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Designing Change
Triggering Cultural Metamorphosis
Michelle Caldwell
Avanade
DIRECTOR &
REGIONAL
LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
2 3
4 5
1
Introduction Success
Requirem
ents
Cultural
Change
Types of
Adopter
Motivation
Considerati
6
Adoption
Techniq
Introducti
on
Failed Adoption “Strategies”
7
143%
35%
0%
20%
40%
60%
80%
100%
120%
140%
160%
With Excellent Change
Enablement Program
With Poor Change Enablement
Pro...
Where do you Start?
Who Should be
Involved?
How do you see it
through to the end?
Develop a Need to Change
12
What do I communicate?
When?
Who?
Requirem
entsfor
14
Investment
Time
Resources
Money
15
Seek Champions
16
Think about what
strategies fit
Compatibility
18
Baby Steps
19
Promote the
Solution
20
Training as Needed
21
Collect Feedback
22
Keeping things on track
23
Cultural Challenges
Factors that
Hinder
Adoptio
Fear Factors
•Loss of Control
•Loss of Personal
Value
•Confusion of new
tools
•Anxiety about
changing existing
work proces...
Factors that
Support
Adoptio
Share the Plan
28
Good
Fit?
Resist the sink
31
Support In Place
Types of
Adopter
34
Innovators
35
Early
Adopters
36
Early Majority
37
Late Majority
© 2013, Information Control Corporation 38
Hanger Backs
Phases of
Adoptio
Awarenes
s
Deployme
nt
Usage & Availability
Ongoing Adoption
Adoptio
n
•Add value
•Desire to contribute
•Enjoy new things
•Desire to do a
better job
Make the undesirable desirable
45
Harness Peer Pressure
•Celebrate success
•Power of the
community
• I Don’t want to
stick out
• Role Models for
Change
•...
46
Design Rewards
47
Motivation
•Personal
•Social
•Organization
• Executive Blog
• Entry Communication
• Promotion Video
• 1st Touch Event
• Podcasts
• Posters
• Teaser Communication
• E...
Social
•Early Adopter
•Webcasts
•Viral Marketing
•Roadshow
•Executive Sponsorship
•Super-User
Community
•Classroom Trainin...
Organizational
•Awards Incentive
•Super-user Community
•New Employee
Orientation
•Newsletter
• Podcasts
• SharePoint Sandb...
Adoption
Techniq
Promotional Video
54
Brown Bag
Teaser Communication
On line – On Demand Training
Podcasts
Desk Visit
Executive
Sponsorship
60
Super-user
Community
Best Buy: The rise of the ninjas-a SharePoint 2013 user adoption story:
http://channel9.msdn.com/E...
Virtual Coach
62
SharePoint Sandbox
DIRECTOR &
REGIONAL
LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
2 3
4 5
1
Introduction Success
Requirem
ents
Cultural
Change
Types of
Adopter
Motivation
Considerati
6
Adoption
Techniq
References
• Essential SharePoint 2013 Book
• User Adoption Strategies Book
• Roadmap for Collaboration Book
• Shepherd's ...
SharePoint Fest NYC - Designing Change - Triggering Cultural Metamorphisis final
SharePoint Fest NYC - Designing Change - Triggering Cultural Metamorphisis final
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SharePoint Fest NYC - Designing Change - Triggering Cultural Metamorphisis final

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Organizational Change Management – One of the most overlooked and under planned parts of many SharePoint implementations. You simply cannot afford to ignore the importance of this topic. Successful organizational change management is a critical component to ensuring the success of any SharePoint initiative. In this session we will discuss field proven tactics to help your users make sense of the change that your SharePoint solution will inevitably bring into their daily work lives. I will share a user adoption framework and some factors you should consider when planning your next SharePoint initiative. We will challenge the mindset that adoption can be driven and embrace the concept of designing change for long term sustainable cultural acceptance.


By attending this session you will be able to:
Design your own organizational change management strategy
Understand how to foster user adoption
Understand how to engage and build solution champions
Build a communication plan
Apply field tested strategies in your organization

Published in: Technology, Business, Education
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SharePoint Fest NYC - Designing Change - Triggering Cultural Metamorphisis final

  1. 1. Designing Change Triggering Cultural Metamorphosis Michelle Caldwell Avanade
  2. 2. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  3. 3. 2 3 4 5 1 Introduction Success Requirem ents Cultural Change Types of Adopter Motivation Considerati 6 Adoption Techniq
  4. 4. Introducti on
  5. 5. Failed Adoption “Strategies”
  6. 6. 7 143% 35% 0% 20% 40% 60% 80% 100% 120% 140% 160% With Excellent Change Enablement Program With Poor Change Enablement Program Projects’ ROI with Change Enablement Change Enablement Increases Project Success *Source: Change Management That Pays, McKinsey Quarterly, Number 4, 2012. According to McKinsey, an effective Change Enablement program in place increases a project’s ROI.* Every dollar spent on the project gains $0.43 Every dollar spent on the project loses $0.65
  7. 7. Where do you Start?
  8. 8. Who Should be Involved?
  9. 9. How do you see it through to the end?
  10. 10. Develop a Need to Change
  11. 11. 12 What do I communicate? When? Who?
  12. 12. Requirem entsfor
  13. 13. 14 Investment Time Resources Money
  14. 14. 15 Seek Champions
  15. 15. 16 Think about what strategies fit
  16. 16. Compatibility
  17. 17. 18 Baby Steps
  18. 18. 19 Promote the Solution
  19. 19. 20 Training as Needed
  20. 20. 21 Collect Feedback
  21. 21. 22 Keeping things on track
  22. 22. 23 Cultural Challenges
  23. 23. Factors that Hinder Adoptio
  24. 24. Fear Factors •Loss of Control •Loss of Personal Value •Confusion of new tools •Anxiety about changing existing work processes
  25. 25. Factors that Support Adoptio
  26. 26. Share the Plan
  27. 27. 28 Good Fit?
  28. 28. Resist the sink
  29. 29. 31 Support In Place
  30. 30. Types of Adopter
  31. 31. 34 Innovators
  32. 32. 35 Early Adopters
  33. 33. 36 Early Majority
  34. 34. 37 Late Majority
  35. 35. © 2013, Information Control Corporation 38 Hanger Backs
  36. 36. Phases of Adoptio
  37. 37. Awarenes s Deployme nt Usage & Availability Ongoing Adoption
  38. 38. Adoptio n
  39. 39. •Add value •Desire to contribute •Enjoy new things •Desire to do a better job Make the undesirable desirable
  40. 40. 45 Harness Peer Pressure •Celebrate success •Power of the community • I Don’t want to stick out • Role Models for Change • Fear of Criticism
  41. 41. 46 Design Rewards
  42. 42. 47 Motivation •Personal •Social •Organization
  43. 43. • Executive Blog • Entry Communication • Promotion Video • 1st Touch Event • Podcasts • Posters • Teaser Communication • Employee Productivity Home •Teaser Communications •Online/on-demand Training •New Employee Orientation •Tips & Tricks •Virtual Coach •SharePoint Sandbox Personal
  44. 44. Social •Early Adopter •Webcasts •Viral Marketing •Roadshow •Executive Sponsorship •Super-User Community •Classroom Training •Lunch & Learn Training •Brown Bag Sessions •Auditorium Training
  45. 45. Organizational •Awards Incentive •Super-user Community •New Employee Orientation •Newsletter • Podcasts • SharePoint Sandbox • Employee Productivity Home
  46. 46. Adoption Techniq
  47. 47. Promotional Video
  48. 48. 54 Brown Bag
  49. 49. Teaser Communication
  50. 50. On line – On Demand Training
  51. 51. Podcasts
  52. 52. Desk Visit
  53. 53. Executive Sponsorship
  54. 54. 60 Super-user Community Best Buy: The rise of the ninjas-a SharePoint 2013 user adoption story: http://channel9.msdn.com/Events/SharePoint-Conference/2014/SPC296
  55. 55. Virtual Coach
  56. 56. 62 SharePoint Sandbox
  57. 57. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
  58. 58. 2 3 4 5 1 Introduction Success Requirem ents Cultural Change Types of Adopter Motivation Considerati 6 Adoption Techniq
  59. 59. References • Essential SharePoint 2013 Book • User Adoption Strategies Book • Roadmap for Collaboration Book • Shepherd's Guide for Users Book • 42 Rules for Successful Collaboration Book • Microsoft User Adoption Guide for 2013 • Additional Promotional Video - http://sco.lt/5iS5k9 • SPOT Promo Video - http://sco.lt/8fFlVh • Productivity Hub - http://www.microsoft.com/en-us/download/details.aspx?id=7122 • Discover SharePoint - http://www.discoversharepoint.com/

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