This document discusses 7 key concepts for planning and strategy when adopting Microsoft Teams: 1) Establishing a clear vision, roadmap and business goals; 2) Securing executive sponsorship and engagement; 3) Developing a governance plan; 4) Defining quality metrics and KPIs; 5) Identifying clear business outcomes; 6) Implementing adoption change management and champion programs; 7) Creating a training plan and schedule. It emphasizes the importance of governance, change management, and executive support for a successful Teams rollout. Additional topics covered include app development, personas and user stories, and leveraging Teams capabilities like tabs and bots.

1. Microsoft Teams
7 Key Concepts for
Planning & Strategy
Joel Oleson, MVP & RD
Director, Perficient
@joeloleson
Howard Fields
Pervasent

2. Teams the
fastest growing
enterprise app in
history…
How will it grow
in your org?

3. Poll: Where
are you in your
Teams
Adoption
•Using Skype but plan to
migrate
•Using Skype & Teams
•Pilot of Teams
•Teams for Unified
Communications and
Collaboration
•Not Started
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4. 7 Critical Elements for Digital Workplace Planning Strategy
Clear Vision,
Roadmap &
Business Goals
Exec Sponsor
&
Engagement
Governance
Plan
Quality
Metrics KPIs
Clear Business
Outcomes
Adoption
Change
Management
+ Champions
Training Plan
& Office
Hours
AppDev Plan:
Personas and
User Stories

5. Clear Vision, Roadmap and
Goals
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6. Don’t shortchange your Teams deployment
@joeloleson

7. Vision of the Teams platform

8. The future of digital working will offer tools that let us tie
communications, content, tasks, applications, collaborative work and
other elements together around work streams. – Efraim Freed 2015

9. Executive Leadership
Sponsorship and Engagement

11. Digital Transformation &
Digital Workspace Hub
Modern Intranet
UC: Voice, Video, Comms
Documents & Files
Modern Content Services
SAAS and XaaS Services
Modern Chatbot
HR & Service Desk
Predictive
Global Search
Communication
Collaboration
Engagement
AI and ML
Line of Business – Business Process
IoT Analytics
Alerting & Monitoring

12. Governance Plan:
Provisioning, Lifecycle, Offboarding,
Security & Compliance, Data Loss
Prevention, RACI
(This is not just a document…)
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13. Chaos by default…
Governance critical to success…
• Who can create a Team?
• How do we intend to use Teams?
• What should NOT be used or connected to Teams?
• How long should they exist before archived or validated?
• Naming conventions?
• Teams templates?
• Who owns the platform? Who owns the data? RACI required.
• What if a flow could create and validate services, security, auditing, DLP
policies blocks and warnings, and usage reporting?
• How should a Team be provisioned? Powershell, UX, Admin, Graph
• How are new features rolled out and discovered or disabled who is
watching?
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14. Credits:
Loryan Strant
, Microsoft MVP, consultant

20. Success Criteria & Metrics
Desired Outcomes
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23. Adoption Change
Management & Champion
Program
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Only 34% willingly adopt new technology

24. Deployment
Technical
migration and
deployment
Activation
People See new
features but don’t
know what to do
with them.
Awareness
People know
about the change
and are aware of
how to get help
Enablement
People use the
solution on a
regular basis
Proficiency
People change
their behaviors and
leverage the full
solution
MS Teams Maturity & Value Model
Value/ROI
Time &
Difficulty
often achieved poorly achieved rarely achieved

25. Champion program

26. Poll: How are
you using
Teams in Your
Organization?
•Project Teams
•Departmental Teams
•Executive Engagement
•Support – Screen Sharing
•Events - Live Video
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27. Poll: How do
you plan to
Use Teams in
the Future?
•Project Teams
•Departmental Teams
•Executive Engagement
•Support – Screen Sharing
•Events - Live Video
This Photo by Unknown Author is licensed under CC BY

28. Training Plan: Train the
Trainer & Office Hours
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29. Training is in the box

32. Dev and App Plan
Personas, Team Stories
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33. Microsoft Teams provides a powerful and
extensible platform
Build apps with a rich set of capabilities to reach
your users through chat, channels, notifications and personal
workspace.
Integrate with new or existing business processes and services
Connectors
Post rich updates to channels
Activity Feed
Engage users via feed
notifications
Bots
Help users get tasks done in
conversations
Adaptive Cards
Add rich interaction to your
connector cards
Message Extensions
Allow users to query and share
rich cards in conversations
Tabs
Surface rich content as well as
SharePoint Framework* based
solutions
Build in intelligence and connect
to data that drives productivity
Microsoft Graph App Store
Drive engagement by
submitting your app to our app
store or just to certain company
stores
Most popular!
Low-code/No-code options are available!

34. Reference
solutions
PowerApps
and Flow
Custom
development
Extending Microsoft Teams
Teams Store
Applications
Custom
development

35. Teams and
SharePoint
Better
Together

36. Team Papers
• Extends Teams
• Makes your meetings
more effective and
paperless
• Is a natural addition to
your green initiatives

37. People communicate
using documents
Reports for management meetings
Plans and schedules for projects
Datasheets and brochures for sales teams

38. The Tab
Organize and assemble documents
in a tab in Teams
Publish documents to team
members’ mobile devices

39. The App
Native apps for Windows, iOS and Android
Jump between documents
and quickly find the information
you need

40. Pervasent, Inc.
inquiry@pervasent.com
1 510.903.1001
www.pervasent.com
Joel Oleson
Joel.Oleson@Perficient.com
Linkedin.com/in/joeloleson
@joeloleson
Let’s Connect!
Join Joel:
MS Teams Modern Workplace &
Adoption Summit Irvine MTC
bit.ly/teamssummit
October 23