Melbourne 2018
STORMING, FORMING,
NORMING
WITH MR & MRS STRANT
@LoryanStrant
Melbourne 2018
 Change & Adoption
Practice Lead
 Prosci method aligned
 Office 365 focus –
consults in adoption,
launch, training across
the suite
Melbourne 2018WHY ARE WE HERE?
 What is Forms
 Demo
 A hidden gem in Office 365
 Forms inside of Office 365
 The power of Forms
 Forms in your world
 Launch & adoption
Melbourne 2018
SO…. WHAT IS FORMS?
Melbourne 2018SOME BACKGROUND
FORMS STARTED IN EDUCATION,
MADE AVAILABLE TO
COMMERCIAL LATE APRIL 2018
SIMPLEST OF OFFICE 365 TOOLS NO DEPENDENCIES ON MAILBOX
OR ONEDRIVE
CAN BE UP AND RUNNING IN
MINUTES
Melbourne 2018WHAT’S IN A NAME?
Melbourne 2018FORM VS. QUIZ
FORM
 Customise the design
 Question types: choice, text, rating,
date, ranking, Likert
 Instant results
 Email responses
 Branching
QUIZ
 Same as a form, but with:
 Add message for respondents who
select answers
 Allocate points for each question
 Specify correct answers
 Maths!
Melbourne 2018
DEMO
NOTE: create a video as backup
Melbourne 2018
LIVE FORM DEMO
http://bit.ly/dwc18forms
Melbourne 2018
A HIDDEN GEM IN OFFICE 365
Melbourne 2018A HIDDEN GEM IN OFFICE 365
THE IMPORTANCE OF
HUMAN ENGAGEMENT
LISTENING TO PEOPLE WHY PEOPLE NEED
FEEDBACK
HOW MUCH THIS HAS
INCREASED IN THE
MODERN AGE OF CHANGE
Why is Forms important?
Melbourne 2018
HERDING CATS
 Getting input on:
 date/time
 location
 venue type
 food
A HIDDEN GEM IN OFFICE 365
Melbourne 2018A HIDDEN GEM IN OFFICE 365
 The opportunity to shift from traditional forms
 Potential to be 'paperless'
 Sustainability
Melbourne 2018FORMS AND DIGITAL TRANSFORMATION
Process
complexity
Changing
workflows
Systems
integration
Speed of
transformation
Ability to
adapt
Melbourne 2018
FORMS INSIDE OF OFFICE 365
Now for some more techy stuff.
Melbourne 2018
OFFICE 365 TOOLS WITH SIMILAR
FUNCTIONALITY
 SharePoint survey
 Forms for Excel
(formerly known as Excel Survey in
OneDrive & Excel Online)
 SharePoint list
Melbourne 2018TO FORM OR NOT TO FORM?
 SharePoint list
 SharePoint list + PowerApps form
Melbourne 2018YOU’RE NOT ALONE: FORMS AND GROUPS
Melbourne 2018YOU’RE NOT ALONE: FORMS AND GROUPS
Melbourne 2018SURFACING FORMS: SHAREPOINT
Melbourne 2018SURFACING FORMS: TEAMS
Melbourne 2018SURFACING FORMS: SWAY
Melbourne 2018SURFACING FORMS: POWERPOINT
Comparison to
SurveyMonkey
Melbourne 2018WHAT, WHAT IS THIS!?!?!?
Melbourne 2018
THE POWER OF FORMS
Melbourne 2018
FORMS + FLOW
DEMO
Melbourne 2018FLOW TEMPLATES FOR FORMS
Melbourne 2018PUTTING IT TOGETHER
Melbourne 2018
FORMS IN YOUR WORLD
Melbourne 2018FORMS FOR BETTER MEETINGS
PRE-MEETING RESEARCH
 Be educated before going in the room
 Save valuable time lost to random
conversation
 Get to the point faster
POST-MEETING RESEARCH
 How did you do, and what can be
improved?
 Follow-up questions
Melbourne 2018MORE EXAMPLES FOR FORMS
 Employee satisfaction
 Post training survey
 Employee feedback on Office 365 application use and training needs
 Adoption campaign use
 Coffee club
 Friday lunch
 What else do you need to fill out or get a response on?
Melbourne 2018LAUNCHING FORMS
STRUCTURED
IMPLEMENTATION
AND CAMPAIGNS –
THESE ARE NOT
REQUIRED
NO TECHNICAL
DEPLOYMENT OR
REQUIREMENTS
OTHER THAN USER
ACCOUNT
VERY LOW IT SUPPORT
REQUIREMENTS
END USERS ARE
BECOMING SAVVY
KEEP IT TURNED OFF,
AND THE APPETITE
WILL DISAPPEAR
EASY TO USE, GREAT
QUICK WINS, LET
THEM TRY IT!
Melbourne 2018
REALLY, WHO WAS
BETTER?
http://bit.ly/DWCrealvote
THANK YOU TO OUR SPONSORS

Storming, norming, forming

Editor's Notes

  • #4 Change and Adoption Practice Lead Background – psychology, projects - performance/ HR software, Office 365 migrations and then Change and Adoption focus Industry shift – from exchange migrations, adding then a couple of launches, to now the crucial conversations about 'what to use when' and mapping out key scenarios and behavior change.
  • #7 Megan Its simple to use, quick wins, high value Dependencies – stand alone application that as long as you have a license its available Up and running – just get started with one
  • #8 Spot the difference
  • #12 Switch to live survey Show export to Excel
  • #14 Lets take a moment for some deeper context. Engage, listen, respond. Employee engagement: - disengaged employees can impact culture, reduce customer service, impact retention, and even decrease profit - help increase feeling of belonging and purpose, and increase growth and happiness Listening: - Engage people, be proactive and make steps to increase retention. Bottom-line – the more engaged, more connected, the more motivated. Create a culture of listening. Asking for feedback requires courage at times however it can be very valuable.  - prevents us from being stuck or discouraged - can unlock change and improve performance - continued learning
  • #16 Megan Leave forms – paper  Performance review – Word doc Training session feedback – paper Keep it in the ecosystem!
  • #17 Loryan Talk about complexity of converting processes from analog to digital Talk about workflows Talk about integration with systems Talk about actual speed of achieving digital transformation Talk about changing needs, lack of agility
  • #19 Loryan
  • #20 Loryan
  • #21 Loryan
  • #23 Embed like a web part. Create new one now or embed existing. Choose to surface the form or the results. Eg. mgmt. site showing up to date eNPS
  • #24 Just click on the tab and select the Forms application. LORYAN: Teams product feedback anecdote
  • #25 Add in as a media part When user is moving through your Sway, at appropriate point survey or quiz comes up
  • #26 You might not be ready to use Sway, this is another way to run a presentation and pause to check knowledge along the way with a check point and a quiz
  • #27 Each additional user is $348 per year Upgrade to Premier to remove SurveyMonkey branding Compared to Office 365 Business Essentials at $7.04 per user per month (ie. $84.48 per year)
  • #37 Switch to live survey Show export to Excel