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5 Steps to Effective SharePoint

     Adoption & Training

      Dux Raymond Sy @MeetDux
       Chris Riley @HoardingInfo




   View Recording: http://vimeo.com/32421348
Presentation Objectives
¡  In this presentation, you will learn 5 steps to delivering effective SharePoint
    adoption & training
  ¡  Engage the business to identify SharePoint-based business solutions
  ¡  Design & develop relevant SharePoint training programs
  ¡  Quantify & measure the  effectiveness of training programs
  ¡  Provide reliable SharePoint support to the business
  ¡  Deliver continuous SharePoint learning initiatives to the business




                                                                       @hoardinginfo @meetdux #SPAdoption
Meet Chris and Dux




   chris@cloudshare.com
   dux.sy@innovative-e.com
       @hoardinginfo
             @meetdux



                                            @hoardinginfo @meetdux #SPAdoption
http://innovative-e.com/5ds
                              @hoardinginfo @meetdux #SPAdoption
What’s This?



     8   5   4   9   1   7   6   3     2        0




                                     @hoardinginfo @meetdux #SPAdoption
How About This?



              SharePoint




                           @hoardinginfo @meetdux #SPAdoption
1. Engage the Business




                    @hoardinginfo @meetdux #SPAdoption
Educate and Engage
¡  SharePoint is more than just a glorified network share
    ¡  Stress that SharePoint is a platform

¡  Tip: Address their pain points
    ¡  Provide high-level technology overview
  ¡  Discuss business challenges
  ¡  Map it to a SharePoint solution




                                                             @hoardinginfo @meetdux #SPAdoption
Success Factors
¡  Identify business processes that need improvement (look for quick wins)

¡  Build “Out-of-the-Box” solutions - Keep it simple

¡  Build only what is necessary to accomplish the mission, avoid things that are “nice
    to have.”

¡  Change your business process if necessary




                                                               @hoardinginfo @meetdux #SPAdoption
Don’t Call it SharePoint
¡  Enterprise-Wide Solutions
  ¡  Corporate Intranet
  ¡  Content Management

¡  Specific Solutions
  ¡  Employee Onboarding System for Human Resources
  ¡  Conference Room Scheduling System for Facilities
  ¡  Project Management Information System for PMs

¡  System Integration

¡  Custom Application Development



                                                         @hoardinginfo @meetdux #SPAdoption
2. Develop Relevant Training




                       @hoardinginfo @meetdux #SPAdoption
Change Management Strategy
¡  Collaboration culture

¡  Governance plan
  ¡  Business
  ¡  Technology

¡  Adoption plan
  ¡  Incentives
  ¡  Training
  ¡  Support




                             @hoardinginfo @meetdux #SPAdoption
Teach Them How to Fish
¡  Showcase SharePoint solutions, not features
  ¡  Share use cases

¡  Group users based on roles and business needs
  ¡  IT
  ¡  Business
     ¡  Executives
     ¡  Business Units

¡  Training should include
  ¡  Technology
  ¡  Roles & responsibilities
  ¡  Business Process

                                                    @hoardinginfo @meetdux #SPAdoption
3. Measure Training Effectiveness




                          @hoardinginfo @meetdux #SPAdoption
US Department of State
¡  The Bureau of Diplomatic Security is responsible for the protection of personnel,
    information and facilities worldwide.
  ¡  Solution collects various reports from over 200 Security Officers around the world
  ¡  Automatically generates 20 reports for management in budgeting, and planning. (Old
      system required hours of work to create reports by hand)
  ¡  Allows Security Officers to focus on other things
  ¡  Enables Security Officers to better manage their staff as 

      well as learn from more experienced Security Officers
  ¡  Enables analysis, identification of deficiencies, 

      corrective action and performance improvement




                                                                      @hoardinginfo @meetdux #SPAdoption
Are You Better Off with SharePoint?
¡  Compare the Before with the After
  ¡  Manual processes are now automated
  ¡  Uncover OOB SharePoint integration w/ Office and Windows
  ¡  Increased adoption
  ¡  Decreased support
  ¡  Exploring new features
  ¡  Requests for more

¡  Increasing user efficiency

¡  Gather feedback
  ¡  Anecdotes
  ¡  Performance metrics

                                                                 @hoardinginfo @meetdux #SPAdoption
4. Provide Reliable Support




                       @hoardinginfo @meetdux #SPAdoption
Less is More




               +

                   @hoardinginfo @meetdux #SPAdoption
Provide Structured Support
¡  Self-service support
  ¡  Create a SharePoint FAQ site for basic how-tos
  ¡  Include external references for advanced topics
  ¡  Make sure it’s accessible to the entire user community
  ¡  Removes most of the support bottleneck

¡  Site Manager support

¡  IT help-desk support
  ¡  Create a SharePoint help-desk site
  ¡  Intended for higher-level support




                                                               @hoardinginfo @meetdux #SPAdoption
5. Encourage Continuous Learning




                         @hoardinginfo @meetdux #SPAdoption
Guide the Business with their Journey




                              @hoardinginfo @meetdux #SPAdoption
Learning is Not a One-Time Event
¡  Mentorship can help guide users through their SharePoint journey

¡  Informal sessions
  ¡  Brown Bags
  ¡  User Groups
  ¡  Webcasts

¡  Conferences

¡  Provide a playground to power/super

    users




                                                             @hoardinginfo @meetdux #SPAdoption
How We Can Help




    http://cloudshare.com 
   http://innovative-e.com/easy




                                          @hoardinginfo @meetdux #SPAdoption
Questions?




   chris@cloudshare.com
   dux.sy@innovative-e.com
       @hoardinginfo
             @meetdux



                                            @hoardinginfo @meetdux #SPAdoption
Thank You

for Attending

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5 Steps Effective SharePoint Adoption Training

  • 1. 5 Steps to Effective SharePoint
 Adoption & Training Dux Raymond Sy @MeetDux Chris Riley @HoardingInfo View Recording: http://vimeo.com/32421348
  • 2. Presentation Objectives ¡  In this presentation, you will learn 5 steps to delivering effective SharePoint adoption & training ¡  Engage the business to identify SharePoint-based business solutions ¡  Design & develop relevant SharePoint training programs ¡  Quantify & measure the  effectiveness of training programs ¡  Provide reliable SharePoint support to the business ¡  Deliver continuous SharePoint learning initiatives to the business @hoardinginfo @meetdux #SPAdoption
  • 3. Meet Chris and Dux chris@cloudshare.com dux.sy@innovative-e.com @hoardinginfo @meetdux @hoardinginfo @meetdux #SPAdoption
  • 4. http://innovative-e.com/5ds @hoardinginfo @meetdux #SPAdoption
  • 5. What’s This? 8 5 4 9 1 7 6 3 2 0 @hoardinginfo @meetdux #SPAdoption
  • 6. How About This? SharePoint @hoardinginfo @meetdux #SPAdoption
  • 7. 1. Engage the Business @hoardinginfo @meetdux #SPAdoption
  • 8. Educate and Engage ¡  SharePoint is more than just a glorified network share ¡  Stress that SharePoint is a platform ¡  Tip: Address their pain points ¡  Provide high-level technology overview ¡  Discuss business challenges ¡  Map it to a SharePoint solution @hoardinginfo @meetdux #SPAdoption
  • 9. Success Factors ¡  Identify business processes that need improvement (look for quick wins) ¡  Build “Out-of-the-Box” solutions - Keep it simple ¡  Build only what is necessary to accomplish the mission, avoid things that are “nice to have.” ¡  Change your business process if necessary @hoardinginfo @meetdux #SPAdoption
  • 10. Don’t Call it SharePoint ¡  Enterprise-Wide Solutions ¡  Corporate Intranet ¡  Content Management ¡  Specific Solutions ¡  Employee Onboarding System for Human Resources ¡  Conference Room Scheduling System for Facilities ¡  Project Management Information System for PMs ¡  System Integration ¡  Custom Application Development @hoardinginfo @meetdux #SPAdoption
  • 11. 2. Develop Relevant Training @hoardinginfo @meetdux #SPAdoption
  • 12. Change Management Strategy ¡  Collaboration culture ¡  Governance plan ¡  Business ¡  Technology ¡  Adoption plan ¡  Incentives ¡  Training ¡  Support @hoardinginfo @meetdux #SPAdoption
  • 13. Teach Them How to Fish ¡  Showcase SharePoint solutions, not features ¡  Share use cases ¡  Group users based on roles and business needs ¡  IT ¡  Business ¡  Executives ¡  Business Units ¡  Training should include ¡  Technology ¡  Roles & responsibilities ¡  Business Process @hoardinginfo @meetdux #SPAdoption
  • 14. 3. Measure Training Effectiveness @hoardinginfo @meetdux #SPAdoption
  • 15. US Department of State ¡  The Bureau of Diplomatic Security is responsible for the protection of personnel, information and facilities worldwide. ¡  Solution collects various reports from over 200 Security Officers around the world ¡  Automatically generates 20 reports for management in budgeting, and planning. (Old system required hours of work to create reports by hand) ¡  Allows Security Officers to focus on other things ¡  Enables Security Officers to better manage their staff as 
 well as learn from more experienced Security Officers ¡  Enables analysis, identification of deficiencies, 
 corrective action and performance improvement @hoardinginfo @meetdux #SPAdoption
  • 16. Are You Better Off with SharePoint? ¡  Compare the Before with the After ¡  Manual processes are now automated ¡  Uncover OOB SharePoint integration w/ Office and Windows ¡  Increased adoption ¡  Decreased support ¡  Exploring new features ¡  Requests for more ¡  Increasing user efficiency ¡  Gather feedback ¡  Anecdotes ¡  Performance metrics @hoardinginfo @meetdux #SPAdoption
  • 17. 4. Provide Reliable Support @hoardinginfo @meetdux #SPAdoption
  • 18. Less is More + @hoardinginfo @meetdux #SPAdoption
  • 19. Provide Structured Support ¡  Self-service support ¡  Create a SharePoint FAQ site for basic how-tos ¡  Include external references for advanced topics ¡  Make sure it’s accessible to the entire user community ¡  Removes most of the support bottleneck ¡  Site Manager support ¡  IT help-desk support ¡  Create a SharePoint help-desk site ¡  Intended for higher-level support @hoardinginfo @meetdux #SPAdoption
  • 20. 5. Encourage Continuous Learning @hoardinginfo @meetdux #SPAdoption
  • 21. Guide the Business with their Journey @hoardinginfo @meetdux #SPAdoption
  • 22. Learning is Not a One-Time Event ¡  Mentorship can help guide users through their SharePoint journey ¡  Informal sessions ¡  Brown Bags ¡  User Groups ¡  Webcasts ¡  Conferences ¡  Provide a playground to power/super
 users @hoardinginfo @meetdux #SPAdoption
  • 23. How We Can Help http://cloudshare.com http://innovative-e.com/easy @hoardinginfo @meetdux #SPAdoption
  • 24. Questions? chris@cloudshare.com dux.sy@innovative-e.com @hoardinginfo @meetdux @hoardinginfo @meetdux #SPAdoption