ACCELERATING EMPLOYEE ONBOARDING & YOUR HYBRID WORKPLACE WITH MICROSOFT 365

ACCELERATING
EMPLOYEE ONBOARDING
& YOUR HYBRID
WORKPLACE WITH
MICROSOFT 365
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP
#M365EduCon
Wed., Aug. 10, 2022 11:30 AM (CDT)

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. ™
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.
Of employees want flexible
and remote work options to
stay. Of leaders are changing
their workplace policies
to offer greater flexibility.
73%
Source: LinkedIn Great Reshuffle Survey
Source: Microsoft Work Trend Index
81%

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.

Human Resources
Hiring &
Expectations
Employee
Engagement
Employee
Experience

How the roadmap is broken down into categories
Facilitate Governance & Responsibly Empower
Absorb complexity into management, align with policies, simplify compliance, security and performance.
Establish An Effective Foundation
Foundational and important work from strategy to architecture that is necessary for continued digital workplace success.
Migrate & Modernize
Move away from legacy systems into long-term, supported, and more integrated experiences.
Foster Collaboration, Connection & Engagement
Make it easy and efficient for employees to onboard, teams to work together, from anywhere, to gain insights on
what is important and feel included.
Improve Communication, Navigation & Search
Provide more effective ways to communicate, reduce noise, feel informed, engaged and get their core tasks done
with increased efficiency.

A summary of the initiatives planned over the next 24 months
Foster Collaboration,
Connection & Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower

ACCELERATE ONBOARDING & TRANSFORMATION...
WITH CONNECTED EXPERIENCES
WITH CONTEXTUAL GUIDANCE
WITH IMPROVED INSIGHTS

COLLABORATE & STAY CONNECTED…
Help ensure teams remain connected, whether employees are currently on site or remote, and work
more easily together.

EMBRACED VIRTUAL ONBOARDING…
The onboarding experience has to be integrated with the tools and places employees will work, not
another place for them to go. SharePoint, Teams & Viva Connections solves this challenge.

AUDIENCE TARGETING MATTERS…
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
Pages
News
Documents
Quick Links
Events
Dashboard Cards
Example 1
You could organize news with a special news
item that shows up first for new employees.

New
Employee
Corporate
Onboarding
Site
1.Onboarding Center
Overview
2.Your Organizations Story
Sample
3.Meet The Leadership Team
4.Building Connections Links
5.Org Onboarding Quick
Links
6.Sample Curated Resources
7.New Hire Community
Integration
New
Employee
Departmental
Onboarding
Site
1.Departmental Welcome
2.Departmental Onboarding
Checklist
3.Insights Into Departmental
Culture/How We Work
4.Departmental Quick Links
Examples
5.Meet Other New Team
Members In This
Department
6.Departmental Insights
New
Employee
Pre-Onboarding
Site
1.Pre-Onboarding Center
Sample
2.Example Of Leadership
Welcome Messaging
3.First-Day Preparation
Checklist
4.FAQs Example
5.Our Leadership Team
Example
6.Our Values Example
Workplace
Transformation
Site
(Hybrid
Work)
1.Showcases The Importance
Of Helping Support
Employees With Hybrid
Work Expectations
2.Examples Of Quick Tips &
Key Messaging
3.Sample Managers Only
(Targeted Tips/Resources)
4.Examples Of In Page
Navigation
5.Creative Use Of Sectional
Layouts
6.Sample Hybrid Workplace
Checklist
7.Sample “A Week In The
Hybrid Workplace”
ACCELERATE YOUR UNDERSTANDING…
There are great starting templates provided for Microsoft 365 that provide effective Onboarding
sites that you can configure and make your own. Each one serves a key employee portal purpose.

ACCELERATE YOUR UNDERSTANDING…
There are multiple great sample sites and templates provided by Microsoft for Microsoft 365
that provide effective Onboarding sites that you can configure and make your own.

Lack of structure and planning in the onboarding process can be a big challenge. Spending time
here is important to improve, automate or simplify the process and prioritize the right steps.
Scheduled Meetings
Introduction To Org
Organized 1:1s
Focused Discussions
From Frequent To Open
Training & Guidance
Organized Live Training
Sessions
Connect New Hires With
Other Employees
Share Training Materials
Resources & Automation
Create Onboarding Sites
& Experiences
Plan Onboarding Tasks &
Checklists
Automate Onboarding
Tasks & Notifications

SUPPORT SOCIAL BASED LEARNING…
While many organizations have standardized training and learning programs for new employees
often they are challenging to maintain and not comprehensive, this gap can be closed by peers.

Presenting, engaging in chat, running slides all at the same time for larger meetings can be a
challenge. Split this between two people for better results.

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.

A LIMITED NETWORK…
42% of 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. Managers rarely make those connections.
Limited
network
42% of IWs rarely meet
new people at their
company, managers rarely
make those connections

ESTIMATED COMPLEXITY
New Employee
Onboarding Assistance
Employee Onboarding
With the New Employee
Onboarding Assistance
solution new employee
checklists, feedback capture
and the ability for new hires to
introduce themselves using
the app are all available.
Managers can even approve
the introduction and it can be
shared with relevant teams.
Try It Yourself Today
Microsoft Solution Discover Another 40+ Solution Ideas In Our eBook

SOLUTIONS: INTRODUCE EMPLOYEES…
Microsoft has created Teams oriented New Employee Onboarding experiences and samples
that can be inspiring or customized and tailored for your own needs.
GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your
organization to connect new employees to people & culture and provide them with consistent experience and information
to be productive faster.

INTRODUCE EMPLOYEES…
Microsoft has created Teams oriented New Employee Onboarding experiences and samples
that can be inspiring or customized and tailored for your own needs.
GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your
organization to connect new employees to people & culture and provide them with consistent experience and information
to be productive faster.

Icebreaker: Connect
Employees Together
Employee Networking & Connection
Enable employees to extend
and strengthen their networks
within the organization with
virtual or in-person
connections that improve
retention and engagement.
Pair team members up for a
meet up every week and let
the bot help find an available
timeslot for both parties.

Yammer is evolving and for corporate communications there are new ways to engage,
design and integrate Yammer capabilities into your digital hub experiences.

Company
Communicator for
Microsoft Teams
Employee Communications
Take company communications to
the next level with an enhanced
company communication
experience that enables pushing
key messages to people and
channels in Microsoft Teams.

Enhancements for
Company
Communicator
Employee Communications
Take your company
communications to the next level
with this powerful enhancement.
User experiences, authoring and
publishing methods have been
improved inside the Company
Communications Solution in
Microsoft Teams.
See A Demo Of This In Action Today
2toLead Solution Discover Another 40+ Solution Ideas In Our eBook

Grow Your
Skills App
Grow Your Skills is an app for
employees to discover & contribute
to gig projects or volunteer
activities based on their interest
which will help them to acquire new
skills or master the ones that they
already have right inside teams.

Champion
Management
Platform
Adoption
The Champion Management
Platform enables organizations
to adopt, onboard and maintain
Champions, allowing everyone
to discover Champions right
where they collaborate.
Hold organizational-wide
tournaments promoting
adoption themes and more.

Employee Training &
Events Registration
From registration to expressing
interest enable employees to
engage in training and events
while in Microsoft Teams.
This can greatly compliment Teams
webinars and SharePoint events to
meet organization needs.

COLLABORATING MORE FREQUENTLY…
People spend 80% of their time collaborating. However, 44% of meeting time is seen as
unproductive. There are stark differences between effective and ineffective collaboration.
Collaboration
overload
People spend 80% of their
time collaborating, find
44% of meeting time
unproductive

The way we manage meetings, the way we collaborate in meetings has always
been something that we could improve and now we must improve it.

This new form of meetings can be better than the way they worked in the past.
This can compliment in person meetings and isn’t just for remote meetings.

IF YOU AREN’T TALKING USE MUTE…
While it can be painful learning to remember to unmute yourself it is a lot better than
distracting others with breathing, typing, movement or background noise.
It’s okay to mute someone!
Just @mention them and
let them know.

RECOGNIZE & USE RAISED HANDS…
One of the most challenging things in virtual meetings is interrupting or acknowledging you
have something to say. Even if you write it in the side discussion it can be useful to action it.
Especially Useful In
Larger Meetings

VISUAL NOTE TAKING IS IMPORTANT…
When conducting any meeting there should never be a blank screen (if it’s not about eye contact).
Use PowerPoint, OneNote, Word, or an open Email. Take notes as people talk and facilitate.
When running meetings
- Share notes
- Take notes interactively
- Here are my notes
- Take notes
- Kitten Picture Rotator

FOCUS & ZOOM TO SAVE YOUR EYES…
You can ‘zoom’ or “focus on” the content and remove the video/indicator bar at the bottom.

IF SOMEONE ASKS A QUESTION…
What if they could be answered via Yammer? What if they could be answered with a search Q&A?
We let employees submit Q&As and bookmarks for search consideration – you should too!

JUST IN TIME KNOWLEDGE & EXPERTISE…
Harness the collective knowledge that already exists within the organization and make it
accessible or bring it to the user in intuitive ways.
• Automatically display topic cards across
Microsoft 365 apps to discover knowledge in
the context of your work.
• Let knowledge find you
Show topic highlights and display topic cards
in any Microsoft 365 app.
• Find topics anywhere
Give people the knowledge they need
anytime, anywhere by using Search to
discover topics.
Make knowledge easy to discover

Identification
Improve topics by combining AI and
human expertise.
Automatically build topic pages
Create topic pages and topic cards using
suggested definitions, related content,
relevant conversations, and expertise.
Curate topics
Cultivate knowledge using your experts
and AI to refine topic pages.
Organize knowledge
Curation Discovery
demo

Design and implement a simplified experience that gives you quick access to teams, sites,
communities, and more. Complimenting your Intranet and Digital Workplace Strategy.

ANYTIME…
A recent survey found that 75% of people have experienced burnout at work with 40% saying
they’ve felt it during the pandemic specifically.
Blurred
boundaries
40% of people report
work disrupts
personal/family time at
least weekly

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.
Blurred
boundaries
75% of people have
experienced burnout at
work with 40% of people
report work disrupts
least weekly

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
least weekly

MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.

MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & organization leaders can leverage Workplace Analytics.
What’s more Insights intelligently brings these to users in the Teams Experience.

Ways of working tracker: scorecard metrics

Wellbeing score across categories Distribution by wellbeing score and collaboration hours
Collaboration hours

By combining insights from surveys and employee pulse insights with data from how they work
digitally we can take more pro-active steps to improve focus on important topic areas.

As leaders figure out their organization’s new working models, the Hybrid workforce experience
Power BI dashboard helps them understand how hybrid work affects employees differently.

This report enables leaders to get a baseline to help manage a hybrid workforce.

This report helps people answer questions like: Do they have equitable access to collaboration opportunities?
Do some multi-task more which may drive towards more inclusive virtual meeting opportunities.

How does the employee work mode effect network size and composition?

How does remote and hybrid lead to more impact on eating into lunch and after-hours schedules?

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?

Hybrid work managers can sometimes have an unconscious tendency give preferential treatment to
employees in the immediate vicinity. What is this like in your organization?

Inspect and understand as you nudge and pro-actively support employee experience changes how
those work modes and these insights change for the better.

Goal management, objectives and key results (OKR), and connecting work to outcomes is a big
emphasis of investment for many organizations today that is having tremendous impact.
Ally.io accelerates organizational alignment from 40% to 90% in less than one year.
Taken from Ally’s 2021 Goal Management Report reviewing over 4,500 knowledge
workers in North America and the UK. Read the full report here.

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.

Align work to corporate objectives. Connect work to outcomes with Projects and Tasks aligned
to OKRs with automatic and built in integration.

Align work to corporate objectives. Focus discussions, provide context and simplify reporting
with custom dashboards and OKRs that dynamically update.

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.

M365Intranets.com
M365Sprawl.com
M365Campaigns.com
Explore 800+ Pages of
Free Expert Guidance…
M365Metrics.com
M365Ideas.com
SharePointMigrations.com

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/Whitepapers
Elsewhere…
M365Ideas.com
Office365Campaigns.com
M365Sprawl.com
M365Intranets.com
M365Metrics.com
SharePointMigrations.com
https://2tl.co/NavBook
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ACCELERATING EMPLOYEE ONBOARDING & YOUR HYBRID WORKPLACE WITH MICROSOFT 365

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