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SharePoint for Project Management

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Greg Zelfond, SharePoint expert consultant

SharePoint Maven works with PMOs (project management offices), program management teams, and project-driven organizations to build out-of-the-box SharePoint Online environments that organize project artifacts, status reporting, lessons learned, and portfolio-level visibility.

Engagements are fixed-fee, delivered remotely by Greg Zelfond personally, and built using only out-of-the-box SharePoint features in your existing Microsoft 365 tenant – no custom code, no third-party add-ons.

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Why SharePoint Matters in Project Management

PMOs and project-driven organizations face document and reporting challenges generic collaboration tools don’t address well:

  • Project artifacts (charters, plans, status reports, change requests, lessons learned) live across project management tools, shared drives, and individual project manager workstations
  • Stakeholder reporting (executive dashboards, sponsor updates, board materials) consumes hours per cycle when source documents are scattered
  • PMO template libraries (charters, plans, risk registers, status templates) get out of date and inconsistent without centralized version control
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What SharePoint Maven Does for Project Management Clients

SharePoint Maven configures SharePoint Online to handle the document workflows PMOs and project-driven organizations actually run on – project artifact management, PMO template libraries, lessons learned capture, portfolio-level rollups, and stakeholder reporting.

Every engagement is fixed-fee and uses only out-of-the-box SharePoint features included in your existing Microsoft 365 tenant. No custom code, no third-party add-ons.

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How Project Management Organizations Use SharePoint

Project Sites & Artifact Management. Each project gets a dedicated SharePoint site with charter, plan, status reports, risk register, and deliverables in one place. Project closeouts archive cleanly; future PMs draw from prior projects instead of starting from scratch.

PMO Template Library & Standards. Centralize PMO templates (charters, plans, risk registers, status reports, change requests, lessons-learned forms) in a single versioned library. Every PM works from current templates; PMO refinements roll out instantly.

 

Consulting Services

Hourly SharePoint Consulting services are ideal for clients who help troubleshooting their SharePoint platform

Hourly Consulting

Ideal for clients who need 1-2 hours of focused, in-depth help on SharePoint, Microsoft 365, or Teams. Live one-on-one screen-share sessions with Greg – no retainer, no minimum, and unused hours never expire. $350/hour.

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Our intranet SharePoint consulting services provide an out-of-the-box, customized solution for your company.

SharePoint Intranet

Fixed-fee, out-of-the-box SharePoint intranet implementations in 5-8 weeks. Includes a branded homepage, department sites, Teams integration, and admin and site owner training. Delivered personally by Greg – no subcontractors, no custom code, no third-party tools.

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My SharePoint document management consulting services will provide you with a setup built specifically for your company.

SharePoint Document Management

Fixed-fee SharePoint document management projects in 3-4 weeks. Replaces folder-based chaos with structured libraries, metadata, and search-friendly views – also dramatically improving Microsoft Copilot answer quality. Includes admin and end-user training. Out-of-the-box only.

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SharePoint Governance Audit

Make your SharePoint Copilot-ready. I audit your tenant against 40+ governance parameters – permissions, external sharing, and site architecture, and deliver a written report with severity ratings and a remediation plan. Packages from audit to full governance plan.

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“Working with Greg at SharePoint Maven is an absolute pleasure. He is always responsive, informative, and his designs and delivery are spot on. I’d recommend his work to anyone looking to either get started or take their SharePoint/Office 365 environment to the next level!”

Project Management Consultant
CT, USA

“I knew almost nothing about SharePoint before I discovered Greg’s blog. And when I had learned enough to get myself into a situation only an expert could solve, Greg’s 1-hour consultation solved it. I am glad that I do not have competitors in my industry who know as much or share as much as Greg does about SharePoint. Greg is a true rockstar!”

Sales Training Consultant
Atlanta, GA

“Greg is the man on SharePoint, no doubt. He quickly points us in the right direction and helps us avoid pitfalls. He is right to the point and does not waste paid time. I really like his flexibility to act both as knowledge consultant and/or developer. His monthly blogs alone are worth the price of admission.”

Workforce Management Consulting Company
CA, USA

Common Questions About SharePoint for Project Management

SharePoint for Project Management FAQs

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