White papers: Role-based My Site template setup guides

Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2016-11-14

Role-based templates for My Sites are custom templates designed for Microsoft Office SharePoint Server 2007. The role-based templates enhance My Sites by tailoring them to satisfy the unique needs and requirements of specific roles within an organization. The templates extend the standard My Site functionality by providing a personal portal site and dashboard area with data relevant to a particular job role and displaying information in a way that is familiar, easy, and built around the way people in the company work. Currently, there are seven role-based My Site templates available.

You can download all of the role-based My Site templates as a single executable file (.exe) at SharePoint Server 2007 Templates: All Role-Based My Site Templates (http://go.microsoft.com/fwlink/?LinkId=91341).

The descriptions in the following list can help you choose which templates to deploy. The list also provides links to appropriate pages on the Microsoft Download Center site for the template setup guides.

  • My Site template for Controllers-Financial Analysts   Helps controllers to automate the process of analyzing financial data and information, which can help their overall decision-making process. The template assists in tracking top performing products and opportunities at different geographic levels. It also provides a graphical view of product sales and revenue.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91363)

  • My Site template for Sales Account Managers   Helps managers streamline the process of analyzing sales and opportunity information for their overall decision making. The template assists in tracking customer accounts against a set of performance metrics, such as quarterly revenue, growth, and opportunity. It also provides a graphical view of the geographical distribution of product sales and opportunities.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91361)

  • **My Site template for Marketing Managers   **Helps streamline the process of managing lead inquiries and conversions. The template assists with budget planning, planning for initiatives, planning for collateral, and implementing a wide range of promotions for products. This template also displays metrics related to the number of activities conducted and provides assistance in managing competitor information.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91345)

  • My Site template for Administrative Assistants   Displays a calendar for organization highlights, such as award functions and meetings, so administrative assistants have activity information at their fingertips. The template also displays a payment summary that contains details about payments made for items under different categories; a list of available facilities in the organization and the respective contact person; and an issues list that contains details about issues related to office management.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91348)

  • My Site template for Human Resources Managers   Helps keep track of employee composition and distribution within the organization. During the performance review cycle, the template provides information about the status of performance reviews and helps managers quickly identify issues. To enhance employee engagement, the template displays various activities that are conducted on a monthly basis. It also displays details about training under various categories, displays information about attrition rates at the organization and business-unit level, and shows job opening details and employee referrals along with interview schedules for hiring.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91353)

  • My Site template for Information Technology Managers   Helps an IT manager in a maintenance division handle location support. The template provides tools to help IT managers manage service level agreements (SLAs), oversee the support services provided by the team of IT engineers, and coordinate with the team for backups and updates.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91358)

  • My Site template for Customer Service Managers   Helps streamline the process of monitoring performance and enables people to quickly act to resolve a customer's issues. The template provides a graphical view that displays call distribution, service performance, operation costs, and representative quality indicators. The template helps customer service managers review order status and also displays key performance indicators for customer satisfaction and vendor performance.

    Download setup guide (http://go.microsoft.com/fwlink/?LinkId=91360)

The white paper Role-Based Templates for SharePoint My Sites: Under the Hood (http://go.microsoft.com/fwlink/?LinkId=93002) describes how Microsoft created the role-based My Site templates and includes information about best practices for creating your own My Site templates.

See Also

Other Resources

SharePoint Server 2007 Templates: All Role-Based My Site Templates
Setup Guide for Controller-Financial Analysts Template
Setup Guide for Sales Account Managers Template
Setup Guide for Marketing Managers Template
Setup Guide for Administrative Assistants Template
Setup Guide for Human Resources Managers Template
Setup Guide for Information Technology Managers Template
Setup Guide for Customer Service Managers Template
Role-Based Templates for SharePoint My Sites: Under the Hood