CollaboratinCollaborating in Office g in Office XPXP

www.triadconsulting.comwww.triadconsulting.com

CollaborationCollaboration

Doing together Doing together

what cannot be done what cannot be done

alone.alone.

CollaborationCollaboration

……an exciting process where an exciting process where partners with diverse broad partners with diverse broad interests and expertise combine interests and expertise combine that expertise to focus on a specific that expertise to focus on a specific common challenge or project.common challenge or project.

is a process to is a process to reach goals that reach goals that cannot be achieved acting cannot be achieved acting singlysingly (or, at a minimum, cannot (or, at a minimum, cannot be reached efficiently). As a be reached efficiently). As a process, collaboration is a process, collaboration is a means to an end, not an end in means to an end, not an end in itself. The desired end is more itself. The desired end is more comprehensive and appropriate comprehensive and appropriate services that improve … services that improve … outcomes.outcomes.

- Carl Bruner- Carl Bruner

CollaborationCollaboration

CollaborationCollaborationSteps to SuccessSteps to Success Involve all key playersInvolve all key players so that so that

collaborative decisions and activities collaborative decisions and activities receive widespread support and receive widespread support and recognition.recognition.

Ensure that the Ensure that the leadershipleadership is visionary, is is visionary, is willing to take risks, and facilitates willing to take risks, and facilitates change rather than directs it. change rather than directs it.

Establish a Establish a shared visionshared vision of how the of how the collaboration should progress and of the collaboration should progress and of the expected outcomesexpected outcomes. .

CollaborationCollaborationSteps to SuccessSteps to Success Build Build ownership at all levelsownership at all levels..

Commitment to change must be Commitment to change must be mobilized at all organizational levels.mobilized at all organizational levels.

Establish Establish communication and communication and decision-making processesdecision-making processes that that accept disagreement among actors as accept disagreement among actors as part of the process and establish part of the process and establish ways to address conflict ways to address conflict constructively.constructively.

CollaborationCollaborationSteps to SuccessSteps to Success

Institutionalize change by encouraging Institutionalize change by encouraging partners to include partners to include collaborative goalscollaborative goals in their own institutional mandates and in their own institutional mandates and by by earmarking fundsearmarking funds to carry out to carry out collaborative activities.collaborative activities.

Finally - and perhaps most importantly - Finally - and perhaps most importantly - remember that remember that change begins with change begins with individualsindividuals, not institutions. , not institutions.

Collaboration is "the process of Collaboration is "the process of shared creationshared creation: two or more : two or more individuals with complementary individuals with complementary skills interacting to create a shared skills interacting to create a shared understanding that none had understanding that none had previously possessed or could have previously possessed or could have come to on their own”.come to on their own”.

- Michael SchrageMichael Schrage

Shared Spaces as Collaborative Shared Spaces as Collaborative ToolsTools

Working Across Time and Working Across Time and Space: Space: Collaborating in Office XPCollaborating in Office XP

Gini CourterGini Courter

Annette MarquisAnnette Marquis

TRIAD ConsultingTRIAD Consulting

Collaborating in Office XPCollaborating in Office XP

Document developmentDocument development CommunicationCommunication PublicationPublication Web CollaborationWeb Collaboration

Document Development Document Development in Microsoft Wordin Microsoft Word Reviewing toolsReviewing tools VersionsVersions CommentsComments Tracking changesTracking changes

Document Development Document Development in Microsoft Excelin Microsoft Excel Reviewing toolsReviewing tools CommentsComments Tracking changes Tracking changes Shared workbooksShared workbooks

Document Development Document Development in Microsoft PowerPointin Microsoft PowerPoint Reviewing toolsReviewing tools CommentsComments

Communication in Word, Communication in Word, Excel, and PowerPointExcel, and PowerPoint Send ToSend To Send for ReviewSend for Review Document routingDocument routing HyperlinksHyperlinks

Communication in Communication in OutlookOutlook E-mail rulesE-mail rules SignaturesSignatures Delivery and Read ReceiptsDelivery and Read Receipts Message RecallMessage Recall

Communication in Communication in OutlookOutlook SchedulingScheduling Mobile solutions supported by XPMobile solutions supported by XP

– E-mailE-mail– PDAs (Personal Digital Assistants)PDAs (Personal Digital Assistants)

Going Mobile in OutlookGoing Mobile in Outlook

Email solutions supported by Email solutions supported by OutlookOutlook

To an i-phone: 10 digit number @ providerTo an i-phone: 10 digit number @ provider– For example: 8105551100@nextel.comFor example: 8105551100@nextel.com

To a RIM device (Blackberri)To a RIM device (Blackberri)– User email automatically routed to deviceUser email automatically routed to device

PDAs (Personal Digital Assistants)PDAs (Personal Digital Assistants) Palm OS: Palm and HandspringPalm OS: Palm and Handspring Windows CE: Compaq iPaq, HP JournadaWindows CE: Compaq iPaq, HP Journada

Word Web PublishingWord Web Publishing

Web Page WizardsWeb Page Wizards Batch HTML conversionBatch HTML conversion

Excel Web PublishingExcel Web Publishing

Static pages (Internet)Static pages (Internet)– Save As Web Page > SaveSave As Web Page > Save

Dynamic pages (Intranet)Dynamic pages (Intranet)– Save As Web Page > PublishSave As Web Page > Publish

PowerPoint Web PowerPoint Web PublishingPublishing Saving presentations for the webSaving presentations for the web Online BroadcastOnline Broadcast

Outlook PublishingOutlook Publishing

Public foldersPublic folders– Discussion listsDiscussion lists– Idea foldersIdea folders– Shared contacts Shared contacts

Can be used as Word Merge dataCan be used as Word Merge data

– Shared calendarShared calendar Use for corporate or department eventsUse for corporate or department events

WebWeb CollaborationCollaboration

Instant MessagingInstant Messaging Net MeetingNet Meeting Online Document CollaborationOnline Document Collaboration SharePoint Team ServicesSharePoint Team Services

Other ToolsOther Tools

Adobe AcrobatAdobe Acrobat – create – create downloadable, attachable PDF files downloadable, attachable PDF files that are printable, but not (easily) that are printable, but not (easily) editableeditable– InvoicesInvoices– BrochuresBrochures– Registration formsRegistration forms

Microsoft FrontPageMicrosoft FrontPage – Web publishing – Web publishing and management software, and management software, integrates with Microsoft Officeintegrates with Microsoft Office

¿Questions? ¿Questions?

About the PresentersAbout the Presenters

Gini Courter and Annette Marquis are Gini Courter and Annette Marquis are partners at TRIAD Consulting, a partners at TRIAD Consulting, a collaboration solutions and training collaboration solutions and training company located actually in Michigan company located actually in Michigan and virtually everywhere. and virtually everywhere.

For more information, visit For more information, visit www.triadconsulting.comwww.triadconsulting.com

For IAAP materials, specify For IAAP materials, specify www.triadconsulting.com/events/iaap.www.triadconsulting.com/events/iaap.htmhtm