This presentation by myself and Sandra Mahan tells our story of how we took up the training challenge in our company, and the platforms and programs we set up to help people learn when and how they need it.

1. 1
Leading Your SharePoint Customers
To Water… *and* Teaching Them
How To Drink
Thomas Duff (aka “Duffbert”)
and Sandra Mahan
October 3, 2015
SPS Boise

2. 2
• Co-workers on the SharePoint
Team
• Large health insurance company
with locations in Oregon, Idaho,
Washington and Utah
• Best friends
Who Are We?
Sandra Mahan
(aka Tom’s spirit guide)
• 20 years in HR and then migrated over to
the IT world
• Super power user
• Speaker
• Bass fisher
Thomas Duff
(aka “Duffbert” / Sandra’s minion)
• 35+ years in IT, 20 working with
collaborative application development
• Specialize in SharePoint development
and business analysis
• Speaker, writer, blogger

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Pretty much anyone who works
with SharePoint and deals with a
customer base that never stops
asking this basic question…
“How do I learn SharePoint?
I need help!”
Who Are You?

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What We’ll Cover
•Where We Started
•Internal SharePoint User Group meetings
•Spark University
•Spark Connect
•SparkOne
•What’s Next

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Where We Started
•Migrated from Notes to Exchange in 2009
•SharePoint installed as our company intranet
Call it anything but SharePoint

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Spark and Governance
•Navigation aligned with divisions/departments
•Communications owned Spark and managed the
site owners
•We had the makings of a governance group
•Organizational Development provided training for
SharePoint
Life was relatively good…

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Things Begin to Change
•Site owners changed jobs, left the company, or
handed over responsibilities to others
•Budgets and reorganizations changed.
Organizational Development… no more training
•Communications had cutbacks
•Governance started to fade into the
background… important but not urgent
(More on governance later…)
But nothing lasts forever...

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Meanwhile, Back On The SharePoint Team
•Desperately trying to keep the platform up and
running
•Team of 4 people for 7,000 SharePoint users
•No one has time for end user training or budget
•Productivity Hub… not so hot
Thus, the age-old question…

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“How do I learn SharePoint? I need help!”

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A Significant Change in 2013
A change in staffing led to a new lead for our
team…
• Sandra Mahan
• Move from HR Power User to
SharePoint Team Lead
• Excellent reputation in the
business area
• Great customer service skills and
the ability to train others
Our team finally started to
gel, and we started looking
at important things… like
training our customers!

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Internal SharePoint User Group Meetings
•Once a month
•Lync dial-in meeting
•200 on our DL list, ~75 on each call
•Agenda:
• Strategic Communications Updates
• SharePoint team Updates
• 20-40 minute presentation on a SharePoint topic… lists, views,
forms, workflows, etc.
One of us presents, the other monitors the chat window for questions/comments

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Internal SharePoint User Group Meetings
The presentation part is recorded and stored on our SPUG
team site, as are the slides and notes

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Why Does This Work?
•We’ve made it a priority
•We keep things lively and humorous
•We’re able to play off of each other in terms of
leading questions or letting the other person
interject points
•The SharePoint team becomes more accessible
and gives us a “face” to the business
•It’s OK to say “we don’t know… we’ll get back to
you”
•Also a great way to tell others about things like
SPS, SPBiz, and other free training opportunities

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But Wait… There’s More!
•The User Group was our primary mode of
“training” others (aside from one-on-one calls
with business customers)
•While it is effective, it doesn’t address the “I need
help now on topic X” need
•2-4 SharePoint support people don’t scale well to
5000+ employees
We still heard a lot of…
“How do I learn SharePoint? I need help!”

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Cocktails
Because no good story ever
started with eating a salad…

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Airplanes
(and cocktails)
Because there’s nothing
else to do for hours
except to think…

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“I have a great idea I need to tell you
before I forget it!”

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Spark University
•Let’s create our own training videos…
•An hour video for users, and an hour video for
site owners!
•An hour is too long… let’s do six to eight videos
that run 15 to 20 minutes long!
•That’s too long… Let’s do videos that are three to
seven minutes, focused on a specific topic or
feature!
Any questions we get can become a Spark
University video!

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Spark University

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Spark University
•The main appeal – videos
•Glossary of terms
•Guided Learning Paths
•Links to suggest new videos and glossary terms
•Book downloads

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Spark University
•Use SnagIt to record the video
•Add our branded lead-in header and exit trailer
•Even got a “professional voice” for them

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Spark University
Various ways to view and categorize the videos

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Spark University
Various ways to view and categorize the videos

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Spark University
Glossary of Terms

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Spark University

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Spark University

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Spark University

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Spark University
•Results – VERY well received by staff and
management
•Some people are in the habit of checking SparkU
first before calling us
•Our help desk will often create Knowledgebase
entries in Remedy and link to our videos

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Spark Connect
Conferences and Hotel Pubs
Because great ideas show up when you’re having fun!

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Spark Connect
•“Open Office Hour”
•Lync call-in meeting every two weeks
•25 – 35 people attend
•No agenda, no restrictions… you ask, we help.
When people call us for help, we try to get them to
wait until Spark Connect if we can.

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Spark Connect
•Send reminders for every meeting
•Come prepared with a few “pre-canned” topics in
case everyone is in a “listen-only” mode
•We use the Lync chat windows to queue up
questions, but people can speak up too
•The interaction between Sandra and I, as well as
us and the attendees is critical here
•Our “no live demos” motto goes by the wayside
here… and yes, things fail and we screw up!

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Spark Connect

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Because I did do some cool things in Notes!

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SparkOne
•Tips and tricks for SharePoint, Outlook, and
Office products
•Target publishing twice a week
•Uses the SharePoint blog template, and we
publish via OneNote & Word
•The goal is to provide a tip or trick that someone
can read and try out in a minute or less…
•Currently we have over 325 people signed up to
receive the newsletter

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SparkOne Kudos
Great tip!! Thank you!
Love your tips!

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SparkOne
Post to Blog from Word

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SparkOne
Build content in OneNote, then “Send to Blog”

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SparkOne
Launches Word and you can set categories and publish

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SparkOne
Appearance in SharePoint for the SparkOne blog site.

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SparkOne
SharePoint Designer workflow
sends out the tip to everyone on
the SparkOne distribution list

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SparkOne

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What Else?
•We held a “Biggest Loser” contest
•Goal was to get people to remove
obsolete and outdated information
and sites
•Fits into our governance plans
•Makes search more relevant (remove clutter)
•Will help our migration in 2016
•We plan on running this again at the end of this
year, possibly with a “Hoarders” theme

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What’s Next?
•Improve our governance
Definitely…
•Discussion Forum?
Probably not…
•Yammer Groups?
Possibly…

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Summing it up…
• Training your customer base is important, but
there’s no “one size fits all”
• It’s possible to put together customer training
that doesn’t require a full-time commitment
• You can also have a lot of fun with it – for Sandra
and I, it’s the excitement and joy of sharing what
we know with others?
What do *you* do for training, or has this
inspired any ideas for your efforts?

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Questions or comments?
How to reach us:
• Email: duffbert@gmail.com
smahan14@gmail.com
• Twitter: @duffbert
@smahan14
• Blog: SharePointDuffbert.com
Thanks for your time!