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Top 10 Ways To Improve Office 365 Adoption

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Office 365 provides an incredible amount of value to individual employees, teams, departments and organizations. Much of this value is not realized immediately upon purchase or even deployment of Office 365. The value is realized as more and more users understand, adopt and embrace the technology that has been implemented. So how can organizations drive faster, sustainable and effective adoption? They perform campaigns, run activities, and take action.

Join Richard Harbridge as he shares industry leading real world experience, advice and activities that other customers are leveraging to get more from Office 365 and drive more meaningful adoption.

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Top 10 Ways To Improve Office 365 Adoption

  1. 1. @RHARBRIDGE GETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT… Often getting people to use more of the technology is just as important.
  2. 2. @RHARBRIDGE THIS IS IMPORTANT FOR ALL OF US… The more people use the platform the more value the technology provides.
  3. 3. RICHARD HARBRIDGE My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at SPEAKER | AUTHOR | SUPER FRIENDLY
  4. 4. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Impact Business Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  5. 5. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Impact Business Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  6. 6. 1. IMPACT BUSINESS OBJECTIVES…
  7. 7. ABSTRACT OBJECTIVES… These kinds of objectives are not good objectives. They are platitudes.
  8. 8. S.M.A.R.T OBJECTIVES… How many of your ‘objectives’ match this criteria today?
  9. 9. Break the objective down until you have S.M.A.R.T objectives.
  10. 10. Break the objective down until you have S.M.A.R.T objectives.
  11. 11. We would like to automate and imp e our ‘paper based ‘legal’ ‘contract mngmt’’ ‘contract rvew processes. Specifically we would like to ‘imprv request rspnse e’ by… Break the objective down until you have S.M.A.R.T objectives.
  12. 12. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Impact Business Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  13. 13. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  14. 14. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  15. 15. 2. COMPLETE THE TRANSITION…
  16. 16. DON’T FALL BEHIND… It will be more and more challenging to meet expectations on legacy technology.
  17. 17. REMOVE ALTERNATIVES & MAKE MANDATORY… Be proud; you rock superstar It’s never the nicest option, but from leadership down can be effective. Share ideas and docs in OneDrive Look in Search & Delve Ask others for help via Lync Kick email butt with Exchange
  18. 18. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  19. 19. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  20. 20. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  21. 21. 3. PROVIDE EFFECTIVE SUPPORT…
  22. 22. SUPPORT POLICIES, GUIDANCE & PLANS… How is Office 365 support managed and executed in your organization?  Objectives/Priorities  Roles and Responsibilities  Site Classification and Platform Classification  Content Standards  Site Provisioning Process/Questionnaire  Content Migration Process/Questionnaire  User Expectations Agreement  Support Agreement(s)  Training and Communication Plans  Usage Monitoring Plans  Taxonomy Management Plan  Site & Group Review Checklist(s)  Profile Policy & Guidance  User Lifecycle Policy  Security Standards & Guidance  Social Policies…
  23. 23. Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help MULTIPLE TIERS FOR ESCALATION… The core team supporting Office 365 can’t know everything or service everyone.
  24. 24. MEASURE SUPPORT… Categorize requests further than by technology.
  25. 25.  Books and Manuals  Online  MSDN  TechNet  Blogs  Cheat Sheets  One on One  Classroom Training DIVERSIFY SUPPORT… Provide multiple resources and mediums for people to learn and get help from.
  26. 26. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  27. 27. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  28. 28. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  29. 29. 4. PLAN FOR ADOPTION…
  30. 30. Scenarios Methodology Communities Resources BUILD AN ADOPTION PLAN…
  31. 31. @RHARBRIDGE Examples of activities at success.office.com & improveit.how/book PLAN ACTIVITIES TO DRIVE ADOPTION…
  32. 32. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  33. 33. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  34. 34. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  35. 35. 5. MEASURE ADOPTION…
  36. 36. VALUE IS REALIZED THROUGH USAGE & ADOPTION So it’s critical to understand how you can measure usage and adoption.
  37. 37. @RHARBRIDGE TOP SEARCHES & FAILED SEARCHES… Easy to do and useful to publish not just use for tuning/improving search.
  38. 38. @RHARBRIDGE REPORT USAGE PATTERNS… Aggregating reports and sending them to leaders can be good to drive visibility.
  39. 39. PROVIDING USERS MORE INFORMATION… Sharing more information with users can help them improve their usage.
  40. 40. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  41. 41. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  42. 42. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  43. 43. 6. DRIVE AWARENESS & INTEREST…
  44. 44. REAL WORLD ADOPTION ACTIVITIES & MORE… Find great ideas for driving adoption in our latest book http://improveit.how/book
  45. 45. @RHARBRIDGE INTERNAL ADVERTISEMENTS… Ads on the portal, posters, and more stuff from http://www.co-store.com/iw
  46. 46. @RHARBRIDGE SCAVENGER HUNTS, TRIVIA CONTESTS, AND COMPETITIONS… Planned contests can drive interest and awareness.
  47. 47. @RHARBRIDGE ANNOUNCE NEW FEATURES / CAPABILITIES… Including ones Microsoft adds for you. Take credit for it – really!
  48. 48. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  49. 49. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  50. 50. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  51. 51. 7. GUIDE & DEVELOP UNDERSTANDING…
  52. 52. @RHARBRIDGE Find a Person/ Expert Post and discuss a topic and/or content Manage a meeting or event Ask/ answer a question Make an announcement Find a Document Send/exchange information/ documents Produce/manage content Tag content Poll/survey a group of people? Rate or otherwise infer sentiment (e.g. “Like”) Establish relationships with people, information and sites Form serendipitous connections via affinity- based relationships View activities across team, community, or network Post/view/comment on content and media View profile, manage profile PROVIDE USERS GUIDANCE ON WHAT THEY CAN DO… Make it simple and easy to understand all the things they can do today…
  53. 53. @RHARBRIDGE DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! It goes into much greater depth and can be found at WhenToUseWhat.com
  54. 54. Spend the majority of your efforts providing individual and group guidance. Individual Group Organizational GUIDANCE HAS MULTIPLE LEVELS…
  55. 55. Personalize or base the matrixes you leverage on personas that change over time. Office Video Urgency/TimeSensitivity Audience (Internal or External) Skype For Business Call IM Skype Presence Skype for Business Online Meetings Outlook E-Mail OneDrive for Business SharePoint Team Sites SharePoint Intranet Yammer Company Communications Yammer Groups Office 365 Groups Individual OrganizationalGroup Ad-hoc/LowUrgent/High Delve BoardsGUIDE USERS FROM WHERE THEY ARE… Month 1 TargetMonth 2Month 3Month 4Month 5
  56. 56. Scenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared? ◕ ◕ ● ● ◔ ● Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ● Within the whitepaper we have provided guidance on 13 common scenarios… WANT MORE SCENARIO GUIDANCE?
  57. 57. @RHARBRIDGE DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! It goes into much greater depth and can be found at WhenToUseWhat.com
  58. 58. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  59. 59. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  60. 60. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  61. 61. 8. COACH OTHERS & FIND CHAMPIONS…
  62. 62. @RHARBRIDGE COACH OTHERS & FIND CHAMPIONS… Learning via Co-Workers is among the most effective and most used methods.
  63. 63. @RHARBRIDGE BEST IN CLASS SHOWCASES… Recognize champions and educate on how others can improve/emulate.
  64. 64. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  65. 65. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  66. 66. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  67. 67. 9. ELICIT & CAPTURE FEEDBACK…
  68. 68. @RHARBRIDGE SURVEYS, POLLS & FEEDBACK… When you collect info ensure you share the results, actions & result changes.
  69. 69. @RHARBRIDGE USABILITY TESTING, DIARY STUDY, CARD SORTING… Lots of design, info architecture, and feedback activities can improve adoption.
  70. 70. @RHARBRIDGE SUCCESS STORIES… Add an option to submit success stories about how 365 helped. Then highlight.
  71. 71. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  72. 72. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Integrate & Build Solutions
  73. 73. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Integrate & Build Solutions
  74. 74. 10. INTEGRATE OFFICE 365 & BUILD SOLUTIONS…
  75. 75. @RHARBRIDGE SOLUTIONS SHOWCASE… Build solution summaries for business built solutions or IT ones and share them.
  76. 76. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Integrate & Build Solutions
  77. 77. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Office 365 Is A Platform
  78. 78. THE TOP 10 WAYS TO IMPROVE ADOPTION… 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Office 365 Is A Platform
  79. 79. @RHARBRIDGE RESOURCES TO HELP YOU BE SUCCESSFUL… These are a few of the resources you should check out. Get started today with:  FastTrack Content, Labs & Guidance: http://aka.ms/getfasttrack  Office 365 Success Center: http://success.office.com  Office 365 Training App: http://aka.ms/officetraining  Office 365 for Business Learning Center: http://aka.ms/o365learning  Join the “Driving Adoption” Group in: www.yammer.com/itpronetwork  Lync 2013 Rollout & Adoption Success Kit http://aka.ms/lyncrask  Yammer Success Center: https://about.yammer.com/success/  Purchase & Provide Sweet 365 Gear: http://www.co-store.com/iw  Leverage Popular Use Cases: http://www.discoversharepoint.com/  Discover SharePoint App: http://aka.ms/dspapp  OnRamp (Automated Deployment Assistance): https://onramp.office365.com/onramp/  Office 365 Roadmap: http://office.com/roadmap
  80. 80. @RHARBRIDGE MORE RESOURCES TO HELP YOU BE SUCCESSFUL… These are a few of the resources you should check out. Available Programs (Applicability Varies):  Customer Immersion Experience: http://aka.ms/TryImmersion The Microsoft Experience Center provides you a facilitated hands-onenvironment to experience Microsoft’s productivity solutions through a series of simulated, every day scenarios.  Adoption Offer (New 150+ Seat): https://deploy.office.com/email-migration-offer  Software AssuranceDeployment Planning Services: https://deploy.office.com/deployment-planning-services  Software AssuranceTraining Vouchers: https://www.microsoft.com/learning/en-us/software-assurance-benefits.aspx  Onboarding Center: https://deploy.office.com/onboarding-center  100+ PowerPoint Presentations on SlideShare: http://www.SlidesShare.net/RHarbridge  RichardHarbridge & Kanwal Khipple via LinkedIn or 2toLead.com
  81. 81. Thank You! Organizers, SponsorsandYouformakingthispossible. 100+SharepointPresentationsAt.. Slideshare.Net/RHarbridge WhenToUseWhatWhitepaper.. WhenToUseWhat.com ImproveItBook.. ImproveIT.How/Book Office365SuccessCenter.. Success.Office.Com Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER | AUTHOR | SUPER FRIENDLY My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at

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