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Training your organization on SharePoint
#SPSOslo
Marijn Somers – www.mijn365coach.be
October 22nd, 2016
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• Analist, Project Manager
• Speaker, Trainer, Coach, Strong focus on Governance
• * MBTI-type: ENTJ
• * AIIM CIP certified
• Balestra
– fencing term for a quick jump forward, focuses on ECM & collaboration governance.
• Mijn 365 Coach
– Platform for local video training on Office 365
• Licensed clock and watchmaker
What are you going to
learn today
• Why train users?
• How ?
– Different kinds of people require different ways of training
– How to roll out a complete training package in your
organisation
• What ?
– Use stories
– Customer example
– Mistakes
Why train your organisation ?
Why ?
Result
Advantages of a trained
user
• Drive user adoption
• Make fewer (critical) mistakes
– Less calls to help desk
– Less calls to IT departments
• Higher productivity
• More confidence = happier employees
Extra benefits on training
• Spread the word!!
• Learn
• get feedback from users
• Change management
• Emphasize on important topics
A company approaches you to
guide the rollout / training
Audiences
Generations
Different ways of training
• Classroom training
• Coaching
• Train the trainer
• On demand video’s
• Wiki / blogs
• Textbook
• Playground environment
• Performance support
Classroom training
• Big “glop” of one or multiple days
• Immersive:
– new location and no access to emails
• Terrible for: teaching people a whole new way of working
• Good for: key users
– Pre-existing knowledge: Deepdive
– Extend on that
Short training burst
• 10 – 15 people max
• 2 hour max
• Practical excercises
• Good for:
– Readers
– Members
– Owners
20
Provide multiple repetitions
• Early repetition may involve recall of the fact or a different
presentation of the fact.
• Later repetitions
– should allow for greater elaboration
– apply the fact to a context or a specific setting
• Don’t do the same training 5 times
– Tell them, show them, excercise
Coaching
• Expensive (1-1)
• Made to measure
– Answer the coachee’s questions
– Build something together
• Deep dive
• Perfect for: early adopters / Management
Train the trainer
• Viral way of training
– Train 10 trainers who can each train 10 more people
• Excellent for basics
• Will not always be able to answer questions
• Will not always feel comfortable
• Make sure they get your message across!
On demand video’s
• Scenario based visual training
• Short chunks
• 2 flavors:
– Online video’s
– Own video’s
• Large audiences
• Majority
On demand video’s
• Create your own
– Focus on business goals
– Align with your message
• As expensive as you want
– voice artists
– Multilanguage
• Default online video’s
– Easy to find them
– No focus on your message
– Not your own branding
– Not your own specific tools
• Cheaper
• Youtube, MS
Wiki / blog / text books
• Support
• Text books
– Global overview
– Changes
• Blogs
– Versions
– Not always showing best way
Playground environment
• Site owner access rights
• Test things out
• Doesn’t matter if you break it
• similar to production
• Great for
– Support
– Owners / designers
Performance support
• Context based help functionality
• Ex. Visualsp / Content Panda
How to distribute / inform users on
training?
• Use SharePoint
• “Academy” or “learning center”
• Easy to use / digest
• Contains:
– Vision / mission
– Product / template catalog information
– Documentation / training per target group (new in the organisation?)
– Training dates
– Help & FAQ (knowledge base)
– Site requests
– Timeline (what are we working on ?)
Example
Example
Technology adoption lifecycle
Coaching
Short burst training
Video training with forum
Academy site with plethora of
training solutions
Support docs: wiki / blogs / video’s
FAQ
Q&A forum
Video’s
Playground environment
Stories, mistakes
33
• We use it all the time
• Data about data
• Example:
– Title
– Brand
– Weight
– Calories
– Ingredients
– Expiry date
Stories: Metadata
SharePoint in plain
English
• https://www.youtube.com/watch?v=s12Jb5Z2xaE
35
Business practices that
refuse to die
• https://www.youtube.com/watch?v=QIqA_YKeboc
Case from a customer
• 50K+ users
• BA 1: no training
• BA 2: only classroom training
• BA 3: default Microsoft 4 hour training
37
Live example for customer
• 2 hour training for ‘early adopters’
• Coaching afterwards
• Rollout phase:
– Online training (short chunks) for readers, members, owners
• Owner training mandatory before you can request a site
• Key user trainings on “advanced topics”
Training mistakes
• Trying to teach too much at once to minimize the amount of
required training
• Leave training out of the governance plan
• Have single way of training for whole company
• Wait for 2 more weeks to give a site after training
Key take aways
• Don’t do full day training (a waste of time for them and you)
• Better:
– Introduction (email, short video,…)
– Awareness sessions with tips/tricks in short/lunch sessions
– On demand coaching / help
– Portal with
• Texts
• Video’s and tutorials
• Tip sheets
Key take aways
• Training should always be
– Just in time
– Just enough
• People have different ways to learn optimally (nlp)
• Repeat repeat repeat
– Tell them what you are going to say
– Tell it
– Tell what you have said
Have fun and look cool
doing it
42
SPS OSLO 2016 - Training your organisation on SharePoint

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SPS OSLO 2016 - Training your organisation on SharePoint

  • 1. Training your organization on SharePoint #SPSOslo Marijn Somers – www.mijn365coach.be October 22nd, 2016
  • 2. Thanks to our sponsors Platinum Gold Silver SharePint
  • 3. @marijnsomers • Analist, Project Manager • Speaker, Trainer, Coach, Strong focus on Governance • * MBTI-type: ENTJ • * AIIM CIP certified • Balestra – fencing term for a quick jump forward, focuses on ECM & collaboration governance. • Mijn 365 Coach – Platform for local video training on Office 365 • Licensed clock and watchmaker
  • 4. What are you going to learn today • Why train users? • How ? – Different kinds of people require different ways of training – How to roll out a complete training package in your organisation • What ? – Use stories – Customer example – Mistakes
  • 5. Why train your organisation ?
  • 8. Advantages of a trained user • Drive user adoption • Make fewer (critical) mistakes – Less calls to help desk – Less calls to IT departments • Higher productivity • More confidence = happier employees
  • 9. Extra benefits on training • Spread the word!! • Learn • get feedback from users • Change management • Emphasize on important topics
  • 10. A company approaches you to guide the rollout / training
  • 11.
  • 14. Different ways of training • Classroom training • Coaching • Train the trainer • On demand video’s • Wiki / blogs • Textbook • Playground environment • Performance support
  • 15. Classroom training • Big “glop” of one or multiple days • Immersive: – new location and no access to emails • Terrible for: teaching people a whole new way of working • Good for: key users – Pre-existing knowledge: Deepdive – Extend on that
  • 16. Short training burst • 10 – 15 people max • 2 hour max • Practical excercises • Good for: – Readers – Members – Owners 20
  • 17. Provide multiple repetitions • Early repetition may involve recall of the fact or a different presentation of the fact. • Later repetitions – should allow for greater elaboration – apply the fact to a context or a specific setting • Don’t do the same training 5 times – Tell them, show them, excercise
  • 18. Coaching • Expensive (1-1) • Made to measure – Answer the coachee’s questions – Build something together • Deep dive • Perfect for: early adopters / Management
  • 19. Train the trainer • Viral way of training – Train 10 trainers who can each train 10 more people • Excellent for basics • Will not always be able to answer questions • Will not always feel comfortable • Make sure they get your message across!
  • 20. On demand video’s • Scenario based visual training • Short chunks • 2 flavors: – Online video’s – Own video’s • Large audiences • Majority
  • 21. On demand video’s • Create your own – Focus on business goals – Align with your message • As expensive as you want – voice artists – Multilanguage • Default online video’s – Easy to find them – No focus on your message – Not your own branding – Not your own specific tools • Cheaper • Youtube, MS
  • 22. Wiki / blog / text books • Support • Text books – Global overview – Changes • Blogs – Versions – Not always showing best way
  • 23. Playground environment • Site owner access rights • Test things out • Doesn’t matter if you break it • similar to production • Great for – Support – Owners / designers
  • 24. Performance support • Context based help functionality • Ex. Visualsp / Content Panda
  • 25. How to distribute / inform users on training? • Use SharePoint • “Academy” or “learning center” • Easy to use / digest • Contains: – Vision / mission – Product / template catalog information – Documentation / training per target group (new in the organisation?) – Training dates – Help & FAQ (knowledge base) – Site requests – Timeline (what are we working on ?)
  • 28. Technology adoption lifecycle Coaching Short burst training Video training with forum Academy site with plethora of training solutions Support docs: wiki / blogs / video’s FAQ Q&A forum Video’s Playground environment
  • 30. • We use it all the time • Data about data • Example: – Title – Brand – Weight – Calories – Ingredients – Expiry date Stories: Metadata
  • 31. SharePoint in plain English • https://www.youtube.com/watch?v=s12Jb5Z2xaE 35
  • 32. Business practices that refuse to die • https://www.youtube.com/watch?v=QIqA_YKeboc
  • 33. Case from a customer • 50K+ users • BA 1: no training • BA 2: only classroom training • BA 3: default Microsoft 4 hour training 37
  • 34. Live example for customer • 2 hour training for ‘early adopters’ • Coaching afterwards • Rollout phase: – Online training (short chunks) for readers, members, owners • Owner training mandatory before you can request a site • Key user trainings on “advanced topics”
  • 35. Training mistakes • Trying to teach too much at once to minimize the amount of required training • Leave training out of the governance plan • Have single way of training for whole company • Wait for 2 more weeks to give a site after training
  • 36. Key take aways • Don’t do full day training (a waste of time for them and you) • Better: – Introduction (email, short video,…) – Awareness sessions with tips/tricks in short/lunch sessions – On demand coaching / help – Portal with • Texts • Video’s and tutorials • Tip sheets
  • 37. Key take aways • Training should always be – Just in time – Just enough • People have different ways to learn optimally (nlp) • Repeat repeat repeat – Tell them what you are going to say – Tell it – Tell what you have said
  • 38. Have fun and look cool doing it 42

Hinweis der Redaktion

  1. Simon sinek start with why
  2. http://www.sharepointgeoff.com/articles-2/training/
  3. Result: bug free, fast platform, with a lot of very cool features Build it and they will come ?
  4. http://thinkapps.com/blog/development/lean-enterprise-big-companies-can-innovate-like-startups/
  5. Promoted links Yin jang symbool
  6. Spread your SharePoint vision
  7. Rogers : book Diffusion of Innovations https://en.wikipedia.org/wiki/Technology_adoption_lifecycle Innovators are willing to take risks, have the highest social status, have financial liquidity, are social and have closest contact to scientific sources and interaction with other innovators. Their risk tolerance allows them to adopt technologies that may ultimately fail. Financial resources help absorb these failures. Early adopters These individuals have the highest degree of opinion leadership among the adopter categories. Early adopters have a higher social status, financial liquidity, advanced education and are more socially forward than late adopters. They are more discreet in adoption choices than innovators. They use judicious choice of adoption to help them maintain a central communication position. Early Majority They adopt an innovation after a varying degree of time that is significantly longer than the innovators and early adopters. Early Majority have above average social status, contact with early adopters and seldom hold positions of opinion leadership in a system Late Majority They adopt an innovation after the average participant. These individuals approach an innovation with a high degree of skepticism and after the majority of society has adopted the innovation. Late Majority are typically skeptical about an innovation, have below average social status, little financial liquidity, in contact with others in late majority and early majority and little opinion leadership. Laggards They are the last to adopt an innovation. Unlike some of the previous categories, individuals in this category show little to no opinion leadership. These individuals typically have an aversion to change-agents. Laggards typically tend to be focused on "traditions", lowest social status, lowest financial liquidity, oldest among adopters, and in contact with only family and close friends. Leapfroggers When resistors upgrade they often skip several generations in order to reach the most recent technologies.
  8. Management Users (read / write) Local small offices Offices abroad New people flowing in
  9. Self paced learning (books, movies) Computer based training
  10. Auditive – for me is great 2 groups of students in test: Single marathon sessions day before test Spread study time over 10 sessions Spend same amount of time studying Spread time did significantly better Provide frequent, spaced intervals of learning instead of “glops” or “unrepeated waves.”
  11. Make sure people can find them! (video portal with search capabilities / channels)
  12. Lotus notes migration options: wiki or doc set 5-10 minute video’s on key topics like promoted links
  13. ac
  14. unilever
  15. Rogers : book Diffusion of Innovations https://en.wikipedia.org/wiki/Technology_adoption_lifecycle Innovators are willing to take risks, have the highest social status, have financial liquidity, are social and have closest contact to scientific sources and interaction with other innovators. Their risk tolerance allows them to adopt technologies that may ultimately fail. Financial resources help absorb these failures. Early adopters These individuals have the highest degree of opinion leadership among the adopter categories. Early adopters have a higher social status, financial liquidity, advanced education and are more socially forward than late adopters. They are more discreet in adoption choices than innovators. They use judicious choice of adoption to help them maintain a central communication position. Early Majority They adopt an innovation after a varying degree of time that is significantly longer than the innovators and early adopters. Early Majority have above average social status, contact with early adopters and seldom hold positions of opinion leadership in a system Late Majority They adopt an innovation after the average participant. These individuals approach an innovation with a high degree of skepticism and after the majority of society has adopted the innovation. Late Majority are typically skeptical about an innovation, have below average social status, little financial liquidity, in contact with others in late majority and early majority and little opinion leadership. Laggards They are the last to adopt an innovation. Unlike some of the previous categories, individuals in this category show little to no opinion leadership. These individuals typically have an aversion to change-agents. Laggards typically tend to be focused on "traditions", lowest social status, lowest financial liquidity, oldest among adopters, and in contact with only family and close friends. Leapfroggers When resistors upgrade they often skip several generations in order to reach the most recent technologies.
  16. (example from Patrick Sledz)
  17. Intro depends on target audience