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Masterclass On Improving & Measuring Onboarding, Retention & Wellbeing With Microsoft 365 & Microsoft Viva

Richard Harbridge
Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP

85% of leaders say the shift to hybrid work has made it challenging to have confidence that employees are productive. 92% of employees have identified enhancing the employee experience as an essential priority. New challenges are always presented to HR from all sides, and we’re here to help you target critical areas of the employee experience at our free event. Whether you’re looking for strategic guidance or help to achieve technical excellence, our event is full of sessions from world-renowned thought leaders. On February 10th, from 10 AM to 4 PM, learn to avoid new and old challenges, build on existing success, and leverage the latest technology to facilitate your efforts. One lucky winner will walk away with a free $15,000 POC! 2toLead CTO and 7X Microsoft MVP Richard Harbridge and 2toLead CEO and 13X Microsoft MVP Kanwal Khipple will lead the event. Together, they helped over 200 digital workplaces globally, plan for and increase the employee experience, keynoted conferences, published books, and published blogs for some major publications like Forbes. Join specialized sessions (business or deep dive tech breakouts) designed for HR leaders or the technical team that supports the digital employee experience. The business and general sessions aim to provide insight into the apparent and hidden value of tackling onboarding, retention, and well-being. The optional tech deep dive breakout sessions aims to walk through how to use and implement Microsoft 365 and Microsoft Viva to improve onboarding, retention, and well-being. Walk away from the event with a greater understanding of the following: - How to identify the most critical areas of the employee experience - How to improve the onboarding experience before and during the process - Building experiences to enable better onboarding - Measure for success - Creating digital employee experiences that help retain top talent - How to track employee well-being - And much more

Masterclass On Improving & Measuring Onboarding, Retention & Wellbeing With Microsoft 365 & Microsoft Viva

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Masterclass On
Improving & Measuring
Onboarding, Retention
& Well-being
Richard Harbridge
CTO & Microsoft MVP
Richard@2toLead.com
Fri., Feb. 10, 2023 9:30 AM (EST)
#VivaMasterclass
My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead.
Richard Harbridge
2toLead Chief
Technology Officer &
Microsoft MVP
Speaker & Author
Super Friendly
You will love the way we work. Together. ™
Masterclass On Improving & Measuring Onboarding, Retention & Well-being
9:45am 10:00am WELCOME & REGISTRATION
10:00am 11:00am CRITICAL AREAS OF EX
11:00am 11:50am ONBOARDING EXPERIENCES
12:00pm 12:30pm LUNCH BREAK
12:00pm 1:10pm RETAIN TOP TALENT
1:20pm 1:50pm TACKLING WELL-BEING
You will love the way we work. Together. ™
Masterclass On Improving & Measuring Onboarding, Retention & Well-being
9:45am 10:00am WELCOME & REGISTRATION
10:00am 11:00am CRITICAL AREAS OF EX
11:00am 11:50am ONBOARDING EXPERIENCES
12:00pm 12:30pm LUNCH BREAK
12:00pm 1:10pm RETAIN TOP TALENT
1:20pm 1:50pm TACKLING WELL-BEING
You will love the way we work. Together. ™
Masterclass On Improving & Measuring Onboarding, Retention & Well-being
9:45am 10:00am WELCOME & REGISTRATION
10:00am 11:00am CRITICAL AREAS OF EX
11:00am 11:50am ONBOARDING EXPERIENCES
12:00pm 12:30pm LUNCH BREAK
12:00pm 1:10pm RETAIN TOP TALENT
1:20pm 1:50pm TACKLING WELL-BEING
Human Resources
We have been focusing more and
more on employee engagement.
We need more than policies; we
need to help people adhere.
We need to make it easier for
employees to get support.
Hybrid work and new recruiting
demands require change.
Ad

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Masterclass On Improving & Measuring Onboarding, Retention & Wellbeing With Microsoft 365 & Microsoft Viva

  • 1. Masterclass On Improving & Measuring Onboarding, Retention & Well-being Richard Harbridge CTO & Microsoft MVP Richard@2toLead.com Fri., Feb. 10, 2023 9:30 AM (EST) #VivaMasterclass
  • 2. My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead. Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Speaker & Author Super Friendly
  • 3. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:00pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 4. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:00pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 5. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:00pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 6. Human Resources We have been focusing more and more on employee engagement. We need more than policies; we need to help people adhere. We need to make it easier for employees to get support. Hybrid work and new recruiting demands require change.
  • 7. Pain Points & Challenges • Limitations of tooling today. • Understanding the tools available for HR. • Current processes are disjointed – would love to centralize and integrate. What are some of the pain points and challenges we would like to discuss today?
  • 10. You will love the way we work. Together. ™ Jacob Morgan in “The Employee Experience Advantage” suggests three environments that support and reinforce each other. With the shift driven by Hybrid Work, it has pushed greater weight on cultural and technological environments. The feeling employees get working for your organization The actual spaces in which employees work The tools employees use to get their jobs done
  • 11. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
  • 12. You will love the way we work. Together. ™ Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here.
  • 13. Arguably the Intranet has undergone a few major transformations. Are we in the midst of another major transformation? How impactful is the change that Microsoft Teams, Loop and Viva have on Intranets? Intranet 0.1 •Portals •Links •Simple News •Technical To Update Intranets 1.0 •Search •More Content •Services •Audience Targeting •Updatable By Business Intranets 2.0 •Enterprise Social •Engagement 1.0 •Personalization •Mobile •Digital Workplace Intranets 3.0? •Engagement 2.0? •AI Powered & More Intelligent? •More Dynamic? •Richer Integration? •Where You Work?
  • 14. You will love the way we work. Together. ™ How do we communicate more effectively? Especially as we think about the enterprise channels and employee experience landscape that exists today? Intranet •Boosted Until •Personalization •Targeting •Content Mixture Email •Newsletters •Priority Messages •Personalized Integration Social / Engage •Polls •Q&A (Bots later) •Storylines Teams / Slack •Targeted Individuals •Targeted Channels/Teams Knowledge Tools •Search Optimization •Associated Topics •“Books” Of Content •Videos Of Popular Content Goals / Learning •OKR Connection & Alignment •Learning Resource Profiles, Work Modes, Mobile & Digital Excellence
  • 15. You will love the way we work. Together. ™ Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here.
  • 16. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
  • 17. You will love the way we work. Together. ™ Are we collaborating enough? Should we collaborate more? Why aren’t we collaborating more? Of surveyed employees believe that people in their own organization don’t collaborate enough. Of employees and executives cite lack of collaboration or ineffective communication for workplace failures. 86% 39% Source: Salesforce Source: Visix Of employees say the ability to collaborate makes them more loyal. 33% Source: The Economist
  • 18. You will love the way we work. Together. ™ Some industry leaders have concerns about the increased risk of data leakage and more as collaboration volume increases along with velocity and variety. Compliance Collaboration
  • 19. You will love the way we work. Together. ™ Some industry leaders have concerns about the increased risk of data leakage and more as collaboration volume increases along with velocity and variety. Compliance Collaboration Compliant Collaboration
  • 20. You will love the way we work. Together. ™ The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity and variety increase so do the tools they use.
  • 21. You will love the way we work. Together. ™ The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity and variety increase so do the tools they use.
  • 22. As you consolidate (where possible) you gain the benefit of a richly integrated suite of digital workplace or digital employee experience tools. An experience that will continue to be further integrated over time. Desired State Often The Reality
  • 23. Many organizations are surprised at how many ways they can integrate, enhance and enrich Microsoft 365 with data or connections with other systems via Microsoft Search, Power Platform, Teams, & More.
  • 24. You will love the way we work. Together. ™ It’s not just about Teams being the place where users work with others internally in Microsoft 365, it’s also about how they will use Teams across marketplace tools over time. 1900+ apps and counting
  • 25. Leverage 1st party supported integrations with popular industry leaders.
  • 26. You will love the way we work. Together. ™ Most of the dissatisfaction in meetings comes from not collaborating enough before it, after it, or in a different way during it. Meetings are important but they are often overused and used poorly. Today Microsoft not only matches this need with great experiences but even adds intelligence to those experiences to improve collaboration further whether for the individual, team or org. Collaboration Overload People spend 80% of their time collaborating, find 44% of meeting time unproductive Note: Collaboration Occurs Before, During & After Meetings!
  • 28. You will love the way we work. Together. ™ The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of value-added collaborations come from only 3% to 5% of employees.
  • 29. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
  • 30. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
  • 31. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
  • 34. Benefits Of Employee Experience Critical Areas Of EX
  • 36. Microsoft Viva (& EX Investments) Matter Today Employee benefits and business value of a comprehensive, integrated employee experience platform (EXP) What employee benefits do companies think they get from an EXP? 66% increase of personalized experiences 61% increase in satisfaction 56% improvement of mental wellbeing 51% increase in productivity, engagement 41% are more committed to org and mission What key business outcomes are expected from an EXP? 71% improved KPIs 61% stronger ROI on EX tools/resources 54% more committed employees invested in mission of organization 48% increased employee productivity 47% better innovation How do orgs measure the business value/ROI of an EXP? 61% lower cost of new hires 57% faster product development, innovation 53% increase in measurable goal achievement 49% boost in speed to market, revenue 42% reduction of time to onboard Source: Based on 420 business leaders and 606 knowledge and frontline workers surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021. “EXP” = employee experience platform.
  • 37. You will love the way we work. Together. ™ We are experiencing greater volume, velocity, and variety of communication and collaboration. This requires us to collaborate, communicate and manage employees in better ways than we have before. 34% of companies have invested in six or more tools to meet their employee experience (EX) goals1 94% of business leaders responsible for EX strategy want one comprehensive employee experience system1 90% of employees want one comprehensive employee experience system2 1Based on 420 business leaders surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021. ²Based on 606 knowledge and frontline workers surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.
  • 38. AI & Employee Experience Critical Areas Of EX
  • 39. You will love the way we work. Together. ™ Whether you use GPT4 or other industry tools, or whether you embrace copilot in the near future. The reality is that these tools can have an immediate and helpful impact. Accelerate & Optimize Communication (Emails, Coordination Messaging, Amplification Of Existing Messages) Summarization (News TL;DR, Multiple Languages, Simplification Like ELI5) News Digests (Summarizing Multiple News Pages) Intelligent Recaps (Highlights, Topics & More From Transcripts) Tone Awareness & Messaging Style (Feedback/Insight) Writing Support (Rewrite, Optimization, Suit Channels, Audiences & More) Writing Suggestions (Recommended Topics & More To Communicate About)
  • 40. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 41. You will love the way we work. Together. ™ While waiting for Microsoft copilot organizations can take advantage of these technologies today using custom header controls and more. sp-dev-fx-webparts/samples/react-openai-summarise- page-content at main · pnp/sp-dev-fx-webparts · GitHub
  • 42. Help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 43. Help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 44. Help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 45. Help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 46. help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 47. help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 48. help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 49. help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 50. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 51. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 52. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 53. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 54. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 55. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 56. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 57. You will love the way we work. Together. ™ Whether that be based on preparing the way for things like Microsoft 365 copilot or more.
  • 58. You will love the way we work. Together. ™ Please demonstrate and/or provide resources relating to Artificial Intelligence features and search.
  • 59. You will love the way we work. Together. ™ Please demonstrate and/or provide resources relating to Artificial Intelligence features and search.
  • 60. Use Cases & Scenarios Critical Areas Of EX
  • 61. Microsoft Viva Viva Education & Alignment Workshops Work For larger (1k+ employee) customers this can work really well to map use cases & scenarios while educating key stakeholders. Smaller organizations can still use this as a guide for how to start. Core Assess Art of the Possible Build the Plan Pathways (at least 2 required) Viva Goals Viva Topics Viva Learning Viva Connections Select any two pathways
  • 62. Microsoft Viva What Were The Key Challenges & Pain Points? From a high level we encountered and surfaced a number of challenges and pain points. Challenges/Pain Points 1 2 3 4 5
  • 63. What are the scenarios where Viva Connections can help with today and in the future? Description Objectives Metrics/KPIs Sponsor(s) Timing Bridge company communication and collaboration As a Connector, I want the intranet to be easy to both find and access from anywhere within the digital workplace (default start page, pinned app, featured link) so that I can spend more time-consuming content than trying to find and access it. • Bring the Intranet and core communications experience into Microsoft Teams via Viva Connections • Compliment multi-channel publishing campaigns/approaches via Teams Company Communicator & Viva Amplify • Qualitative feedback on ease of access (do you find it valuable dashboard card to MSFT form) • Page & App Stats • Unique views per month • Total views per month Meghan Bower Consistent, personalized global homepage I want a consistent page layout that will organize assets resources into a cohesive intranet home page so that all employees can benefit from a modern employee experience. • Provide an integrated personalized newsfeed that is highly relevant to the employee. • Drive employee engagement with easy sharing and reactions. • Reduce the time it takes to engage with common systems and services via a unified dashboard. • Page & Home Site Stats • Unique views per month • Total views per month • Views by location • Yammer engagement (if on homepage) Sue Gannon Publish news to the organization As a Communicator, I want to publish corporate news on the Intranet, so that employees can find the latest updates from the organization • Keep employee up-to-date on important company initiatives • Increase awareness of authoritative news. • Boost news until a date, number of impressions, or it has been viewed. • Change in amount of time it takes to publish with current Intranet platform vs. new Intranet publishing time • Change in % of news stories published in six-month timeframe (Volume, Variety, & Velocity – from both corporate comms and distributed departments/spaces) • Number of news views (unique & total) • Social engagement – shares, likes, etc. Meghan Bower Provide a managed pathway to navigate across all digital spaces As a Connector, I want to ensure all Consumers have the ability to both discover and request to join existing communication and collaboration sites across Microsoft 365 and our digital workplace platforms while respecting existing security and governance policies. • Reduction in redundant spaces being created over time. • Accelerated adoption and usage due to more targeted templating, pro-active adoption support and easier discovery/navigation. • Digital Workplace Directory Page Views • Digital Workplace Directory Usage Statistics • Change in % of volume and frequency of orphaned and inactive spaces (by location, by department, by product, by client, etc). John Smith Easy desktop and mobile As a Consumer, I want the intranet experience to be fully responsive and • Reduce the number of company apps needed on employees devices. • Site Stats based on device type.
  • 64. How should we prioritize these scenarios? Medium priority High priority Low priority Medium priority Business impact / Visibility High Med Low Easy Somewhat Hard Difficulty to implement (people and processes) Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Scenario name Copy these to map! Scenarios Add your scenario’s name and add as many as needed. Bridge company communication and collaboration Consistent, personalized global homepage Consistent homepage for my department Consistent homepage for my community Easy desktop and mobile access Publish news to the organization Automatically tag our content Scenarios Bridge company communication and collaboration Consistent, personalized global homepage Consistent homepage for my department Consistent homepage for my community Easy desktop and mobile access Publish news to the organization Automatically tag our content
  • 65. U S E R S T O R Y USER STORY USING OWNERSHIP SUCCESS A S S E S S M E N T COMPLEXITY VALUE COMPLEXITY VALUE As a Connector, I want the intranet to be easy to both find and access from anywhere within the digital workplace (default start page, pinned app, featured link) so that I can spend more time-consuming content than trying to find and access it. 2 5 John Smith Qualitative feedback on ease of access Unique views per month Total views per month RELEASE 1 | PBLG-017 Viva Connections
  • 66. U S E R S T O R Y USER STORY USING OWNERSHIP SUCCESS A S S E S S M E N T COMPLEXITY VALUE COMPLEXITY VALUE As a Connector, I want to Solve citizen tax cases within the shortest time possible, continuously grow and improve knowledge bases 3 5 John Smith Viva Topics Insights & Analytics Qualitative Feedback Process Improvement (Tax Case Turnaround etc) RELEASE 1 | PBLG-062 Viva Topics
  • 67. U S E R S T O R Y USER STORY USING OWNERSHIP SUCCESS A S S E S S M E N T COMPLEXITY VALUE COMPLEXITY VALUE As a Connector, I want to share assigned learning in an easily discoverable interface within Microsoft Teams and see completed learning items to keep track of employee learning journeys 2 5 2toLead Microsoft Learn certifications per employee Microsoft Learning paths per employee RELEASE 1 | PBLG-054 Viva Learning
  • 68. U S E R S T O R Y USER STORY USING OWNERSHIP SUCCESS A S S E S S M E N T COMPLEXITY VALUE COMPLEXITY VALUE FUTURE RELEASE As a Communicator, I want the ability to customize and streamline the OOTB navigation so that the experience better reflects our organizational requirements and is as ‘on brand’ as possible. Teams, SharePoint 5 5 John Smith Reduced “help me find content” support tickets Navigation Reporting & Analytics User interaction heat map Time Taken To Navigate (Testing & Monitoring)
  • 69. U S E R S T O R Y USER STORY USING OWNERSHIP SUCCESS A S S E S S M E N T COMPLEXITY VALUE COMPLEXITY VALUE As a Connector, I want to ensure all Consumers have the ability to both discover and request to join existing communication and collaboration sites across Microsoft 365 while respecting existing security and governance policies. Teams, SharePoint 5 4 John Smith Digital Workplace Directory Page Views Digital Workplace Directory Usage Statistics Change in % of volume and frequency of orphaned and inactive spaces FUTURE RELEASE
  • 70. U S E R S T O R Y USER STORY USING OWNERSHIP SUCCESS A S S E S S M E N T COMPLEXITY VALUE COMPLEXITY VALUE As a Consumer, I want to have the ability to access a Center of Excellence with tailored content from my organization so that I have a central place from which to navigate learning, governance and support. Teams, SharePoint FUTURE RELEASE 2 5 John Smith Site Usage Feedback Insights Change In Digital Excellence Testing/Metrics
  • 71. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:00pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 73. Attract Talent The Stages Of Employee Experience
  • 75. Employees who are satisfied with their organization’s flexibility are 2.1x more likely to recommend working for their employer.
  • 77. We use it to improve candidate outreach messaging, job descriptions, recruitment marketing content, persuasive language for hiring managers, generate interview questions, and more…
  • 79. You will love the way we work. Together. ™ Important Stages to Improve
  • 80. Recruit & Hire The Stages Of Employee Experience
  • 82. You will love the way we work. Together. ™ We use it to improve candidate outreach messaging, job descriptions, recruitment marketing content, persuasive language for hiring managers, generate interview questions, and more…
  • 83. You will love the way we work. Together. ™ We use it to improve candidate outreach messaging, job descriptions, recruitment marketing content, persuasive language for hiring managers, generate interview questions, and more…
  • 89. You will love the way we work. Together. ™ Important Stages to Improve
  • 90. Pro-Active Onboarding The Stages Of Employee Experience
  • 97. You will love the way we work. Together. ™ Every organization should be targeting information and experiences for new staff. The more specific the type of new staff the better. Out of the box, many experiences support this. Example 2 The navigation you use should have some ‘getting started’ links and material for new employees. Navigation & Quick Links Pages News Documents Events Dashboard Cards Apps Example 1 You could organize news with a special news item that shows up first for new employees.
  • 100. Leverage a unified news feed that aggregates yammer announcements and news recommended for the current user all while empowering quick and easy engagement. Not (yet) available
  • 102. 3rd PARTIES & CUSTOMIZATIONS… It is much more accessible and easier to build automation or integration that simplifies the onboarding process today with the Microsoft 365 and Power Platform portfolio.
  • 103. 3rd PARTIES & CUSTOMIZATIONS… It is much more accessible and easier to build automation or integration that simplifies the onboarding process today with the Microsoft 365 and Power Platform portfolio.
  • 104. ESTIMATED COMPLEXITY Policy Centre App Employee Communications Finding unique ways to teach your employees the policies of your business can be accomplished with the proper methods. Built with the technology of Power Apps and Microsoft SharePoint, the 2toLead Policy Centre App creates clarity and transparency around your policies with an easy-to-use integrated platform. See A Demo Of This In Action Today 2toLead Solution
  • 105. CROSS-INDUSTRY INDUSTRIES Have confidence that each employee is reviewing key documents whether it is for the entire organization or a single team. As policies are established, changes are captured in version control and files are routed for approval. WHAT DOES IT DO? Policy Centre App Employee Communications POLICY MANAGEMENT COMMUNICATION COMPLIANCE PROCESS AUTOMATION EMPLOYEE EXPERIENCE SOLUTION AREAS TECHNOLOGIES USED Customizedimplementation plans are availablefor purchase. Interested? We Can Help • The Policy Centre app solution is scalable to your needs; user-friendly for your IT team, in-house SharePoint team and other key users. • Capture compliance with confidence with the dedicated electronic acknowledgement capabilities. • Track versions and revisions for Policies, Procedures, and other documents. • Restrict policy documents to only people who need to have access to them. • Monitor employee engagement with metrics on how often they access your policies and if they are understood. • Improved accountability and transparency by establishing policy standards.
  • 109. Enable employees to extend and strengthen their networks within the organization with virtual or in-person connections. Discover More (40+) Solution Ideas: M365Ideas.com
  • 110. By highlighting that someone is new and making it appear throughout the employee experience it encourages others to reach out and connect. Discover More (40+) Solution Ideas: M365Ideas.com
  • 111. Discover & contribute to gig projects or volunteer activities based on your interest to acquire new skills or master the ones you have from Teams. Discover More (40+) Solution Ideas: M365Ideas.com
  • 112. Contextualized navigation and discovery based on where and how users work benefiting from cloud scale AI, digital behavior capture & continual content analysis. In emails, instant messages, team messages, pages, news, documents and more… the knowledge, people, digital spaces, and more are available in context.
  • 113. You will love the way we work. Together. ™ By focusing on the curators and content leaders this group of people already understand how curation works, what governance rules exist around “Intranet” content, and the value of knowledge. Steering Committee Intranet Working Group Administrators Champions Content Owners Content Authors Support
  • 118. You will love the way we work. Together. ™ Important Stages to Improve
  • 119. You will love the way we work. Together. ™
  • 120. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:30pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 121. Time for l nch EX Masterclass
  • 122. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:30pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 123. Microsoft Viva Client Responsibilities Workshop Overview End productivity paranoia. Embrace data over dogma.
  • 124. You will love the way we work. Together. ™ Limited Network 42% of IWs rarely meet new people at their company, managers rarely make those connections IWs rarely meet new people at their company; when they do meet new people, it’s most often through a formal or informal company event. In the post hybrid world this isn’t sufficient.
  • 125. You will love the way we work. Together. ™ Limited Network 42% of IWs rarely meet new people at their company, managers rarely make those connections Empower insights that enable employees to be more connected. Enable employees to extend and strengthen their networks within the organization with solutions that improve retention, connection and engagement.
  • 126. You will love the way we work. Together. ™ Limited Network 42% of IWs rarely meet new people at their company, managers rarely make those connections Empower insights that enable employees to be more connected. Enable employees to extend and strengthen their networks within the organization with solutions that improve retention, connection and engagement.
  • 127. You will love the way we work. Together. ™ How does the employee work mode effect network size and composition?
  • 128. You will love the way we work. Together. ™ How does the mode of work impact the integration into the organizations network? Is there as much manager support for remote employees' integration as onsite ones?
  • 129. You will love the way we work. Together. ™ Outcomes– manager connection
  • 130. Improve Employee Connectivity With Microsoft 365 Empower insights that enable employees to be more connected. Identify expertise and align it with employees. Enable employees to extend and strengthen their networks within the organization with solutions that improve retention, connection and engagement. EXAMPLE PILOT Estimated Duration: Educate On Importance Of Connected Employees Expert Led Discussions On Viva Insights, Viva Pulse & M365 Solutions Provide Recommendations & Next Steps YOUR EXPERIENCE MAY VARY…
  • 131. Improve Employee Connectivity With Microsoft 365 SERVICES CROSS-INDUSTRY ORGANIZATION RESILIENCY EMPLOYEE ENGAGEMENT PRODUCTIVITY BUSINESS IMPACT INDUSTRIES HYBRID WORK EMPLOYEE NETWORKING EMPLOYEE RETENTION VIVA INSIGHTS WORKPLACE ANALYTICS VIVA PULSE SOLUTION AREAS Together we will demonstrate and discuss Microsoft 365 capabilities and solutions that improve and provide insights into employee connectivity, networking and organization resiliency. We will share insight into how to successfully engage and connect your employees even in hybrid or entirely remote environments. Provide ready to deploy and implement solutions that your organization can implement that integrate and are built into Microsoft Teams, Outlook and SharePoint that help employees connect in different ways further strengthening their networks, increasing productivity and collaboration and improving retention. WHAT WILL WE DO? The difference isn’t (optimally) to just do Insights (or Glint/Pulse) but to actually combine it with campaigns, solutions and more that should nudget/change employee experience for the better.
  • 132. You will love the way we work. Together. ™ Important Stages to Improve
  • 133. Maximize Engagement The Stages Of Employee Experience
  • 140. The Metaverse can have a long-lasting impact on culture. But it’s not clear. At this stage we can work to understand and align current impact. • Provide a feeling of togetherness when working alone. • Having “presence” has not always been equitable. • Not all of us can afford clothing, good lighting or camera systems. • No legs may be more inclusive (i.e. wheelchair user). • Figure or ‘body size’ in VR. • Immersive technology can be costly (flat screen experience matters). • Audio cues and avatar hand movements to start, but mimicking facial movements and more matters long term.
  • 141. The Metaverse can have a long-lasting impact on culture. But it’s not clear. At this stage we can work to understand and align current impact. Do we control backgrounds in Teams video? What is our stance on green screens and filters? What is our stance on Avatars? What is our stance on VR at work…
  • 143. You will love the way we work. Together. ™ Important Stages to Improve
  • 144. Drive Performance The Stages Of Employee Experience
  • 149. Align work to corporate objectives. Align at all levels of the organization with OKR approval workflows, Organizational, Team, and Individual goal pages, and Chart View.
  • 150. Align work to corporate objectives. Share progress and insights across your organization with shareable links to dashboards and with pinned apps and resources in Teams.
  • 151. Improve Team Performance & Alignment With Viva Goals Empower objective alignment at the organizational, team and individual level. Connect work to outcomes with projects and tasks aligned to OKRs while sharing progress and insights across your organization with shareable links and pinned apps. EXAMPLE PILOT Estimated Duration: Educate On Importance Of Connecting Goals To Outcomes Expert Led Discussions On Viva Goals & Designing Your Pilot Program Implementation Of Viva Goals Pilot & Pro-Active Support YOUR EXPERIENCE MAY VARY…
  • 152. Improve Team Performance & Alignment With Viva Goals EXAMPLE PILOT CROSS-INDUSTRY ORGANIZATION RESILIENCY EMPLOYEE ENGAGEMENT PRODUCTIVITY BUSINESS IMPACT INDUSTRIES EMPLOYEE PERFORMANCE VIVA GOALS EMPLOYEE RETENTION VIVA INSIGHTS HYBRID WORK SOLUTION AREAS This pilot program should be expert led as it will server to demonstrate and discuss Microsoft 365 capabilities and solutions that improve and provide insights into employee objectives, alignment and goal management. Configure and implement Viva Goals and a pilot program that helps employees connect, align, and manage goals and objectives in different ways further strengthening their performance, the team and organization culture and business growth. Coach, mentor and support (with experts) pilot groups on the usage and refinement of their objectives, key results, projects and help them adopt it meaningfully. Explore qualitative and quantitative findings on how much value it drove during and after the pilot period. WHAT WILL WE DO?
  • 153. Sample Viva Goals Pilot Timeline Week1 Kickoff Communications Planning Viva Goals Technical Deployment Week 2 OKR Leadership Program Week3 OKR Coaching Program OKR Design Workshop(s) Viva Goals Software Training Week 4 Viva Goals Software Training Week 5 Dashboard & Integration Support Week6 Close-out Meeting
  • 154. 2toLead Viva Goals Pilot Timeline (High Level) FY23 Q3 - Dec Starting our OKR journey Piloted usage of OKR methodology Limited business rhythm and alignment of goals between levels FY23 Q3 - Jan Validating OKRs in your organization Piloted usage of OKR methodology Department and group learning of OKR concepts and how OKRs will work for them at scale FY23 Q4 - Feb Evaluate and adjust coaching and support approach based on initial findings. OKRs are used in quarterly planning business rhythms, becoming a mindset of focus and alignment Employees feel that Q4 has clearer purpose and priority FY23 Q4 - Mar Integrate established OKRs with automated updates (Planner, Project Online, ADO, etc). OKRs are expanding more widely into business rhythms Departments and teams of the organization are developing the OKR muscle and habit FY23 Q4 - Apr Support quarterly review and close-out motions with Viva Goals and time investment. OKRs are a key part of our quarter and fiscal close out at the individual, team and organizational level. FY24 Q1 - May Starting a new fiscal committed to the OKR practice/process. OKRs are firmly embedded in business rhythms throughout the organization, from top to bottom.
  • 156. People In Viva & Viva Goals as well as countless other experiences further enrich the ways we communicate, align and connect. All elements of a good Intranet strategy.
  • 158. You will love the way we work. Together. ™ Important Stages to Improve
  • 159. Growth & Development The Stages Of Employee Experience
  • 161. You will love the way we work. Together. ™ This is why champion programs are so important but also why peer supported learning matters a great deal. Learning through coworkers is among the most effective and most used methods. % who said method was “very helpful” 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Myself, through trial and error
  • 162. While Managers should be more active in developing that doesn’t mean we can’t take advantage of peer feedback, and learning recommendations.
  • 163. Improve Learning Engagement With Viva Learning Employees want to learn and grow. An integrated learning experience powered by peer recommendations, sharing, and connected to structured learning and unstructured learning leads to more engaged learners, and a more engaged workforce. EXAMPLE PILOT Estimated Duration: Educate On Learning As A Shared & Connected Experience Enable Viva Learning For Pilot Group(s) Explore Learning Engagement Analytics & Learning Usage Patterns YOUR EXPERIENCE MAY VARY…
  • 164. Improve Learning Engagement With Viva Learning EXAMPLE PILOT CROSS-INDUSTRY ORGANIZATION RESILIENCY EMPLOYEE ENGAGEMENT GROWTH & DEVELOPMENT BUSINESS IMPACT INDUSTRIES EMPLOYEE DEVELOPMENT EMPLOYEE ENGAGEMENT VIVA LEARNING EMPLOYEE RETENTION LEARNING MANAGEMENT SOLUTION AREAS This pilot program should be expert led as it will server to demonstrate and discuss Microsoft 365 capabilities and solutions that improve and provide insights into employee objectives, alignment and goal management. Configure and implement Viva Goals and a pilot program that helps employees connect, align, and manage goals and objectives in different ways further strengthening their performance, the team and organization culture and business growth. WHAT WILL WE DO? 1% Employees use only 1% of their workweek to focus on learning new skills1 84% of L&D leaders think now is the time to integrate learning into collaboration platforms2
  • 165. Viva Learning itself can be easy to implement, but most organizations need to learn to adapt their growth and development plan.
  • 166. Scenarios: Learner In a meeting with a colleague, they mention wanting to brush up on their data analysis skills Chat and conversation Send a relevant course in a meeting or Teams chat Include pointers to relevant sections or add context in chat message Enable peer coaching or mentor relationships – formal or informal A sales analyst is searching Office.com for a customer pitch deck to give in an upcoming sales meeting Cross-M365 discovery Relevant learning courses like “Effective sales pitch strategies” surface in search results alongside pitch decks Bookmark courses in Viva Learning to consume later in preparation for the meeting A marketing analyst wants to improve her knowledge on web and social media strategy Search for keywords like “SEO optimization” in the Viva Learning home page or a channel learning tab See search results from Microsoft, 3rd party providers, and internal sources Bookmark interesting courses and recommend courses to peers Search and recommend
  • 167. Scenarios: Manager A new team member will be joining next week A manager wants to foster a culture of learning and growth A team member led a presentation on Diverse and Inclusive marketing that would be helpful for the broader organization Onboarding Add a learning tab to your Teams channel for onboarding Add relevant courses and team-specific resources to the tab Curate for your team and priorities Manage view Recommend relevant courses to team members Check the completion status of recommended content in the Manage view Give kudos to team members who prioritize learning Crowdsource learningcontent Add the presentation to the organization’s collaborative SharePoint folder, connected to Viva Learning Employees can see added content in Viva Learning as learning content
  • 169. Page 250 ESTIMATED COMPLEXITY Center Of Digital Excellence Adoption Every organization is working hard to improve digital excellence. Having a center for digital excellence is a foundational solution that will work to reinforce and communicate governance, provide a hub for self-service learning, connect champions, mentors, and experts, and house tips, tricks and considerable adoption material. See A Demo Of This In Action Today 2toLead Solution Discover More (40+) Solution Ideas: M365Ideas.com
  • 171. You will love the way we work. Together. ™ Important Stages to Improve
  • 172. You will love the way we work. Together. ™
  • 173. You will love the way we work. Together. ™ Masterclass On Improving & Measuring Onboarding, Retention & Well-being 9:45am 10:00am WELCOME & REGISTRATION 10:00am 11:00am CRITICAL AREAS OF EX 11:00am 11:50am ONBOARDING EXPERIENCES 12:00pm 12:30pm LUNCH BREAK 12:00pm 1:10pm RETAIN TOP TALENT 1:20pm 1:50pm TACKLING WELL-BEING
  • 174. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 175. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 176. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 177. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 178. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 179. Wellbeing score across categories Distribution by wellbeing score and collaboration hours Collaboration hours
  • 189. M365Intranets.com M365Sprawl.com M365Campaigns.com Explore 800+ Pages of Free Expert Guidance… M365Metrics.com M365Resources.com SharePointMigrations.com
  • 190. You will love the way we work. Together. ™ Download our free 80+ page whitepaper Transform your Employee Experience at every stage with Microsoft 365 and Microsoft Viva! Download Today
  • 191. Let’s connect and find ways to do more and work together. Message me on LinkedIn or email Richard@2toLead.com 200+ Awesome Presentations at: Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Super Friendly Thank You Slideshare.Net/RHarbridge 800+ Pages of Whitepapers at: 2toLead.com/Resources Elsewhere… M365Resources.com M365Ideas.com M365Sprawl.com M365Intranets.com M365Metrics.com SharePointMigrations.com