designing a sharepoint user adoption strategy

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October 2014 Steve Goodyear Designing a User Adoption Strategy SharePoint User Group

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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.

TRANSCRIPT

Page 1: Designing a SharePoint User Adoption Strategy

October 2014Steve Goodyear

Designing a User Adoption Strategy

SharePoint User Group

Page 2: Designing a SharePoint User Adoption Strategy

You're introducing a change—a new SharePoint deployment

Page 3: Designing a SharePoint User Adoption Strategy

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

Page 4: Designing a SharePoint User Adoption Strategy

Our user adoption strategy focuses on change management and training

Page 5: Designing a SharePoint User Adoption Strategy

Establish a vision

Page 6: Designing a SharePoint User Adoption Strategy

Define purpose

Page 7: Designing a SharePoint User Adoption Strategy

What business needs are you solving?

Page 8: Designing a SharePoint User Adoption Strategy

What are your guiding principles?

Page 9: Designing a SharePoint User Adoption Strategy

How will SharePoint benefit people and the organization?

Page 10: Designing a SharePoint User Adoption Strategy

Identify owners

Page 11: Designing a SharePoint User Adoption Strategy

Who can provide executive support?

Page 12: Designing a SharePoint User Adoption Strategy

What are the roles and responsibilities?

Page 13: Designing a SharePoint User Adoption Strategy

Who owns accountability for the vision?

Page 14: Designing a SharePoint User Adoption Strategy

Measure success

Page 15: Designing a SharePoint User Adoption Strategy

What does success look like?

Page 16: Designing a SharePoint User Adoption Strategy

How will you measure success?

Page 17: Designing a SharePoint User Adoption Strategy

How will you gather feedback?

Page 18: Designing a SharePoint User Adoption Strategy

Manage change

Page 19: Designing a SharePoint User Adoption Strategy

Cater to your audience

Page 20: Designing a SharePoint User Adoption Strategy

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

Page 21: Designing a SharePoint User Adoption Strategy

How might the change affect the organization's culture?

Page 22: Designing a SharePoint User Adoption Strategy

Who might struggle with or resist the change?

Page 23: Designing a SharePoint User Adoption Strategy

Communicate the change

Page 24: Designing a SharePoint User Adoption Strategy

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

Page 25: Designing a SharePoint User Adoption Strategy

When can you host open town hall meetings?

Page 26: Designing a SharePoint User Adoption Strategy

What is your plan to maintain continuous communication?

Page 27: Designing a SharePoint User Adoption Strategy

Reinforce the change

Page 28: Designing a SharePoint User Adoption Strategy

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

Page 29: Designing a SharePoint User Adoption Strategy

Where can you create excitement?

Page 30: Designing a SharePoint User Adoption Strategy

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

Page 31: Designing a SharePoint User Adoption Strategy

Provide training

Page 32: Designing a SharePoint User Adoption Strategy

Increase confidence

Page 33: Designing a SharePoint User Adoption Strategy

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

Page 34: Designing a SharePoint User Adoption Strategy

Who can you groom as champions or super users?

Page 35: Designing a SharePoint User Adoption Strategy

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

Page 36: Designing a SharePoint User Adoption Strategy

Deliver bite-sized portions

Page 37: Designing a SharePoint User Adoption Strategy

What knowledge or skill gaps exist?

Page 38: Designing a SharePoint User Adoption Strategy

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

Page 39: Designing a SharePoint User Adoption Strategy

What do people need to learn?

Page 40: Designing a SharePoint User Adoption Strategy

Offer targeted training

Page 41: Designing a SharePoint User Adoption Strategy

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

Page 42: Designing a SharePoint User Adoption Strategy

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

Page 43: Designing a SharePoint User Adoption Strategy

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