san francisco sharepoint user group - september 2016 - drive on the fasttrack to sharepoint and...
TRANSCRIPT
Drive on the Fast Track to SharePoint and Office 365 End
User AdoptionHeather Newman, CMO, Content Panda
SFSPUG – Sept 2016
Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville
@heddanewman
Heather Newman
IMPROVEIT! BOOK - ESSAYS ON SHAREPOINT ANALYTICS & ADOPTION
The paperback and Kindle editions are
available on Amazon. The free eBook is
available here: http://www.improveit.ho
w
Photo credit Bing Images
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Calling all women in technology to share your stores and be heard on the IT Unity Women in Technology community site.
#I Stand By You Campaign launched - June 2016
http://www.itunity.com/community/women-in-technology
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Knowledge of Fast Track ProgramEnd User Adoption ChecklistResources
No Adoption = No Value
Walk Away With
Technology Acceptance Model
Perceived UsefulnessThe degree to which a person believes that using a particular system would enhance his or her performance
Perceived Ease of UseThe degree to which a person believes that using a particular system would be free from effort
Focus on the “Why” Not on the “What”
Software is usedand consumed by humans
InnovatorsEarly AdoptersEarly MajorityLate MajorityLaggards
Adoption Campaign Checklist Define Your Vision Choose Executive Sponsors Define Key Stakeholders Define Use Cases/Business
Scenarios Gather Your Champions Release in Phases Adoption Communication Plan End User Training Look to Experts Make it Fun - Gamification Measure, Share, Iterate
http://fasttrack.microsoft.com/office
End user adoption and governance has not changed in 15 years for SharePoint or Office 365
People just don’t take the time to do it, because its not easy.
Fast Track Resources
MICROSOFT CONF IDENT IAL – INTERNAL ONLY
http://office.com/roadmap
Focus on new and updated functionality*
Covers what’s coming in the near-term, and some longer-term
Offers high-level details, including name, description, status
Not a comprehensive view of all change
A public place where you can get information on service updates to help manage the faster
paced release cycles of the cloud
Office 365 Public Roadmap
Define Your Vision Choose Executive Sponsors Define Use Cases
Outline Your Vision
It’s All About Value
Why SharePoint? What is your vision?
Technical Requirement
IT Upgrade
Business Need
Meet Compliance
Collaboration
Project Management
Break Down Department Silos
Serves as a role modelArticulate value proposition Issue future company-wide announcements and updates
Executive Support
“Use Case” DrivenLook to the BusinessSales and MarketingR&D, Production and OperationsFinance and AccountingInformation TechnologyHR and Internal CommunicationsLegal & Compliance
Map solutions to business challenges
[Possible Office 365 solution] [Possible Office 365 solution]
[Department/team] [Department/team] [Department/team]
[Possible Office 365 solution]
[Business scenario] [Business scenario] [Business scenario]
[Challenge] [Challenge] [Challenge]
Gather Your Champions/Key Stake Holders
Adoption Communication Plan Release in Phases
Champions Rock Your ProjectTop down and bottom up – gotta have bothThe most excitedThe biggest critic
How will champions support you?
Champions will help to:
Champions will help reduce the strain on the resources of the core project team, and help drive engagement throughout the community.
Create the groundswell and enthusiasm that grows adoption of improved ways of working.
Build a circle of influence amongst their teams.
Bring the new ways of working to life across teams.
Identify business challenges and possible solutions.
Provide feedback to the project team and sponsors.
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Bill of materialsExecutive announcementsWho is your target audience
Develop Your communication plan
Plan activities to drive adoption from pilot to post launch
Pre-launch phase Post-launch phaseWeek 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 management
Finalize project plan
Check in with awareness leads
Execute launch activities
Build on results on end-user survey
Vision/business value
Vision and business scenario development
Define solutions and success criteria
Build adoption plan & Secure Budget
Scenario prep, executive training
Launch 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
Run Pilot with Champions/Early Adopters Enable solution(s) to organization, department(s) or team(s)
Communications/training
Identify comms, training and event needs
Develop comms & training plan;Train helpdesk
Launch teasers: posters, flyers & booklets; setup Learning center
Internal site announcements; dept. specific awareness tactics; first touch event(s); launch FAQ & Yammer Help Group; first round of trainings
Executive Welcome Email & Event
Setup ongoing training series
Ongoing awareness email campaign
Launch participation giveaway
Ongoing awareness email campaign
Update and maintain Learning Center
Preform end-user survey
Champions
Identify champions
Train champions and brainstorm activities
Determine ongoing champion duties
Finalize champion launch activities
Survey champions, capture early adopter successes
Execute launch activities
Launch weekly scenario spotlight based on early adopter success
Launch recurring tips & tricks
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
Based on survey, implement adjustments to usage policy
End-to-end adoption project plan sample
success.office.com/resources
Awareness & communications
Let people know what’s coming, setup expectations and spark interest by focusing on the “What’s in it for me?”.
Inform users of upcoming rollout, and share benefits with them to create anticipation
Lunch and learn sessions are a great way to showcase benefits, get people excited, and involve Champions within your organization.
Countdown & Announcement emails First Touch Events & SWAGs
success.office.com/resources
success.office.com/resources
Release in PhasesOne division at a timeDon’t boil the oceanOne workload
What should you include in an awareness campaign?5 weeks 4 weeks 3 weeks 2 weeks 1 week Launch Post-
launchPosters, flyers, booklets, teasers
First Touch eventInternal site announcements, department-specific awareness tactics
Weekly Scenario SpotlightHelp desk trainingChampions trainingLearning Center (set up, then update as needed) Maintain & Update Learning Center
Pilot surveyEarly adopter videosLunch & learn Recurring Lunch & Learn
Recurring Tips & tricksIntranet site announcements
FAQ Maintain FAQLaunch eventExecutive welcome emailEnd-user trainingPolicies, best practices
Contests, giveawaysWeekly reporting, success criteria updates
Awareness Project Plan Sample
End User Training Look to Experts
End User TrainingIn-person In-context
End-user trainingTraining end users
Who are you training?
What is their role in the organization? What are some of the tasks they perform?
Where do users perform these tasks? On a mobile device? In the office using a workstation?
When do users perform these tasks? When do they need access to the tools? When should training be completed?
How integrated is the tool set in day-to-day activities? How might organizational policies be affected by the integration of the new tool set (sharing documents, storing files, collaborating with external partners, using email attachments)?
should take on multiple forms to accommodate different learning styles, geographical barriers, and resource constraints. You’ll want to develop a comprehensive training plan that takes into account the technologies being rolled out, the core tasks your audience will need to learn, and the available training budget.Most likely, you’ll have multiple audiences to serve with your trainings so it’s important to consider:
Expert Opinions & GuidanceThere is great information out in the world that exists through sites like IT Unity.com and Microsoft MVP or influencers websites. They have been working on user adoption a long time and their best practices are excellent. Sue Hanley, Jennifer Mason, Robert Bogue, Penelope Coventry
Make it Fun - Gamification
Measure, Share, Iterate
Make it fun (buck the company culture)Use an online scavenger hunt as a fun way to encourage usageProvide recognition for content contribution or usage
Gamification
Launch & engagement eventsLaunch day tips:
Host a large-scale launch event, such as a company all-hands or town hall style meeting, in which the executive sponsor and rollout team can officially introduce Office 365 and discuss the value proposition.
Throughout the event, have champions actively engage with the audience to answer questions, address concerns, and encourage the use of Office 365.
Create a Yammer group and point users there to continue the conversation and help consolidate information that is captured.
Organize contests, scavenger hunts, prizes, and giveaways that require people to interact with the Office 365 tools.
Have t-shirts printed for champions to wear on launch day for a unified and recognizable look.
Display printed materials to raise awareness about the day’s activities and showcase the most exciting Office 365 features.
To maximize results, use a variety of tacticsConsider a mix of these activities to maximize impact and adoption.
including internal announcements or newsletters, is critical to driving adoption, as it informs and inspires users about the new technology and helps create a natural “buzz” or excitement.
Communications
such as parties, town hall meetings, contests, and giveaways, can help further momentum and encourage employees to start interacting with the new tools. Events should require users to interact with Office 365, so that they can experience the value first hand.
Engagement events
which can vary from classroom-style sessions to self-help getting started guides, is essential to ensure that employees understand how to actually use the new technologies to get their work done.
Training
Keep in mind that the more communications, events, and training sessions that you organize, the more likely your colleagues will engage with Office 365 during your launch and afterward.
Measure Share Success and Iterate
Broaden EngagementCreate SurveysListen to Issues and Pivot on Them
Define your success criteria
As you draft your success criteria, use the SMART mnemonic to guide you:
Specific: Clear & unambiguous; answers the questions, “What, why, who, where?”Measurable: Concrete; clearly demonstrates progress.
Attainable: Realistic; not extreme.
Relevant: Matters to stakeholders.Timely: Grounded to a specific target date; answers the question, “When?”
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When you developyour ideal business scenarios and solutions, it’s critical to come up with a formal set of success criteria to measure the impact resulting from your Office 365 rollout. You’ll need to determine what should be measured, and how you will go about collecting both quantitative and qualitative data.
We recommendthat you choose criteria that will help you showcase success to leadership, such as user satisfaction, employee engagement, adoption velocity, and figures related to your desired business scenarios.
LeverageLeverageLeverage
http://fasttrack.microsoft.com/office
Lets talk statistics for a minute…
the percentage of organization users introduced to SharePoint without training…
52 perc
ent
the average time spent per day by knowledge workers searching for information
2.5 hour
sthe percentage of knowledge studentsforget 24 hours after training70 perc
ent
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Q&A
Heather [email protected]: www.creativemaven.com/blogTwitter & Instagram: @heddanewman