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Practical Strategiesto Increase AdoptionPresented By: Kanwal Khipple
SharePoint Saturday Calgary
2 | SharePoint Saturday Calgary – 23 APR 2016
Sponsors
CalSPOUG
3 | SharePoint Saturday Calgary – 06 JUN 2015
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GETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT…
Often getting people to use more of the technology is just as important.
THIS IS IMPORTANT FOR ALL OF US…
The more people use the platform the more value the technology provides.
KANWAL KHIPPLE
My twitter handle is @kkhipple, and I work at .
FOUNDER | OFFICE 365 MVP | 2X AWARD WINNER | SPEAKER
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Impact Business Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Impact Business Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
1. IMPACT BUSINESS OBJECTIVES…
ABSTRACT OBJECTIVES…
These kinds of objectives are not good objectives. They are platitudes.
S.M.A.R.T OBJECTIVES…
How many of your ‘objectives’ match this criteria today?
Break the objective down until you have S.M.A.R.T objectives.
Break the objective down until you have S.M.A.R.T objectives.
We would like to automate and imp e our ‘paper based ‘legal’ ‘contract mngmt’’ ‘contract rvew processes. Specifically we would like to ‘imprv request rspnse e’ by…
Break the objective down until you have S.M.A.R.T objectives.
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Impact Business Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
2. COMPLETE THE TRANSITION…
DON’T FALL BEHIND…It will be more and more challenging to meet expectations on legacy technology.
REMOVE ALTERNATIVES & MAKE MANDATORY…
Be proud; you rock superstar
It’s never the nicest option, but from leadership down can be effective.
Share ideas and docs in OneDrive
Look in Search & Delve
Ask others for help via Lync
Kick email butt with Exchange
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
3. PROVIDE EFFECTIVE SUPPORT…
SUPPORT POLICIES, GUIDANCE & PLANS…
How is Office 365 support managed and executed in your organization?
Objectives/Priorities Roles and Responsibilities Site Classification and Platform Classification Content Standards Site Provisioning Process/Questionnaire Content Migration Process/Questionnaire User Expectations Agreement Support Agreement(s) Training and Communication Plans Usage Monitoring Plans Taxonomy Management Plan
Site & Group Review Checklist(s) Profile Policy & Guidance User Lifecycle Policy Security Standards & Guidance Social Policies…
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning Libraries/Online/Help
MULTIPLE TIERS FOR ESCALATION…
The core team supporting Office 365 can’t know everything or service everyone.
MEASURE SUPPORT…
Categorize requests further than by technology.
Books and Manuals Online
MSDN TechNet Blogs
Cheat Sheets One on One Classroom Training
DIVERSIFY SUPPORT…
Provide multiple resources and mediums for people to learn and get help from.
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Provide Effective Support4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
4. PLAN FOR ADOPTION…
Office 365 Customer Success Center
success.office.com
Scenarios inspire people to work in new ways using Office 365, along with related communication kits to support adoption.
Scenarios
A four-step approach to drive adoption supported by downloadable templates and best practices.
Methodology
Featured adoption communities where you can learn from your peers and adoption experts.
Communities
Helpful resources to learn about other customer stories and special offers to make it easier to get started.
Resources
Learn how to get the most out of Office 365, quickly get your team onboard, and drive adoption.
BUILD AN ADOPTION PLAN…
Planning phase Execution phase
Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12
Key eventsTarget Launch (date)
Project managementFinalize project plan
Executive launch activities
Build on results on end-user survey
Vision/business value
Vision and business scenario development
Define success criteria
Map to usage scenarios and build adoption plan
Usage scenario prep, executive training
Launch usage scenarios
Engagement activities/evaluate success
Engagement activities/evaluate success
Engagement activities/evaluate success
Engagement activities/evaluate success
Engagement activities/evaluate success
Engagement activities/evaluate success
Technology enablement
Readiness for technical deployment of Office 365
Deploy for PoC Champions soft-launch
Deploy Office 365
Communications/training
Identify comms & training needs
Develop comms & training plan
Finalize comms & training plan
Launch teaser comms
Pre-launch workshops; create a help group
Launch comms and training
Ongoing awareness email campaign
Ongoing awareness email campaign
Preform end-user survey
ChampionsIdentify champions Build champion
communityTrain champions and brainstorm activities
Finalize launch activities
Determine ongoing activities
Execute launch activities
Identify and train new champions
Governance
Begin governance discussion; confirm exec sponsorship
Usage policy development
Prepare best-practice policies
Finalize usage policies
Share policies and resources
PLAN ACTIVITIES TO DRIVE ADOPTION…
Examples of activities at success.office.com & improveit.how/book
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Plan For Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
5. MEASURE ADOPTION…
VALUE IS REALIZED THROUGH USAGE & ADOPTION
So it’s critical to understand how you can measure usage and adoption.
TOP SEARCHES & FAILED SEARCHES…
Easy to do and useful to publish not just use for tuning/improving search.
REPORT USAGE PATTERNS…
Aggregating reports and sending them to leaders can be good to drive visibility.
PROVIDING USERS MORE INFORMATION…
Sharing more information with users can help them improve their usage.
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
6. DRIVE AWARENESS & INTEREST…
INTERNAL ADVERTISEMENTS…
Ads on the portal, posters, and more stuff from http://www.co-store.com/iw
SCAVENGER HUNTS, TRIVIA CONTESTS, AND COMPETITIONS…
Planned contests can drive interest and awareness.
ANNOUNCE NEW FEATURES / CAPABILITIES…
Including ones Microsoft adds for you. Take credit for it – really!
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
7. GUIDE & DEVELOP UNDERSTANDING…
Find a Person/ Expert
Post and discuss a topic and/or content
Manage a meeting or event
Ask/ answer a question
Make an announcement
Find a Document
Send/exchange information/ documents
Produce/manage content
Tag content
Poll/survey a group of people?Rate or otherwise infer sentiment (e.g. “Like”)Establish relationships with people, information and sitesForm serendipitous connections via affinity-based relationshipsView activities
across team, community, or network
Post/view/comment on content and media
View profile, manage profile
PROVIDE USERS GUIDANCE ON WHAT THEY CAN DO…
Make it simple and easy to understand all the things they can do today…
Spend the majority of your efforts providing individual and group guidance.
Individual
Group
Organizational
GUIDANCE HAS MULTIPLE LEVELS…
Personalize or base the matrixes you leverage on personas that change over time.
Office Video
Urge
ncy
/ Tim
e Se
nsiti
vity
Audience (Internal or External)
Skype For Business
Call
IMSkype
Presence
Skype for Business Online
Meetings
Outlook E-Mail
OneDrive for
Business
SharePoint Team
SitesSharePoint
Intranet
Yammer Company
Communications
Yammer GroupsOffice 365
Groups
Individual OrganizationalGroupAd-h
oc /
Low
Urge
nt /
High
Delve BoardsGUIDE USERS FROM WHERE THEY ARE…
Month 1 TargetMonth 2Month 3Month 4Month 5
Scenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared? ◕ ◕ ● ● ◔ ●
Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ●
Within the whitepaper we have provided guidance on 13 common scenarios…
WANT MORE SCENARIO GUIDANCE?
DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER!
It goes into much greater depth and can be found at WhenToUseWhat.com
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
8. COACH OTHERS & FIND CHAMPIONS…
@RHARBRIDGE
COACH OTHERS & FIND CHAMPIONS…Learning via Co-Workers is among the most effective and most used methods.
BEST IN CLASS SHOWCASES…
Recognize champions and educate on how others can improve/emulate.
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Elicit & Capture Feedback10.Integrate & Build
Solutions
9. ELICIT & CAPTURE FEEDBACK…
SURVEYS, POLLS & FEEDBACK…
When you collect info ensure you share the results, actions & result changes.
USABILITY TESTING, DIARY STUDY, CARD SORTING…
Lots of design, info architecture, and feedback activities can improve adoption.
SUCCESS STORIES…
Add an option to submit success stories about how 365 helped. Then highlight.
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Elicit & Capture Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Engage Users For
Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Engage Users For
Feedback10.Integrate & Build
Solutions
10. INTEGRATE OFFICE 365 & BUILD SOLUTIONS…
SOLUTIONS SHOWCASE…
Build solution summaries for business built solutions or IT ones and share them.
DOWNLOAD EXTERNAL SHARING IN OFFICE 365 WHITEPAPER!
It goes into much greater depth and can be found at Office365Extranets.com
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Engage Users For
Feedback10.Integrate & Build
Solutions
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Engage Users For
Feedback10.Office 365 Is A Platform
PRACTICAL STRATEGIES TO INCREASE ADOPTION
1.Have S.M.A.R.T Objectives2.Embrace The Office 365
Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information
6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging
Champs9.Engage Users For
Feedback10.Office 365 Is A Platform
DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER!
It goes into much greater depth and can be found at WhenToUseWhat.com
DOWNLOAD EXTERNAL SHARING IN OFFICE 365 WHITEPAPER!
It goes into much greater depth and can be found at Office365Extranets.com
RESOURCES TO HELP YOU BE SUCCESSFUL…
These are a few of the resources you should check out.
Get started today with: FastTrack Content, Labs & Guidance: http://aka.ms/getfasttrack Office 365 Success Center: http://success.office.com Office 365 Training App: http://aka.ms/officetraining Office 365 for Business Learning Center: http://aka.ms/o365learning Join the “Driving Adoption” Group in: www.yammer.com/itpronetwork Yammer Success Center: https://about.yammer.com/success/ Purchase & Provide Sweet 365 Gear: http://www.co-store.com/iw Leverage Popular Use Cases: http://www.discoversharepoint.com/ Discover SharePoint App: http://aka.ms/dspapp OnRamp (Automated Deployment Assistance): https://onramp.office365.com/onramp/ Office 365 Roadmap: http://office.com/roadmap
My twitter handle is @kkhipple, and I work at .
SPEAKER | AUTHOR | OFFICE 365 MVP
Thank You!Organizers, Sponsors and You for making this possible.25+ SharePoint Presentations At slideshare.net/kkhippleWhen To Use What WhitepaperWhenToUseWhat.com Improve It Book.. ImproveIT.How/BookOffice 365 Success Center.. Success.Office.Com
Message Me On LinkedIn or Email kanwal@2toLead.com
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