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.

2. Thank You to Our Sponsors
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3. Join us right after at The Urge
Socialize and unwind after our day of learning.
Urge Gastropub & Common House
(practically across the street)
255 Redel Road, San Marcos, CA 92078
https://sm.urgegastropub.com/
Thank you for joining us today!
Don’t Forget SharePint

4. Tweet this Talk @heddanewman @contentpanda @SPSNashville
#SPSNashville
https://medium.com/@heddanewman
Heather Newman

5. 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. Women in SharePoint
@WomeninSP
Facebook & Twitter

7. Information
Is Your Most
Important
Asset. Learn
the Skills to
Manage It.
www.aiim.org

8. Teams and business moving
at the speed of light

9. 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

10. 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

11. The market is full of Project
Management Choices

12. 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. https://fasttrack.microsoft.com/

14. 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.

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

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

18. Knowledge of Fast Track Program
End User Adoption Checklist
Using Planner for a Project
No Adoption = No Value
Walk Away With

19. 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

20. 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

21. Focus on the “Why”
Not on the “What”
https://www.youtube.com/watch?v=UUDJoHeJbzw

22. 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. Innovators
Early Adopters
Early Majority
Late Majority
Laggards

24. Outline Your Vision
It’s All About Value
Why SharePoint?
What is your vision?

25. Serves as a role model
Articulate value proposition
Issue future company-wide
announcements and updates
Executive Support

26. “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

27. Champions Rock
Your Project
Top down and bottom up –
gotta have both
The most excited
The biggest critic

28. Bill of materials
Executive
announcements
Who is your target
audience
Develop Your
communication plan

29. Release in
Phases
One division at a time
Don’t boil the ocean
One workload

30. Plan activities to drive adoption from pilot to post launch

31. End User Training
In-person
In-context

32. 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

33. 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

34. Measure Share
Success and Iterate
Broaden Engagement
Create Surveys
Listen to Issues and Pivot on
Them

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

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

40. Click New Plan to add a new plan.

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. Board view shows all tasks of a plan in column format. Chart show the tasks of
the plan in bar chart per member.

43. 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.

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

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

46. 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.

47. 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