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Article: Two Ways Students Find Training in Your Catalog

“Build it and they will come” is a popular misquote from the movie Field of Dreams and sometimes attributed to Theodore Roosevelt (related to the construction of the Panama Canal) but wherever it started, it’s a common belief when it comes to creating websites, businesses, and unfortunately, training. In order for students to get value from your learning materials, they must first find them. Findability precedes usability and thus learning.

Read more…

Users Group Giveaways from the SharePoint Shepherd

As a user’s group leader myself, I know how difficult it can be to get giveaways for the meetings and how giveaways helps to get folks to come out that in addition to great presenters, good company, and cold pizza. The SharePoint Shepherd’s officially starting a program for US-based SharePoint Users Groups to support them with products for giveaways. We’ll be providing free books and DVDs for groups based on their size and meeting frequency. If you’re interested in some free swag sign up at: http://eepurl.com/jMZYj Please DO share this link with your other SharePoint Users Group friends. We want to share the love as much as we can.

We’re asking for your mailing address as well as details on the group so that we can mail you things. You’ll want to make sure that the address you provide is where you want the goodies shipped to. We’re also asking for your meeting frequency and the average number of folks that attend. We’re doing that to make sure if you’ve got a large group that we’re sending you enough goodies to keep everyone happy.

Thank you for your support of the community.

– Rob Bogue, The SharePoint Shepherd, [email protected]

Article: SharePoint Un-ROI

Habla español? Sprechen Deutsch? How about business speak?

Do you know to speak the language of business to your executives?

In a previous post I talked about “4 Tips for Engaging Your Executives in SharePoint. ” However, I didn’t talk once about ROI, or rather, Return on Investment.

In that case, you were seeking a problem and trying to solve it so someone else would have worked up an ROI, but what happens when the business asks you for an ROI, the language of business?

http://www.sharepointpromag.com/blog/sharepoint-pro-by-admins-devs-industry-observers-23/sharepoint/sharepoint-unroi-142582 [Article removed]

Nine Keys to SharePoint Success – DVD

I got so many folks who were asking for more details about what to do to get the nine keys to SharePoint success that I decided to create a 1 hour DVD with the nine keys and content around the details of getting to a Shared Vision, to create Business Connection, and to Create measurements. I also expanded on how to make evangelism work – without you having to feel like you have to take a shower afterwards. The DVD is available from our site for the introductory price of $99. Go over to the SharePoint Shepherd site to take a look at the details on the DVD and what it is about.

We’ve probably all seen presentations about how to be successful with SharePoint deployments – but very few (if any) provide the kind of step-by-step detail on how to create success like this DVD does.

Article: The Cost of Changing to SharePoint

We’re not talking about the cost of migration tools. We’re not talking about the servers that you’ll have to buy or even the licensing. The true cost of changing to SharePoint is the people costs.

The costs are in the cost of the change itself. They don’t change from product-to-product, but the cost of change is real. Let’s take a look at what it takes to keep from being a victim of the trough of reduced productivity.

http://www.sharepointpromag.com/blog/sharepoint-pro-by-admins-devs-industry-observers-23/sharepoint/cost-changing-sharepoint-142505 [Article removed]

Heroic Leadership: Best Practices from a 450-Year-Old Company That Changed the World

Book Review-Heroic Leadership: Best Practices from a 450-Year-Old Company That Changed the World

Sometimes you stumble over a book in a way that makes you believe that there’s some outside force – God or the higher power or whatever – and you decide you need to read it. Heroic Leadership: Best Practices from a 450-Year-Old Company That Changed the World is one of those for me. On my way out to SPTechCon last week I sat next to a lady who I noticed had a leadership paper she was working on. She wasn’t reading a book on leadership, she was editing a paper on leadership. I can’t remember this every happening in all of my years of traveling. Through our conversations I learned that she was a minister’s wife in Iowa attending a seminary in Chicago. When we discussed leadership she said that the book Heroic Leadership had really influenced her thoughts on leadership – particularly that she realized that everyone leads. A book that can create a feeling of leadership inside a person is a book worth reading – so I downloaded it and started reading.

While Who Moved My Cheese? is an easy read, Heroic Leadership is a bit more deep. Chris Lowney was a Jesuit Seminarian who left to work for JP Morgan and the book is his reflections on the Jesuit company – the Society of Jesus. His perspective is historical, providing references through time of how the Jesuits had shown leadership. However, that’s not a good place to start – the good place to start is “who are the Jesuits in the first place?” I had a vague idea but didn’t realize that they were an outgrowth of the catholic church. Certainly they trace their roots back to 1540, so they’re a 450 year old company although company had a slightly different meaning. As Lowney is fond of pointing out in the book, the company wasn’t much like any company that we’d recognize today.

Fundamentally Lowney believes that the Jesuit leadership is based on four key values:

  • Self-Awareness – Leadership comes from leading oneself which in turn comes from self awareness.
  • Ingenuity – Being willing to live outside the box in order to reach ones goals. Said differently, they’re always looking for something better than the status quo.
  • Love – Concern for others and their condition both physically and spiritually.
  • Heroism – Facing adversity with courage and self-sacrifice

The focus on self is relatively unique. Many leadership books focus on how to work with other people. Some books like The Seven Habits of Highly Effective People speak about principle driven leadership, however, most books are more concerned with the techniques of leadership than the principles. Strangely the Jesuits do have their own form of “how to” book. It’s The Spiritual Exercises of St. Ignatius of Loyola, the founder of the Jesuit company. However, as the title suggests, it’s not a book about with “how to” for other people, it’s a “how to” book for yourself. It’s a guide to the process of discovering yourself and your values. It’s an inside-out approach to leadership.

While Lowney never directly uses the words Servant Leadership, the thought kept resonating with me as the list of accomplishments of the Jesuits – and their approach to the accomplishments were read. Servant Leadership puts the leader below the folks they are leading – supporting them in their growth. This is certainly consistent with the values of the Jesuits. In China they became involved with the creation of the Chinese calendar bureau and by supporting the creation of accurate calendars they were helping to lead the Chinese people in acceptance of their Christian ideas. They created the finest schools in Europe for their time (and for free) in order to help others become more educated (and provide a basis for potential members.) Their attitude was one of leadership through support and doing.

A key component that Lowney discusses several times throughout the book is the contemplative or reflective nature of the Jesuits. The spiritual exercises anchored them into a routine where they reflected on their condition and themselves. This was a sort of continual fine-tuning which allowed them to both shape their world view and refine their understanding of themselves and their weaknesses. Very few people have a thoughtful, intentional time to reevaluate their world and themselves personally.

One curious bit is the question of who is a leader? As I mentioned above my seat-mate heard that everyone leads through this book – and that’s true whether they do it well or poorly may be up for debate but the fact that they are leading isn’t. We lead when we help a friend through a personal problem – we lead them through the problem. We lead when we discourage or stop bad behaviors of our peers. We lead in lots of ways.

The Jesuits, in Lowney’s opinion, were generally good at knowing which things were changeable. That is they knew that some things, like the way they dressed, were not a reflection on their core beliefs and were instead cultural norms. They differentiated between their religious faith and principles from those things that which are simply norms. This clarity between what must remain the same because they are unalterable expressions of their value system and which things were just the way things have been done before – and therefore are of little consequence if they change is very powerful. I was reflecting on the way that I add value to my clients and how the ability to pinpoint key problems is essential. Knowing which things can be changed and which cannot allows everyone to keep productive.

I was also struck by the innovation in the Jesuits finding solutions that no one had figured out before. Lowney describes this as living outside the box and certainly I’d love to figure out how to get everyone to redraw the boundaries of the boxes. For me I see people artificially draw small borders for their boxes. Not knowing what is and isn’t movable causes them to unnecessarily confine themselves to a place where fewer things are possible. From my perspective, the Jesuits throughout history were able to define their boxes – their limits – with enviable accuracy. They knew how far they could go and no further. This sort of reminds me of farmers. Most folks who’ve never been on a farm think of the experience as quaint or backwards – or both. However, I find ingenuity on the farm. I find new uses for existing materials and solutions built upon the foundation of what was at hand. Farmers knew what the materials around them would – and would not do – and used everything at their disposal to fix the windmill, create a tool, or find a solution to a problem.

The final point I want to make about Heroic Leadership is the word magis. That word (concept) means something more or something greater. The quest to continue the journey to find that better that is yet to come. It’s the core drive that caused the Jesuits to span across the globe to chart the uncharted and to do what had not been done. It’s that single word that fueled the drive. So my question for you is, do you have that drive for magis?

Who Moved My Cheese?

Book Review-Who Moved My Cheese?

On the spectrum of easy to access compared to academic reading, Who Moved My Cheese? is a clearly on the end of easy to access. The book centers on a story with two mice (Sniff and Scurry) and two “littlepeople” (Hem and Haw). The story is a fable designed to teach how different approaches to change are healthier than others. Perhaps the greatest value in the book is that because it’s so easy to read it can be given to every employee as a reading assignment. It’s less than 100 pages so in a few hours most people will have it read.

Change happens. There are times when I’d swear that our world is spinning faster and faster – even though I know this can’t be true. Despite our intellectual awareness that change is a part of life today still some resist. Some members of your organization will steadfastly deny that your market is changing, your competitors are changing. Once the change becomes impossible to ignore some bemoan the change. No one told me. It’s not my fault that the world changed. I shouldn’t be held accountable.

If you’re trying to get the entire organization to realize how change isn’t the problem. If you’re trying to get them to see how their attitudes and behaviors are the problem, then you may find that Who Moved My Cheese? is the right change for you.

Poke the Box

Book Review-Poke the Box

Lately I’ve been getting a distinct message that I need to just do. I just had to get some things out there for the market to test. No small part of that message is from Seth Godin’s Poke the Box. Godin makes a compelling argument that we sometimes fail to start because we fear to fail. We don’t want to put that first, tentative foot into the water for fear that the market might not like it. There are the cliché references to Thomas Edison and the light bulb and the same reminder that most folks don’t know how many time Edison failed to create the light bulb – they only know that he did. His success virtually erased his failures.

However, beyond the same prompting for action that you might find elsewhere, there’s an awareness of pressures that cause initiative. Having been a consultant almost my entire professional career the idea of a project based organization creating the drive for the next thing is familiar. It’s downright eerie when you consider the name of my organization is Thor Projects.

Perhaps another insight is a restatement of Scott McCloud’s argument in Understanding Comics. That is: Life isn’t what’s drawn in the frames, it’s what’s in between the frames that counts. It’s the space that’s left up to you – and you alone – to fill in the blanks.

As a final thought, there’s a discussion about the delicate balance between initiating – getting started – and the need to get finished. In my head I went back to a large snow when I was a child. I can remember designing a snow fort. Or rather I can remember a series of iterations for gathering and piling up snow to create a snow fort. What I realized even then was that I spent so much time changing my approach for gathering snow that I never really finished trying one. I kept changing my approach until I had gathered all the snow. It’s this story that reminds me that sometimes it doesn’t help to keep changing and doing new things.

Poke the Box is an easy read and worth it if you’re trying to help motivate yourself to get started.

Free Access to the SharePoint Tutor 2007 Edition

Since 2008 we’ve been selling the SharePoint Shepherd’s Guide for End Users – and the associated corporate license now known as the SharePoint Tutor. We’ve been blessed by numerous customers and have appreciated the partnership with them to be able to educate their users on how to use SharePoint better. Of course, since 2010 we’ve been selling a SharePoint 2010 version of the guide and of the tutor.

Over the last several months we’ve noticed that some customers are still stuck on 2007 and struggling to be effective, however, they know that they want to upgrade and so they’re reluctant to purchase training materials for SharePoint 2007. We understand. So we made the decision a few weeks ago to make the 2007 version of the tutor available publicly from our site. Since the decision we had to take care of a few things.

First, we’re proud to run the SharePoint Shepherd’s site – and my Thor Projects blog – on SharePoint 2010. We believe that we’re leveraging the product – just like you need to. Second, the 2007 edition of the guide was built for a 2007 version of SharePoint. So we wanted to convert the contents over to a 2010 version. We did this with the help of Metalogix Migration Manager for SharePoint. We quickly and easily took a Wiki site from 2007 into an Enterprise Wiki for 2010. (This is my hint that they have a good product if you missed that.)

Third, we had to link all the videos to the contents in the wiki. We used a different strategy than we did in 2007 – we used the ability in 2010 to embed video on the page. In fact, you’ll find the video above the step-by-step instructions on each topic.

So here’s your access to the SharePoint Tutor 2007. I expect that within weeks (with the help of your links) the content will be indexed by the major search engines and you’ll be able to see the high quality content we’re continuing to develop for SharePoint.

The 2010 version of the tutor will still be for sale for corporations that realize the value of having a comprehensive, consistent set of materials for their users. We believe that with each version of the tutor we drive the quality bar higher and our customers seem to agree.

SharePoint Document Libraries and Not Showing the New Form

In SharePoint every content type can have three forms that you can define: New, Display, and Edit. These are the forms that are used to enter and view properties. This is great, except that document libraries don’t display the new form. Document libraries are designed to launch the template associated with the content type. If you’ve got your letterhead in a .dot file that’s associated with a content type, that is what SharePoint will launch when you try to create a new item. That’s great when you’re looking to create a new instance of a document – but what if you want the new instance of the document to be programmatically created?

The simple — and should be obvious — answer is to set the document template to the web part that will create your new item. When declaring the document template you’ll need to remember to put a leading slash in the url in the DocumentTemplate node’s TargetName attribute since for some unknown reason it’s required.

Why would I do this? Well, I want to record approvals as XML documents with XML fields over it to allow SharePoint to use property promotion to extract information from the approval into properties that can be in a list view. Putting this together I can handle the details of the approval and just emit the XML I need at the end.

One issue is that this won’t pop over the page like the new item form will over a list – but it’s a good way to get a new form for a document – instead of a template.

P.S. If InfoPath supported password fields I probably wouldn’t have to do this.

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