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Converting from an Email
Culture to SharePoint Culture
Robert Bogue
(317) 572-5310
Shepherd@SharePointShepherd.com
http://www.thorprojects.com/blog
Agenda
• Why Does This Matter?
• Email As an Addiction
• Understanding Email
• Converting Communication
• Converting Collaboration
• Fundamentals of Organizational
Change
Introduction
14 Year Microsoft MVP
Author of 25 books including
The SharePoint Shepherd’s
Guide for End Users
25 Years of Industry
Experience
Numerous Microsoft,
CompTIA and other
Certifications
Why Does This Matter?
… to me?
• I helped to create the problem
• I struggle with the same cultural
issues with my clients
Half Way Across the World
Communication is Key
One More Time:
How Do You
Motivate
Employees?
By Fredrick Herzberg
January-February 1968
How Many of Your Colleagues are Gone?
How Much Does It Cost for
Each Lost Employee?
Voluntary
Turnover
~20%
Cost to
Replace
~90%
Annual
Payroll
* = ~18%
Gallup says…
Engagement
reduces
turnover
Gallup has found that
consistent communication
– whether it occurs in
person, over the phone or
electronically – is
connected to higher
engagement.
Key 1: This problem is costing the
organization money (~9% of annual payroll)
Knowledge Loss
In 1997 when Dr. John
Richter retired he had
built and tested 42
warheads. China’s
entire team had built
and tested 45.
Email as an Addiction
Responsiveness Expectations
Postal Mail
Email Message
Text Message
Voice Mail Message
Three Phone Calls, Back-to-Back
Carpet Bombing
What is an Addiction?
“the state of being
enslaved to a habit or
practice…”
Alcohol Addiction
Disordered Eating
Email Addiction Test
Have you checked your email more than every four
hours – today?
Do you feel anxiety when your phone battery is less
than 20%?
Was the last time you were disconnected from email
for more than two days longer than a year ago?
Does your preoccupation with email cause you to do
dangerous or harmful activities?
Organizational Email Addiction Test
Has your organization ever communicated a layoff,
employee termination, or staff reduction via email
first?
Do you routinely have email conversations that
include more than ten replies?
Does your organization communicate emotionally
charged information via email?
Why Email Addiction Matters
• Rational messages won’t be
sufficient to change behavior
• Deeply ingrained
• Addictions are hard to break
The Pharmaceutical Theory
of Addiction
• The most harmful substance
discovered is alcohol. (The
Lancet)
• The most addictive substance is
nicotine (US Surgeon General)
• Only 17.7 percent of nicotine
patch wearers were able to quit
smoking
Key 2: Email can be an addiction
What’s in Email Anyway?
WithWhom?
Notifications
• Systems
• Success
• Failure
• People
• Irrelevant
• Wrong Location
• Wrong Job
• Relevant
• SPAM
• Newsletter
• Unsolicited
Types
ONE WAY
Learning OrganizationInternal Communication
Communication
• One Way
Conversation
• Two Way
• Interactive
Dialogue
• Open Exchange
• Relative Safety
Giving Orders
Pouting
Fights
Dialogue
Is Your Message Getting Through?
Information Overload
Signal to Noise Ratio (S:N)
Key 3: Keep good email, toss bad email
Converting Communication
Digital Transformation
Atoms Electrons
Mail eMail
Bulletin Board
Digital Signage
Posters
Newsletter
Intranet
Procedures Manual
Meeting Web Conference
“While you were out…” Voice Mail
Location Tour Videocast
Microsoft
Internal
Communication
Options
Urgency
Scale
One:ManyOne:FewOne:One One:All
Collaboration Communication
WheneverNow!
OneDrive O365 Group
Outlook Email
Skype4B Chat
Skype4B Call
Yammer
Department Group
Skype4B Meeting
SharePoint
Intranet
SharePoint
Department Site
O365 Group
Outlook Company
Wide Email
Yammer
Company
Communication
Teams?
Create Communication Guidelines
• Set expectations for
communication medium
• Establish awareness of good
email etiquette
Start in the Right Place
• Set all users web browser home
to the corporate intranet
• Make the resources they need
easy to reach from the home
page
Restrict “All User”
distribution lists
• Create barriers in front of mass
emails
• Deter the use of email through
light social shaming
Shift to Intranet
• Stop sending emails with news
• Start sending emails with links to
news
• Stop sending emails with news
or links
Maintain “small” mailbox
sizes
• Users get small email inboxes to
discourage the movement of file
attachments
• Requests for larger sized
mailboxes are responded to by
“crisis counselors”
Key 4: Put the Intranet Front and Center
Converting
Collaboration
Types of Collaboration
• Directed – Business process
driven work together
• Undirected – Goal directed, non-
repeatable
Build It For Them
• Create a template for the
business process
• Implement features to automate
the process (where appropriate)
Application Backlog
Make it Easy
• Eliminate Barriers
• Provide Training
• Provide Resources
Key 5: Make Collaborating in SharePoint Easy
Fundamentals of
Organizational Change
John F. Kennedy,
Special Joint Session of Congress,
May 1961
I believe that this
nation should
commit itself to
achieving the goal,
before this decade
is out, of landing a
man on the moon
and returning him
safely to earth.
SharePoint Vision
• How will you know when you’ve
achieved it?
• Is it about the technology
choices -- or the way the
organization operates?
• The clearer and more compelling
the vision, the shorter the path
Emotional-Rational-
Environment
• The Model
• Elephant – Emotional powerhouse
• Rider – Rational control
• Path –Environment and habits
• Implications
• The rider has the illusion of
control
• The path has strong influence
CC Flickr mckaysavage
Changing the Status Quo
Kotter’s Change Model
• Create Urgency
• Form a Powerful Coalition
• Create a Vision for Change
• Communicate the Vision
• Remove Obstacles
• Create Short-term Wins
• Build on the Change
• Anchor the Changes in Corporate Culture
SystemsThinking
Changing Systems
12. Numbers
11. Buffers
10. Stock-and-Flow Structures
9. Delays
8. Balancing Feedback Loops
7. Reinforcing Feedback Loops
6. Information Flows
5. Rules
4. Self-Organization
3. Goals
2. Paradigms
1. Transcending Paradigms
Adoption
Relative
advantage
Compatibility
ComplexityTrialability
Observability
Knowledge,
Attitudes,
Practices
Practices
• Personal Commitment
Attitudes
• Close Connections
Knowledge
• Mass Media
Key 6: Organizational Change is Emotional
Things to Keep in EMail
• Private Conversations
• Time Sensitive Conversations
• Ad-Hoc Communications
Things to Get Out of Email
• Document Delivery
• Status Updates
Stop Grenade
Throwing
Flow
• Highly productive state (>5x)
• Difficult to get into
• Easy to get distracted from
• Leads to lingering positive
thoughts
Disable Email Notifications
• On Computers
• On Phones
Thank You
Rob Bogue
Shepherd@SharePointShepherd.com
(317) 572-5310

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Converting an eMail Culture into a SharePoint Culture

Editor's Notes

  1. Pee in both oceans at once
  2. Woods – Chinese sourcing story eMail is what users know Trying to get them to stop sending attachments
  3. Fax machines – kind of like dial tone – most folks don’t know what it is these days. China @ Woods
  4. RB:
  5. RB: Fredrick Herzberg “Make ‘em do it.” More are becoming a member of the creative class… they need different motivations…
  6. BLS ~40%/yr, ~20% is voluntary
  7. RB: SHRM estimates range from 30%-150% … Mean 90%
  8. RB: How much is 18% of the annual payroll? Is that worth doing something about? What if you can save a quarter of that? Half of it? But how???
  9. RB: Comparing high/low performance on factors including Turnover
  10. RB: This report is from 2015 We’re talking about RELATIONSHIPS – Relationships are built on communication
  11. http://www.lasg.org/LifeAtTheLabs/knowhow.htm
  12. Communications Satisfaction - Communication Satisfaction Questionnaire (1977) Downs and Hazen Employee Satisfaction – “One More Time: How Do You Motivate Employees” (1987) Herzberg Employee Replacement – “Employee Replacement Costs” (2010) Institute for Research on Labor and Employment, University of California, Berkeley
  13. Maybe you’re upset… (not responding) … or maybe you’re just being passive-aggressive Three Phone calls… you’re trying to get me to be Charlie Sheen (‘Roid Rage.) Multiple contact attempts? Email, Lync/Skype, Drop by? Postal – 1 Week Email – 24-27 hrs Text – 2-8 hours Voice mail – 4-24 hours
  14. Trying every communications method in sequence Or … copying the entire world on an email.
  15. Focus on the word enslaved (without a choice) Addition test: Obsessive or Compulsive
  16. SharePint… drinking problems… Alcoholics can stay away (out of a bar) Functional Alcoholics vs. non-functioning alcoholics.
  17. Thanksgiving/Christmas dinner
  18. Coffee … or Starbucks Coffee
  19. Step 1 is to admit you have a problem. Asking individuals to own their email addiction Reading or responding to email while driving? Reading or responding to email while in a meeting?
  20. Emotionally charged – changes in benefits… Cascading communications (managers telling their reporting)
  21. Have you ever had your children make something for you to eat? Have you ever been scared about what’s in it? Child: “Daddy, I made you breakfast!” Dad: “Why does it have anchovies in it?”
  22. Little Sable, MI Things look different from the inside. There are chips on the inside that don’t show… We’re not talking about eliminating all email. We’re talking about REDUCING internal email.
  23. Systems – We begin to filter out the success; we don’t notice the failures. We have a very hard time as humans noticing something is missing – except for our paycheck. People – Irrelevant – Location -> Cake in the breakroom - Job -> Hourly workers need to complete their timecards by …
  24. RB:
  25. “Yes, I would like fries with that…” Instructing people
  26. “Why do I have to?”
  27. A disagreement (or pouting) that escalates
  28. With everything crowding the channel are our messages being heard?
  29. It was Dr. Daniel Levitin. The Organized Mind: Thinking Straight in the Age of Information Overload. He said that in 1976, there were 9,000 products in the average grocery store. Today – more than 40,000. Therefore, we have to ignore a lot to achieve our targeted grocery list of – say – 150 items. 
  30. RB
  31. Where does teams fit into this? Really this should have overlap on it.
  32. Intranet favorites
  33. Remove alcohol from the house…
  34. Note that on Office 365 this isn’t easy to pull off.
  35. The concept of ‘ba’ – Shared space for emerging relationships Look to the book Demand for making them WANT it. For now just do some of them until there’s more demand than you can solve.
  36. Speak to the elephant Laydown the right path -> Set the right defaults References: Switch – Chip Heath / Dan Heath Happiness Hypothesis – Jonathan Haidt
  37. And there’s still an estimated 70% failure rate
  38. Time: 2 minutes Diffusion of Innovations – Everett Rogers Relative advantage is measured in the eyes of the beholder… i.e. what’s the relative advantage of a Rolex? Status
  39. Flow – Mihalyi Csikszentmihalyi