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A presentation by Joanne Klein

Office 365, Practical Adoption Strategies

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A presentation by Joanne Klein

@[email protected]

https://joannecklein.com

Joanne KleinSharePoint/O365 consultant, Microsoft MVP

Speaker , Trainer, Volunteer

Saskatchewan SharePoint/O365 User Group

Why O365 Adoption?

3 Steps

10 Tactics

Q&A anytime!

It’s 100% about people0% technology

@buildbod aka Simon Denton

You need to be able to answer the question from the

business: What’s in it for me?

@jasoosterveld aka Jasper Oosterveld

Find a user’s ‘Ah Ha’ moment!

@KirstyMcGrath13 aka Kirsty

Find critical work to support w/O365 functionality. This incorporates it into daily

workflow. Soon more work will follow

@tgatte aka Treb Gatte

Use O365 PowerBI end user adoption pack to measure user adoption and help focus efforts

@CreanTim aka Tim Crean

Make it easy. If you don’t they will find something else that

meets their needs and is easy for them to use.

@percusn aka Liz Sundet

** All replies shown at end

Don’t like it? Wait a day and it will change.

@DanielGlenn aka Daniel Glenn

Adoption of a new collaboration experience is about changing human behavior.

This is simple but it’s not easy!

Why does O365 Adoption matter?

•Technology

•Mobility

•Control and Compliance

•Business Intelligence

•Enterprise Collaboration

Why does O365 Adoption matter?

•Technology

•Mobility•Control and Compliance

•Business Intelligence

•Enterprise Collaboration

Business Value of Collaboration ?

Stay Competitive

Maximize contribution

Mobile & remote workers

External partners/suppliers

Productivity Metrics

First things firstIdentify your stakeholders! The sponsor The face to the program Prioritize business scenarios

Identify your Adoption team! Tenant Admin Collaboration “experts” In it for the long haul

Adoption as a

Service

Preparing for it

Training for it

Working with it

Staying Ahead of the Curve

Avoid the Shiny Thing Syndrome

Organizational Change

Management

1 2 3

PreviewsTargetedRelease

O365 Message Center

O365 Public Roadmap

PreviewsTargetedRelease

O365 Message Center

O365 Public Roadmap

http://fasttrack.microsoft.com/roadmap

PreviewsTargetedRelease

O365 Message Center

O365 Public Roadmap

http://fasttrack.microsoft.com/roadmap

PreviewsTargeted Release

O365 Message Center

O365 Public Roadmap

https://portal.office.com/adminportal/home

@regarding365 - regarding365.com “The week that was” on the O365 Message Center

PreviewsTargetedRelease

O365 Message Center

O365 Public Roadmap

https://portal.office.com/adminportal/home

PreviewsTargetedRelease

O365 Public Roadmap

O365 Message Center

Supported per program

Some public Some private

SLA varies

PreviewsTargetedRelease

O365 Public Roadmap

O365 Message Center

TargetedRelease

O365 Public Roadmap

O365 Message Center

Previews

Formerly “First Release”

What’s the feature?

How does it affect current

users?

How to prepare for the

change?

“Attention Views”

Does the new feature address a need in your org?

Will it replace an existing tool in your org?

If new tool… do you have guidance/docs prepared?

How can Office 365 make us more successful?

•Technology

•Mobility•Control and Compliance

•Business Intelligence

•Enterprise Collaboration

Leverage the Office 365 Advantages

The Office 365 Advantages

Collaboration tools

Risk & Compliance

Anywhere, anytime, any device

Productivity Opportunities

Look for Productivity Opportunities!

Project documents requiring approval from Project Review board.

Hot sheet items being tracked in an Excel

Spreadsheet.

Planning documents and sign-up sheets for company events.

Marketing photos being retained for company

events.

“Easy wins”

Relate productivity opportunities/scenarios back to business goals

Communicateand coordinate

the change

Preparing for it

Training for it

Working with it

Adoption Centre

TrainingIdeas Galore

Where are you coming from?

4 5 6

Not just a Training Centre!

Also share employee success

stories

Office 365 Adoption Centre

10 Training Ideas

Incorporate each into your

Adoption Centre

Tie keyscenarios to

business value

Drivesbusiness value of

Office 365

Keep a project team in sync and on schedule

Meet and collaborate with

ease

Support new employees in onboarding

faster

Maketraining

sessions virtual

Create anew-hire

handbook in OneNote

Store andshare trainingresources in a

central location

Create anew-hirementor network

Scenario-based TrainingBoth HR Staff and New employee learn

• How to navigate in a OneNote notebook

• How to navigate a SharePoint document library

• How to use tags to filter documents in a SharePoint document library

• How to use the new-hire Yammer network

• How to create and organize section/pages in a OneNote notebook

• How to upload training material into SharePoint document library

• How to tag content in a SharePoint document library

• How to share the site with a new employee

• How to add the new-hire as a member of the Yammer network

Share any “Easy Wins” automated in the Employee Success Stories tile so others can learn about them.

Written “how-to”

Videos 100 and 200 level

sessions

Ask the Experts

Hands-on practice

“Office Quick Starts” on

support.office.com

Share links to content on Office Quick Starts directly from one of the Hero tiles!

Lessformal

Great for “one-off”questions!

StreamlinesIT support

distractions

Add an Events web part to the page for upcoming “Ask the Experts” sessions.

Add a Form to the page to request a topic for a future “Ask the Experts” session.

“How to use Delve”

“Become a OneNote super-hero”

“How to organize a Skype for Business

meeting”

“Tips & Tricks in Outlook”

“SharePoint Basics 1 and 2”

Record presentations, store in Stream!

Record all questions during the presentation

Have Q&A in a Yammer Group to capture audience questions for others

to see!

Embed the video (Streams web part) for your recorded sessions.

Embed the Q&A Yammer web part on the home page.

Learn best by doing!

Make sure they know the

support channels

Is the Service Desk

prepared?

The “Basics”

Best Practises

Tell them about Help

resources

SupplementalTraining

Tip Campaigns

3rd partyProviders

White glove service

Assign a team

Add a challenge to

each tip

Reward quick action with

prizes

1. Tip sheet2. Annotated screen shots3. Step-by-step walkthrough4. Short video“30 days of SharePoint”

Dedicate a tile to the “Tip of the Day”

Announce the prize winner here too!

Personalized training

Custom skill paths

Social Learning

Migrating from Shared Network

Drive?

Highlight limitations of

Shared Network drive

Have a “Best Practises” space to assist in breaking old habits!

Migrating from shared network

drives?

Migrating from another cloud

provider?

Migrating from another client

app?

G-suite to O365 Lotus Notes to Outlook

Search for “Switch to Office 365” on support.office.com

Create a tile “Moving from Google Docs to OneDrive” on the Hero web part

Preparing for it!

Training for it!

Working with it!

Productivity Champions

Tool ChoiceUse your

voiceDemonstrate

ROI

7 8 9 10

1Assist

co-workers

2 4Help w/

“What’s in it for me?”

Provide feedback to O365

team

3Welcome new team members

1Comfortable with change

2 4They have influence

Technically savvy

3Resourceful

5They can dedicate

some time

1“Champion”

training sessions

2Feedback

loop(Yammer network)

3Set a finite

term length

Sign up for the Global Office 365 Champion program!fasttrack.Microsoft.com/office/champion

Create a tile showcasing your Productivity Champions!

Allow a spot for people to nominate a Productivity Champion

O365 Outlook Group

Yammer Group

MicrosoftTeams

SharePointLibrary and

Outlook

“How would I implement a Jean’s

Day program at work?”

“When To Use What” in Office 365

by 2toLEAD

“Collaboration from Millennials

to Boomers” by Avanade

“Choose the right tool”

by Microsoft

“When do I Use What?”

by AvePoint

When to Use What tool? It depends!!

What’s the audience

size?

What’s the

urgency? What’s the tone of the message?

What’s the

purpose?Should this be private?

Enterprise Technology Strategy Corporate Culture

Who’s on the team?

UnderstandCollaboration

features

Own your owntool choice

strategy

Train staff on the tools

Build an app for employees to request a collaboration space.

Adoption

Communication

Collaboration

Activation

Know where you started

Co-relate to adoption efforts /

campaigns

How does it change over

time?

Preparing for it…

Training for it…

Working with it…

Thank you!

@JoanneCKlein joannecklein.com [email protected]

Questions?

https://fasttrack.microsoft.com/office

https://productivitylibrary.fasttrack.microsoft.com

http://successcenter.blob.core.windows.net/media/Default/Resources/Adoption/Office_365_Adoption_Guide.pdf

https://support.office.com/en-us/article/Office-365-Adoption-content-pack-77ff780d-ab19-4553-adea-09cb65ad0f1f

https://support.office.com/en-us/article/Office-Training-Center-b8f02f81-ec85-4493-a39b-4c48e6bc4bfb

http://techcommunity.microsoft.com

http://www.2tolead.com/whitepaper-when-to-use-what-in-office-365/?ref=header

http://blog.avanade.com/avanade-insights/collaboration/microsoft-teams-supercharges-collaboration-for-millennials-to-boomers/

https://www.avepoint.com/blog/strategy-blog/how-to-use-office-365-groups/

https://reoffice365.com