SharePoint Saturday Silicon Valley presentation on End User Adoption for Office 365 and SharePoint. Reviewing adoption checklists and best practices. Short demo of in-context help app Content Panda for Office 365 and SharePoint 2013. Learn about how to implement SharePoint or Office 365 inside your teams the most effective way. This deck is full of resources, links and hints on empowering end users and helping IT Admins put together the best plan possible for rolling out SharePoint in an organization.

1. End User Adoption

3. Presented by:
Heather Newman
The Road to Awesome
SharePoint Adoption
in Your Organization

5. Tweet this Talk @heddanewman @contentpanda @SPSSVorg#SPSSV

6. ImproveIT! – Essays on SharePoint Analytics &
Adoption
Content Panda CEO Simeon Cathey and I contributed Chapter 5 on user adoption.
The paperback and Kindle editions are available on Amazon
The free eBook is available here: http://www.improveit.how

7. A failure of senior management to endorse
and enforce SharePoint was the biggest
reason for lack of success, followed by
inadequate user training and a general lack
of planning.
Nearly two-thirds of SharePoint installations
are somewhat stalled in their adoption and
progress.
The key lessons learned are don’t leave it to
IT – form a SharePoint steering group. Be
sure to understand the implications of
metadata and taxonomy.
Check out the Content Panda blog for more
info.

8. “Adoption”
The act of taking something on as your
own. Adoption usually refers to the legal process
of becoming a non-biological parent, but it also
refers to the act of embracing ideas, habits, or
free kittens.

9. “Empower”
To give power to; to promote the self-actualization
or influence of; helping someone feel strong,
unstoppable, in control of their destiny.

10. Discover SharePoint
Check out the resources below to find out more about what is SharePoint and learn how you can drive organic adoption
within your organization. Alternatively, you can also visit http://DiscoverSharePoint.com.
DiscoverSharePoint.pdf—Getting to know SharePoint
What is SharePoint? SharePoint is about giving you and the people you work with a better way to get things done
together. Check out the scenarios in this book to see some of the ways SharePoint can help you work better together.
Getting_to_know_Office_365.pdf—Getting to know Office 365
Office 365 is your personal Office and more. It lets you work from virtually anywhere on almost any device, whether
you’re online or offline. It helps you do your best work, the way you want to, wherever you are. That means more
powerful tools for creating content, better ways to work together, and easier ways to share.
SharePoint_Adoption_Guide.docx—SharePoint 2013 Adoption Guide
Adoption of new technologies at work, like SharePoint, won’t happen all at once. In this paper, learn how to craft an
effective plan, aligned with business goals, that will demonstrate how SharePoint will benefit business people personally,
how it will make their job easier, and how it will address the pain points they experience at work.
SharePointAdoptionKit.zip
The adoption kit contains resources to help you drive adoption as explained in the adoption guide, featuring a use case
catalog, videos & how to guides, posters, and email templates.
@heddanewman contentpanda.com

11. SharePoint Adoption Checklist
Outline your vision
Get executive support
Pinpoint qualified business cases
Release functionality in phases
Identify your champions
Planned communication
Create a training plan for users
Implement a support plan
Generate excitement with incentives and rewards
Measurement & Hurrahs!
@heddanewman contentpanda.com

12. Research shows that (52%) of
organization users are introduced
to SharePoint without any
training or communication plan
to drive internal adoption.

13. Visualize your Vehicle
@heddanewman contentpanda.com

14. Adoption Campaigns
Vision
Objectives/Goals
Executive Sponsors
Champions
Theme
Communication Vehicles
Roll Out
Gamification
Metrics
@heddanewman contentpanda.com

15. Outline Your Vision

16. It’s All About Value
Why SharePoint? What is your vision?
@heddanewman contentpanda.com

17. Executive Support

18. Get Sponsored
“Before you roll out SharePoint…”
@heddanewman contentpanda.com

19. Pinpoint Qualified
Business Use Cases

20. “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
@heddanewman contentpanda.com

21. Release Functionality
in Phases

22. • Transform from a siloed to a connected business
• Optimize discovery of roles and expertise
• Enable knowledge sharing by breaking down
geographic and organizational boundaries
 Exposed Active Directory data in SharePoint search
 Slight user interface customization to out of box
search
 Executive communication to entire org
Case Study: Business Use Case Focused
Results: Company wide adoption of SharePoint
@heddanewman contentpanda.com

23. Identify Your Champions

24. Champions Rock Your
Project
Top down and bottom up – gotta
have both
The most excited
The biggest critic
@heddanewman contentpanda.com

25. Plan Communications

26. •Bill of materials
•Executive announcements
•Who is your target
audience
Develop Your
communication plan
@heddanewman contentpanda.com

27. Create a Training Plan

28. What’s in your
Training Toolbox?

29. Look to Training
Partners
@heddanewman contentpanda.com

30. Expert Opinions &
Guidance
There is great information out in the
world that exists through 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.
@heddanewman contentpanda.com

31. Documentation
FAQ or How-to portal
complete with guides and
videos
Checklists
Knowledge Base
Books
@heddanewman contentpanda.com

32. Implement a Support Plan

33. Training & Support - Then
@heddanewman contentpanda.com

34. Video Services
Training & Support - Now

35. Generate Excitement with Incentives and Rewards

36. 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
@heddanewman contentpanda.com

37. Measure Success
and Expand
Broaden Engagement
Create Surveys
Listen to Issues and Pivot on
Them
@heddanewman contentpanda.com

38. Thank you for your time!
Simeon Cathey
CEO, Content Panda
Simeon.cathey@contentpanda.com
425.269.8637 @simeoncathey
Heather Newman
CMO, Content Panda
Heather.newman@contentpanda.com
206.234.4337 @heddanewman

39. Join us right after the event at the Tied House Cafe
& Brewery! Socialize and unwind after our day of
learning.
954 Villa St
Mountain View, CA 94041

40. Resources
Discover SharePoint: http://DiscoverSharePoint.com.
AIIM Industry Watch Feb 2015: http://info.aiim.org/digital-landfill/sharepoint-lover-partner-skeptic-20-data-
points-you-need-to-know
Microsoft Empower Video: http://www.microsoft.com/en-us/empowering/#~pdJgC8ImFyMcQZ
Combined Knowledge: http://www.combined-knowledge.com/
Two Great Yammer Communities:
Https://yammer.com/itpronetwork
Https://yammer.com/spyam
Heather’s Marketing Blog: www.creativemaven.com

41. In-context help and
training app for
Install our FREE version today – http://www.contentpanda.com/get-panda/

42. Content Panda joins forces with Combined
Knowledge to deliver the ultimate SharePoint
training, help and support experience!
+