26. Join us at #SharePint sponsored by Metalogix at Clyde’s
of Chevy Chase in the RaceCar Bar Downstairs
Why? To network with fellow SharePoint professionals
What? SharePint!!!
When? 5:30 PM
Where?
RaceCar Bar Downstairs
5441 Wisconsin Ave
Chevy Chase, MD 20815
Thanks to?
Metalogix!
Trained several hundred users on SharePoint basics.
Created a Training Plan, and multiple presentations including Basic, Intermediate/Advanced, and Lunch & Learns.
Foster Adoption
Training Techniques
Tips & Methodologies
Lessons Learned
Learn the Environment
What is the Environment like now? How many users? Special Templates, Features any other Custom Development or is it OOTB? Why is the Environment the way that it is? Businesses Culture including who Manages the Farm, who creates sites etc. and SharePoint User Adoption?
Where do they want it to be? Upgrading in the near future? Increased User Adoption? Rolling Out Sites? Governance creation/changes?
Learn the Business Processes
What is the Business’ main function? What are the main Business Processes? What Business Processes are they presently leveraging SharePoint for currently?
What Business Processes do they want to leverage SharePoint for? Are there any other potential Business Process areas that SharePoint can be leveraged to improve? If so, how?
The W’s & H
Who will you be training?
What will you be teaching them?
Where will the trainings occur? (Classroom, Office, Online etc.)
When will you be training? (On-demand, Limited Time, etc.)
Why are you training?( Increase User Adoption, Improved Knowledgebase, Rolling Out)
How will it be delivered? (In-person, online, video, handouts)
Developing Training Materials
Training Plan (The What, Why & How)
Internal reviews
Gain feedback from the main client POC/s on any changes
Keep track of Versions
Consider people’s dislikes about training and try to avoid them (i.e. lecturing for hours without a hands on portion; handing out a bunch of papers that the attendee might misplace or lose)
Presentations should be take-aways/user desk guides
Audience Polling
Ask your customer who your audience will be and how wide the skill/knowledge base may be
Speak with your peers to ensure you haven’t overlooked anything
Talk with your audience about what they would like to focus on
Adapt the curriculum to address recurring questions/issues
Always ask for feedback so you can improve your product
Collect, store, and monitor responses to show your progress
Leave time at the end of presentations to discuss peoples opinions while it is still fresh in their minds
Cover your bases
As the expert, feel free to advocate to your customer the benefits of covering the pro’s as well as the con’s of each topic
Remember to cover topics that may be disliked – especially if you deem them important
Survey Forms
Always ask to see pre-existing survey forms to ensure you follow any formatting protocols
Tailor the form to meet your specific needs and goals
Remember to record and store your forms electronically (both template and feedbacks if possible)
Direct Feedback
Always ensure your Customer is involved in any feedback correspondence
Record any verbal feedback you received via a recap email to that individual
Once you have a system to store feedback, compile it regularly and share it with your customer
Peer or Management Review
When possible, gain approval from your peers and management to gain their buy-in
Use these reviews as dry runs to sharpen up on your presentation as well as your delivery
Ensure your audience has a clear understanding of your topic(s) after you finish
When necessary, deliver any feedback to your customer so they can give final approval
Create Roadmap
Timeframe
Curriculum
Metrics
Locate Easy Wins
Impact Potential
Low Level of Effort
ID Advocates
Look for Allies
Waylay Concerns
Execute Training Plan
Start with basic training
Adapt to feedback
Show pro’s & cons
Plan for advanced training
Offer Support
ID SME’s
Establish proper channels for problem solving
Be mindful of scope creep
Public Speaking Training
Public Speaking can be enhanced through:
Community College courses
Publications and articles
Organizations such as Toastmasters
‘Keep Calm and Practice On’
Practice makes perfect
Review slides in your free time (especially Notes sections of slides where more information should be placed)
Ask coworkers for extra peer review sessions to help you sharpen up
Show up early to allow for setup and testing your equipment
Always have a backup plan in place if technology should ever fail
Change It Up
Always be willing to accept changes from the customer unless otherwise directed by your Project Manager (avoid frustration)
Utilize what you have – Track Changes and/or Versioning
If you have a partner, review which slides each of you will cover – switch it up once you start to get comfortable
Try to change up your presentation methodologies – videos, pictures, audio, interactive portions, etc.