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Heather Newman
Without Change There Would be
No Butterflies or Superheroes –
Microsoft Teams & Microsoft
Planner
@heddanew...
Tweet this Talk @heddanewman @contentpanda @SPSNashville
#SPSNashville
https://medium.com/@heddanewman
Heather Newman
Steps for Successful Change Management
1. Planning and sponsorship
2. Awareness
3. Learning
4. Readiness and adoption
Demo
https://aka.ms/O365Roadmap
Microsoft Resource Cheat Sheet
https://aka.ms/TechCommunity https://docs.microsoft.com https://...
Manage your time & communications
https://techcommunity.microsoft.com/
https://planner.uservoice.com/forums/330525-
microsoft-planner-feedback-forum
User Voice
https://microsoftteams.uservoice....
https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=
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
Planning and Awareness
Executive Sponsors
Business Case
Behavior Changes
Success Criteria
Serves as a role model
Articulate value proposition
Issue future company-wide
announcements and
updates
Executive Support
Business Cases
Set the stage
Explain the why
Define your goals
Define Behavior
Changes
Be specific
Call out the elephants
What are the actions
Establish Success
Criteria
What should be
measured
How you’ll collect
Be ready to pivot - agility
Awareness
Inspire new behaviors
Plan communication tactics
Mobilize SharePoint champions
Open feedback channels
Focus communications
Lead with essential scenarios
Tasks to learn
Inspire New
Behaviors
Plan Communication
Tactics
Create a set of plans
Target audiences
Diversify with multiple
touch points
Mobilize Your
Champions
Innovators
Early Adopters
Early Majority
Late Majority
Laggards
Learning
Know your audience
Sketch out a training schedule
Deliver training
Open up feedback channels
Who
What
Where
When
How
Why
Know Your
Audience
Sketch Out a Training
Schedule
Create a schedule
Understand budget
Set up the phases
Deliver Training
Show the how to
Long term plan
Multiple methods
Open Training
Feedback Channels
Set up beforehand
Internal online group
Build community & peer
groups
Adoption
Provide ongoing support
Access user satisfaction
Measure usage and adoption
Create an end user
adoption campaign
Establish an automated
system
Schedule out a check-in
Provide On-Going
Support
Access User
Satisfaction
User satisfaction surveys
Regularly schedule meetings
Gamify the data collection
Measure usage and
adoption
How do they use it
Have they adopted it
Decide on reporting
cadence
Microsoft Teams is a platform that combines workplace chat, meetings, notes, and attachments. The service
integrates with ...
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...
Microsoft has just announced a new “Multiplan” feature for Planner. With Multiplan, it’s finally possible to create multip...
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
https://www.youtube.com/channel/UCoxiTJksd2ZUJRNl6Td2u0Q/videos
To launch Planner, click the Planner tile in the
Office 365 App Launcher.
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.
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 Johannesburg 2019 - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft...
SharePoint Saturday Johannesburg 2019 - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft...
SharePoint Saturday Johannesburg 2019 - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft...
SharePoint Saturday Johannesburg 2019 - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft...
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SharePoint Saturday Johannesburg 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 Johannesburg 2019 - Without Change, There Would Be No Butterflies or Superheroes: 8 Steps to Microsoft Teams & Planner Metamorphosis

  1. 1. Heather Newman Without Change There Would be No Butterflies or Superheroes – Microsoft Teams & Microsoft Planner @heddanewman
  2. 2. Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville https://medium.com/@heddanewman Heather Newman
  3. 3. Steps for Successful Change Management 1. Planning and sponsorship 2. Awareness 3. Learning 4. Readiness and adoption Demo
  4. 4. 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
  5. 5. Manage your time & communications
  6. 6. https://techcommunity.microsoft.com/
  7. 7. https://planner.uservoice.com/forums/330525- microsoft-planner-feedback-forum User Voice https://microsoftteams.uservoice.com/forums/555103-public
  8. 8. https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=
  9. 9. 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
  10. 10. Focus on the “Why” Not on the “What” https://www.youtube.com/watch?v=UUDJoHeJbzw
  11. 11. Planning and Awareness Executive Sponsors Business Case Behavior Changes Success Criteria
  12. 12. Serves as a role model Articulate value proposition Issue future company-wide announcements and updates Executive Support
  13. 13. Business Cases Set the stage Explain the why Define your goals
  14. 14. Define Behavior Changes Be specific Call out the elephants What are the actions
  15. 15. Establish Success Criteria What should be measured How you’ll collect Be ready to pivot - agility
  16. 16. Awareness Inspire new behaviors Plan communication tactics Mobilize SharePoint champions Open feedback channels
  17. 17. Focus communications Lead with essential scenarios Tasks to learn Inspire New Behaviors
  18. 18. Plan Communication Tactics Create a set of plans Target audiences Diversify with multiple touch points
  19. 19. Mobilize Your Champions Innovators Early Adopters Early Majority Late Majority Laggards
  20. 20. Learning Know your audience Sketch out a training schedule Deliver training Open up feedback channels
  21. 21. Who What Where When How Why Know Your Audience
  22. 22. Sketch Out a Training Schedule Create a schedule Understand budget Set up the phases
  23. 23. Deliver Training Show the how to Long term plan Multiple methods
  24. 24. Open Training Feedback Channels Set up beforehand Internal online group Build community & peer groups
  25. 25. Adoption Provide ongoing support Access user satisfaction Measure usage and adoption
  26. 26. Create an end user adoption campaign Establish an automated system Schedule out a check-in Provide On-Going Support
  27. 27. Access User Satisfaction User satisfaction surveys Regularly schedule meetings Gamify the data collection
  28. 28. Measure usage and adoption How do they use it Have they adopted it Decide on reporting cadence
  29. 29. Microsoft Teams is a platform that combines workplace chat, meetings, notes, and attachments. The service integrates with the company's Office 365 subscription office productivity suite, including Microsoft Office and Skype, and features extensions that can integrate with non-Microsoft products. Microsoft announced Teams at an event in New York, and launched the service worldwide on 14 March 2017.
  30. 30. 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.
  31. 31. The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.
  32. 32. 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.)
  33. 33. Microsoft has just announced a new “Multiplan” feature for Planner. With Multiplan, it’s finally possible to create multiple Plans inside the same Office 365 Group (previously, creating a new plan created a new Office 365 Group). To get started, you’ll just have to create a new Plan from Planner and then click the “Add to an existing Office 365 group” button, right below the field for the Plan name.
  34. 34. 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.
  35. 35. Your Planner Tasks now in Outlook
  36. 36. https://www.youtube.com/channel/UCoxiTJksd2ZUJRNl6Td2u0Q/videos
  37. 37. To launch Planner, click the Planner tile in the Office 365 App Launcher.
  38. 38. 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.
  39. 39. To add members to your plan, click add members and type in your team members name.
  40. 40. Start a conversation with your team about the plan, and use the labels to highlight your plan.
  41. 41. My Task shows you all your tasks assigned to you across all of your tasks.
  42. 42. Click New Plan to add a new plan.
  43. 43. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  44. 44. 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.
  45. 45. To add members to your plan, click add members and type in your team members name.
  46. 46. Start a conversation with your team about the plan, and use the labels to highlight your plan.
  47. 47. 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.
  48. 48. Q&A
  49. 49. Microsoft Teams Resources
  50. 50. Microsoft 365 Adoption Guide: https://aka.ms/M365AG Planning Workbook: https://aka.ms/M365AGWorkbook
  51. 51. Microsoft Teams Toolkit – https://aka.ms/TeamsToolkit
  52. 52. On-Line Trainingfrom Microsoft https://aka.ms/CoffeeintheCloud https://aka.ms/TeamsLiveTraining
  53. 53. 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
  54. 54. 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
  55. 55. 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.
  56. 56. 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
  57. 57. 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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