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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
Introduction
13 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
The SharePoint Shepherd’s Guide for
End Users: 2013
• Content
• Background Information
• Decision Trees
• 116-181 Tasks
• Available Forms
• Book
• Corporate Licenses available for
deployment to your intranet.
Why I Care
• I helped to create the problem
• I see my clients struggle
Half Way Across the World
Agenda
• Social Says Email is Dead
• What is in Email?
• Email is An Addiction
• Barriers to SharePoint Adoption
• Tools for SharePoint Adoption
Is Email dead?
By the numbers (2012)…
• 400 Million Tweets
• 2.2 Billion Email users
• 2.7 Billion Facebook Likes
• 144 Billion Email messages
What’s in Email Anyway?
Notifications
• Systems
• Success
• Failure
• People
• Irrelevant
• Wrong Location
• Wrong Job
• Relevant
• SPAM
• Newsletter
• Unsolicited
Types
ONE WAY
Giving Orders
Pouting
Fights
Dialogue
WithWhom?
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
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
Sorting the Good from the Bad
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
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
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
Creating Change
ChangingtheStatusQuo
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
Push/Pull
Adoption
Relative
advantage
Compatibility
ComplexityTrialability
Observability
Barriers to SharePoint
Adoption
One More Time:
How Do You
Motivate
Employees?
By Fredrick Herzberg
January-February 1968
Difficulty in Getting Started
• Can’t figure out where to ask for
a site
• Don’t know how much it will
cost the department
• Don’t know who they need to
get approval from
• Is training required before a site
can be created?
Mounting Challenges
• Lack of training
• Lack of resources
• Difficulty requesting and getting
help
• Lack of licensing
• Product limitations
Lack of Training
• Why
• Curse of Knowledge (It’s harder
than you think)
• Why Not?
• Time out of role
• Training material costs
Tools for SharePoint
Adoption
Build It For Them
• Create a place for them to get
their needs met
• Allow every department access
to post on the home page
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
social shaming
Create Communication Guidelines
• Set expectations for
communication medium
• Establish awareness of good
email etiquette
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”
Disable Email Notifications
• On Computers
• On Phones
Changing Metrics
LeadingvsLagging
Lagging Indicators
• Should
• Represent business value
• Examples
• Increased number of sales wins
• Reduced service desk costs
• Improved project profitability
Leading Indicators
• Should
• Reasonably predict result
• Be changeable
• Examples
• Response time for RFPs
• Reduced service desk call times
• Reduced project issue closure time
Transition to Intranet
Communication
• “Embrace and Extend”
• Send out links to Intranet via
email
• Stop sending out emails
On the Right Track
• Set clear responsiveness
expectations
• Get urgent out of Email
• Get the pull-able out of Email
• Discourage Carpet Bombing
Thank You
Rob Bogue
http://www.thorprojects.com/blog
Shepherd@SharePointShepherd.com
(317) 572-5310
Twitter: @RobBogue
Linked in: Tell me you were at SPSOmaha

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Converting from an EMail Culture to Sharepoint Culture

Editor's Notes

  1. Does your culture belong in a petri dish?
  2. Why I did it… having trouble timing training and user need... Relates to governance – I believe that we need to GUIDE and SUPPORT not OPRESS and CONTROL
  3. Woods – Chinese sourcing story eMail is what users know Trying to get them to stop sending attachments
  4. Fax machines – kind of like dial tone – most folks don’t know what it is these days. China @ Woods
  5. Digital Natives Generation X, Y, Z
  6. 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?”
  7. 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 …
  8. “Yes, I would like fries with that…” Instructing people
  9. “Why do I have to?”
  10. A disagreement (or pouting) that escalates
  11. Also known as a sorority house…
  12. 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.
  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. Speak to the elephant Laydown the right path -> Set the right defaults References: Switch – Chip Heath / Dan Heath Happiness Hypothesis – Jonathan Haidt
  22. Time Sensitive != Urgent
  23. Time: 2 minutes Push = Email Pull = SharePoint
  24. 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
  25. Demand – Zip Car story 5 minute walk instead of 10 minute walk -> tipping point By … Adrian Slywotzky, Karl Weber
  26. What motivates people to action? Can you compel them to do something?
  27. Q: What can you do to make the process of getting started easier?
  28. Q: Why do sites get abandoned?
  29. Windows Phone experience from an iPhone… Dial tone used to be normal, but isn’t any longer The Art of Explanation by Lee LeFever
  30. The concept of ‘ba’ – Shared space for emerging relationships
  31. Intranet favorites
  32. Remove alcohol from the house…
  33. Flow – Mihalyi Csikszentmihalyi