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

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. A special thanks to the Sponsors of SharePoint Saturday 2017
Lunch Sponsor Lunch Sponsor Web Sponsor
SharePoint Saturday 2017 is hosted by
Thank you to the SASUG annual sponsors
Location Sponsor
Join us here for the SASUGSATNUG meetings every 3rd Thursday of the month! Register at https://www.meetup.com/SATNUG/

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

5. Women in SharePoint
@speakingwithwit
@WomeninSP
Facebook & Twitter

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

7. 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

8. Teams and business moving
at the speed of light

9. Traditional Working Teams

10. 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

11. 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

12. The market is full of Project
Management Choices

13. 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

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

15. 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.

16. 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

17. 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

18. Innovators
Early Adopters
Early Majority
Late Majority
Laggards

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

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

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

25. Click New Plan to add a new plan.

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

28. 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.

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

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

31. You can access all your plans, tasks, task assignments via the internet
on any mobile device. You can view email notifications in Outlook.

32. Lets talk statistics for a minute…

33. 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

34. The ultimate training, support
and user adoption app
Schedule a demo todaywww.contentpanda.com

35. 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