the title of this post. There were some panel and round-table sessions about the topics of what actually *is* a BA, how you validate or recognise BA excellence, and the perennial BA versus PM turf-war debate.

Up until this time, I had actually never considered myself a BA because I had never actually given it any thought! As a self employed consultant, the only thing that matters is doing a good enough job to keep people wanting you to come back. So to that end, I didn’t worry so much about what I was called, provided that my clients were happy and the invoice was paid. But even if I wasn’t a consultant, I think that role titles often do not reflect reality and they also have a pigeonholing effect, depending on the attitudes and perceptions of what others think that role entails. Many position titles were discussed, “Solutions Architect”, “Business Architect”, “Change Manager” and some that were so pretentious that they bordered on wanky. More fancy words with no more clarity. No wonder many BA’s are struggling a bit for a sense of identity.

What I noticed when talking to the conference participants was that some attendees spoke from a lens where they seemed to feel that it was incumbent on them to provide a “translator” role between IT and “the business”. After all, nerds and CFO’s can’t communicate right? Enter the BA to ask questions and solve problems.

I have no major objection to that notion at some levels, but it is that *precise* mindset that makes me think “Well, I am definitely not a BA.”

Why? It was the notion that this “translation” was based on being the go-between from IT and the business. Thus, taking what one party says, transforming it and then passing it to the other party. As a result, BA’s are acting as a listener and interpreter, yet relaying second hand messages (messages that may be very different originally) between parties.

I personally balk at this. In fact, it really grates on me. By that definition, I don’t think I am a BA at all.

Interestingly, other topics of conversations were around “Well, how does a BA fit into Agile?”, “Is there a place for the BA in an Agile world”, and the like. What was interesting, and somewhat concerning, about these conversations was that those BAs who tended to think of themselves in terms of this “translation” role, really did not have a great grasp on the underlying principles of what we now call “Agile”.

Although Agile means a lot of different things and there are different sub-methods applied, these BAs got all focussed on the processes of Agile. They overlooked the fact that the process is actually the means to an end and it is the end-game that they have overlooked. Agile, (okay well Scrum anyway) attempts to use process and rigour (yes, rigour!) to make a project as conducive to shared understanding as possible. Probably the best thing that Agile does, above all else, is put diverse people in the same room. That alone will make bigger understanding breakthroughs than anything else!

Business Analyst KPI – shared understanding?

So, why am I not a BA?

My methods for translating are fundamentally inclusive. In other words, I do not “translate” anything, “take” it to another party and “relay” through my own words (and lens). I feel that despite all best intentions and whatever diagramming or modelling tool that you use, when you do this, you will always still find that you have your own cognitive biases that will not necessarily deliver the shared understanding that you think you are delivering. Instead, what I do is provide a rich container for a group to explore an issue together. In the same way that Agile tends to like all project members and stakeholders to be in the same room, Dialogue Mapping puts everyone in the same room and provides a suitable container for handling dialogue in a much better manner than traditional meetings and workshops.

If you agree with my previous assertions that a lot of the visible causes of project failure (scope creep, vague requirements, etc) comes from a lack of shared understanding among participants, and that BAs identify themselves as the bridge between IT and “the business” (which by the way is an insultingly gross simplification), then isn’t the ultimate KPI for the BA is to create and maintain that shared understanding? If not, yours is just another opinion that is counted no more or less than anybody else’s. Are you signal or noise?

So, in my humble opinion, the role of the BA is not to be the go-between from disparate stakeholders. Instead, it is your ability to create the sort of conducive holding environment that enables project participants to achieving shared understanding. How you do that is completely up to you of course, and if you have managed to progress a group from an agreed undesirable present state to a desirable future state, then your methods are totally validated.

Get over titles…

Now, if you call yourself a BA and think I am picking on you because you feel that you are the translator, don’t feel bad because plenty of PMs are guilty in their way too. In some ways, I feel that business analysts only exist as a career because enough people with the “Project Manager” title thought that time and budget alone were the only factors in project success. Some PMs who disagreed with this, felt that solving the problem was also critical, gravitated to the discipline of what we now label as “Business Analyst”. Some application developers that felt there was more to life than cutting code and made a similar gravitation. Put a bunch of like-minded people together and soon enough we have a “cool kids” club and lo’ and behold, we have a new discipline with a new set of titles.

(“Information architect” is a more recent example of this phenomenon than “Business Analyst”).

But, let me tell you something else about this title misconception. For a BA to label all PMs as interested only in time and budget is an insult to those PMs who actually understand that achieving and maintaining shared understanding is the end-game. The truly great project managers who I have had the pleasure of working with were actually leaders, not managers. They have all of the same characteristics of what makes a truly good business analyst: Critical thinking, soft-skills and most of all, a great radar for determining when stakeholders are not aligned and doing what is necessary to rectify the situation. They do not always dive into process and structure because their particular body of knowledge told them to. Instead, they have coffees, drink beer, conduct lunch-time workshops with free food and beverages, mediate, essentially whatever is needed to oil the cogs of dialogue that prevents something small becoming something nasty later.

By the way, I have met some angel application developers like this too, as well as infrastructure people.

If you want proof of a truly great project manager, then Kailash Awati’s wonderful site should be mandatory reading for both the BA and PM disciplines (and scrum masters too for that matter!). Kailash writes what essentially is a project management blog, but he has a deeper understanding of the sorts of soft factors that would put many BAs and some facilitators to shame.

Conclusion

In my talk at the conference, I emphasised that the ultimate success factor in any project is bringing about shared commitment through shared understanding among the participants. I believe that achieving these goals is the ultimate KPI for a BA, or anybody else who feels that they are there to help solve a problem, not deliver a crap solution that happens to be on time and on budget.

Thus, any method that helps a group achieve this is a good method because it has made a positive difference in advancing a group from understood present state to an understood desirable future state.

So, perhaps I am, after all, a BA?

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Hi all

Just a quick note to let you know that I will be speaking at the Perth leg of the BusinessAnalystWorld conference this week. My topic is called “IBIS: The one best practice for managing wicked problems" and I will be talking about the characteristics of wicked problems and how IBIS and Issue Mapping can help to manage them. I will also cover off some other sense-making tools in this talk like debategraph.

The BA World conference is the only one of its kind in Australia and will cover all sorts of interesting topics such as requirements elicitation, change management, business process modelling, Agile, stakeholder management and BABOK. The theme for the event is “Work Smarter. Plan Harder” and will allow BA leaders to ensure that projects are clearly defined and flawlessly executed, enabling them to make the right decisions at every level in the organisation and increase project success.

I am really looking forward to participating and it will be interesting to see what sort of feedback I get from a non SharePoint audience. As you may have gathered, this is not a SharePoint event and although I will still be talking about SharePoint as a collaborative platform to support working smarter, the main focus is on the power of IBIS and issue Mapping to help elicit real and tacit requirements and fast-track the path to shared understanding.

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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It’s been quite some time since I have blogged, and the months of July/August were really pretty full-on professionally. High work demands and preparation for the Best Practices Conference meant that blogging and any sort of public work really took a back-seat.

So now that it is over and I am sitting here in an airport lounge reflecting, I have one word to say about the BPC 09 in DC that I just attended.

Segways rock!

You have not lived until you have ridden a segway – and I mean the new ones where you lean to control it. Even better than riding a segway is to ride it through DC, a city that blew me away with its amazing campus-like vibe. Never before has a city really pushed my buttons like this place. As you can see above, Ruven Gotz, Andrew Woodward and I visited some of the amazing DC sights and this photo in particular of Capitol Hill behind us, looking out toward the Lincoln memorial is something I’ll never forget. One thing is for sure, I am definitely coming back here for at least 2-3 weeks with the family just to absorb everything – sooner rather than later.

These best-practices events are really the conference where the material goes beyond the tech-stuff and caters additionally for an audience of consultants, business analysts, project managers and CIO’s. Some sessions are completely strategic, yet some delve deep into the guts of tech. In short, there is something for everyone.

Since the San Diego event back in Feb 09, my fellow kindred spirits, Ruven Gotz, Andrew Woodward, Dux Sy and I have been collaborating to bring our respective messages together and put a cohesiveness around what we have to say. This conference was the first peek of the fruit of that collaborative effort and as far as audience feedback went, it went down really well. In my last session of the conference I had a little Jerry Springer moment, when describing a particular slide that was a part of all of our respective talks, when I asked the audience to describe the slide and they all answered in perfect unison – hehe the message was heard

I presented 3 sessions, one on my own, and two co-presented with Ruven Gotz and Peter Serzo respectively. Ruven and I have been unhappy with the current (mis)understanding of governance around SharePoint and the culmination of our efforts over the last new months was a talk called “Governance – the other 90%”, although next time I will rename it to “Zen and the art of SharePoint Governance”. This was an umbrella talk to introduce our concepts and thinking, and then it was followed up later in the conference by talks by Ruven, myself and Andrew Woodward. Andrew took out the best overall speaker award too for the conference and we are all super-excited by the fruits of this collaboration so far, and I *know* that bigger and better things are to come from it.

For what its worth, if you want to be “one with SharePoint governance”, remember the key takeaway – beer is the best governance tool you’ve got.

The session with Peter Serzo was also such fun – we hit upon the idea of doing a Zoolander themed talk to introduce SQL Reporting Services to people who had not seen it. SSRS is one of those tools and technologies where even some well known SharePoint practitioners have not used it. With a title of “Reporting Services for the Really Really Good Looking”, we attracted a good turnout and managed to create and publish a report in 5 minutes, explain the architecture by getting members of the audience to stand up, wear aprons and “model” the various components and show how with no code, information workers could include drill down reports as well as personalised reports via parameters and filter web parts. The very awesome Brett Lonsdale (the guru behind BDC Meta Man), interrupted proceedings, claiming that the BDC was a better option and there was only one way to settle it – he and I had to do a BDC vs SSRS “walk off” which I *of course*, won easily .

Brett was a great sport, and I think for a minute audience members actually thought he was serious

(Now here comes the gushing love people..)

Also this time around, I’ve gotten to know more people and the rare opportunity to hook up again and spend some quality time with various friends was really the thing that makes the 36hr transit from Perth worth it. From the BBQ at Dux Sy’s house, to some great dialogue with Ben Curry of Mindsharp, Judy Cowan of Microsoft, Evan Burfield and the Synteractive people and my SamePage amigo’s (Dux, Ruven and Andrew Woodward). Ben Curry is an out and out genius, and our CV’s seem to read from the same script and I wish I had more opportunity to work with him. Evan Burfield is so scary smart that he automatically become my hero with his amazing understanding of stuff that I am interested in, yet only scratching the surface of the surface

Special callout to Laura Rogers (aka @wonderlaura). I had to look up what a muse was after she told me I was hers (I am a little sheltered over in Perth ). Love her work – in fact, it is *her* work at endusersharepoint.com that inspired me to get back into more end-user content and try this whole screencasting thing. Laura, we are going to have to do something on EUSP together if you’d be up for it – it was a lot of fun hanging out and I think Peter Serzo would be up for something fun as well.

To the people who sat around the bar/restaurant/lobby table and supplied great laughs and great conversation. Zlatan Dzinic is utterly brilliant but is genetically programmed to be unable to whisper in someone else’s session ). Mike Ferarra from SharePointReviews.com, Dan Usher, Lori Gowin, Ben Curry for messing with my head constantly, Paul Kolasky (the self-confessed poster boy for wicked problems who Laura eventually discovered *is* harmless ) and special mention to Paul Stork – who was labelled as “that nerd who always has to jump ahead” during the Zoolander session.

Final thanks – Peter Serzo and his wife, Stacey. Peter is the most “Australian Amercian” who I have ever met. I think he must have been an Aussie in a former life. He is a tireless worker who’s imagination and inventiveness always sets off sparks of inspiration for me. I am going to try and find a way to get him over to Perth for a local training workshop or user group thing – they’d love his sense of humour.

Sorry if I missed anybody, I apologise. Also, please send me any photos, as many were taken, but I really was quite unsure about who’s camera was clicking at the time

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Just a quick note to say that it’s Best Practices Conference season again and this means I am a very busy boy. No doubt many other presenters are too because this is a conference that takes a disproportionally large amount of time to prepare and deliver compared to most conferences. As a result, blogging takes a back seat when preparing for such an event.

Why is this?

Well, for a start, we all don’t just get up there and rattle off a bunch of “oh, isn’t this cool” product features (that’s for Vegas . On the contrary, the Best Practice Conferences are all about the real-life world of IT trying to empower business through tough, competitive and fast-moving times. To deliver at such a conference, you need to be at your best, and with top-notch, tried and tested solutions to what are often people as much as they are technical challenges.

Best Practices is about quality, resilience and adaptability in the face of constant change and competing priorities. The Best Practices Conference is where you’ll find great ideas, activities and techniques to apply in your organisation. You will come away with many new kung-fu skills, allowing you to:

Last time I was at a BPC, I met some brilliant people and we are now working together in a collaborative and commercial sense. We are all back again, and this time have decided to align all of our sessions and topics in such a way that we may offer a great end-to-end advice. If you attend this conference, look out for a group of related sessions by myself, Dux, Ruven and Andrew.

My first topic, co-presenting with Ruven Gotz is called “Governance, the other 90%”. This, in a way, serves as an umbrella session for our other talks. In this particular session, Ruven and I have found a way to frame governance in a manner that seems to resonate with people and demystify the topic in a manner that we have not seen elsewhere. From the synopsis

This session dissects the broader challenges of SharePoint governance, far beyond service delivery and assurance. It demystifies the grey fog of "people" issues and highlights the real factors that will make or break a SharePoint project.

The next session in this series of talks is called “Wicked problems and SharePoint – The one best practice to rule them all”. Presumably regular readers of this blog will have a fair idea of what I am going to talk about

Andrew Woodward is up next with his “Agile SharePoint Development – Is it Wicked?” session. This session continues the examination of why traditional approaches to SharePoint projects often result in failures or delivery of solutions that attain only a fraction of what is possible. This session looks at how adoption of agile development techniques helps deal with the wicked problems presented in SharePoint projects. We look at the thinking behind and trends in agile development and at the challenges companies face when adopting agile development.

Next in the series is “7 Ways to Leverage SharePoint for Project Management Success” by Dux Sy. In this presentation, Dux provides a practical approach to using SharePoint to address the challenges of inefficient communication among stakeholders, poor document management practices and undefined project collaboration standards.

Ruven then takes the stage with his “Content Types and Site Columns – Working with stakeholders to build the taxonomy” session. This session is centred around stakeholder understanding of the concepts of metadata, a process that is iterative in nature. Ruven will introduce various tools and methods that have proven to be successful for explaining these concepts and then organizing an information architecture.

There are of course, a whole raft of brilliant speakers from all over the world converging for this talk and this promises to be the best BPC yet

Hope to see you there!

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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I’m very tempted to start this post like a dodgy wealth-guru infomercial. You know the ones with lots of imagery of people living the dream of financial freedom. I am thinking a montage of a resort, a large yacht anchored in a topical bay, carving up the water with a jet-ski and then a shot of me standing next to my Ferrari, champagne in hand, with Megan Fox on my arm. My message would be that for a “small” fee of $10,000, you too could learn the secrets to your financial freedom in an intimate, exclusive but “intensive” weekend workshop. Just you and the 15,000 other people that pack into the convention hall

Alas, we both know that this is never going to happen but this post may have a little of that feeling to it. I have titled it “The secret to understanding governance”, because I think there is a way to understand governance that will help you, your colleagues and your team members significantly. Like all good “wealth guru” infomercials, I’m going to give you some hints and I’m kind of hoping that you will then be interested in attending a workshop to find out the rest.

The one difference between the wealth guru and me, though, is that I will never have Megan Fox hanging off my arm, and I am actually going to tell you something useful in this post.

So, what is this big “secret”, anyway?

Definitions definitions definitions

One thing that we all tend to get suckered into doing at times is feeling the urge to define “stuff”. Academics do it all the time. I’ve read countless papers where the authors start out with a ten page examination of all the past definitions of their given topic, before proceeding to tell you why those definitions are inadequate in some way, followed by their own revised definitions. They spend the rest of their essays justifying why their definitions are more correct than their predecessors.

Defining stuff is a time consuming and tiring exercise. Since we live in a world of constant change there will always be new influences which shape and frame perceptions. Therefore, the definition that you spent so much effort on coming up with is redefined by the next academic or blogger who follows the path that you took. Sometimes a whole new word is invented, or an existing word is suddenly used in a new context and the whole cycle starts all over again.

I once explained the philosophical and process aspects of Agile/Scrum to a seriously experienced project manager. This was a fellow who was the PM when skyscrapers were erected. He listened carefully to my explanation, sat back and said “I’ve been doing that for 30 years. There’s nothing new there”. I also found a similar observation in “The Small Business Guerrilla Guide to Six Sigma” by Jay Arthur.

Over the years, I’ve had a chance to learn and study just about every “brand name” systematic improvement methodology. Guess what…they are all pretty much the same. To appear different, consultants have changed:
- the name to Six Sigma (from Total Quality Management)
- the acronyms to confuse the unwary (PDCA to DMAIC)
- the number of tools required for success
- the number of steps in the process (5 to 14 steps)
but…
- the key tools are the same
- the process for using the tools is the same
- and the results are identical assuming you can figure out how to use the wide range of tools and processes

In my opinion, defining things to the nth degree is a zero sum game. Often you confuse the issue more than you clarify it because in your attempts to explain something, you incorporate new words that you then have to explain.

Some ROI Wisdom

Several years ago I was attending a job interview for a promotion and the topic of return on investment came up. I had made the point that most things could be quantified and one of the interviewers fired back “Well tell me how you measure quality?”

That was a curveball that I wasn’t expecting, and I didn’t have an answer (and never got the job either).

Some time later, I read a terrific book by Douglas Hubbard on measurement and return on investment called “How To Measure Anything”. It armed me with some new kung-fu skills and also gave me the perfect comeback answer that I sorely needed during that interview. The question “How do you measure quality?” actually makes very little sense to ask. The reason is quite simple. “Quality is not what you measure. It is the effect it has on something that you measure”.

It is very easy to illustrate the logic behind this important point. Undertaking a quality initiative costs time, money and resources. You are only spending that money and investing those resources because you believe that undertaking this quality initiative will make a positive difference in some way. Otherwise, why bother? If you do not believe that it will make a positive difference, why throw money away?

So, if asked “How do you measure quality?”, you can answer by asking questions back, along the lines of:

• “What does improved quality look like to you?”
• “What is the effect of quality?”
• “How do you know your quality initiative is working?”

The answers to these questions tend to start with “increased this” or “decreased that”. It now should be abundantly clear why asking “How do you measure quality?” actually makes no sense. In fact it is completely the wrong question to ask. Instead, by re-framing the question slightly, you suddenly have answers that can be quantified using the techniques that I detailed in my “Learn to speak to your CFO” series and provided in my free SharePoint ROI modelling spreadsheet.

This same logic applies to other words that are better understood by examining their effect, rather than trying to (re)define them. Examples:

• Security
• Flexibility
• Collaboration
• Resilience
• Wellbeing

All of these share the same characteristic as “governance” in that they are easily understood by the effect they have, but harder to define in a universal way.

The secret to understanding governance

The really silly thing about all this is that I did a talk on SharePoint ROI at the Best Practice Conference in Feb 09. In that talk, I explained the above chain of logic and made the point that the way to find measurable success factors with anything that seems “unquantifiable” is to ask the “what will it look like if we do this?” type question. I used this logic to come up with measurable key performance indicators that enabled me to simulate the future financial return (internal rate of return and net present value) of a large SharePoint investment for a mid sized organisation (slide deck and spreadsheet can be downloaded here).

But despite writing several articles and speaking on this topic, the ROI stuff was one of several clouds of “stuff” that was floating around my brain. SharePoint governance was also floating in one of those clouds too, as well as broader governance in a planning and sustainability context. It took a casual comment from Bjørn Furuknap that suddenly gave me one of those wonderful bolts of inspiration and clarify, where these disparate clouds of thought suddenly coalesced and I made a significant breakthrough in my understanding.

Define “governance” in any way you want. I really don’t care – so long as you understand the difference it makes *for you* and you ask the same question of your other stakeholders and participants. Put aside the need to define governance for a while, and instead view “governance” as a means to attain a desirable future state. Agree with each-other on what that state is going to look like. Now tell me the differences between where you are now and that desirable future state.

By asking the question this way, you not only stimulate much more meaningful debate, you will have a much better understanding of everybody else’s frame of reference and the emphasis that they place on various aspects of that difference. The “definition” of governance that you are trying to find will start to suggest itself through those differences between the current and desired state. At the end of the day, that is what really matters.

Instead of reading a methodology like COBiT or ITIL, or following what people like me, Joel, Robert Bogue, Andrew Woodward, Dux Sy and Ruven Gotz say, look at your own needs as an individual, a team and then an organisation. Determine where you want to be, include IT and non IT views and then start to think about what you need to do to get to your desired state.

Congratulations, you’re now officially “governing”. Wasn’t that hard, was it?

Best practices versus worst practices

This same “secret” to understanding governance also provides the answer to why experts disagree on what is a “best practice”. I sometimes will read a “best practice” and think to myself “No way, that would never work”. Yet, although it doesn’t work for me, I rarely come away thinking the person making the recommendation is actually wrong. When you understand that the “best practice” made a positive difference, and it moved the organisation further along the road from the undesired present state toward the desired future state, then it is perfectly clear why one man’s best practice is another man’s worst practice. No matter what you did, you moved forward – and that is a good thing.

Furthermore, if you agree with the notion that the “best” solution to a problem is the one that has the most shared commitment among participants to seeing it through, then I argue that a perceived “worst practice” with deep commitment and buy-in among stakeholders will deliver a better solution than a “best practice” with poor buy-in and commitment among stakeholders.

Want to argue that point with me? (I’ve got more ammo than this!) Then you can spend 3 days doing that if you want!

…for a small fee

My intent with this post was to try and lift some of the fog and confusion that surrounds this nebulous thing called governance by suggesting that defining it to the nth degree is not the way forward. “Best and worst” practices? Both are commonly context and culture dependant. Instead, your (multidisciplinary) team needs to agree on and understand your desired future state and where you are now. By starting with the end in mind you will be able to collectively determine what processes, tools and methods to use to get to that place.

The philosophical approaches that I have described in this article are just the tip of the iceberg in relation to the work that I have been doing with Andrew Woodward, Dux Sy and Ruven Gotz for the planned “Governance Mentoring Workshop”, to run for 3 days prior to the August Best Practices Conference. This workshop will be unlike any other SharePoint governance training that is currently in existence and much of the material is completely original and not borrowed from any of the traditional SharePoint governance material that exists today.

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Thanks for reading

Paul Culmsee

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A quick bit of background. My last 2 trips to the USA were particularly fruitful in meeting many like-minded SharePoint pros, all of which are well known and highly regarded. Some close friendships were made and what was really cool was that some people I met, despite having very different skills and experience (and physical locations!), seemed to connect on a level that gave us the desire and impetus to to work together very closely idealistically and commercially. More on that soon enough…

So who are the members of this global group of SharePoint mystery men?

• Andrew (Agile Boy) Woodward – Agile extraordinaire. So damn agile in fact that blink and you’d never know he was there. Able to demolish long SharePoint projects into bite sized chunks in a single bound
• Ruven (Magneto) Gotz. Mind mapping maestro with the ability to bend information architecture to his will, and able to know what you want before you even have formed the question
• Dux (Mr Myagi) Sy. A sensei project Manager who will teach you the wax-on/wax-off approach to successful SharePoint delivery. He might even get you to paint his fence if you are lucky

and me (aka Dr Wicked) round it off – pushing the boundaries of pop-culture metaphors for cheap laughs and the odd bit of work on shared understanding, ROI and SharePoint governance.

So why does any of this matter?

It just so happens that all four of us are soon to be in the same place at the same time. This is actually a frustratingly rare occasion, given that Andrew is in the UK, I am in Western Australia, Dux is in DC and Ruven is in Toronto. But in August, we will all be presenting at the SharePoint Best Practices Conference in DC. We are all tremendously honoured to be presenters at this event and this time around, we have been collaborating together to try and really deliver some great sessions that capture the essence of our common philosophical approaches.

It takes me around 30 hours of transit to get to the east coast, and Andrew also has to travel a fair distance too. Therefore when these sorts of opportunities present themselves, we like to make the most of it – and we are *not* just talking beer! (ok well that’s not strictly true – beer is a significant motivation )

Accordingly, we are planning a special “SharePoint Governance Mentoring” workshop that will run over a period of 3 days (August 19-21, 2009), prior to the conference itself. It will be a unique, one-off event and numbers will be strictly limited. We think that our combined skills cover the broad spectrum of the SharePoint universe very well, with a particularly strong governance underpinning. Participants will be able to delve into topics such as how to manage a SharePoint project, practical techniques in gathering requirements, achieving shared understanding and buy-in, information architecture, team dynamics and the root causes of organisational chaos that make SharePoint an attractive proposition in the first place. We will also cover making a great business case and understanding return on investment, how to approach application development on the SharePoint platform and above all, learning what governance is really all about, and applying the right sort of governance at the right time. 

Additionally, plenty of time will be allocated for participants to discuss their SharePoint challenges in an open forum, so if you bring your SharePoint baggage, we will lend a sympathetic ear and then arm you with some new kung-fu skills to take back to your organisation.

Does this event sound like your cup of tea? If so, we need to hear from you! We will publish the workshop details and outline in mid-July but we need to gauge interest now. The cost for this three day event will be $1750 per attendee, although anyone who is registered for SharePoint Best Practices Conference will be entitled to a 10% discount.

So if this sounds good to you, then please register your interest at Dux’s site below:

http://sp.meetdux.com/workshop_interest.aspx

Thanks for reading (and we hope to see you there!)

Paul Culmsee

www.sevensigma.com.au

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Hi

I have been very busy on a number of fronts – which is why the blog hasn’t had much attention lately. I’ll be back soon enough though – once I get a few big jobs done.

For those of you that are not aware, there is a podcast interview that I did with Brett Lonsdale at Sharepoint Pod Show where he allowed me to blab on and on and on and on Poor Brett – he didn’t know what he was getting himself into at all!

So if you think my posts are boring and wordy, wait till you hear me talk!

Paul

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