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SPS
#SPSCPT
http://www.spsevents.org/city/capetown
Without Change There Would be No
Butterflies or Superheroes – Microsoft...
SPS
#SPSCPT
http://www.spsevents.org/city/capetown
SHAREPOINT SATURDAY
Tweet this Talk @heddanewman @contentpanda @SPSNashville
#SPSNashville
https://medium.com/@heddanewman
Heather Newman
#365...
https://techcommunity.microsoft.com/
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum
User Voice
Teams and business moving
at the speed of light
Modern Teaming Today
50% of the US workforce holds a job that is compatible with at least partial telework
and approximate...
Modern Workplace Challenges
40% of productivity is lost when
switching tasks
The average time a knowledge worker spends
se...
The market is full of Project
Management Choices
Planning and Awareness
Executive Sponsors
Business Case
Behavior Changes
Success Criteria
Awareness
Inspire new behaviors
Plan communication tactics
Mobilize SharePoint champions
Open feedback channels
Learning
Know your audience
Sketch out a training schedule
Deliver training
Open up feedback channels
Adoption
Provide ongoing support
Access user satisfaction
Measure usage and adoption
Knowledge of Fast Track Program
End User Adoption Checklist
Using Planner for a Project
No Adoption = No Value
Walk Away W...
Adoption Campaign Checklist
 Define Your Vision
 Choose Executive Sponsors
 Define Key Stakeholders
 Define Use Cases/...
The fact is that businesses do not have emotion.
Products do not have emotion. Humans do.
Humans want to feel something.
A...
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 woul...
Innovators
Early Adopters
Early Majority
Late Majority
Laggards
Outline Your Vision
It’s All About Value
Why SharePoint?
What is your vision?
Serves as a role model
Articulate value proposition
Issue future company-wide
announcements and updates
Executive Support
“Use Case” Driven
Look to the Business
Sales and Marketing
R&D, Production and
Operations
Finance and Accounting
Informati...
Champions Rock
Your Project
Top down and bottom up –
gotta have both
The most excited
The biggest critic
Bill of materials
Executive
announcements
Who is your target
audience
Develop Your
communication plan
Release in
Phases
One division at a time
Don’t boil the ocean
One workload
Plan activities to drive adoption from pilot to post launch
End User Training
In-person
In-context
Expert Opinions &
Guidance
There is great information out in the world
that exists through sites like IT Unity.com
and Mic...
Make it fun (buck the
company culture)
Use an online scavenger hunt
as a fun way to encourage
usage
Provide recognition fo...
Measure Share
Success and Iterate
Broaden Engagement
Create Surveys
Listen to Issues and Pivot on
Them
To launch Planner, click the Planner tile in the
Office 365 App Launcher.
Microsoft Planner, was generally available in June 2016 for Office 365 Enterprise E1–E5,
Business Essentials, Premium and ...
The Planner Hub shows you every plan you are working on and plan tiles showcase key
metrics on your favorite plans.
You can now copy an existing plan (Be aware that some elements of a plan such as description,
attachments members, and ass...
Integration with Planner is in
development, but in the meantime you
can use Microsoft Flow to bring tasks
from Planner or ...
Your Planner Tasks now
in Outlook
My Task shows you all your tasks assigned to you across all of your tasks.
Click New Plan to add a new plan.
Board view shows all tasks of a plan in column format. Chart show the tasks of
the plan in bar chart per member.
To add a task, type the name of the task in the box, press Enter, add your due date (you can add a start date
too), assign...
To add members to your plan, click add members and type in your team members name.
Start a conversation with your team about the plan, and use the labels to highlight your plan.
You can access all your plans,
tasks, task assignments via the
internet on any mobile device.
There is a native IOS and
An...
Q&A
Microsoft Teams
Resources
Microsoft 365 Adoption Guide: https://aka.ms/M365AG
Planning Workbook: https://aka.ms/M365AGWorkbook
Microsoft Teams Toolkit – https://aka.ms/TeamsToolkit
On-Line Trainingfrom Microsoft
https://aka.ms/CoffeeintheCloud
https://aka.ms/TeamsLiveTraining
Teams on Air Podcast
https://itunes.apple.com/us/p
odcast/a-day-in-the-life-on-
teams-mobile-
client/id1342881671?i=100041...
Coffee in the Cloud
@CITCTV
https://aka.ms/CoffeeintheCloud
Get more from Azure & Office 365
Business
Solutions
Best
Pract...
Short Video Tidbits
End User Training:
https://docs.microsoft.com/en-
us/microsoftteams/enduser-training
This has a great ...
Team Academy for
ITPros
After consuming the module, the
audience will understand to what
how Teams leverages Office 365
an...
Heather Newman
CMO, Co-Founder, Maven, Speaker
Heather.newman@contentpanda.com
Panda Blog: https://www.contentpanda.com/bl...
SharePoint Saturday Cape Town 2019 - - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft ...
SharePoint Saturday Cape Town 2019 - - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft ...
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SharePoint Saturday Cape Town 2019 - - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft Teams & Planner Metamorphosis

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We all want to be quicker, more productive and collaborate rapidly on any device at any time. The good news is that our technology continues to innovate at the speed of light. The bad news is true adoption is sorely lacking, we often stick to what we know.

Join Heather Newman, Microsoft MVP and Chief Marketing Officer of Content Panda, as she uses real-world use cases to provide you the blueprint for a metamorphic change in employee productivity and simple tips and tricks for using Microsoft Teams and Microsoft Planner on the go.

You’ll leave this session with a clear understanding of how your employees can leverage both Microsoft Teams and Planner together with OneNote, OneDrive and SharePoint.

Shazam!

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SharePoint Saturday Cape Town 2019 - - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft Teams & Planner Metamorphosis

  1. 1. SPS #SPSCPT http://www.spsevents.org/city/capetown Without Change There Would be No Butterflies or Superheroes – Microsoft Teams & Microsoft Planner @heddanewman SOUTH AFRICA’S LARGEST OFFICE 365 & AZURE CONFERENCE Saturday, 13 April 2019 SHAREPOINT SATURDAY CAPE TOWN Heather Newman
  2. 2. SPS #SPSCPT http://www.spsevents.org/city/capetown SHAREPOINT SATURDAY
  3. 3. Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville https://medium.com/@heddanewman Heather Newman #365tourza @heddanewman
  4. 4. https://techcommunity.microsoft.com/
  5. 5. https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum User Voice
  6. 6. Teams and business moving at the speed of light
  7. 7. Modern Teaming Today 50% of the US workforce holds a job that is compatible with at least partial telework and approximately 20-25% of the workforce teleworks at some frequency
  8. 8. 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
  9. 9. The market is full of Project Management Choices
  10. 10. Planning and Awareness Executive Sponsors Business Case Behavior Changes Success Criteria
  11. 11. Awareness Inspire new behaviors Plan communication tactics Mobilize SharePoint champions Open feedback channels
  12. 12. Learning Know your audience Sketch out a training schedule Deliver training Open up feedback channels
  13. 13. Adoption Provide ongoing support Access user satisfaction Measure usage and adoption
  14. 14. Knowledge of Fast Track Program End User Adoption Checklist Using Planner for a Project No Adoption = No Value Walk Away With
  15. 15. 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
  16. 16. 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 make to-do lists and plans to execute
  17. 17. Focus on the “Why” Not on the “What” https://www.youtube.com/watch?v=UUDJoHeJbzw
  18. 18. 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
  19. 19. Innovators Early Adopters Early Majority Late Majority Laggards
  20. 20. Outline Your Vision It’s All About Value Why SharePoint? What is your vision?
  21. 21. Serves as a role model Articulate value proposition Issue future company-wide announcements and updates Executive Support
  22. 22. “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
  23. 23. Champions Rock Your Project Top down and bottom up – gotta have both The most excited The biggest critic
  24. 24. Bill of materials Executive announcements Who is your target audience Develop Your communication plan
  25. 25. Release in Phases One division at a time Don’t boil the ocean One workload
  26. 26. Plan activities to drive adoption from pilot to post launch
  27. 27. End User Training In-person In-context
  28. 28. Expert Opinions & Guidance There is great information out in the world that exists through sites like IT Unity.com and Microsoft MVP or influencers websites. They have been working on user adoption a long time and their best practices are excellent. Sue Hanley, Tracy van de Schyff, Jennifer Mason, Robert Bogue, Darrell Webster
  29. 29. 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
  30. 30. Measure Share Success and Iterate Broaden Engagement Create Surveys Listen to Issues and Pivot on Them
  31. 31. To launch Planner, click the Planner tile in the Office 365 App Launcher.
  32. 32. Microsoft Planner, was generally available in June 2016 for Office 365 Enterprise E1–E5, Business Essentials, Premium and Education subscription plans. This team collaboration software allows users to visually: Organize plans, assign tasks, share files, chat by using boards, cards, buckets and due dates.
  33. 33. The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.
  34. 34. You can now copy an existing plan (Be aware that some elements of a plan such as description, attachments members, and assignments won’t be copied to the new plan.)
  35. 35. Integration with Planner is in development, but in the meantime you can use Microsoft Flow to bring tasks from Planner or Teams to To-Do, although again, checking the tasks off in To-Do doesn't mark them as complete in Planner yet.
  36. 36. Your Planner Tasks now in Outlook
  37. 37. My Task shows you all your tasks assigned to you across all of your tasks.
  38. 38. Click New Plan to add a new plan.
  39. 39. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  40. 40. To add a task, type the name of the task in the box, press Enter, add your due date (you can add a start date too), assign the task to yourself or another team member. Note the board view shows all the tasks in columns under each “task”. You can attach files and links to tasks to make it easy for your team members to find and collaborate on them.
  41. 41. To add members to your plan, click add members and type in your team members name.
  42. 42. Start a conversation with your team about the plan, and use the labels to highlight your plan.
  43. 43. You can access all your plans, tasks, task assignments via the internet on any mobile device. There is a native IOS and Android App. You can view email notifications in Outlook.
  44. 44. Q&A
  45. 45. Microsoft Teams Resources
  46. 46. Microsoft 365 Adoption Guide: https://aka.ms/M365AG Planning Workbook: https://aka.ms/M365AGWorkbook
  47. 47. Microsoft Teams Toolkit – https://aka.ms/TeamsToolkit
  48. 48. On-Line Trainingfrom Microsoft https://aka.ms/CoffeeintheCloud https://aka.ms/TeamsLiveTraining
  49. 49. 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
  50. 50. 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
  51. 51. 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.
  52. 52. 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
  53. 53. 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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