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One Card at a Time - Leverage
Office 365 Planner to
plan Your SharePoint End User
Adoption Campaign
Heather Newman
Content Panda, USA
Add
Speaker
Photo here
Tweet this Talk @heddanewman @contentpanda @SPSNashville
#SPSNashville
https://medium.com/@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.how
PhotocreditBingImages
Women in SharePoint
@WomeninSP
Facebook & Twitter
Information
Is Your Most
Important
Asset. Learn
the Skills to
Manage It.
www.aiim.org
Teams and business moving
at the speed of light
Modern Teaming Today
50% 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 tasks
The average time a knowledge worker spends
searching for knowledge is 2.5 hours
The market is full of Project
Management Choices
End user adoption has not changed in 15
years for SharePoint and we have the
chance to change that with Microsoft
365. People just don’t take the time to do
it, because its not easy.
https://fasttrack.microsoft.com/
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.
The Planner Hub shows you every plan you are working on and plan tiles showcase key
metrics on your favorite plans.
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum
Knowledge of Fast Track Program
End User Adoption Checklist
Using Planner for a Project
No Adoption = No Value
Walk Away With
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
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
Focus on the “Why”
Not on the “What”
https://www.youtube.com/watch?v=UUDJoHeJbzw
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
Outline Your Vision
It’s All About Value
Why SharePoint?
What is your vision?
Serves as a role model
Articulate value proposition
Issue future company-wide
announcements and updates
Executive Support
“Use Case” Driven
Look to the Business
Sales and Marketing
R&D, Production and
Operations
Finance and Accounting
Information Technology
HR and Internal
Communications
Legal & Compliance
Champions Rock
Your Project
Top down and bottom up –
gotta have both
The most excited
The biggest critic
Bill of materials
Executive
announcements
Who is your target
audience
Develop Your
communication plan
Release in
Phases
One division at a time
Don’t boil the ocean
One workload
Plan activities to drive adoption from pilot to post launch
End User Training
In-person
In-context
Expert Opinions &
Guidance
There 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 (buck the
company culture)
Use an online scavenger hunt
as a fun way to encourage
usage
Provide recognition for
content contribution or
usage
Gamification
Measure Share
Success and Iterate
Broaden Engagement
Create Surveys
Listen to Issues and Pivot on
Them
To launch Planner, click the Planner tile in the Office 365 App Launcher.
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.
There is a native IOS and
Android App. You can view
email notifications in Outlook.
Heather Newman
CMO, Co-Founder, Maven, Speaker
Heather.newman@contentpanda.com
Panda Blog: https://www.contentpanda.com/blog/
Marketing Blog: www.creativemaven.com/blog
Twitter & Instagram: @heddanewman

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ESPC 2017 Dublin - - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption Campaign

  • 1.
  • 2. One Card at a Time - Leverage Office 365 Planner to plan Your SharePoint End User Adoption Campaign Heather Newman Content Panda, USA Add Speaker Photo here
  • 3. Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville https://medium.com/@heddanewman Heather Newman
  • 4. 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 PhotocreditBingImages
  • 6. Information Is Your Most Important Asset. Learn the Skills to Manage It. www.aiim.org
  • 7. Teams and business moving at the speed of light
  • 8. Modern Teaming Today 50% 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
  • 9. Modern Workplace Challenges 40% of productivity is lost when switching tasks The average time a knowledge worker spends searching for knowledge is 2.5 hours
  • 10. The market is full of Project Management Choices
  • 11. End user adoption has not changed in 15 years for SharePoint and we have the chance to change that with Microsoft 365. People just don’t take the time to do it, because its not easy.
  • 13. 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.
  • 14. The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.
  • 15.
  • 17. Knowledge of Fast Track Program End User Adoption Checklist Using Planner for a Project No Adoption = No Value Walk Away With
  • 18. 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
  • 19. 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
  • 20. Focus on the “Why” Not on the “What” https://www.youtube.com/watch?v=UUDJoHeJbzw
  • 21. 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
  • 23. Outline Your Vision It’s All About Value Why SharePoint? What is your vision?
  • 24. Serves as a role model Articulate value proposition Issue future company-wide announcements and updates Executive Support
  • 25. “Use Case” Driven Look to the Business Sales and Marketing R&D, Production and Operations Finance and Accounting Information Technology HR and Internal Communications Legal & Compliance
  • 26. Champions Rock Your Project Top down and bottom up – gotta have both The most excited The biggest critic
  • 27. Bill of materials Executive announcements Who is your target audience Develop Your communication plan
  • 28. Release in Phases One division at a time Don’t boil the ocean One workload
  • 29. Plan activities to drive adoption from pilot to post launch
  • 31. Expert Opinions & Guidance There 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
  • 32. Make it fun (buck the company culture) Use an online scavenger hunt as a fun way to encourage usage Provide recognition for content contribution or usage Gamification
  • 33. Measure Share Success and Iterate Broaden Engagement Create Surveys Listen to Issues and Pivot on Them
  • 34.
  • 35.
  • 36.
  • 37. To launch Planner, click the Planner tile in the Office 365 App Launcher.
  • 38. My Task shows you all your tasks assigned to you across all of your tasks.
  • 39. Click New Plan to add a new plan.
  • 40. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  • 41. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  • 42. 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.
  • 43. To add members to your plan, click add members and type in your team members name.
  • 44. Start a conversation with your team about the plan, and use the labels to highlight your plan.
  • 45. You can access all your plans, tasks, task assignments via the internet on any mobile device. There is a native IOS and Android App. You can view email notifications in Outlook.
  • 46. Heather Newman CMO, Co-Founder, Maven, Speaker Heather.newman@contentpanda.com Panda Blog: https://www.contentpanda.com/blog/ Marketing Blog: www.creativemaven.com/blog Twitter & Instagram: @heddanewman

Notes de l'éditeur

  1. This is the Pre-Title Screen. Please do not place any content on this screen.
  2. To add your image, first delete the place holder image as shown in the white box. Then insert your picture and scale it to be bigger than the size of the white box shown. Finally, right click on your image and select ‘Send to back’ – your image should now be framed correctly. Please add co-speaker image directly below, if applicable
  3. 1 – Microsoft “Sell in the now”
  4. All users with eligible subscription plans will automatically see the Planner tile appear in the Office 365 app launcher when it is available for them to use. No specific action by Office 365 admins is needed. Users access the Hub to track overall progress of plans and see who’s on time and who’s behind. Users are able to filter down to see personal tasks and assignments.
  5. Simeon’s Trello story
  6. Diffusion of innovations is a theory that seeks to explain how, why, and at what rate new ideas and technology spread. Everett Rogers, a professor of communication studies, popularized the theory in his book Diffusion of Innovations; the book was first published in 1962, and is now in its fifth edition (2003).[1] Rogers argues that diffusion is the process by which an innovation is communicated over time among the participants in a social system. The origins of the diffusion of innovations theory are varied and span multiple disciplines. Rogers proposes that four main elements influence the spread of a new idea: the innovation itself, communication channels, time, and a social system. This process relies heavily on human capital. The innovation must be widely adopted in order to self-sustain. Within the rate of adoption, there is a point at which an innovation reaches critical mass. The categories of adopters are innovators, early adopters, early majority, late majority, and laggards.[2] Diffusion manifests itself in different ways and is highly subject to the type of adopters and innovation-decision process. The criterion for the adopter categorization is innovativeness, defined as the degree to which an individual adopts a new idea.