SCRUMMaster Training – my impressions

In my earlier posts (here, here, or here) you can read how I have recently “discovered” Agile/SCRUM.

Having seen the challenges that can be encountered with the Waterfall, or PRINCE2, model, I am keen to learn more about this alternative approach. To that end, I sent myself off on a SCRUMMaster course.

In this post I want to give my impression of the training course – what was good about it, what worked, what didn’t, and what was wrong with the course.

Before I do, I need to clarify that these are my own opinions and not those of my anyone else that I have regular, or irregular contact with.

Also, please note that I won’t be going into the merits, or shortcomings of SCRUM. I won’t be entering into the “discussion” taking place in the Project Management community surrounding the SCRUM Master Certification. Nor will I be giving a blow-by-blow account of the 2 days.

Course Appraisal

Course Name: Certified ScrumMaster Course

Course Provider: Collabnet – a reasonably large company that specializes in collaboration software development. Agile training is also part of their offerings, and they give courses in multiple locations in North America and Europe.

Good

Training Location

The training course was help in a conference room in a Marriott hotel. This meant that there were excellent refreshments, and a great lunch. (Always an important factor when attending such an event.)

Trainer

For this course, the trainer was Rafael Sabbagh Armony.

I was very impressed with his style of teaching he used. The training material he gave us seemed to be merely a formality as not once did Rafael refer to it. His style was more an interactive one. Through a series of “group exercises” he created an environment of learning through exploration, questioning, and peer-learning.

Obviously, a group exercise is a very contrived event and has very little resemblance to a “real world” equivalent, but in the process of working through the exercise, it encourages one to relate it to other situations (perhaps ones that are based in the real-world). This fostered further questioning, and discussion (both within the group, and within the whole class.

Rafael seemed very knowledgeable in his subject (Agile) and drew upon real-life situations that he had been involved in, when discussing SCRUM, both in answering individual questions, or contributing to one of the many class discussions.

Course Content

On the understanding that the course was focused on a SCRUM Master, and was not an overview of Agile, or even SCRUM itself, I did feel that, at the end of the course, I had a far-better understanding of this Framework.

One interesting thing was that, after registering for the course, I received access to a collection of on-line SCRUM training material. This included a SCRUM quick-reference guide, and a series of training videos, that took me through the fundamentals of SCRUM.

Knowing very little about SCRUM at this point, I found these resources to have a lot of value. It also meant that, during the training course itself, time was spent with “group exercises” (see above), and discussion, rather than going through the basics.

Could be better

Classroom Material

On the first day of the class, we were each given the course notes. These were in color (always helps), but had a thermal bind cover on them. While keeping the pages together in a very tidy fashion, it meant that for you to lay the “book” open fully, you had to damage the spine and binding material.

Bad

Left hand oblivious to what the right hand is doing

While Collabnet describe themselves as “The Leader in Agile Development in the Cloud” they came across as a organization made up of business units that seemed to have absolutely no idea what the other business units were doing. They also didn’t appear to have a coördinated approach to dealing with customers.

My point in case is this: On the 6th of December, I registered, and paid, for this course, and immediately received a confirmation from the department that handles course registration. This was as expected. However, on the 12th of December (less than a week later) I received a promotional e-mail from Collabnet offering me a 40% discount if I “book now!”

I was furious. A 40% discount was quite a lot (especially when I was, indirectly, paying for the course myself). I contacted Collabnet and asked why I wasn’t told about this when I first registered, and requested the same discount. The response I got was a simple “Sorry – we can’t retroactively apply the discount”! Unbelievable! (Maybe I was asking the wrong person, but then I would have expected my e-mail to be forward to the correct person, and to get a response from them.)

And to make matters worse, I still receive “promotional” announcements on a regular basis.

Socially Aware

One would expect any company that is involved with the “Cloud” to be socially aware. They do have a Twitter account (@Collabnet), but seem to use this merely as a “hey – look at us” type of account. I sent out a tweet about the 40% discount “complaint” I had, and even included “@Collabnet”. Did I get a reaction? No. This gave me the impression that Collabnet were not responsive to their customers.

Spelling. Grammar, Images

The training notes were full of typographical errors.

At the time, this did not cause too much concern (My recommendation is to check out something that most businesses that provide material to customers, and the public – a spellchecker. It doesn’t take long to do it, and, in many cases can be initiated by just clicking on a menu item.

The fact that there were many, many spelling mistakes is, in this case, not of too much concern. As I mentioned above, Rafael delivered the course without referring to the notes, and did it in such a way that the real value came from what he was saying, rather than what we were reading.

However, having words incorrectly spelt (especially in your course material) does send a poor message. And it does not take long to run a spell check over the content before “publishing” it.

With regards “images” – I have only one small complaint – make sure the images used don’t cover up the text (especially when they are being used on a page that discusses “transparency”).

Summary

Overall, I was satisfied with the course.

Having the pre-course training material available was excellent. I was really happy with that.

The classroom training, as delivered by Rafael, was also very good. I did not walk away at the end it feeling unsatisfied. The method of delivery was great, Rafael didn’t just “read from the book”

However, the “Bad” points I mentioned are worth thinking about. Collabnet came across as a Big Company that didn’t really care about its little customers.

I think I underestimated what AIIM’s “Certified Information Professional” is

Recently Laurence Hart wrote a blog post about the new AIIM “Certified Information Professional” certification.

In response to this I made a comment  that I needed to be convinced that the CIP wouldn’t be just another of the many certifications that are available. (I refereed to it as JACJust Another Certification)

Laurence posted a second blog post where he discussed, further, the type of content that he encountered in the exam. This assuaged some of my concerns, but also prompted me to do something that I should have actually done in the beginning, and that is, read the CIP information that AIIM has on its site! If I had I would have seen that a lot of thought, and work, had been put into it.

As Laurence pointed out, the exam is not an easy one. I looked at the sample exam that is available, and got nervous just looking at that. The real exam has 100 questions, and is not the sort of thing that you can just do while sitting in the comfort of your own chair, while flicking back and forth between the exam, and Google. No, for this, you need to go to a Prometric test centre. The guys there are professionals, and you can expect to be under video surveillance while you do the exam.

When AIIM were putting the whole “certification” thing together, they went and asked the industry, what “stuff” was actually important to know. This was all scribbled down in a large notebook, and then scrutinized by subject matter experts. The SME’s then created the monster known as the CIP exam. Very broad, but also very deep in each of the various areas. Fortunately AIIM have made a large number of “preparatory” videos available.

AIIM also recognize that the industry is not a static thing. Technology changes, business processes change, ways of working change. As a result, if you pass the exam, it’s only valid for three years. After that, it’s necessary to either re-sit the exam, or to prove that you have attained a necessary level of continuing education credits ((in this case, 45). And what does that mean? Initially, this was something else that bothered me. “Hey, my company just paid $500 for an on-line training course. It was easy – didn’t have to do anything, and voila, I’m recertified.” No – earning continued education credits is not so easy. You earn credits by attending conferences, formal university-level courses, chapter meetings, giving presentations. And you don’t earn that many credits for each of these items. Even if you re-sat the exam after three years, AIIM will be continuously updating it reflect changes in the industry, so you can’t just “use the same answers as last time”. (For more details, check out the AIIM CIP Certification Maintenance Form)

This is what really impressed me. In the Netherlands, medical doctors need to keep up a certain level of training. Each course or conference they attend delivers them a certain number of points. To stay registered they need to attain a certain level each year. (It is most likely the same in other countries, it’s just my wife’s a doctor, and I get to hear about this all the time.) I realize that there is a world of difference between a Certified Information Professional, and a Medical Doctor, but this one factor drove home to me how serious AIIM’s CIP certification is.

Based on what I have read, I’m putting the CIP high on my list of goals for this year.
(And, even though I’ve been working in the industry now for over 13 years, I’m not going to do the exam “cold” as Laurence did. I’ll be making damn good use of those training videos.)

Relevant links:

AIIM’s Email Management Practitioner Course

e-mail messages

Recently, I was on business about an hour north of Chicago for two weeks. I was staying at a hotel, and this is always a great opportunity to get some study done. (I know – sounds boring, but there is only so much drinking and partying that one can partake of).

In 2009 I had paid for an AIIM Email Management Practitioner course. This is an online course, and had an expiry date. Unfortunately over the last two years, things have been pretty hectic, and I never got around to doing the course. But thanks to the great people at AIIM (especially Angela) I was able to get the course extended past its expiry date a few times.

I started the course with, I have to admit, low expectations.

However, I quickly found that the course was incredibly valuable.

As well as covering the basics regarding e-mail such as architecture and protocols, it went into governance, ways to capture e-mail (as well as the attachments), and classification,  as well as discussing the various regulatory requirements, and “discoverability”, etc. It looked at email from the Records perspective.  (You can read more about the content of the course here on the AIIM site)

What I really liked about this course is that it also discussed the challenges & pragmatics of email management (including the limitations). It raised points that I have never really considered.

And that is what I liked. I didn’t feel that I was learning dry details. The course presented things in a way that I found myself, during the middle of the presentations, thinking about how I could apply what I was learning to real-life situations (clients I have worked with, etc).

All in all – I am really happy with the course.

Useful links:

Why Managing E-mail MattersWhy Managing E-mail Matters

… Day 1 continued – Training

Momentum EMC Documentum ECMS

In the afternoon, there were a number of “Tutorials”. I attended one entitled “Successful End User Rollout – EMC End User Enablement.

(When you register at the beginning of Momentum, you get the “Conference Guide”, a thick book containing the programme for each day, along with descriptions of the sessions, and oodles of other information. I am learning that there is a lot of value in actually reading the description of the sessions, rather than just the titles. While the tutorial I mentioned above wasn’t quite what I expected, it was still very valuable.)

“Successful End User Rollout” was about an important part of a project that often gets underestimated. User training. This session was given by Gunny Cameron, a lady who oozed passion for training. This came through in her delivery, and was great!

End-user training is something that is often the first victim in a project when budgets are stretched. If, for one reason or another, a cut has to be made in a project, it is Training that gets sacrificed. Often, the actual training given does not quite “enable users”. This can lead to poor adoption of the new system by the end-users because they do not understand it, with the result that a project can be deemed as having failed because the system “is too complex”, or not used properly.

Gunny presented a User Enablement Plan, that would lead to “Strong End User Adoption”. The key components of this are:

  • Curriculum Development – PADDIE.
  • Power User Training (prepare someone to be the “Go-To” person).
  • Train the Trainer
  • Web Based – make standard modules, and modify them for different situations as required.

PADDIE – the acronym for the model used for Curriculum Development. This includes:

  • Plan – Identify training needs
  • Analyze – Assess current situation, identify roles, envision the future, etc.
  • Design – Create learning objectives, and determine the approach used for giving the training (instructor, led, web based, hands –on, demonstration/stimulation).
  • Develop Content – also take into account job aids, and a glossary of terms.
  • Implement
  • Evaluate – how do you know whether the training has been successful. Is there something measurable?

Obviously Momentum is to promote EMC (and its partners), so there was a subtle push for EMC’s own training and education services, but sometimes it makes sense to get the “people who know a product inside out” to be involved with preparing training material because they know the product well (and have the technical resources to call upon when necessary).

After the tutorial session, I was able to talk to Gunny. The main question I had was, actually, about her name. As it tuns out her real name is Guvnor Cameron. It is a Swedish name.

AIIM SharePoint Master Course – Day 2, 3 & 4

Day 2 was the second day of the Practitioner’s part of the course. The day was very similar to the previous day – we covered the course material, which Mr English interspersed with real world examples, along with “Bill’s take” on a particular subject. The members of the class also contributed with their own experiences.

To summarise, on Day 1 we covered:

  • Product
    • Core Capabilities
    • Components and Parts
  • Function
    • Records Center
    • Document Libraries
    • Imaging & Capture
    • Report Management
    • Forms Design
    • WCM/Sites
    • Workflow & BPM
    • Email Management
    • SharePoint & MS Office Integration

On Day 2, we covered:

  • Design Elements
    • Content types
    • Classification
    • Search
    • Workflow
    • Communities
  • Infrastructure
    • Architecture
    • Governance
    • Site Provisioning
    • Admin & Maintenance.

The Practitioner’s course gave a good overview of the capabilities of SharePoint 2010 within the framework of content and records management. The people attending were made up of consultants, Record Managers, Business Managements and similar. When necessary Bill would delve into the technical realm of specific parts of SharePoint 2010, but this was not frequent as the course was not a technical one.

On Day 3 we started the Specialist course. The class was smaller as several people had only been attending the Practitioner’s part.

The material covered for the Specialist course included:

  • Assess
    • Information Gathering
    • Strategy
    • Business Case
  • Implement
    • Customisation
    • Integration
    • Migration
  • Sustain
    • Change Management
    • Test, train, sustain

Initially I felt that a lot of the material covered in the Specialist course could be used in any ECM decision making process.

However, upon re-reading the material I see that it is applicable to SharePoint, in the sense of deciding whether SharePoint is actually the best solution for the business needs, as well as outlining SharePoint strengths and weaknesses. Many useful assessment and decision making strategies tools are described.

Much of what was covered in this course, was of a “dryer” nature (i.e. more conceptual) than in the previous course, and this would result in a slight drop in the attention, and enthusiasm of everyone.

Because many of Microsoft‘s definitions, or descriptions, do not quite match the global “standard” definitions/descriptions found in the Industry (in Records Management for example), often there would be healthy discussions. The specific functionalities of SharePoint were often questioned and the “intended purpose” of such functionality was debated. These times were really valuable, as everyone present had a good understanding of “real” Records Management.

At the end of the course we were presented with an 8 page Case Study. There were three assignments that, because of their group nature, were to be completed during the course, with a third assignment that needed to be done outside of the course, and then presented to AIIM. This, along with passing an online exam are requirements for achieving SharePoint Master Certification.

I felt that two days was not long enough for this course (especially if done in a class). As mentioned in my post on Day 1, the value of doing such a course in the classroom is the ability to ask questions, get feedback on comments, as well as expanding on topics through describing “real-world” situations. This requires extra time, and often we found we were racing through the material, so that we would have enough time for the Case Study assignments.

However, besides that one comment, I really enjoyed this course, and was happy with the material covered. As mentioned, the AIIM SharePoint Master Class is not a technical course, but one designed to describe the concepts and technologies of SharePoint as well as the best practices for implementing SharePoint. I think the course achieved that.

Day 1 of the AIIM SharePoint Master Class

 

Today was the first day in the AIIM SharePoint Master Class.

The class is being taught by Bill English. Bill is the CEO of Mindsharp, and has authored quite a few books and whitepapers. In fact, Bill’s whitepaper on SharePoint Indexing really helped me when I was struggling with the whole crawl/index process when I first got involved with SharePoint.

AIIM offer three SharePoint Certification tracks:

  • SharePoint Practitioner – concepts and technologies;
  • SharePoint Specialist – best practices for implementing solutions in SharePoint
  • SharePoint Master – provides a thorough understanding of SharePoint with the main elements from Practitioner and Specialists tracks.

For a detailed description of what each of these tracks offer, refer to my post where I also compare the AIIM offering with the Microsoft “equivalent”.

This course is the Master course, and covers both the Practitioner course, as well as the Specialist course.

As well as myself, there are 13 other people in the class. Some are there for just the Practitioner part.

We were supplied with a very thick book containing the course material for the first track.

And Bill started off going through it. However, one of the real advantages of having Bill English give this course is that he has an incredible amount of “real world” experience. This was apparent when he would (frequently) diverge from the course material and give us in-depth explanations on things as well as describe many real-life situations he has experienced. Bill is also not a fan of teaching by PowerPoint reasoning that we all can read the PowerPoint slides ourselves in the handout material. He takes a more “sum up 10, or 12 PowerPoint slides into an overview, and a discussion.

Before I go any further, I also need to explain that the course is more focused on the “Best Practices” approach to planning & deploying SharePoint implementations rather than a pure technical discussion. This fact meant that we often looked at things more from an “architect”, and business user, perspective than just from an IT perspective.

Two other things that I really found valuable: the first was that even though Bill “knows” SharePoint, he is a “SharePoint Realist”. He was not afraid to tell us of the weaker sides of SharePoint 2010, as well as the down-right bad sides of the product.

The second was that the people in the class all come from a Records Management/Content Management background. They all have their own real-world stories and experiences as well. And this would open up some really great discussions.

What is interesting (and this is something Bill mentioned) is that, in the stable of courses/certifications that AIIM offer, this is the first one that is product specific. All the others are more concept specific. For example AIIM has courses on ECM, BPM, ERM, E2.0, Information Organization and Access, and Email Management (for a full list refer to this site), but the SharePoint course is the first one that is focused on a particular product. And this is good, because the main design philosophy behind SharePoint is self-service. That is, SharePoint is designed to allow the end-user to be in control of what SharePoint is used for. This in the form of site collections, sites and sub-sites. The end-user is able to create, and design, and administer sites without the (direct) involvement of IT. And this is where it can be dangerous. In fact, at one stage, someone described SharePoint as a cancer – it just spreads, and spreads. It can take on a life of its own. One of the main messages being given by the course is the undeniable need for governance and training. And thus, this is most likely the reason that AIIM have a product-focused course.

I am very impressed with the course so far. I found the combination of real-world experience by the instructor, as well as the input and feedback offered by the other students gave richness that on-line course, or course taught by “full-time trainers” (without any real-world scars), don’t give.

This has just been day one of the course….

SharePoint 2010 Training/Certification – A comparison of the Microsoft & AIIM offerings

It’s always useful to have certification from a recognized “authority”. It gives you the ability to transfer your skills & experience into something quantifiable. (However, certification on its own, without some real-world scars, should be, in my opinion, considered as just an “intention” to learn more).

I’ve been working in the world of Document/Content Management for quite a few years now  and have worked with many document management, content publishing, search, static content storage, e-mail archiving, etc, applications from different vendors (PCDocs, Tower Software, FileNet, Documentum)

Then a new kid arrived on the block (SharePoint). Fortunately I was given a fantastic opportunity to work with this product in a few large, international, projects. The longest one took over two years, and definitely gave me some scars.

So I did the next logical thing and got my Microsoft certification for SharePoint 2007. Now that SharePoint 2010 is here, I’d like to get some meaningful certification for that.

My first instinct was to see what was required for the Microsoft certificate for SharePoint 2010. But I was also aware that AIIM had their own SharePoint 2010 training course/certification offering so I took a look at that.

It looked good, but I was curious how it stacked up against the Microsoft certification.

I made a list of comparison items and created a mind map (using Mind Manager)

Note – I’ve created an interactive flash file of this mind map. This can be viewed and downloaded from here.

 

Below, I give an overview of the two offerings:

AIIM SharePoint Certification

AIIM has three different levels of SharePoint certification – SharePoint Practitioner, SharePoint Specialist, and SharePoint Master. Each build on the previous.It was developed based on the requirements of 37 international companies. For a list of the companies refer to the Master Class Info Sheet (see Reference Links at the end of this post)

Each certification is accompanied by a corresponding training course

  • SharePoint Practitioner – covers concepts and technologies for SharePoint.
  • SharePoint Specialist - covers global best practices for implementing SharePoint and
    complementary solutions. Accomplishment of the Practitioner certificate is a prerequisite.
  • SharePoint Master – As well as the previous two levels of certification, the SharePoint Master level requires planning, designing and implementing a SharePoint project.

The AIIM certification is aimed at the Business Managers, IT Managers, Compliance Officers, Risk Managers, Records Management Professionals, as well as for solution integrators and providers, sales consultants, project managers, and technical staff.

Microsoft SharePoint Certification

Microsoft has four levels of certification – MCTS (Microsoft Certified Technology Specialist), Microsoft Professional (MCITP and MCDP), MCM (Microsoft Certified Master), and MCA (Microsoft Certified Architect. Each level builds on the previous one.

  • MCTS (Microsoft Certified Technology Specialist) – highlights area of expertise and helps validate the knowledge and skills working with an enterprise Office SharePoint Server environment
  • Microsoft Certified Professional – helps demonstrate the ability to use Microsoft SharePoint 2010 to excel in a specific, market-relevant job role.
  • Microsoft Certified Master (MCM) – This is more extensive with whiteboard discussions, demonstrations, and goal-based labs.
  • Microsoft Certified Architect – involves an interview with the MCA Review Board

The Microsoft certificates are aimed at people working with SharePoint either as Administrators, or as Developers.

My take on the two Certificates

The Microsoft offerings, are world-recognized (for good or bad). They are quite in-depth, and there is a plethora of training support material, as well as a large community of Microsoft certified people. It is very technical, and gives a person a great opportunity to get down to the “nuts and bolts” level of the technology, as well as the architecture level.

The AIIM training and certification, is not quite so technical, and focuses more on the use of SharePoint in the business, as well as industry best practices. It is also not quite so well-known as the Microsoft Certification. This may be considered a disadvantage, but at the same time, it may also be seen as an advantage. (Thanks to a deluge of paper-only “certified MS” people, the Microsoft certification lost a bit of credibility for awhile there – something that Microsoft have worked on/are working on to rectify.)

So – different courses for different horses. For a side-by-side comparison of the two, have a look at the mind map that I put together (http://www.box.net/shared/hhqfq6ypft).

Reference Material

Microsoft SharePoint Server Certifications

AIIM SharePoint Certification Program

Discussion on the “value” of AIIM certification (from LinkedIn group)

Unique SharePoint Training Program to Focus on Practical Reality of SharePoint

 

 

 

 

 

Giving Access to Report Builder

I’ve recently installed Reporting Services 2005. (I know – it’s an older version.) This was to allow some of my users to create KPI reports for Project Server use.

I used SQL Server Reporting Services, briefly, about 4 years ago at a client site, but haven’t touched it for a long time. Thus my knowledge was very rusty.

Thinking that I could install it, and then start merrily creating reports, I was surprised to find that this wasn’t the case. I had a look at the Books Online for SQL Server Reporting Services, but this was really jumping in the deep end – I just ended up getting confused.

So that’s when I turned to the Microsoft Level 200 training webcasts. Even though these were made back in 2006, I found them really valuable. The presenter Susan Wisowaty does a really great job.

There are 6 webcasts and I have watched the first three (Introduction, Report Designer, and Report Builder). Reporting Services seems like an excellent app, and I’m really keen to do more with it.

The main problem that I had from the beginning is that, from my PC, I was not seeing the “Report Builder” button. Logged onto the report server it worked, but this wouldn’t be handy for the power users that wanted to create the reports. This is where I had turned to the Books Online (and got swamped).

The training videos are really good, but each one is about an hour long. After watching the first three I still couldn’t work out why the “Report Builder” button was not displaying. I didn’t have another 3+ hours to watch the rest of the videos, but now I had a better understanding of Reporting Services. So back to Books Online. This time I looked at the Tutorials. And there in Lesson 1, it explained exactly what I needed to do. I hadn’t added the users at the System-level!

Once this had been done (the users were given the System User role), the Report Builder icon magically appeared!

I’ll still be finishing the three remaining videos (Report Delivery, Administration, Extending) though.