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Yammer
Workshop conducted by
Insight Education and Instructional Services
Agenda
• Understand the importance of ESN
• Successfully navigate Yammer to find information
• Understand how to get started on Yammer
• Follow group best practices
• Effectively engage in conversations
• Collaborate on content in Yammer
• Use Yammer on your mobile device
• Know what to share and where to share it
Introduction to ESN
Technology is evolving…
Communication is the same
Social is driving a new way of doing
our work.
Organizations see a 20% to 25% boost in productivity with
social technologies such as Yammer.
Source: McKinsey, The Social Economy
Sound familiar?
Who can help me with
this project?
What are common
objections from
prospects?
Does anyone have
experience with….
Who’s going to the
conference?
I’m new to the company.
Where can I find…?
Where can I find the
latest travel policy
information?
Anyone know a good
tax lawyer?
What’s our protocol
for engaging with…
The competition’s up
to this. What do we
do?
Who’s handling this
account?
That’s where Yammer fits in!
Yammer is the private and secure enterprise social network through which everyone
in the domain [perlis.edu.my] can connect, collaborate and coordinate.
Yammer makes work:
• Real-time
• Social
• Mobile
• Collaborative
• Contextual
Yammer helps you to…
• Ask questions and find answers faster
• Save time by sharing great projects and preventing duplicate work
• Meet colleagues with similar interests and relevant expertise
• Share news and announcements with the people who need to know
• Discuss major decisions and prepare for change
• Gather opinions and ideas from across the company
• Coordinate work for projects and teams
• Gain visibility and insight on what’s happening, and where
• Introduce new hires and get them up to speed quickly
• Discover valuable information that can help you get more done
• Stay connected on-the-go with Yammer mobile apps
Navigate Yammer
Features
Key Yammer Spaces
1 Home Inbox
2
3
Groups
4 Profiles
Home Feed1
Be sure to select the
right group when
posting
Choose from Top, All,
& Following
Review your
company’s usage
policy
Inbox Messages2
See:
• Announcements
• @mentions/ cc’s
• Conversations
you’ve joined or
followed
• Private Messages
Create a conversation
Groups
See everything
3
Your Groups
Profiles
See your
conversations &
content
Bio & profile
View Bookmarked
conversations
4
Yammer Notifications
Inbox notifications
• Replies to
conversations you
started and joined
• Private Messages
• @mentions
• +Add people to notify
• Announcements
General notifications
• People Like your
message
• Votes on your Polls
• Invitations to
collaborate on a Note
• New versions of Files
and Notes
Network notifications
• Sum of Inbox and
General Notifications
from External
Networks
Group notifications
• The number of
unread messages in
that group since the
last time you visited
Getting Started
Please Log In to Yammer
• Go to www.Yammer.com to log-in
Select Log In
Type your work email
& Yammer Password
Click Log In
Forgot your Password?
• Go to www.Yammer.com to log-in
Click Forgot Password
Yammer will email you
a reset link
Complete your Profile
Click Edit Profile
Add your Job Title,
Department and Location,
include your Expertise
[ ]Yam Tip: Everything on your
profile is searchable!
Set Email Notifications
Select when Yammer
emails you
Set Group Notifications
Select group messages you’d
like sent to you via email
Guide to Groups
Department
TEAM
Project Career
HR
Office
Products
Interests
IT
Groups Let You Get Work Done
Groups host conversations, files,
notes, and can be created around
a team, department, task, or
project.
Join groups to participate in
conversations, collaborate on
files, and stay aware of what’s
going on.
What Lives Within a Group?
View all Conversations,
Files, & Notes posted to the
group.
Quickly access Files, Notes
or Links.
View all the members of the
Group.
Identify Groups to Join
Join groups that your colleagues
are creating
Join groups in which your
colleagues are having
conversations that are relevant
to you
Browse for groups
Join Groups
Browse Groups in the All
Groups tab or see suggested
groups to join in the
Suggested tab.
Click Groups to search
existing Groups in the
network.
Create a Group for Your Team
Click the to create a new
group
Add a group name
Specify who should use the group
and why
Select Public or Private
Group Admin Privileges
Make Announcements to
send a message to all
Group members
Populate the Group’s Info
Tab
Announcements
• Network Admins can make an
Announcement to any group,
including All Company.
• Group Admins can make an
Announcement to their group.
• Group members see the
Announcement at the top of the
Home Feed and in their Inbox.
• All Company Announcements
generate an email to all network
members.
Group Admin Settings
Update the Group
Image, Name, and
Description
Manage Group
Members and
Admins
Change the Group’s
Privacy Settings
Start Conversations in Groups
Think about which group is
most relevant for the post.
Share an Update or post
another kind of message, like
a Poll or Praise.
@mention colleagues within
the message to send it to their
Yammer Inbox.
Before you create a group…
• Ensure there is not already a relevant group that
meets your purpose.
• Make certain that you can clearly articulate the
purpose of the group and measure its success.
• Identify a person/team to oversee the group’s
strategy, content and membership.
Set the Tone
• Document the goals, expectations, purpose
and roles within the group.
• Illustrate that the group is a place for
collaborative sharing among all members.
• Encourage participation from all members
through @mentioning.
• Welcome new members and ask for them to
provide an update upon joining.
Nurture your Group
• Never leave a post un-answered!
• Upload Files and Notes to add context.
• Use Announcements for important updates.
• Use Notes to capture key conversation points.
• Share relevant posts to your group.
Add
Context@mention
Share
Always
Reply
Keep the Pulse Alive
• Share updates on projects to provide transparency
into activities.
• Ensure members understand what to post and where
to post it.
• Mine the group for relevant and insightful
conversations to share with others.
• Cross-pollinate useful information as much as
possible.
• Refresh and update group content on a regular
basis.
• If a group becomes stale, do not delete it!
Consolidate the relevant content to another active
group and mark the old group as inactive.
Successful Groups
• Have a clear purpose.
• Tackle a real business challenge with measurable outcomes.
• Have a logical name, description and info tab.
• Enable discovery and collaboration across teams.
• Demonstrate value for participating employees.
• Have leadership endorsement and participation.
• Have supporting resources and training materials.
• Plan & execute engagement events.
• Effectively transition email based conversations to the group.
Public Groups
What’s a Public Group?
Working in a Public Group is
like working in a conference
room with all glass walls and an
open door.
Any employee in your Network
can see conversations, Files
and Notes in a Public Group.
Engagement Tip:
Use Public Groups as the
default. Create a Private Group
only when necessary.
Private Groups
What’s a Private Group?
Working in a Private Group is like
working in a traditional
conference room with a closed
door.
Only employees who have been
added as Members can see
conversations, Files and Notes in
a Private Group.
Collaboration Tip:
If your team starts out in a Private
Group, discuss switching to a
Public Group every few months.
Start Conversations
Search Before You Post
Type your query in the search
bar and select an auto
result…
…or press Enter and see full
results
Use Advanced Search to
search within a specific group
or between a date range
Start Conversations in Groups
Navigate to a Group
Start typing in the Share something
with this group box
@mention colleagues within the
message to add the conversation to
their Yammer Inbox
Reply to the Appropriate Person
Notify specific people as a cc: or an
FYI
Reply to a specific person within a
thread by clicking the Reply link
beneath the message
Work with Conversations
Attach Files and Notes to your
messages
Like a message to acknowledge it,
like it or say thank you
Share to cross-post the conversation
to another Group or in a Private
Message
Work with Conversations
Click the More button to see
additional options
Only you and a Network or Group
Admin can delete your post
Add Topics to Conversations
Select More > Add
Topic
Reply with a #hashtag
Post Different Types of Messages
Polls allow you to quickly get
anonymous feedback on up to
10 choices
Praise allows you to recognize
your colleagues for going above
and beyond with different
badges
Announcements are for Admins
only and go into the inbox of
every group member ensuring
the update is not missed
Bookmark Important Conversations
• Save conversations for quick reference later
To add a Bookmark, select
More > Bookmark
View your Bookmarks
from your Profile
Use Keyboard Shortcuts
• Use these shortcuts to use Yammer even faster!
YAMMER TIP:
Create a Note and share on your network for reference
Type question mark (?)
[Shift] + [/] to show these shortcuts
Hide Conversations
• Keep your My Feed free of irrelevant conversations
If you are later @mentioned in the thread, the
conversation will appear in your Inbox again
Hover over the thread starter
to see the X, and select it to
hide conversation
Translate Conversations
• Communicate without barriers
Click translate to change the message to
your Yammer UI language
Collaboration Tools
Create Notes
Create a Note from the
appropriate group
View & Edit Notes
Edit this Note to add your
comments, ideas and
questions
Use Rich Text
formatting
Invite others to
collaborate
Link Content & People within a Note
Related Content is the New Subfolder
57
Use Related Content to
connect Notes, Files,
and Links instead of
subfolders
Link to another Note or a
File to automatically
connect all as Related
Content
Add & View Files
58
Use the Paperclip to attach a
File or Note to your post
Hover over a File or Note to
Preview it, Follow it, Share it,
or Go to it
Collaborate with Files
59
View full screen, email, or
download files
Add and Reply to in-line
comments
Add Related Files and Notes
from other groups
Upload New Versions of Files
60
Upload a New Version of a file
Mark a file as Official if you
are the Group Admin
View the Version History of a
file
Yammer & Email
Reply to Email Notifications
Reply to incoming Yammer
emails to post your
messages to Yammer
When Emailing to Yammer…
End your message with - - to
prevent your signature from
posting to Yammer
Start Group Conversations via Email
Scroll down to access
options
[ ]Yam Tip: Save the email
address to your contacts.
Navigate to the group
you want to email
Include People not on Yammer
Add your colleagues
email address to your
message
[ ]Yam Tip: People not on Yammer
can reply to your email and post
messages to Yammer.
Continue the Conversation on Yammer
Email chain becomes a
PDF attachment
Forward your email as
normal, with the group
email address in the “to”
section
Going Mobile
Install the Yammer Mobile App
• Visit your mobile device’s App marketplace and install the Yammer app
Windows Phone 8 Android iOS
Log In to Yammer
• Enter your user name and password to access your Yammer Network
Windows Phone 8 Android iOS
Keep up with the Conversation
• Use the mobile app to view conversations across your various networks and groups
Windows Phone 8 Android iOS
Share Photos
• Upload new or existing photos to your group from your mobile device
Click the
Camera
icon
Add a new
post
Mobile Inbox
Search messages
you’re a part of
Sort by Read or
Unread messages Send Private
Messages
Browse the Network
Stay in touch with
Groups
See Top
Conversations
What to Share on
Yammer
Consider What to Share
Start conversations by sharing what you’re working on
• Questions and requests for help
• Replies offering assistance
• Great ideas and constructive
suggestions
• Updates on teamwork and projects
• Interesting articles about trends or
factors affecting the business
• Useful information that’s relevant
• Inappropriate jokes or derogatory
criticisms
• Anything that violates your company’s
Usage Policy
• Anything you would not feel
comfortable sharing with your
manager
• Anything you would not feel
comfortable sharing with your mother
What About Non Work-Related
Conversations?
• Create a Group where non-work related conversations can take place
Great for water cooler
conversations
Keeps non-work related
discussions where they
need to be
Users can choose whether
or not to follow this Group’s
activity
What’s next? Start your Yammer
experience!
 Create a “Yammer 101” Group on your network.
 View, download and share content from the Success
Site to your “Yammer 101” Group
 Review and use resources, such as:
• New User Checklist
• Ready Set Go
• Yaminars
 Post, share and collaborate on the YCN
 Get Yammer Certified
https://about.yammer.com/certifications/
Questions?

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02.3 yammer training-guide

  • 1. Yammer Workshop conducted by Insight Education and Instructional Services
  • 2. Agenda • Understand the importance of ESN • Successfully navigate Yammer to find information • Understand how to get started on Yammer • Follow group best practices • Effectively engage in conversations • Collaborate on content in Yammer • Use Yammer on your mobile device • Know what to share and where to share it
  • 5. Social is driving a new way of doing our work. Organizations see a 20% to 25% boost in productivity with social technologies such as Yammer. Source: McKinsey, The Social Economy
  • 6. Sound familiar? Who can help me with this project? What are common objections from prospects? Does anyone have experience with…. Who’s going to the conference? I’m new to the company. Where can I find…? Where can I find the latest travel policy information? Anyone know a good tax lawyer? What’s our protocol for engaging with… The competition’s up to this. What do we do? Who’s handling this account?
  • 7. That’s where Yammer fits in! Yammer is the private and secure enterprise social network through which everyone in the domain [perlis.edu.my] can connect, collaborate and coordinate. Yammer makes work: • Real-time • Social • Mobile • Collaborative • Contextual
  • 8. Yammer helps you to… • Ask questions and find answers faster • Save time by sharing great projects and preventing duplicate work • Meet colleagues with similar interests and relevant expertise • Share news and announcements with the people who need to know • Discuss major decisions and prepare for change • Gather opinions and ideas from across the company • Coordinate work for projects and teams • Gain visibility and insight on what’s happening, and where • Introduce new hires and get them up to speed quickly • Discover valuable information that can help you get more done • Stay connected on-the-go with Yammer mobile apps
  • 10. Key Yammer Spaces 1 Home Inbox 2 3 Groups 4 Profiles
  • 11. Home Feed1 Be sure to select the right group when posting Choose from Top, All, & Following Review your company’s usage policy
  • 12. Inbox Messages2 See: • Announcements • @mentions/ cc’s • Conversations you’ve joined or followed • Private Messages Create a conversation
  • 14. Profiles See your conversations & content Bio & profile View Bookmarked conversations 4
  • 15. Yammer Notifications Inbox notifications • Replies to conversations you started and joined • Private Messages • @mentions • +Add people to notify • Announcements General notifications • People Like your message • Votes on your Polls • Invitations to collaborate on a Note • New versions of Files and Notes Network notifications • Sum of Inbox and General Notifications from External Networks Group notifications • The number of unread messages in that group since the last time you visited
  • 17. Please Log In to Yammer • Go to www.Yammer.com to log-in Select Log In Type your work email & Yammer Password Click Log In
  • 18. Forgot your Password? • Go to www.Yammer.com to log-in Click Forgot Password Yammer will email you a reset link
  • 19. Complete your Profile Click Edit Profile Add your Job Title, Department and Location, include your Expertise [ ]Yam Tip: Everything on your profile is searchable!
  • 20. Set Email Notifications Select when Yammer emails you
  • 21. Set Group Notifications Select group messages you’d like sent to you via email
  • 24. Groups Let You Get Work Done Groups host conversations, files, notes, and can be created around a team, department, task, or project. Join groups to participate in conversations, collaborate on files, and stay aware of what’s going on.
  • 25. What Lives Within a Group? View all Conversations, Files, & Notes posted to the group. Quickly access Files, Notes or Links. View all the members of the Group.
  • 26. Identify Groups to Join Join groups that your colleagues are creating Join groups in which your colleagues are having conversations that are relevant to you Browse for groups
  • 27. Join Groups Browse Groups in the All Groups tab or see suggested groups to join in the Suggested tab. Click Groups to search existing Groups in the network.
  • 28. Create a Group for Your Team Click the to create a new group Add a group name Specify who should use the group and why Select Public or Private
  • 29. Group Admin Privileges Make Announcements to send a message to all Group members Populate the Group’s Info Tab
  • 30. Announcements • Network Admins can make an Announcement to any group, including All Company. • Group Admins can make an Announcement to their group. • Group members see the Announcement at the top of the Home Feed and in their Inbox. • All Company Announcements generate an email to all network members.
  • 31. Group Admin Settings Update the Group Image, Name, and Description Manage Group Members and Admins Change the Group’s Privacy Settings
  • 32. Start Conversations in Groups Think about which group is most relevant for the post. Share an Update or post another kind of message, like a Poll or Praise. @mention colleagues within the message to send it to their Yammer Inbox.
  • 33. Before you create a group… • Ensure there is not already a relevant group that meets your purpose. • Make certain that you can clearly articulate the purpose of the group and measure its success. • Identify a person/team to oversee the group’s strategy, content and membership.
  • 34. Set the Tone • Document the goals, expectations, purpose and roles within the group. • Illustrate that the group is a place for collaborative sharing among all members. • Encourage participation from all members through @mentioning. • Welcome new members and ask for them to provide an update upon joining.
  • 35. Nurture your Group • Never leave a post un-answered! • Upload Files and Notes to add context. • Use Announcements for important updates. • Use Notes to capture key conversation points. • Share relevant posts to your group. Add Context@mention Share Always Reply
  • 36. Keep the Pulse Alive • Share updates on projects to provide transparency into activities. • Ensure members understand what to post and where to post it. • Mine the group for relevant and insightful conversations to share with others. • Cross-pollinate useful information as much as possible. • Refresh and update group content on a regular basis. • If a group becomes stale, do not delete it! Consolidate the relevant content to another active group and mark the old group as inactive.
  • 37. Successful Groups • Have a clear purpose. • Tackle a real business challenge with measurable outcomes. • Have a logical name, description and info tab. • Enable discovery and collaboration across teams. • Demonstrate value for participating employees. • Have leadership endorsement and participation. • Have supporting resources and training materials. • Plan & execute engagement events. • Effectively transition email based conversations to the group.
  • 38. Public Groups What’s a Public Group? Working in a Public Group is like working in a conference room with all glass walls and an open door. Any employee in your Network can see conversations, Files and Notes in a Public Group. Engagement Tip: Use Public Groups as the default. Create a Private Group only when necessary.
  • 39. Private Groups What’s a Private Group? Working in a Private Group is like working in a traditional conference room with a closed door. Only employees who have been added as Members can see conversations, Files and Notes in a Private Group. Collaboration Tip: If your team starts out in a Private Group, discuss switching to a Public Group every few months.
  • 41. Search Before You Post Type your query in the search bar and select an auto result… …or press Enter and see full results Use Advanced Search to search within a specific group or between a date range
  • 42. Start Conversations in Groups Navigate to a Group Start typing in the Share something with this group box @mention colleagues within the message to add the conversation to their Yammer Inbox
  • 43. Reply to the Appropriate Person Notify specific people as a cc: or an FYI Reply to a specific person within a thread by clicking the Reply link beneath the message
  • 44. Work with Conversations Attach Files and Notes to your messages Like a message to acknowledge it, like it or say thank you Share to cross-post the conversation to another Group or in a Private Message
  • 45. Work with Conversations Click the More button to see additional options Only you and a Network or Group Admin can delete your post
  • 46. Add Topics to Conversations Select More > Add Topic Reply with a #hashtag
  • 47. Post Different Types of Messages Polls allow you to quickly get anonymous feedback on up to 10 choices Praise allows you to recognize your colleagues for going above and beyond with different badges Announcements are for Admins only and go into the inbox of every group member ensuring the update is not missed
  • 48. Bookmark Important Conversations • Save conversations for quick reference later To add a Bookmark, select More > Bookmark View your Bookmarks from your Profile
  • 49. Use Keyboard Shortcuts • Use these shortcuts to use Yammer even faster! YAMMER TIP: Create a Note and share on your network for reference Type question mark (?) [Shift] + [/] to show these shortcuts
  • 50. Hide Conversations • Keep your My Feed free of irrelevant conversations If you are later @mentioned in the thread, the conversation will appear in your Inbox again Hover over the thread starter to see the X, and select it to hide conversation
  • 51. Translate Conversations • Communicate without barriers Click translate to change the message to your Yammer UI language
  • 53. Create Notes Create a Note from the appropriate group
  • 54. View & Edit Notes Edit this Note to add your comments, ideas and questions Use Rich Text formatting Invite others to collaborate
  • 55. Link Content & People within a Note
  • 56. Related Content is the New Subfolder 57 Use Related Content to connect Notes, Files, and Links instead of subfolders Link to another Note or a File to automatically connect all as Related Content
  • 57. Add & View Files 58 Use the Paperclip to attach a File or Note to your post Hover over a File or Note to Preview it, Follow it, Share it, or Go to it
  • 58. Collaborate with Files 59 View full screen, email, or download files Add and Reply to in-line comments Add Related Files and Notes from other groups
  • 59. Upload New Versions of Files 60 Upload a New Version of a file Mark a file as Official if you are the Group Admin View the Version History of a file
  • 61. Reply to Email Notifications Reply to incoming Yammer emails to post your messages to Yammer
  • 62. When Emailing to Yammer… End your message with - - to prevent your signature from posting to Yammer
  • 63. Start Group Conversations via Email Scroll down to access options [ ]Yam Tip: Save the email address to your contacts. Navigate to the group you want to email
  • 64. Include People not on Yammer Add your colleagues email address to your message [ ]Yam Tip: People not on Yammer can reply to your email and post messages to Yammer.
  • 65. Continue the Conversation on Yammer Email chain becomes a PDF attachment Forward your email as normal, with the group email address in the “to” section
  • 67. Install the Yammer Mobile App • Visit your mobile device’s App marketplace and install the Yammer app Windows Phone 8 Android iOS
  • 68. Log In to Yammer • Enter your user name and password to access your Yammer Network Windows Phone 8 Android iOS
  • 69. Keep up with the Conversation • Use the mobile app to view conversations across your various networks and groups Windows Phone 8 Android iOS
  • 70. Share Photos • Upload new or existing photos to your group from your mobile device Click the Camera icon Add a new post
  • 71. Mobile Inbox Search messages you’re a part of Sort by Read or Unread messages Send Private Messages
  • 72. Browse the Network Stay in touch with Groups See Top Conversations
  • 73. What to Share on Yammer
  • 74. Consider What to Share Start conversations by sharing what you’re working on • Questions and requests for help • Replies offering assistance • Great ideas and constructive suggestions • Updates on teamwork and projects • Interesting articles about trends or factors affecting the business • Useful information that’s relevant • Inappropriate jokes or derogatory criticisms • Anything that violates your company’s Usage Policy • Anything you would not feel comfortable sharing with your manager • Anything you would not feel comfortable sharing with your mother
  • 75. What About Non Work-Related Conversations? • Create a Group where non-work related conversations can take place Great for water cooler conversations Keeps non-work related discussions where they need to be Users can choose whether or not to follow this Group’s activity
  • 76. What’s next? Start your Yammer experience!  Create a “Yammer 101” Group on your network.  View, download and share content from the Success Site to your “Yammer 101” Group  Review and use resources, such as: • New User Checklist • Ready Set Go • Yaminars  Post, share and collaborate on the YCN  Get Yammer Certified https://about.yammer.com/certifications/

Notas do Editor

  1. The slides are ordered from the basics to more advanced features in Yammer.
  2. Adjust based on which sections you use or remove. Each section will have time indicated on the title slide.
  3. This section takes ~15 minutes
  4. In order from left to right: Pigeon Carrier Morse Code receiver Telephone Fax machine Pager AOL mail icon Communication technologies have always been changing the way we work and social media is just another to add to the list. Think about how email or the phone must have significantly changed not only people’s lives, but also their workflow. All of these technologies follow one trend, an effort to make global communication real-time.
  5. Accessing information and experts in the traditional org chart structure of email is inefficient. You can spend hours waiting for emails to come back to you or get forwarded to the right person. Your email may not even make it to the right person. With Yammer and social networks you can access people and information much quicker. You can search the network and find the expert or answer you needed that you may not have found via email. It is a great idea to share an example of where this has already happened in your organization.
  6. Customize the questions to be specific to your organization. Questions come up organizations all the time, and chances are the same questions are being asked repetitively. By asking and answering questions on Yammer people can access the answers they need when they need them.
  7. Yammer is bringing aspects of other social networks to one platform. Yammer is integrating with different systems that you already work with and we will continue to work Yammer into different aspects of our business.
  8. Highlight or change the items to match what Yammer will help your organization achieve.
  9. This section takes ~15 minutes
  10. Home Feed, Inbox, Groups, and Profiles are the key pages, so let’s get comfortable with them.
  11. Top: Algorithmic feed that shows different things based on your activity. (Proprietary algorithm which Yammer doesn’t share, but is based on user activity) All: Every public message in your network. All company/network + all public groups Following: All messages in groups you belong to (public and private) + conversations that include someone you are following (does not need to be started by them) (except private groups you don’t belong to The usage policy contains the guidelines outlined by your administrators or community manager in order to ensure proper use of Yammer. Be sure to read this over and follow it at all times. Messages posted here (to my “colleagues”) will go to All Company by default; best practice is to go to the group and then post Home feed is primarily for discovering what’s going on around your company
  12. Your inbox is where the most relevant messages to you are, so this is for work mode. The following messages will show up in your inbox: Announcements (from all groups you belong to) Conversations you were pulled into by an @mention or cc: Conversations you join or Follow Private Messages You can do two things with conversations in your inbox; 1. Mark as unread and move the messages to the top of the Inbox 2. Stop Following messages in your Inbox. Messages reappear if you are @mentioned or if someone replies to you
  13. See Conversations, Members, Files and Notes posted to the group. Groups act as folders and organize everything in Yammer and workspaces for organizing around teams, projects, and any other topics of interest. All Company/Network is the default group and acts as the catch all. The groups you belong to can be found on the left and are automatically sorted based on your activity so that your most interesting groups are at the top. The order of the groups gets much better when you are active in Yammer.
  14. Review Yammer Profiles to learn who your colleagues are and what they do Review the About, Info and Org Chart sections Encourage your colleagues to complete their Profiles! Department, Location and Expertise are searchable fields and should always be populated. See Conversations, Files, Images, etc., posted by your colleague to groups that you can access (things from private groups you’re not a member of won’t show up here)
  15. Yammer provides the user with Inbox notifications via the mail symbol, general notifications via the bell symbol, as well as network notifications and group notifications with numbers.
  16. This section takes ~15 minutes
  17. Change these slides if your network has SSO as it will look different than the standard login pages.
  18. If you have SSO then changing your password is done through your other solution and not Yammer so you can remove this slide.
  19. Ask audience why it is important to have a complete profile and Avoid acronyms or jargon. Answers: To put a face to a name and be able to make that connection To use search and find experts in the area The mobile app has a directory of Yammer users so you can easily find someone you need to contact when you’re on the go
  20. Yammer will send you emails for almost everything when you first sign up. This is because prior to having Yammer, most collaboration has happened in email. You can select which emails you’d like sent at any time.
  21. You can subscribe to groups via email here. You will receive an email for every messages posted to the group and can reply to them via email and have your message posted to Yammer.
  22. This section takes ~30 minutes Groups act as both folders and workspaces in Yammer. If you are not in groups that interest you, the information you receive will not be relevant.
  23. Add some examples of why your audience would create groups here. Talk about your group structure and any naming conventions.
  24. Yammer Groups are workspaces where employees can get work done. Groups are home to conversations, files, notes, and can be created around a team, department, task, or project. Members can join groups to participate in conversation, collaborate on files, and stay aware of what’s going on.
  25. Groups are home to conversations, files, notes, and can be created around a team, department, task, or project. Members can join groups to participate in conversation, co-collaborate on files, and stay aware of what’s going on. You can view all members of the group and use the Quick Access bar to pin notable group resources.
  26. You can view All Groups, Suggested Groups, and a list of Groups you’ve already joined when you go to the groups directory which can also be done within “…” > “groups”. Activity ticker will show you when colleagues are joining groups, the feed will show you which group messages are posted in and you can join from there, the groups directory is a great way to see all the groups, and search helps you find groups around specific topics you are looking for.
  27. Facilitator’s Note: You can search for existing groups using the Yammer search bar, or browse groups by clicking on the Groups link in the network. This will show you suggested groups to join, groups of which you are already a member, as well as a complete list of all groups. You can browse from here and join groups that are relevant or interesting to you.
  28. Emphasize the importance of searching before creating a group here. It is important to search in order to reduce duplication of work. If you have a group creation process (like asking for admin approval) then highlight that here.
  29. Group admins can send announcements which are messages that go to everyone’s Yammer inbox and get pinned to the top of their home screen until they have read them. Announcements will send emails to users if they are subscribed to group or inbox emails.
  30. Only make Announcements when sharing critical or Need-to-Know information. Who can make an Announcement? Network Admins can make an Announcement in any group, including All Company. Group Admins can make an Announcement to their group. How do members receive an Announcement? Group members receive Announcements as a Banner on their Home Feed, and as a Message in their Inbox. All Company Announcements also generate an email to all network members.
  31. If you change the group privacy setting everyone in the group will receive a notification for it. A group image is incredibly important as it tells everyone that the group is official. Best practice is to appoint an additional group admin so that way if one person leaves the company the group is still owned by someone
  32. Always make sure you are posting your messages to the right group. Talk about how all messages live in groups - it’s the way permissions are made in Yammer. Anyone can post to and search for public groups, but private group content is restricted to the members of that group. In the text box, you can just capitalize the first letter and start typing someone’s name and Yammer will create a link to their profile and send the conversation to that person’s inbox. You can also cc people the same way you would via email by adding them in the +add people to notify section. Often times people ask when you would @mention someone vs cc them- just ask how they do this in email- it’s the same thought process
  33. Before creating a group, you should ask yourself the following questions: What are you hoping to achieve with the group? Is it for a specific project or team?  Do you want a specific set of people to use the group or do you want it to be discovered? Are there any barriers in using the group? What do you need to do in order to mitigate them? What would a successful group look like and how are you going measure its success? What are the benefits that the success of this group will bring to others? What are you going to do in order to get this working? What are the critical things that need to be in place? i.e. sponsorship, communication, training, etc. Note that: Building an overly detailed taxonomy can reduce engagement by adding complexity. We don't want to overwhelm new users with a large number of groups, many of which have little to no content. If part of your business strategy is to promote transparency across your organization, stick to a group structure that supports this through use of public groups.  Remember that it's easier to create additional groups down the road than removing them.  Here you can also enter a link to your own Yammer101 group, New to Yammer group, etc.
  34. Creating a group charter is important to outline the goals, expectations, purpose and roles of the of the group, from the very beginning. In the info tab of the group, clearly define key goals, roles of various members and deeper information about the group’s purpose. You may also want to create a Note, outlining group goals and objectives, and encourage group members to add their suggestions to the page. This will illustrate, through action, that the group is a place for collaborative sharing and co-creation among all members. If the group is centered around a project or initiative, begin uploading relevant files and documents to the group — this way, all members will have access to the content they need. Starting the conversation in a group can be difficult when it is in its infancy. As you invite members to the group, welcome everyone and ask for them to provide a status update to the group. This will encourage participation from the beginning and immediately provide insight into other member’s activities.
  35. Never leave a post to your group un-answered! If you're unsure of the answer, @mention someone who may know. Add relevant content - Upload Files and Notes to add context to conversations. Use Announcements for important updates that need to reach the entire group. This will prompt an email and a notification to all group members, so only use announcements for important updates. Be sure to provide supporting documentation or links. If there are a high number of responses to a post, and a number of outcomes being discussed, suggest collecting everything in a Note. Add others to the note to co-collaborate. If a users posts something relevant to your group to the All Company, use the Share link to share the post to your group. Reply to the post asking if they knew there was a group dedicated to this and you would be interested in hearing more about it
  36. Encourage group members to share weekly or daily status updates on projects to provide transparency into individuals’ activities. Weaning colleagues off of the “reply all” email habit, may be a challenge at first, but understanding what to post and where can certainly help. When you upload information, questions, and files to Yammer, these resources are automatically available for the rest of the organization. This open sharing of information reduces duplication of work and reinforces serendipitous discovery of content. Mine the group conversations for relevant and insightful conversations to share with other areas of the organization. Cross-pollinate useful information as much as possible; this allows for other areas of the organization to have a better view into your group’s work.
  37. How do you define successful groups within your network? Highlight some examples of successful groups within your own network or behavior you would like to see taking place within groups.
  38. Encourage your audience to work out loud. The beauty of Yammer is discoverability and serendipity. Groups should default to being public, unless there is sensitive data or information being discussed within the group. Highlight some examples of public groups that work well in your network.
  39. Encourage your audience to work out loud. The beauty of Yammer is discoverability and serendipity. Groups should default to being public, unless there is sensitive data or information being discussed within the group. Highlight some examples of public groups that work well in your network.
  40. This section takes ~20 minutes
  41. Search dropdown will give you results based on your spelling and will only pull results from the names of the items. Pressing enter or “see all search results” will bring you to everything. You can see conversations that have that term in them, people who have that term in their profile, groups with that in their description, and files and Notes that have the term in the name as well as the body of the document. If you want to search for multiple terms anywhere just type your terms, but if you want to see a phrase then you will want to enclose them in quotations. For example, searching best practices will give you results that have the term best and the term practices anywhere in them. If you search “best practices” it will only return results that have “best practices” in them (so the terms side by side, vs anywhere in the results).
  42. You can just capitalize the first letter and start typing someone’s name and Yammer will create a link to their profile and send the conversation to that person’s inbox. You can also cc people the same way you would via email by adding them in the +add people to notify section. Often times people ask when you would @mention someone vs cc them- just ask how they do this in email- it’s the same thought process
  43. If you are replying to someone’s message that is not the first message in the conversation, be sure to click the reply button on that conversation so that Yammer will link them together. This allows readers to gain context for the conversation. You can also hover your mouse over the green “in reply to” to show the exact message that person is replying to. This also ensures that your message is delivered. So in this example, if Luisa had chosen to stop following the conversation in her inbox, she would have seen it come back once Tom replied directly to her.
  44. Attach files and Notes to your conversations when extra context is required. Liking a message will send the person a bell notification. Great for telling someone you’ve seen their message when they’ve cc’ed you or for acknowledging great messages. Sharing a message will send the person who authored the message a bell notification but they will not be automatically following the new conversation in their inbox. You can share any part of a conversation to another group or a private message. When you share from a private group to a public group, those in the public group who are not members of the private group will only see the single message that was shared.
  45. You should only delete a message if it’s entirely necessary (i.e. if it violates the usage policy). As a best practice, it’s better to correct your initial post with a follow up reply as opposed to deleting the post all together.
  46. Topics help organize conversations. You can follow them and see them by searching or clicking on them from a conversations. Adding them through “more” allows you to see which topics have already been used on the network to prevent duplication. You can rename topics on the topics page if you have similar topics you want to consolidate. You can remove topics from a conversation by clicking the “x” next to them within “more”>>”add topics.”
  47. Ask your audience to give you examples of when they would use this different message types
  48. You can view your bookmarks on your profile later and unbookmark them once you’re done using more >> unbookmark. Following a conversation in your inbox will also help you stay on top of a conversation, and it will give you notifications when there are new messages in the conversation (no notifications with bookmarks).
  49. Also if you posted a comment and someone “likes” that comment the thread will reappear in the My Feed.
  50. Translation needs to be turned on by network admins for the network members to see it. Only messages posted after it has been enabled are able to be translated. You cannot translate your own messages. Messages are translated into your Yammer user interface (UI) language (default is English) and will only translate things not in that language. You can change your UI language on the home screen below all the modules on the right by clicking ‘English (US)”.
  51. This section takes ~20 minutes
  52. Notes belong in groups so go to the group when posting. They are sorted here starting with those marked as official first, and all others in reverse chronological order, unpublished Notes will be at the bottom of the list. Notes are great for brainstorming, taking meeting minutes collaboratively, drafting documents, sharing meeting agendas, and being the TOC for a project among other things.
  53. Notes allow you and 11 other people to edit at the very same time. Each person will be assigned a color and any additions to the Note by them will be highlighted in that color. You can use rich text editing to format your Note. Changes are saved character by character so you don’t need to worry about your browser crashing and you losing work. Publishing the Note sends everyone who follows the note a notification that there is a new version and updates what is displayed when someone views the Note.
  54. Use the links in the upper right to link to an individual, file or Note, or an external link. This is great for creating rough project plans and linking deliverables together. Any Notes and Files linked within the Note will become “related content” to that Note.
  55. There are no subfolders within Yammer groups, but you can use Notes to organize content.
  56. The paperclip allows you to upload a file from your computer, or attach a file or Note that’s already on Yammer. If the file already exists on Yammer, link to it rather than uploading a new version as it will prevent duplication. When you hover over a file shared in a conversation you get a few options. Clicking ”go to file” takes you to the file’s page.
  57. Annotating the file is great for quick feedback and cutting down duplication. Think of all the pain collaborating on documents via email is! (Multiple versions of the same file and comments you need to consolidate, time wasted by reviewers duplicating comments, file size limits in email). Others can see each others annotations and not waste time commenting on something that’s already been done. Maximum file size is 5GB.
  58. You can upload new versions of files and see the version history. Version history will show you any annotations on it and allow you to revert it to that version. Group admins have the ability to mark things as official which will prevent others from editing the Note or uploading a new version of the file.
  59. This section takes ~15 minutes
  60. You can interact with Yammer completely via email if you choose to, just reply to the message you get. You can also add attachments to your email that will be posted to Yammer.
  61. Two hyphens prevent signatures from posting to Yammer, you don’t need your signature on Yammer as confidentiality is implied due to the usage policy and your contact information is on your profile. If you have images in your signature email treats them as attachments and they will still be posted to Yammer.
  62. In order for an email address to show up in the type-ahead when mentioning them, they need to be invited to Yammer first. They will receive an email with the conversations and are given the option to reply there or go to Yammer to reply.
  63. You can forward an email conversation to Yammer by including the Yammer group email address in the “to” line of the email message. The forwarded message and any attachments will appear in the Yammer conversation, and the other messages in the email chain will be included as a PDF attachment.
  64. This section takes ~15 minutes
  65. Yammer is compatible with Windows, Android and iOs devices.
  66. If you have SSO on your network you can just put your email in, click log in, and it will direct you to your SSO page. If that option does not work then you will need to get a token, or temporary password, for you app. You can get this by going to the “Apps” section on the web version of Yammer, under “…” in the top right, locating the app you are using, and clicking into it. You will find your token in the lightbox that appears, put that into the app and it will log you in.
  67. Explore what’s going on around your organization by browsing the my feed. Click on the conversation and it will expand and show you all the messages in it.
  68. Get work done on the go by using your inbox to read and respond to messages directed to you.
  69. You can see all the groups you belong to when you click “more groups” and you can search for other groups in that area. There is currently no way to join groups on the mobile applications
  70. This section takes ~10 minutes
  71. There are a few things to keep in mind when you are posting and what you should not be posting. Customize based on your organization as need be.
  72. You can create a water cooler, living room, break room for non-work related content to keep it out of the main feed. For example, you could create a “LOCATION” group, such as San Francisco and ask the question, “Who knows of a good dentist in the area I could use?” These conversations are still valid and important, but can be in these types of groups to help keep the main feed focused on business related content. ASK: What other types of conversations could you see going into these types of groups?