SharePoint Saturday Twin Cities 2018 - 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 Twin Cities 2018 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption Campaign
- 1. One Card at a Time - Leverage Office 365 Planner to plan Your SharePoint End User Adoption Campaign Heather Newman Co-Founder and Chief Marketing Officer, Content Panda
- 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
- 7. Digital Transformation Begins with Intelligent Information Management 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.
- 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. The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.
- 19. Your Planner Tasks now in Outlook
- 20. Knowledge of Fast Track Program End User Adoption Checklist Using Planner for a Project No Adoption = No Value Walk Away With
- 21. 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
- 22. 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
- 23. Focus on the “Why” Not on the “What” https://www.youtube.com/watch?v=UUDJoHeJbzw
- 24. 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
- 25. Innovators Early Adopters Early Majority Late Majority Laggards
- 26. Outline Your Vision It’s All About Value Why SharePoint? What is your vision?
- 27. Serves as a role model Articulate value proposition Issue future company-wide announcements and updates Executive Support
- 28. “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
- 29. Champions Rock Your Project Top down and bottom up – gotta have both The most excited The biggest critic
- 30. Bill of materials Executive announcements Who is your target audience Develop Your communication plan
- 31. Release in Phases One division at a time Don’t boil the ocean One workload
- 32. Plan activities to drive adoption from pilot to post launch
- 34. 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
- 35. 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
- 36. Measure Share Success and Iterate Broaden Engagement Create Surveys Listen to Issues and Pivot on Them
- 40. To launch Planner, click the Planner tile in the Office 365 App Launcher.
- 41. My Task shows you all your tasks assigned to you across all of your tasks.
- 42. Click New Plan to add a new plan.
- 43. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
- 44. 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.
- 45. To add members to your plan, click add members and type in your team members name.
- 46. Start a conversation with your team about the plan, and use the labels to highlight your plan.
- 47. 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.
- 48. 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
Notas do Editor
- 1 – Microsoft “Sell in the now”
- 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.
- 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.