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One Card at a Time - Leverage Office 365 Planner to
plan Your SharePoint End User Adoption Campaign
Heather Newman
Evangel...
EVALS / PRIZES
Bring all items to the 6th Info Desk
• Bingo Cards = how you win prizes at the
end of the event.
• The card...
THANK YOU
EVENT SPONSORS
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Sil...
Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks & some
appetizers
http://www.beerauthorityny...
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...
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
Enter to win a
World Wildlife Fund
Adopt a Panda Kit
(Value $55 USD)
Soft plush version of your adopted anim...
Teams and business moving
at the speed of light
Traditional Working Teams
Modern Teaming Today
50% of the US workforce holds a job that is compatible with at least partial telework
and approximate...
Modern Workplace Challenges
40% of productivity is lost when
switching tasks
The average time a knowledge worker spends
se...
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.
A...
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...
Adoption Campaign Checklist
 Define Your Vision
 Choose Executive Sponsors
 Define Key Stakeholders
 Define Use Cases/...
Technology
Acceptance
Model
Perceived Usefulness
The degree to which a
person believes that using
a particular system woul...
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...
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 now a native IOS an...
Lets talk statistics for a minute…
the percentage of organization users
introduced to SharePoint without training…52
percent
the average time spent per day b...
The ultimate training, support
and user adoption app
Schedule a demo todaywww.contentpanda.com
Heather Newman
CMO, Co-Founder, Maven, Speaker
Heather.newman@contentpanda.com
Panda Blog: https://www.contentpanda.com/bl...
SharePoint Saturday NYC 2017 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption ...
SharePoint Saturday NYC 2017 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption ...
SharePoint Saturday NYC 2017 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption ...
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SharePoint Saturday NYC 2017 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption Campaign

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Looking for a highly visual way to organize teamwork, plans, task, files and even chat about them? Look no further than Office 365 Planner, which offers people a simple and highly visual way to organize teamwork. Planner can be used to manage a marketing event, brainstorm new product ideas, track a school project, prepare for a customer visit, or just organize your team more effectively.
Join Heather Newman, Co-Founder, Chief Evangelist and Chief Marketing Officer of Content Panda, as she uses a real-world use case to provide you the steps to create an end user adoption campaign inside Office 365 Planner leveraging her 10 step End User Adoption checklist for Office 365 and SharePoint.
You’ll leave this session with a clear understanding of how to use the tool for your teams, tips on how to best organize a large, multi-leveled campaign and a template that she will share post-session.

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

  1. 1. 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
  2. 2. EVALS / PRIZES Bring all items to the 6th Info Desk • Bingo Cards = how you win prizes at the end of the event. • The cards must be stamped by ALL the Sponsors by the last session (4pm) • Fill out speakers evaluations (located in the front of the rooms • Fill out the event evaluations 27 in Curved Samsung Lenovo IdeaPad Name your game bundle
  3. 3. THANK YOU EVENT SPONSORS We appreciated you supporting the New York SharePoint Community! • Diamond, Platinum, Gold, & Silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
  4. 4. Beer Authority 300 W 40h St [across the street] Join us for a round of drinks & some appetizers http://www.beerauthoritynyc.com
  5. 5. Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville https://medium.com/@heddanewman Heather Newman
  6. 6. 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
  7. 7. Women in SharePoint @speakingwithwit @WomeninSP Facebook & Twitter
  8. 8. Information Is Your Most Important Asset. Learn the Skills to Manage It. www.aiim.org
  9. 9. Adopt a Panda Enter to win a World Wildlife Fund Adopt a Panda Kit (Value $55 USD) Soft plush version of your adopted animal 5" x 7" formal adoption certificate 5" x 7" full-color photo of your species Species spotlight card, full of fascinating information about the animal Shipped to you post-event
  10. 10. Teams and business moving at the speed of light
  11. 11. Traditional Working Teams
  12. 12. 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
  13. 13. 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
  14. 14. The market is full of Project Management Choices
  15. 15. 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
  16. 16. https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum
  17. 17. 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.
  18. 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. 19. 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
  20. 20. Innovators Early Adopters Early Majority Late Majority Laggards
  21. 21. To launch Planner, click the Planner tile in the Office 365 App Launcher.
  22. 22. The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.
  23. 23. My Task shows you all your tasks assigned to you across all of your tasks.
  24. 24. Click New Plan to add a new plan.
  25. 25. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  26. 26. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  27. 27. 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.
  28. 28. To add members to your plan, click add members and type in your team members name.
  29. 29. Start a conversation with your team about the plan, and use the labels to highlight your plan.
  30. 30. You can access all your plans, tasks, task assignments via the internet on any mobile device. There is now a native IOS and Android App. You can view email notifications in Outlook.
  31. 31. Lets talk statistics for a minute…
  32. 32. the percentage of organization users introduced to SharePoint without training…52 percent the average time spent per day by knowledge workers searching for information2.5 hours the percentage of knowledge students forget 24 hours after training70 percent
  33. 33. The ultimate training, support and user adoption app Schedule a demo todaywww.contentpanda.com
  34. 34. 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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