07 Adoption plan guide
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Early in 2016 I adapted the Microsoft Fast Track material for our Office 365 Adoption Journey. This is deck 7 of a sequence of 9. This content was previously available from my Docs.com site
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07 Adoption plan guide
- 9. Office 365: Your digital workplace
- 17. Office 365: Your digital workplace Tools section of the Intranet
Editor's Notes
- A successful Office 365 rollout focuses on driving adoption and helping everyone understand the benefits of working in a new way. Our four-step approach helps you successfully drive Office 365 adoption.
- Fair to say progress is organic
- Success criteria should be “SMART”. As we draft our success criteria, use the SMART mnemonic as a guide: S - Specific Clear and unambiguous; answers the questions, “What, why, who, and where?” M - Measurable Concrete; clearly demonstrates progress. A - Attainable Realistic; not extreme. R - Relevant Matters to stakeholders. T - Timely Grounded to a specific target date; answers the question, “When?”
- Raising awareness is an essential step to driving adoption as it informs, involves, and inspires our users. An effective awareness campaign shouldn’t just focus on the new features and functionality to come, but should enable end users to understand the business value of Office 365 and how they can personally benefit from using it. When building our awareness messaging, we should consider highlighting the vision and business scenarios that we identified in the previous adoption phases, so end users will have an easier time identifying the “What’s in it for me?“ Our awareness campaign should include a variety of tactics to maximize impact and drive adoption such as communications, events and training.
- Raising awareness is an essential step to driving adoption as it informs, involves, and inspires our users. An effective awareness campaign shouldn’t just focus on the new features and functionality to come, but should enable end users to understand the business value of Office 365 and how they can personally benefit from using it. Our awareness campaign should include a variety of tactics to maximize impact and drive adoption such as communications, events and training. Communications may include posters and other print materials. Use email, newsletter or other online communication tools. *** Microsoft examples *** Email messaging & newsletters (6-8 weeks before launch) Keep emails short and sweet, with a clear call to action and links to more information like FAQs. Emails should be sent from an individual, preferably an executive sponsor, not a group or distribution list. Email and newsletter content should answer the main questions your end-users have: "Why are we moving to Office 365?" "What is required of me?" "How does this help me do my job?“ Use your Set Business Vision and Identify Business Scenarios exercises to help guide the messaging. Make your emails attractive, with style and colors that are consistent with your campaign. Enable two-way communication with your users by including links to your internal site and Yammer group for feedback, support, and training. First Touch & Lunch and learns 6-8 weeks before launch, host an in-person event where users can browse Office 365, talk to a project team member at various scenario stations, and access training resources. Have the event in a high-traffic area such as a lobby or lunch room. (4 weeks before launch) Informal lunch & learn sessions can offer end users the ability to ask questions in an open forum. It’s also an opportunity for champions to share experiences and showcase how they are getting value from Office 365. Conduct lunch & learn sessions on a regular cadence (for example, quarterly) and encourage participation by offering incentives.
- Consider hosting a formal launch event to engage teams. Contests and prizes motivate people to participate. Use print and online materials to showcase features and benefits.
- People learn differently. Training should take on multiple forms to accommodate different learning styles, geographical barriers, and resource constraints.
- Training should do more than simply introduce users to “how-to” information for performing tasks. We’ll need to explain why the change is happening, what’s in it for them, and why they’re being asked to change. Demonstrate the benefits of the change. Understanding and addressing user concerns is key toward easing the transition and ensuring a successful deployment.
- Help users get started by using the Quick Start Guides. There are sets for Office 2010, 2013 and 2016.