One Card at a Time - Leverage Office 365 Planner to

plan Your SharePoint End User Adoption Campaign

Heather Newman

Evangelist and Chief Marketing Officer, Content Panda

A special thanks to the Sponsors of SharePoint Saturday 2017

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Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville

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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.how

Photo credit Bing Images

Women in SharePoint

@speakingwithwit

@WomeninSP

Facebook & Twitter

Information Is Your Most Important Asset. Learn the Skills to Manage It.

www.aiim.org

Adopt a Panda

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5" x 7" formal adoption certificate

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Teams and business moving

at the speed of light

Traditional Working Teams

Modern Teaming Today50% of the US workforce holds a job that is compatible with at least partial telework

and approximately 20-25% of the workforce teleworks at some frequency

Modern Workplace Challenges

40% of productivity is lost when

switching tasksThe average time a knowledge worker spends searching for knowledge is 2.5 hours

The market is full of Project Management Choices

The fact is that businesses do not have emotion. Products do not have emotion. Humans do.Humans want to feel something. And humans make mistakes.

Which is why we make to-do lists and

plans to execute

https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum

Microsoft Planner, was generally available in June 2016 for Office 365 Enterprise E1–

E5, Business Essentials, Premium and Education subscription plans.

This team collaboration software allows users to visually:

Organize plans, assign tasks, share files, chat by using boards, cards, buckets and due dates.

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

Technology

Acceptance

Model

Perceived Usefulness

The degree to which a

person believes that using

a particular system would

enhance his or her

performance

Perceived Ease of Use

The degree to which a

person believes that using

a particular system would

be free from effort

Innovators

Early Adopters

Early Majority

Late Majority

Laggards

To launch Planner, click the Planner tile in the Office 365 App Launcher.

The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.

My Task shows you all your tasks assigned to you across all of your tasks.

Click New Plan to add a new plan.

Board view shows all tasks of a plan in column format. Chart show the tasks of

the plan in bar chart per member.

Board view shows all tasks of a plan in column format. Chart show the tasks of

the plan in bar chart per member.

To add a task, type the name of the task in the box, press Enter, add your due date (you can add a start date

too), assign the task to yourself or another team member. Note the board view shows all the tasks in columns

under each “task”.

You can attach files and links to tasks to make it easy for your team members to find and collaborate on them.

To add members to your plan, click add members and type in your team members name.

Start a conversation with your team about the plan, and use the labels to highlight your plan.

You can access all your plans, tasks, task assignments via the internet

on any mobile device. You can view email notifications in Outlook.

Lets talk statistics for a minute…

the percentage of organization users

introduced to SharePoint without training…52 per

cen

t

the average time spent per day by knowledge

workers searching for information2.5 ho

urs

the percentage of knowledge students

forget 24 hours after training70 per

cen

t

The ultimate training, support

and user adoption app

Schedule a demo todaywww.contentpanda.com

Heather NewmanCMO, Co-Founder, Maven, SpeakerHeather.newman@contentpanda.com

Panda Blog: https://www.contentpanda.com/blog/

Marketing Blog: www.creativemaven.com/blogTwitter & Instagram: @heddanewman