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Converting from an eMail Culture to a SharePoint Culture                                  3/3/2013




                  Converting from an eMail
                    Culture to SharePoint
                           Culture
                                     Robert Bogue
                                    (317) 572-5310
                           Shepherd@SharePointShepherd.com




                Agenda                                       Why I Care
                • Social says eMail is                       • I helped to create the
                  dead (Jim)                                   problem…
                • eMail is an addiction                      • I struggle with the same
                • Why eMail is bad                             cultural issues with my
                • Barriers to SharePoint                       clients…
                  adoption
                • The psychology of
                  change
                • Tools for SharePoint
                  adoption




Copyright 2013 AvailTek LLC – All Rights Reserved                                               1
Converting from an eMail Culture to a SharePoint Culture                                 3/3/2013




                                                           What’s Your Outlook?
                                                           • First application started
                                                             in the morning
                                                           • The application that
                                                             runs the longest




                                          Is eMail dead?



                By the numbers (2012/day)…
                •   400 Million Tweets
                •   2.2 Billion Email users
                •   2.7 Billion Facebook Likes
                •   144 Billion Email messages
                                                           eMail as an Addiction




Copyright 2013 AvailTek LLC – All Rights Reserved                                              2
Converting from an eMail Culture to a SharePoint Culture                            3/3/2013




                Responsiveness Expectations                What is an Addiction?
                • Postal Mail – 1 week                     “the state of being
                • Email Message –                          enslaved to a habit or
                  normally 24 hours, no                    practice…”
                  more than 72
                • Text Message – normally
                  8 hours, no more than 24
                • Voice Mail Message –
                  normally 4 hours, no
                  more than 24
                • Three Phone Calls, Back-
                  to-Back - Immediate




                Alcohol Addiction                          Disordered Eating




Copyright 2013 AvailTek LLC – All Rights Reserved                                         3
Converting from an eMail Culture to a SharePoint Culture                                                                         3/3/2013




                                                                       eMail Addiction Test
                                                                       • Have you checked your email more than every four
                                                                         hours – today?
                                                                       • Do you feel anxiety when your phone battery is less
                                                                         than 20%?
                                                                       • Was the last time you were disconnected from
                                                                         email for more than two days longer than a year
                                                                         ago?
                                                                       • Does your preoccupation with email cause you to
                                                                         do dangerous or harmful activities?
                                                                          • Reading or responding to email while driving?
                                                                          • Reading or responding to email while in a meeting?




                Organizational eMail Addiction
                                                                       Why eMail Addiction Matters
                Test
                • Has your organization ever communicated a layoff,    • Rational messages
                  employee termination, or staff reduction via email     won’t be sufficient to
                  first?                                                 change behavior
                • Do you routinely have email conversations that       • Deeply ingrained
                  include more than ten replies?                       • Addictions are hard to
                • Does your organization communicate emotionally         break
                  charged information via email?




Copyright 2013 AvailTek LLC – All Rights Reserved                                                                                      4
Converting from an eMail Culture to a SharePoint Culture                                                3/3/2013




                Emotional-Rational-Environment
                • The Model
                   • Elephant – Emotional
                     powerhouse
                   • Rider – Rational control
                   • Path –Environment and
                                                                            What’s Wrong With
                     habits
                • Implications
                                                                            eMail?
                   • The rider has the
                     illusion of control
                   • The path has strong
                     influence
                                                    CC Flickr mckaysavage




                It’s used for everything                                    Where did I put that?
                • Short messages and                                        • Which version is the
                  long monologues                                             current version?
                • Urgent and                                                • Does it have comments
                  unimportant                                                 in it?
                • It’s in your face (pushed                                 • Does it have everyone’s
                  to you)                                                     changes integrated?




Copyright 2013 AvailTek LLC – All Rights Reserved                                                             5
Converting from an eMail Culture to a SharePoint Culture                             3/3/2013




                Who has access?
                • Email is a personal
                  repository
                • What happens when
                  the person is on
                  vacation?
                • Who cleans up the
                  mess when they leave
                  the company?
                                                           Barriers to SharePoint
                                                           Adoption


                Difficulty in Getting Started              Mounting Challenges
                • Can’t figure out where                   • Lack of training
                  to ask for a site
                                                           • Lack of resources
                • Don’t know how much
                  it will cost the                         • Difficulty requesting
                  department                                 and getting help
                • Don’t know who they                      • Lack of licensing
                  need to get approval                     • Product limitations
                  from
                • Is training required
                  before a site can be
                  created?




Copyright 2013 AvailTek LLC – All Rights Reserved                                          6
Converting from an eMail Culture to a SharePoint Culture                                      3/3/2013




                Lack of Training
                • Why
                     • Curse of Knowledge (It’s
                       harder than you think)
                • Why Not?
                     • Time out of role
                                                           The Psychology of
                     • Training material costs             Change




                John Kotter’s 8 Steps                      Creating a Real Sense of Urgency
                •   Create urgency                         • Break the existing
                •   Form a powerful coalition                solution
                                                              • Progressively make the
                •   Create a vision for change
                                                                mailboxes smaller
                •   Communicate the vision                    • Reduce the maximum
                •   Remove obstacles                            attachment size that
                                                                can be sent via email
                •   Create short-term wins
                •   Build on the change
                •   Anchor the changes in
                    corporate culture




Copyright 2013 AvailTek LLC – All Rights Reserved                                                   7
Converting from an eMail Culture to a SharePoint Culture                                                                                                                                 3/3/2013




                Clear Vision / Message                                           Inertia and Momentum
                • In the face of confusion                                       • Remove barriers and
                  nothing happens                                                  break inertia
                                                                                    • Make it easy
                • The devil is in the                                               • Give them a push
                  details
                                                                                 • Get small wins in first
                                                                                    • Pick the most
                                                                                      enthusiastic supporters
                                                                                      and make them
                                                                                      successful
                                                                                 • Sell the small wins to
                                                                                   bigger opportunities




                                                                                                                                 Power

                                                                                                                Tranquility                    Independence
                                               Relative
                                              advantage
                                                                                                     Physical
                                                                                                                                                              Curiosity
                                                                                                     Activity




                                                                                           Eating                                                                         Acceptance




                    Observability                                Compatibility

                                                                                      Romance
                                                                                                                               You                                               Order


                                              Adoption

                                                                                         Vengeance                                                                          Saving




                                                                                                     Status                                                    Honor



                               Trialability               Complexity
                                                                                                                  Family                         Idealism

                                                                                                                              Social Contact




Copyright 2013 AvailTek LLC – All Rights Reserved                                                                                                                                              8
Converting from an eMail Culture to a SharePoint Culture                                  3/3/2013




                Knowledge, Attitudes, Practices               Breaking Bad Habits
                                                              1. Really want to change
                                      Practices                  (not just hope)
                                      • Personal Commitment   2. Make the habit
                                                                 conscious
                                      Attitudes               3. Bait and Switch – Find
                                      • Close Connections
                                                                 something else
                                                                 whenever you are
                                                                 tempted
                                      Knowledge               4. Stay Committed –
                                      • Mass Media               Don’t waiver or say
                                                                 “just this one time”




                                                              Build It For Them
                                                              • Create a place for them
                                                                to get their needs met
                                                              • Allow every
                Tools for SharePoint                            department access to
                                                                post on the home page
                Adoption




Copyright 2013 AvailTek LLC – All Rights Reserved                                               9
Converting from an eMail Culture to a SharePoint Culture                                            3/3/2013




                Start in the Right Place                   Restrict “All User” distribution lists
                • Set all users web                        • Create barriers in front
                  browser home to the                        of mass emails
                  corporate intranet                       • Deter the use of email
                • Make the resources                         through social shaming
                  they need easy to reach
                  from the home page




                Create Communication Guidelines            Maintain “small” mailbox sizes
                • Set expectations for                     • Users get small email
                  communication                              inboxes to discourage
                  medium                                     the movement of file
                • Establish awareness of                     attachments
                  good email etiquette                     • Requests for larger
                                                             sized mailboxes are
                                                             responded to by “crisis
                                                             counselors”




Copyright 2013 AvailTek LLC – All Rights Reserved                                                        10
Converting from an eMail Culture to a SharePoint Culture                                       3/3/2013




                Disable Email Notifications                         Review
                • On Computers                                      • eMail is not dead
                • On Phones                                         • eMail is an addiction
                                                                    • Barriers slow the
                                                                      adoption of SharePoint
                                                                    • Organizational
                                                                      psychology can be used
                                                                      to change behavior




                                  Thank You
                                  Rob Bogue
                                  Shepherd@SharePointShepherd.com
                                  (317) 572-5310




Copyright 2013 AvailTek LLC – All Rights Reserved                                                   11

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Converting an E-mail Culture into a SharePoint Culture by Robert Bogue - SPTechCon

  • 1. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Converting from an eMail Culture to SharePoint Culture Robert Bogue (317) 572-5310 Shepherd@SharePointShepherd.com Agenda Why I Care • Social says eMail is • I helped to create the dead (Jim) problem… • eMail is an addiction • I struggle with the same • Why eMail is bad cultural issues with my • Barriers to SharePoint clients… adoption • The psychology of change • Tools for SharePoint adoption Copyright 2013 AvailTek LLC – All Rights Reserved 1
  • 2. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 What’s Your Outlook? • First application started in the morning • The application that runs the longest Is eMail dead? By the numbers (2012/day)… • 400 Million Tweets • 2.2 Billion Email users • 2.7 Billion Facebook Likes • 144 Billion Email messages eMail as an Addiction Copyright 2013 AvailTek LLC – All Rights Reserved 2
  • 3. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Responsiveness Expectations What is an Addiction? • Postal Mail – 1 week “the state of being • Email Message – enslaved to a habit or normally 24 hours, no practice…” more than 72 • Text Message – normally 8 hours, no more than 24 • Voice Mail Message – normally 4 hours, no more than 24 • Three Phone Calls, Back- to-Back - Immediate Alcohol Addiction Disordered Eating Copyright 2013 AvailTek LLC – All Rights Reserved 3
  • 4. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 eMail Addiction Test • Have you checked your email more than every four hours – today? • Do you feel anxiety when your phone battery is less than 20%? • Was the last time you were disconnected from email for more than two days longer than a year ago? • Does your preoccupation with email cause you to do dangerous or harmful activities? • Reading or responding to email while driving? • Reading or responding to email while in a meeting? Organizational eMail Addiction Why eMail Addiction Matters Test • Has your organization ever communicated a layoff, • Rational messages employee termination, or staff reduction via email won’t be sufficient to first? change behavior • Do you routinely have email conversations that • Deeply ingrained include more than ten replies? • Addictions are hard to • Does your organization communicate emotionally break charged information via email? Copyright 2013 AvailTek LLC – All Rights Reserved 4
  • 5. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Emotional-Rational-Environment • The Model • Elephant – Emotional powerhouse • Rider – Rational control • Path –Environment and What’s Wrong With habits • Implications eMail? • The rider has the illusion of control • The path has strong influence CC Flickr mckaysavage It’s used for everything Where did I put that? • Short messages and • Which version is the long monologues current version? • Urgent and • Does it have comments unimportant in it? • It’s in your face (pushed • Does it have everyone’s to you) changes integrated? Copyright 2013 AvailTek LLC – All Rights Reserved 5
  • 6. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Who has access? • Email is a personal repository • What happens when the person is on vacation? • Who cleans up the mess when they leave the company? Barriers to SharePoint Adoption Difficulty in Getting Started Mounting Challenges • Can’t figure out where • Lack of training to ask for a site • Lack of resources • Don’t know how much it will cost the • Difficulty requesting department and getting help • Don’t know who they • Lack of licensing need to get approval • Product limitations from • Is training required before a site can be created? Copyright 2013 AvailTek LLC – All Rights Reserved 6
  • 7. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Lack of Training • Why • Curse of Knowledge (It’s harder than you think) • Why Not? • Time out of role The Psychology of • Training material costs Change John Kotter’s 8 Steps Creating a Real Sense of Urgency • Create urgency • Break the existing • Form a powerful coalition solution • Progressively make the • Create a vision for change mailboxes smaller • Communicate the vision • Reduce the maximum • Remove obstacles attachment size that can be sent via email • Create short-term wins • Build on the change • Anchor the changes in corporate culture Copyright 2013 AvailTek LLC – All Rights Reserved 7
  • 8. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Clear Vision / Message Inertia and Momentum • In the face of confusion • Remove barriers and nothing happens break inertia • Make it easy • The devil is in the • Give them a push details • Get small wins in first • Pick the most enthusiastic supporters and make them successful • Sell the small wins to bigger opportunities Power Tranquility Independence Relative advantage Physical Curiosity Activity Eating Acceptance Observability Compatibility Romance You Order Adoption Vengeance Saving Status Honor Trialability Complexity Family Idealism Social Contact Copyright 2013 AvailTek LLC – All Rights Reserved 8
  • 9. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Knowledge, Attitudes, Practices Breaking Bad Habits 1. Really want to change Practices (not just hope) • Personal Commitment 2. Make the habit conscious Attitudes 3. Bait and Switch – Find • Close Connections something else whenever you are tempted Knowledge 4. Stay Committed – • Mass Media Don’t waiver or say “just this one time” Build It For Them • Create a place for them to get their needs met • Allow every Tools for SharePoint department access to post on the home page Adoption Copyright 2013 AvailTek LLC – All Rights Reserved 9
  • 10. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Start in the Right Place Restrict “All User” distribution lists • Set all users web • Create barriers in front browser home to the of mass emails corporate intranet • Deter the use of email • Make the resources through social shaming they need easy to reach from the home page Create Communication Guidelines Maintain “small” mailbox sizes • Set expectations for • Users get small email communication inboxes to discourage medium the movement of file • Establish awareness of attachments good email etiquette • Requests for larger sized mailboxes are responded to by “crisis counselors” Copyright 2013 AvailTek LLC – All Rights Reserved 10
  • 11. Converting from an eMail Culture to a SharePoint Culture 3/3/2013 Disable Email Notifications Review • On Computers • eMail is not dead • On Phones • eMail is an addiction • Barriers slow the adoption of SharePoint • Organizational psychology can be used to change behavior Thank You Rob Bogue Shepherd@SharePointShepherd.com (317) 572-5310 Copyright 2013 AvailTek LLC – All Rights Reserved 11