Designing a SharePoint User Adoption Strategy

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Too often SharePoint projects focus on deploying sites without planning for the user adoption and training that comes after, and as a result, the solution’s momentum fizzles and falls short of its potential once the project ends. In this presentation, I share my strategies and insights for designing an effective end-user adoption and training strategy that you can use in your projects to help your users thrive.

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October 2014Steve Goodyear

Designing a User Adoption Strategy

SharePoint User Group

You're introducing a change—a new SharePoint deployment

You want users to adopt and be productive to give you a return

Our user adoption strategy focuses on change management and training

Establish a vision

Define purpose

What business needs are you solving?

What are your guiding principles?

How will SharePoint benefit people and the organization?

Identify owners

Who can provide executive support?

What are the roles and responsibilities?

Who owns accountability for the vision?

Measure success

What does success look like?

How will you measure success?

How will you gather feedback?

Manage change

Cater to your audience

How can you communicate ways SharePoint will benefit people's work?

How might the change affect the organization's culture?

Who might struggle with or resist the change?

Communicate the change

How can you communicate the vision and leadership's commitment?

When can you host open town hall meetings?

What is your plan to maintain continuous communication?

Reinforce the change

How can you create a sense of urgency for the change?

Where can you create excitement?

How can you adapt to and apply people's feedback?

Provide training

Increase confidence

How can you make people aware of available support and training resources?

Who can you groom as champions or super users?

What can you showcase as a relevant example of visible success?

Deliver bite-sized portions

What knowledge or skill gaps exist?

How can you avoid overwhelming people with the breadth of SharePoint?

What do people need to learn?

Offer targeted training

How can you use language and processes familiar to people's work?

What short, just-in-time training options can you provide?

When can you offer live, in-person training or support?