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A presentation by Joanne
Klein
@JoanneCKlein
joannecklein@nexnovus.com
https://joannecklein.com
Joanne Klein
SharePoint/O365 consultant, Microsoft MVP
Speaker , Trainer, Volunteer
Saskatchewan SharePoint/O365 User Group
Why O365 Adoption?
3 Steps
10Tactics
Q&A anytime!
It’s 100% about people
0% technology
@buildbod aka Simon Denton
You need to be able to answer
the question from the
business:What’s in it for me?
@jasoosterveld aka Jasper Oosterveld
Find a user’s ‘Ah Ha’ moment!
@KirstyMcGrath13 aka Kirsty
Find critical work to support
w/O365 functionality.This
incorporates it into daily
workflow. Soon more work
will follow
@tgatte akaTreb Gatte
Use O365 PowerBI end user
adoption pack to measure user
adoption and help focus efforts
@CreanTim akaTim Crean
Make it easy. If you don’t they
will find something else that
meets their needs and is easy
for them to use.
@percusn aka Liz Sundet
**All replies shown at end
Don’t like it? Wait a day and it
will change.
@DanielGlenn aka Daniel Glenn
Adoptionofanew
collaboration
experienceisabout
changinghuman
behavior.
This is simple but
it’s not easy!
WhydoesO365Adoptionmatter?
•Technology
•Mobility
•Control and Compliance
•Business Intelligence
•Enterprise Collaboration
WhydoesO365Adoptionmatter?
•Technology
•Mobility
•Control and Compliance
•Business Intelligence
•Enterprise Collaboration
BusinessValueofCollaboration?
Stay Competitive
Maximize contribution
Mobile & remote workers
External partners/suppliers
Productivity Metrics
Firstthingsfirst
Identify your stakeholders!
 The sponsor
 The face to the program
 Prioritize business scenarios
Identify your Adoption team!
 TenantAdmin
 Collaboration “experts”
 In it for the long haul
Adoption
asa
Service
Preparing
for it
Training
for it
Working
with it
StayingAhead
of the Curve
Avoid the
ShinyThing
Syndrome
Organizational
Change
Management
1 2 3
Previews
Targeted
Release
O365 Message
Center
O365 Public
Roadmap
Previews
Targeted
Release
O365 Message
Center
O365 Public
Roadmap
http://fasttrack.microsoft.com/roadmap
Previews
Targeted
Release
O365 Message
Center
O365 Public
Roadmap
http://fasttrack.microsoft.com/roadmap
Previews
Targeted
Release
O365 Message
Center
O365 Public
Roadmap
https://portal.office.com/adminportal/home
@regarding365 - regarding365.com
“The week that was” on the O365 Message Center
Previews
Targeted
Release
O365 Message
Center
O365 Public
Roadmap
https://portal.office.com/adminportal/home
Previews
Targeted
Release
O365 Public
Roadmap
O365 Message
Center
Supported per
program
Some public
Some private
SLA varies
Previews
Targeted
Release
O365 Public
Roadmap
O365 Message
Center
Targeted
Release
O365 Public
Roadmap
O365 Message
Center
Previews
Formerly
“First Release”
What’s the
feature?
How does it
affect current
users?
How to
prepare for the
change?
“AttentionViews”
Does the new
feature address a
need in your org?
Will it replace an
existing tool in
your org?
If new tool… do you
have guidance/docs
prepared?
HowcanOffice365makeusmoresuccessful?
•Technology
•Mobility
•Control and Compliance
•Business Intelligence
•Enterprise Collaboration
Leverage the Office 365 Advantages
TheOffice365Advantages
Collaboration tools
Risk & Compliance
Anywhere, anytime, any device
Productivity Opportunities
LookforProductivityOpportunities!
Project documents
requiring approval from
Project Review board.
Hot sheet items being
tracked in an Excel
Spreadsheet.
Planning documents and
sign-up sheets for
company events.
Marketing photos being
retained for company
events.
“Easywins”
Relate productivity
opportunities/scenarios
back to business goals
Communicate
and coordinate
the change
Preparing
for it
Training
for it
Working
with it
Adoption
Centre
Training
Ideas Galore
Where are you
coming from?
4 5 6
Not just aTraining
Centre!
Also share
employee success
stories
Office 365 Adoption Centre
10Training
Ideas
Incorporate each
into your
Adoption Centre
Tie key
scenarios to
business value
Drives
business value of
Office 365
Keep a project team in
sync and on schedule
Meet and
collaborate with
ease
Support new
employees in
onboarding
faster
Make
training
sessions virtual
Create a
new-hire
handbook in
OneNote
Store and
share training
resources in a
central location
Create a
new-hire
mentor
network
Scenario-basedTraining
Both HR Staff and New employee learn
• How to navigate in a OneNote
notebook
• How to navigate a SharePoint
document library
• How to use tags to filter documents
in a SharePoint document library
• How to use the new-hireYammer
network
• How to create and organize
section/pages in a OneNote
notebook
• How to upload training material into
SharePoint document library
• How to tag content in a SharePoint
document library
• How to share the site with a new
employee
• How to add the new-hire as a
member of theYammer network
Share any “EasyWins” automated in the Employee Success
Stories tile so others can learn about them.
Written
“how-to”
Videos 100 and 200
level
sessions
Ask the
Experts
Hands-on
practice
“OfficeQuick Starts”
on
support.office.com
Share links to content on OfficeQuick Starts directly from
one of the Hero tiles!
Less
formal
Great for
“one-off”
questions!
Streamlines
IT support
distractions
Add an Events web part to the page for upcoming “Ask the
Experts” sessions.
Add a Form to the page to request a topic for a future “Ask
the Experts” session.
“How to use
Delve”
“Become a OneNote
super-hero”
“How to organize a
Skype for Business
meeting”
“Tips &Tricks in
Outlook”
“SharePoint
Basics 1 and 2”
Record presentations, store in Stream!
Record all questions during the
presentation
Have Q&A in aYammer Group to
capture audience questions for others
to see!
Embed the video (Streams web part) for your recorded
sessions.
Embed the Q&AYammer web part on the home page.
Learn best by
doing!
Make sure
they know the
support
channels
Is the Service
Desk
prepared?
The
“Basics”
Best
Practises
Tell them
about
Help
resources
Supplemental
Training
Tip
Campaigns
3rd party
Providers
White glove
service
Assign a
team
Add a
challenge to
each tip
Reward quick
action with
prizes
1. Tip sheet
2. Annotated screen shots
3. Step-by-step walkthrough
4. Short video“30 days of SharePoint”
Dedicate a tile to the “Tip of the Day”
Announce the prize winner here too!
Personalized
training
Custom skill
paths
Social
Learning
Migrating from
Shared Network
Drive?
Highlight
limitations of
Shared Network
drive
Have a “Best Practises” space to assist in breaking old habits!
Migrating from
shared network
drives?
Migrating from
another cloud
provider?
Migrating from
another client
app?
G-suite to O365 Lotus Notes
to Outlook
Search for “Switch to Office 365”
on support.office.com
Create a tile “Moving from Google Docs to OneDrive” on the
Hero web part
Preparing
for it!
Training
for it!
Working
with it!
Productivity
Champions
Tool Choice
Use your
voice
Demonstrate
ROI
7 8 9 10
1
Assist
co-workers
2 4
Help w/
“What’s in
it for me?”
Provide
feedback
to O365
team
3
Welcome
new team
members
1
Comfortable
with change
2 4
They have
influence
Technically
savvy
3
Resourceful
5
They can
dedicate
some time
1
“Champion”
training
sessions
2
Feedback
loop
(Yammer
network)
3
Set a finite
term length
Sign up for the Global Office 365 Champion program!
fasttrack.Microsoft.com/office/champion
Create a tile showcasing your Productivity Champions!
Allow a spot for people to nominate a Productivity Champion
O365 Outlook
Group
Yammer
Group
Microsoft
Teams
SharePoint
Library and
Outlook
“How would I
implement a Jean’s
Day program at
work?”
“WhenTo UseWhat” in
Office 365
by 2toLEAD
“Collaboration
from Millennials
to Boomers”
by Avanade
“Choose the
right tool”
by Microsoft
“When do I Use
What?”
by AvePoint
When to UseWhat tool? It depends!!
What’s the
audience
size?
What’s
the
urgency? What’s the
tone of the
message?
What’s
the
purpose?
Should this
be private?
EnterpriseTechnology Strategy Corporate Culture
Who’s on
the team?
Understand
Collaboration
features
Own your own
tool choice
strategy
Train staff on
the tools
Build an app for employees to request a collaboration space.
Adoption
Communication
Collaboration
Activation
Know where
you started
Co-relate to
adoption
efforts /
How does it
change over
time?
Preparing for it…
Training for it…
Working with it…
Thank you!
@JoanneCKlein joannecklein.com joannecklein@nexnovus.com
Questions?
https://fasttrack.microsoft.com/office
https://productivitylibrary.fasttrack.microsoft.com
http://successcenter.blob.core.windows.net/media/Default/Resources/Adoption/Office_365_Adoption_Guide.pdf
https://support.office.com/en-us/article/Office-365-Adoption-content-pack-77ff780d-
ab19-4553-adea-09cb65ad0f1f
https://support.office.com/en-us/article/Office-Training-Center-b8f02f81-ec85-4493-a39b-
4c48e6bc4bfb
http://techcommunity.microsoft.com
http://www.2tolead.com/whitepaper-when-to-use-
what-in-office-365/?ref=header
http://blog.avanade.com/avanade-insights/collaboration/microsoft-teams-supercharges-collaboration-for-millennials-to-boomers/
https://www.avepoint.com/blog/strategy-blog/how-to-use-office-365-groups/
https://reoffice365.com
Office 365 Practical Adoption Strategies - SPSBelgium

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