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SharePoint Saturday Twin Cities 2018 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption Campaign


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Looking for a highly visual way to organize teamwork, plans, task, files and even chat about them? Look no further than Office 365 Planner, which offers people a simple and highly visual way to organize teamwork. Planner can be used to manage a marketing event, brainstorm new product ideas, track a school project, prepare for a customer visit, or just organize your team more effectively.
Join Heather Newman, Co-Founder, Chief Evangelist and Chief Marketing Officer of Content Panda, as she uses a real-world use case to provide you the steps to create an end user adoption campaign inside Office 365 Planner leveraging her 10 step End User Adoption checklist for Office 365 and SharePoint.
You’ll leave this session with a clear understanding of how to use the tool for your teams, tips on how to best organize a large, multi-leveled campaign and a template that she will share post-session.

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SharePoint Saturday Twin Cities 2018 - One Card at a Time - Leverage Office 365 Planner to Plan Your SharePoint End User Adoption Campaign

  1. 1. One Card at a Time - Leverage Office 365 Planner to plan Your SharePoint End User Adoption Campaign Heather Newman Co-Founder and Chief Marketing Officer, Content Panda
  2. 2. Tweet this Talk @heddanewman @contentpanda @SPSNashville #SPSNashville Heather Newman
  3. 3. IMPROVEIT! BOOK - ESSAYS ON SHAREPOINT ANALYTICS & ADOPTION The paperback and Kindle editions are available on Amazon. The free eBook is available here: PhotocreditBingImages
  4. 4. Digital Transformation Begins with Intelligent Information Management
  5. 5. Teams and business moving at the speed of light
  6. 6. 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
  7. 7. 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
  8. 8. The market is full of Project Management Choices
  9. 9. End user adoption has not changed in 15 years for SharePoint and we have the chance to change that with Microsoft 365. People just don’t take the time to do it, because its not easy.
  10. 10.
  11. 11.
  12. 12. 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.
  13. 13. The Planner Hub shows you every plan you are working on and plan tiles showcase key metrics on your favorite plans.
  14. 14. User Voice
  15. 15. Your Planner Tasks now in Outlook
  16. 16. Knowledge of Fast Track Program End User Adoption Checklist Using Planner for a Project No Adoption = No Value Walk Away With
  17. 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
  18. 18. 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
  19. 19. Focus on the “Why” Not on the “What”
  20. 20. 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
  21. 21. Innovators Early Adopters Early Majority Late Majority Laggards
  22. 22. Outline Your Vision It’s All About Value Why SharePoint? What is your vision?
  23. 23. Serves as a role model Articulate value proposition Issue future company-wide announcements and updates Executive Support
  24. 24. “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
  25. 25. Champions Rock Your Project Top down and bottom up – gotta have both The most excited The biggest critic
  26. 26. Bill of materials Executive announcements Who is your target audience Develop Your communication plan
  27. 27. Release in Phases One division at a time Don’t boil the ocean One workload
  28. 28. Plan activities to drive adoption from pilot to post launch
  29. 29. End User Training In-person In-context
  30. 30. Expert Opinions & Guidance There is great information out in the world that exists through sites like IT and Microsoft MVP or influencers websites. They have been working on user adoption a long time and their best practices are excellent. Sue Hanley, Jennifer Mason, Robert Bogue, Penelope Coventry
  31. 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
  32. 32. Measure Share Success and Iterate Broaden Engagement Create Surveys Listen to Issues and Pivot on Them
  33. 33. To launch Planner, click the Planner tile in the Office 365 App Launcher.
  34. 34. My Task shows you all your tasks assigned to you across all of your tasks.
  35. 35. Click New Plan to add a new plan.
  36. 36. Board view shows all tasks of a plan in column format. Chart show the tasks of the plan in bar chart per member.
  37. 37. 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.
  38. 38. To add members to your plan, click add members and type in your team members name.
  39. 39. Start a conversation with your team about the plan, and use the labels to highlight your plan.
  40. 40. 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.
  41. 41. Heather Newman CMO, Co-Founder, Maven, Speaker Panda Blog: Marketing Blog: Twitter & Instagram: @heddanewman