Microsoft Office 365 A Complete Guide - 2020 Edition

By Gerardus Blokdyk

Are html files and simple text files included in documents, or only Microsoft Office files? Can reports be exported to Microsoft Office products? How many pcs or devices may you install Office 365 home & business on? Is Office 365 included in dynamics 365? How does your organization approach the SharePoint Deployment Conundrum: On-premises, Cloud or Hybrid?

Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you are talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Office 365 investments work better.

This Microsoft Office 365 All-Inclusive Self-Assessment enables You to be that person.

All the tools you need to an in-depth Microsoft Office 365 Self-Assessment. Featuring 2155 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Office 365 improvements can be made.

In using the questions you will be better able to:

- diagnose Microsoft Office 365 projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

- implement evidence-based best practice strategies aligned with overall goals

- integrate recent advances in Microsoft Office 365 and process design strategies into practice according to best practice guidelines

Using a Self-Assessment tool known as the Microsoft Office 365 Scorecard, you will develop a clear picture of which Microsoft Office 365 areas need attention.

Your purchase includes access details to the Microsoft Office 365 self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria:

- The latest quick edition of the book in PDF

- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

- The Self-Assessment Excel Dashboard

- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

- In-depth and specific Microsoft Office 365 Checklists

- Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT UPDATES

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

• Language: English
• Publisher: 5STARCooks
• Release date: Sep 6, 2019
• ISBN: 9780655966043

Book preview

Microsoft Office 365

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Microsoft Office 365 best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

Notice of rights

You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

Trademarks

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

Copyright © by The Art of Service

http://theartofservice.com

[e-mail]

About The Art of Service

The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.

Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

http://theartofservice.com

[e-mail]

Included Resources - how to access

Included with your purchase of the book is the Microsoft Office 365 Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[e-mail]

with this books’ title in the subject to get the Microsoft Office 365 Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT UPDATES

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Get it now- you will be glad you did - do it now, before you forget.

Send an email to [e-mail] with this books’ title in the subject to get the Microsoft Office 365 Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Microsoft Office 365, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Microsoft Office 365 have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Microsoft Office 365, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Microsoft Office 365 initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Microsoft Office 365 Scorecard on the second next page of the Self-Assessment.

Your completed Microsoft Office 365 Scorecard will give you a clear presentation of which Microsoft Office 365 areas need attention.

Microsoft Office 365

Scorecard Example

Example of how the finalized Scorecard can look like:

Microsoft Office 365

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service11

Included Resources - how to access11

Purpose of this Self-Assessment13

How to use the Self-Assessment14

Microsoft Office 365

Scorecard Example16

Microsoft Office 365

Scorecard17

BEGINNING OF THE

SELF-ASSESSMENT:18

CRITERION #1: RECOGNIZE19

CRITERION #2: DEFINE:28

CRITERION #3: MEASURE:41

CRITERION #4: ANALYZE:47

CRITERION #5: IMPROVE:61

CRITERION #6: CONTROL:71

CRITERION #7: SUSTAIN:80

Microsoft Office 365 and Managing Projects, Criteria for Project Managers:131

1.0 Initiating Process Group: Microsoft Office 365132

1.1 Project Charter: Microsoft Office 365134

1.2 Stakeholder Register: Microsoft Office 365136

1.3 Stakeholder Analysis Matrix: Microsoft Office 365137

2.0 Planning Process Group: Microsoft Office 365139

2.1 Project Management Plan: Microsoft Office 365141

2.2 Scope Management Plan: Microsoft Office 365143

2.3 Requirements Management Plan: Microsoft Office 365145

2.4 Requirements Documentation: Microsoft Office 365147

2.5 Requirements Traceability Matrix: Microsoft Office 365149

2.6 Project Scope Statement: Microsoft Office 365151

2.7 Assumption and Constraint Log: Microsoft Office 365153

2.8 Work Breakdown Structure: Microsoft Office 365155

2.9 WBS Dictionary: Microsoft Office 365157

2.10 Schedule Management Plan: Microsoft Office 365160

2.11 Activity List: Microsoft Office 365162

2.12 Activity Attributes: Microsoft Office 365164

2.13 Milestone List: Microsoft Office 365166

2.14 Network Diagram: Microsoft Office 365168

2.15 Activity Resource Requirements: Microsoft Office 365170

2.16 Resource Breakdown Structure: Microsoft Office 365172

2.17 Activity Duration Estimates: Microsoft Office 365174

2.18 Duration Estimating Worksheet: Microsoft Office 365176

2.19 Project Schedule: Microsoft Office 365178

2.20 Cost Management Plan: Microsoft Office 365180

2.21 Activity Cost Estimates: Microsoft Office 365182

2.22 Cost Estimating Worksheet: Microsoft Office 365184

2.23 Cost Baseline: Microsoft Office 365186

2.24 Quality Management Plan: Microsoft Office 365188

2.25 Quality Metrics: Microsoft Office 365190

2.26 Process Improvement Plan: Microsoft Office 365192

2.27 Responsibility Assignment Matrix: Microsoft Office 365194

2.28 Roles and Responsibilities: Microsoft Office 365196

2.29 Human Resource Management Plan: Microsoft Office 365198

2.30 Communications Management Plan: Microsoft Office 365200

2.31 Risk Management Plan: Microsoft Office 365202

2.32 Risk Register: Microsoft Office 365204

2.33 Probability and Impact Assessment: Microsoft Office 365206

2.34 Probability and Impact Matrix: Microsoft Office 365208

2.35 Risk Data Sheet: Microsoft Office 365210

2.36 Procurement Management Plan: Microsoft Office 365212

2.37 Source Selection Criteria: Microsoft Office 365214

2.38 Stakeholder Management Plan: Microsoft Office 365216

2.39 Change Management Plan: Microsoft Office 365218

3.0 Executing Process Group: Microsoft Office 365220

3.1 Team Member Status Report: Microsoft Office 365222

3.2 Change Request: Microsoft Office 365224

3.3 Change Log: Microsoft Office 365226

3.4 Decision Log: Microsoft Office 365228

3.5 Quality Audit: Microsoft Office 365230

3.6 Team Directory: Microsoft Office 365233

3.7 Team Operating Agreement: Microsoft Office 365235

3.8 Team Performance Assessment: Microsoft Office 365237

3.9 Team Member Performance Assessment: Microsoft Office 365239

3.10 Issue Log: Microsoft Office 365241

4.0 Monitoring and Controlling Process Group: Microsoft Office 365242

4.1 Project Performance Report: Microsoft Office 365244

4.2 Variance Analysis: Microsoft Office 365246

4.3 Earned Value Status: Microsoft Office 365248

4.4 Risk Audit: Microsoft Office 365250

4.5 Contractor Status Report: Microsoft Office 365252

4.6 Formal Acceptance: Microsoft Office 365254

5.0 Closing Process Group: Microsoft Office 365256

5.1 Procurement Audit: Microsoft Office 365258

5.2 Contract Close-Out: Microsoft Office 365260

5.3 Project or Phase Close-Out: Microsoft Office 365262

5.4 Lessons Learned: Microsoft Office 365264

Microsoft Office 365 and Managing Projects, Criteria for Project Managers:266

1.0 Initiating Process Group: Microsoft Office 365267

1.1 Project Charter: Microsoft Office 365269

1.2 Stakeholder Register: Microsoft Office 365271

1.3 Stakeholder Analysis Matrix: Microsoft Office 365272

2.0 Planning Process Group: Microsoft Office 365274

2.1 Project Management Plan: Microsoft Office 365276

2.2 Scope Management Plan: Microsoft Office 365278

2.3 Requirements Management Plan: Microsoft Office 365280

2.4 Requirements Documentation: Microsoft Office 365282

2.5 Requirements Traceability Matrix: Microsoft Office 365284

2.6 Project Scope Statement: Microsoft Office 365286

2.7 Assumption and Constraint Log: Microsoft Office 365288

2.8 Work Breakdown Structure: Microsoft Office 365290

2.9 WBS Dictionary: Microsoft Office 365292

2.10 Schedule Management Plan: Microsoft Office 365294

2.11 Activity List: Microsoft Office 365296

2.12 Activity Attributes: Microsoft Office 365298

2.13 Milestone List: Microsoft Office 365300

2.14 Network Diagram: Microsoft Office 365302

2.15 Activity Resource Requirements: Microsoft Office 365304

2.16 Resource Breakdown Structure: Microsoft Office 365305

2.17 Activity Duration Estimates: Microsoft Office 365307

2.18 Duration Estimating Worksheet: Microsoft Office 365309

2.19 Project Schedule: Microsoft Office 365311

2.20 Cost Management Plan: Microsoft Office 365313

2.21 Activity Cost Estimates: Microsoft Office 365315

2.22 Cost Estimating Worksheet: Microsoft Office 365317

2.23 Cost Baseline: Microsoft Office 365319

2.24 Quality Management Plan: Microsoft Office 365321

2.25 Quality Metrics: Microsoft Office 365323

2.26 Process Improvement Plan: Microsoft Office 365325

2.27 Responsibility Assignment Matrix: Microsoft Office 365327

2.28 Roles and Responsibilities: Microsoft Office 365329

2.29 Human Resource Management Plan: Microsoft Office 365331

2.30 Communications Management Plan: Microsoft Office 365333

2.31 Risk Management Plan: Microsoft Office 365335

2.32 Risk Register: Microsoft Office 365337

2.33 Probability and Impact Assessment: Microsoft Office 365339

2.34 Probability and Impact Matrix: Microsoft Office 365341

2.35 Risk Data Sheet: Microsoft Office 365343

2.36 Procurement Management Plan: Microsoft Office 365345

2.37 Source Selection Criteria: Microsoft Office 365347

2.38 Stakeholder Management Plan: Microsoft Office 365349

2.39 Change Management Plan: Microsoft Office 365351

3.0 Executing Process Group: Microsoft Office 365353

3.1 Team Member Status Report: Microsoft Office 365355

3.2 Change Request: Microsoft Office 365357

3.3 Change Log: Microsoft Office 365359

3.4 Decision Log: Microsoft Office 365361

3.5 Quality Audit: Microsoft Office 365363

3.6 Team Directory: Microsoft Office 365365

3.7 Team Operating Agreement: Microsoft Office 365367

3.8 Team Performance Assessment: Microsoft Office 365369

3.9 Team Member Performance Assessment: Microsoft Office 365371

3.10 Issue Log: Microsoft Office 365373

4.0 Monitoring and Controlling Process Group: Microsoft Office 365375

4.1 Project Performance Report: Microsoft Office 365377

4.2 Variance Analysis: Microsoft Office 365379

4.3 Earned Value Status: Microsoft Office 365381

4.4 Risk Audit: Microsoft Office 365383

4.5 Contractor Status Report: Microsoft Office 365385

4.6 Formal Acceptance: Microsoft Office 365387

5.0 Closing Process Group: Microsoft Office 365389

5.1 Procurement Audit: Microsoft Office 365391

5.2 Contract Close-Out: Microsoft Office 365393

5.3 Project or Phase Close-Out: Microsoft Office 365395

5.4 Lessons Learned: Microsoft Office 365397

Index399

CRITERION #1: RECOGNIZE

INTENT: Be aware of