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Without Change, There Would Be No Butterflies: Microsoft Teams and Planner Adoption
Heather Newman, Microsoft MVP
Chief Marketing Officer, Content Panda
Without Change, There Would Be No Butterflies: Creating an End User Adoption Campaign - Modern Workplace Conference Paris 2019
Connect with your fellow attendees
Event Maven Tip — Quick Connections — Leverage the LinkedIN App Find Nearby Feature - @heddanewman on Medium.com
Slide courtesy of @meetdux
Tweet this Talk @heddanewman @contentpanda @SPSNashville
#SPSNashville
https://medium.com/@heddanewman
Heather Newman
https://www.slideshare.net/HeatherNewman My pronouns are She/Her.
https://techcommunity.microsoft.com/
https://planner.uservoice.com/forums/330
525-microsoft-planner-feedback-forum
User Voice
https://microsoftteams.uservoice.com/forums/555103-public
User Voice
https://aka.ms/O365Roadmap
Microsoft Resource Cheat Sheet
https://aka.ms/TechCommunity https://docs.microsoft.com https://developer.microsoft.com
Developer
Documentation
• Training, documentation,
samples & communities for
developers
IT Pro & Adoption
Documentation
• Learn how to plan, deliver,
adopt and manage
Microsoft 365 products
Microsoft Technical
Community
• Product forums and blogs
• Driving Adoption forum
• O365 Champion’s Corner
Office 365 Roadmap
• All public feature delivery
dates
• Filter by product
Sign Up
Without Change, There Would Be No Butterflies: Creating an End User Adoption Campaign - Modern Workplace Conference Paris 2019
Content collaboration in the Microsoft cloud
Teams and business moving
at the speed of light
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
50% of the people hold a job
that is compatible with at
least partial telework
The market is full of Project
Management and
Collaboration Choices
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 want to connect, make
to-do lists and plans to execute
@heddanewman
Focus on the “Why”
Not on the “What”
https://www.youtube.com/watch?v=UUDJoHeJbzw
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
@heddanewman
Innovators
Early Adopters
Early Majority
Late Majority
Laggards
@heddanewman
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
https://www.contentpanda.com/downloads
Planning and Awareness
Executive Sponsors
Business Case
Release in Phases
@heddanewman
Serves as a role model
Articulate value proposition
Issue future company-wide
announcements and updates
Executive Support
@JeffTeper @heddanewman
Outline Your Vision & Success Factors
It’s All About Value
Why SharePoint Why
Teams?
What is your vision?
@heddanewman
“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
Release in
Phases
One division at a time
Don’t boil the ocean
One workload
@heddanewman
Awareness
Plan communication tactics
Mobilize SharePoint champions
@heddanewman
Champions Rock
Your Project
Top down and bottom up –
gotta have both
The most excited
The biggest critic
@heddanewman
Build a sustainable Champions Community
Should be formally trained to increase their
depth and breadth of knowledge.
Should be encouraged and empowered
to guide, teach, and train their peers.
Need consistent positive reinforcement that affirms
the impact of their efforts.
Need a clear plan to execute.
1
2
3
4
Champions help build, grow, and sustain your Microsoft 365 rollout by evangelizing and helping
their peers with the new technology.
Foster Your Community:
Champions:
Get started:
Champions Guide
Bill of materials
Executive
announcements
Who is your target
audience
Develop Your
communication plan
@heddanewman
Learning
Know your audience
Sketch out and deliver training schedule
Expert guidance
@heddanewman
End User Training
In-person
On-demand
In-context
End users learn in many different
ways, there are lot of options in
the marketplace and Microsoft has
resources for training as well.
Microsoft 365 Adoption Guide:
https://aka.ms/M365AG
Planning Workbook:
https://aka.ms/M365AGWorkbook
@heddanewman
Expert Opinions &
Guidance
All of these folks have been
working on user adoption a long
time and their best practices are
excellent.
Sue Hanley, Jennifer Mason, Robert
Bogue, Tracy van der Schyff, and
Darrell Webster
@heddanewman
Adoption
Gamification
Provide ongoing support
Access user satisfaction
Measure usage and adoption
@heddanewman
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 &
Surveys
@heddanewman
Measure Share
Success and Iterate
Broaden Engagement
Create Surveys
Listen to Issues and Pivot on
Them
@heddanewman
Q&A
Adoption Resources - https://aka.ms/MicrosoftAdoption
Microsoft 365 Adoption Guide: https://aka.ms/M365AG
Planning Workbook: https://aka.ms/M365AGWorkbook
Coffee in the Cloud
@CITCTV
https://aka.ms/CoffeeintheCloud
Get more from Azure & Office 365
Business
Solutions
Best
Practices &
How-To’s
For Admin’s
and
Champions
Microsoft Teams Toolkit – https://aka.ms/TeamsToolkit
Teams on Air Podcast
https://itunes.apple.com/us/p
odcast/a-day-in-the-life-on-
teams-mobile-
client/id1342881671?i=100041
1520145&mt=2
Short Video Tidbits
End User Training:
https://docs.microsoft.com/en-
us/microsoftteams/enduser-training
This has a great list of short snackable
videos for many tips and tricks for using
Microsoft Teams.
Team Academy for
ITPros
After consuming the module, the
audience will understand to what
how Teams leverages Office 365
and what the requirements are
for an optimal user experience.
The PowerPoint can also be used
to run a workshop with
infrastructure teams before
rolling out Teams.
Foundations – Core
components: Video | Deck
https://www.youtube.com/playlist?list=PLaSO
UojkSiGnKuE30ckcjnDVkMNqDv0Vl
Edx.org courses
Microsoft Service Adoption Specialist
Enabling Teamwork with Microsoft Teams
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

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Without Change, There Would Be No Butterflies: Creating an End User Adoption Campaign - Modern Workplace Conference Paris 2019

  • 1. Without Change, There Would Be No Butterflies: Microsoft Teams and Planner Adoption Heather Newman, Microsoft MVP Chief Marketing Officer, Content Panda
  • 3. Connect with your fellow attendees Event Maven Tip — Quick Connections — Leverage the LinkedIN App Find Nearby Feature - @heddanewman on Medium.com Slide courtesy of @meetdux
  • 4. Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville https://medium.com/@heddanewman Heather Newman https://www.slideshare.net/HeatherNewman My pronouns are She/Her.
  • 7. https://aka.ms/O365Roadmap Microsoft Resource Cheat Sheet https://aka.ms/TechCommunity https://docs.microsoft.com https://developer.microsoft.com Developer Documentation • Training, documentation, samples & communities for developers IT Pro & Adoption Documentation • Learn how to plan, deliver, adopt and manage Microsoft 365 products Microsoft Technical Community • Product forums and blogs • Driving Adoption forum • O365 Champion’s Corner Office 365 Roadmap • All public feature delivery dates • Filter by product Sign Up
  • 9. Content collaboration in the Microsoft cloud
  • 10. Teams and business moving at the speed of light
  • 11. 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 50% of the people hold a job that is compatible with at least partial telework
  • 12. The market is full of Project Management and Collaboration Choices
  • 13. 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 want to connect, make to-do lists and plans to execute @heddanewman
  • 14. Focus on the “Why” Not on the “What” https://www.youtube.com/watch?v=UUDJoHeJbzw
  • 15. 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 @heddanewman
  • 16. Innovators Early Adopters Early Majority Late Majority Laggards @heddanewman
  • 17. 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 https://www.contentpanda.com/downloads
  • 18. Planning and Awareness Executive Sponsors Business Case Release in Phases @heddanewman
  • 19. Serves as a role model Articulate value proposition Issue future company-wide announcements and updates Executive Support @JeffTeper @heddanewman
  • 20. Outline Your Vision & Success Factors It’s All About Value Why SharePoint Why Teams? What is your vision? @heddanewman
  • 21. “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
  • 22. Release in Phases One division at a time Don’t boil the ocean One workload @heddanewman
  • 23. Awareness Plan communication tactics Mobilize SharePoint champions @heddanewman
  • 24. Champions Rock Your Project Top down and bottom up – gotta have both The most excited The biggest critic @heddanewman
  • 25. Build a sustainable Champions Community Should be formally trained to increase their depth and breadth of knowledge. Should be encouraged and empowered to guide, teach, and train their peers. Need consistent positive reinforcement that affirms the impact of their efforts. Need a clear plan to execute. 1 2 3 4 Champions help build, grow, and sustain your Microsoft 365 rollout by evangelizing and helping their peers with the new technology. Foster Your Community: Champions: Get started: Champions Guide
  • 26. Bill of materials Executive announcements Who is your target audience Develop Your communication plan @heddanewman
  • 27. Learning Know your audience Sketch out and deliver training schedule Expert guidance @heddanewman
  • 28. End User Training In-person On-demand In-context End users learn in many different ways, there are lot of options in the marketplace and Microsoft has resources for training as well. Microsoft 365 Adoption Guide: https://aka.ms/M365AG Planning Workbook: https://aka.ms/M365AGWorkbook @heddanewman
  • 29. Expert Opinions & Guidance All of these folks have been working on user adoption a long time and their best practices are excellent. Sue Hanley, Jennifer Mason, Robert Bogue, Tracy van der Schyff, and Darrell Webster @heddanewman
  • 30. Adoption Gamification Provide ongoing support Access user satisfaction Measure usage and adoption @heddanewman
  • 31. 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 & Surveys @heddanewman
  • 32. Measure Share Success and Iterate Broaden Engagement Create Surveys Listen to Issues and Pivot on Them @heddanewman
  • 33. Q&A
  • 34. Adoption Resources - https://aka.ms/MicrosoftAdoption
  • 35. Microsoft 365 Adoption Guide: https://aka.ms/M365AG Planning Workbook: https://aka.ms/M365AGWorkbook
  • 36. Coffee in the Cloud @CITCTV https://aka.ms/CoffeeintheCloud Get more from Azure & Office 365 Business Solutions Best Practices & How-To’s For Admin’s and Champions
  • 37. Microsoft Teams Toolkit – https://aka.ms/TeamsToolkit
  • 38. Teams on Air Podcast https://itunes.apple.com/us/p odcast/a-day-in-the-life-on- teams-mobile- client/id1342881671?i=100041 1520145&mt=2
  • 39. Short Video Tidbits End User Training: https://docs.microsoft.com/en- us/microsoftteams/enduser-training This has a great list of short snackable videos for many tips and tricks for using Microsoft Teams.
  • 40. Team Academy for ITPros After consuming the module, the audience will understand to what how Teams leverages Office 365 and what the requirements are for an optimal user experience. The PowerPoint can also be used to run a workshop with infrastructure teams before rolling out Teams. Foundations – Core components: Video | Deck https://www.youtube.com/playlist?list=PLaSO UojkSiGnKuE30ckcjnDVkMNqDv0Vl
  • 41. Edx.org courses Microsoft Service Adoption Specialist Enabling Teamwork with Microsoft Teams
  • 42. 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

Hinweis der Redaktion

  1. 9
  2. The technology acceptance model (TAM) is an information systems theory that models how users come to accept and use a technology. The model suggests that when users are presented with a new technology, a number of factors influence their decision about how and when they will use it, notably: Fred Davis in 1989. Davis, F. D.; Bagozzi, R. P.; Warshaw, P. R. (1989), "User acceptance of computer technology: A comparison of two theoretical models", Management Science, 35 (8): 982–1003, doi:10.1287/mnsc.35.8.982
  3. 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.
  4. A butterfly starts life as a very small, round, oval or cylindrical egg.  The coolest thing about butterfly eggs, especially monarch butterfly eggs, is that if you look close enough you can actually see the tiny caterpillar growing inside of it. This is the beginning of the journey of metamorphosis in business this is where we get out ducks in row – secure support like on this leaf and define use cases, behavior and success.
  5. Butterfly larvae are actually what we call caterpillars. Caterpillars do not stay in this stage for very long and mostly, in this stage all they do is eat.   In business this is where we fuel up just like a caterpillar – gather our team, open feedback channels and determine our communication tactics.
  6. Here are five simple steps to developing your champions community. Set the context. Design and align the Champions Community to organizational objectives and vision for Microsoft 365. Identify champions and get buy-in. Build a plan with champions. Execute and iterate.
  7. This is the most intriguing stage of butterfly development, which appears catastrophic from the perspective of the caterpillar. When the little crawler is fully grown and can eat no more, it simply dangles from a branch and spins a protective cocoon around itself so it can safely rest and digest all the food that has been consumed in the previous stage. In business this is where we truly develop the relationship with our audience prepping them for change – learn about them, mapping out a training schedule
  8. At last in this final stage, the fully developed butterfly is ready to emerge from the chrysalis. After breaking free, the butterfly’s wings are still folded and wet and more rest time is necessary to allow blood to flow into the wings. Finally when the unfurled wings are fully dry, the butterfly is ready to take flight and share its beauty with the world. In business this is where we support, assess and measure all the things that have happened before – we provide ongoing support, and measure success
  9. Accelerate your deployment and adoption of Office 365 services by visiting our unified resource page for adoption guidance on the Microsoft Technical community at https://aka.ms/MicrosoftAdoption. Review materials for Microsoft 365, our security and compliance features or key teamwork workloads like SharePoint, OneDrive, Microsoft Teams and Yammer. Find additional resources for Microsoft Teams in Government and devices for Teams within the Microsoft Teams adoption guide. This is a step forward in our response to your feedback to make adoption materials easier to discover and use. Over the coming months we will continue to unify and standardize these materials across all our Microsoft 365 services. Share more feedback in our Driving Adoption community at https://aka.ms/DriveAdoption.