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Office 365 Adoption Guide
Adoption Guide 32 Preface Join the Driving Adoption Community http://aka.ms/driveadoption The way that people connect in their personal and professional lives has changed fundamentally in the last few years – the world has became one giant network. People now expect to be able to get things done at work in the same way. Office 365 allows your organization to become more connected, collaborative and structured in how work gets done. But it can only do that if you take the people in your organization on that journey with you. This guide has been created for organizations looking at the most effective ways to leverage their investment in Office 365. It is meant to be used as a step-by-step guide, whereby you can ensure that your organization can first identify, and then execute specific tasks that will have the greatest positive effect on your organization. Microsoft has harnessed years of experiences of working with Office 365 customer journeys, to create a usable guide, based on real-world experiences, from real-world companies. We hope it inspires you with what is possible, and that you use and share it with the people in your organization. We welcome your feedback on it, through the Drive Adoption Community at: http://aka.ms/driveadoption And remember, you are not in this alone. There are thousands of organizations just like yours who are currently launching Office 365 and you can connect with them in this community. Change the way you work, because the way you work impacts the work you do. B O O S T U S E R E N G A G E M E N T A N D D R I V E A D O P T I O N M E A S U R E , S H A R E , S U C C ES S , A N D I T E R A T E M A N A G E A N D P R E P A R E F O R C H A N G E 4 E X E C U T E S U C C E S S P L A N T E C H N I C A L O N B O A R D I N G P E O P L E O N B O A R D I N G 1 3 C R E A T E 2 I D E N T I F Y / P R I O R I T I Z E I D E N T I F Y S U C C E S S P L A N B U S I N E S S S C E N A R I O S K E Y S T A K E H O L D E R S O N B O A R D D R I V E V A L U E E N V I S I O N 4 5 Achieving success with Office 365 means making sure it helps everyone in your organization achieve more with their work. Before rolling out Office 365, take a step back and think about why your organization purchased it in the first place. Was it led by specific technical requirements, as part of the IT upgrade cycle, or did you discover specific needs within the business? Driving adoption comes from the understanding of your business challenges and addressing these with Office 365 solutions. It is about ensuring that people across your organization understand the benefits and embrace the solutions you provide. People naturally resist change, so they need to know what’s in it for them. At Microsoft, we want you to make the most of your investment in Office 365 and planning is key to achieving this. The sole purpose of this Adoption Guide is to assist you in the adoption process. It has been separated into three key phases: 01 Phase 1: Envision Identify key stakeholders, assemble your team, identify and prioritize Business Scenarios, and collaborate with key stakeholders to create a Success Plan for the adoption of Office 365 in your organization. Phase 2: Onboard Execute your Success Plan to onboard your organization to the technology, and help your people work in a new way. Start with an early adoption program and then expand to cover your whole organization. 02 Phase 3: Drive Value Realize ongoing value from your Office 365 investment by continuing to boost user engagement and drive adoption. Manage and prepare for change by measuring and sharing the success of Office 365, while understanding where to iterate for future improvements. 03 Learn more about the critical success factors impacting Office 365 adoption: https://aka.ms/successfactors FastTrack Moving at the pace of change, and not breaking the business was really important to us. Our partnership with the FastTrack team was fantastic. They helped us work through lots of our onboarding challenges, as well as strategically how to setup our business processes and business change. – Omar Bhatti Senior Principal, CSC 76 We’ll get you there with the FastTrack Center The FastTrack Center is a team of hundreds of engineers who are committed to providing IT professionals and partners all over the world with the best Office 365 experience. If you are an Office 365 customer with at least 50 licenses on an eligible plan, you can request onboarding to receive remote and personalized assistance. Our FastTrack engineers will help you plan your Office 365 project, assess your technical environment, provide remediation guidance, migrate data to Office 365* and provide user adoption assistance. Meet the FastTrack Center Video: http://aka.ms/meetfasttrack Get started today http://fasttrack.microsoft.com We’ll get you there with the FastTrack Center * Migration services available for customers with 150+ eligible licenses Phase 01. Envision Assembling the correct team and ensuring that you have a list of business goals that you want to achieve with the help of Office 365 is very important throughout your launch and rollout planning. This is how you make Office 365 relevant to your people and it will also help secure buy-in across your organization. In this phase, you will learn how to select the right people within your organization to help achieve success with Office 365, create your own list of Office 365 Business Scenarios, and create a Success Plan directly aligned to achieving your specific business goals. Phase 01: Envision Role Responsibilities Department Executive sponsor Communicate high-level vision and values of Office 365 to the company Executive Leadership Success Owner Ensure the business goals are realized for an Office 365 rollout Any Department Champions Help evangelize Office 365 and deal with objections from end users Any Department (Staff) Project Manager Oversee the entire Office 365 launch execution and rollout process Project Management Training Lead Manage the training program and/or resources for your Office 365 rollout IT and/or Human Resources Department Leads Identify how specific departments will use Office 365 and encourage engagement Any Department (Management) IT Specialist Oversee all technical aspects of the rollout IT HR Manager Integrate Office 365 into HR processes and manage HR content on Office 365 Human Resources (Management) Communication Lead Oversee company-wide communications about Office 365 IT and/or Corporate Comms Community Manager Manage day-to-day Yammer network activity; provide guidance and best practices IT and/or Corporate Comms SharePoint Site Manager Help manage SharePoint site strategy for the organization, serve as the link between business side and IT IT and/or Staff Key Roles 98 Identify Key Stakeholders and Assemble your Team The first rule of a successful adoption is to create a dynamic team comprised of key stakeholders and the right people that can drive and effect change in others. A successful adoption strategy starts with a team of committed individuals representing a cross-section of your organization. Use the table to understand the different stakeholders and their role and responsibilities in a successful Office 365 roll- out. Step 01: Identify Key Stakeholders and Assemble your Team To understand the key roles, what’s required from your team and why they are needed, go to: http://aka.ms/stakeholders Step 01. Step 01: Identify Key Stakeholders and Assemble your Team Tips and Tricks 1. It’s OK to have people on your team performing more than one role. 2. It is important to secure executive sponsors when you identify the important stakeholders within your organization. If you have the leadership team and key stakeholders on board, there will be significant business commitment to sustain momentum and achieve end-user adoption. Warning Keep in mind that each of these roles are guidelines. Depending on the size and makeup of your organization it is possible for these roles to overlap or not be necessary. 10 11 What are Executive Sponsors and why are they important? Executive Sponsors are key leaders within the organization and their participation is essential in driving employee adoption. They have the greatest influence on company culture and can actively communicate the value and benefits of a new technology and way of working throughout the organization. They can also provide a crucial understanding of the key business goals and common challenges to overcome - which is where Office 365 comes in. Executive Sponsors set the overarching business goals. Step 01: What are Executive Sponsors and why are they important? Tips and Tricks When identifying your sponsors, consider including key stakeholders across different lines of business being impacted by the change. July 2008, McKinsey Quarterly, www.mckinsey.com Copyright© 2008 McKinsey & Company. All rights reserved. Reprinted by permission. Research indicates that transformation projects are more successful when there is a visible executive sponsor. Over 85% of respondents indicated that when the CEO was either fairly or very visible, the transformation project was either very successful or extremely successful. Executive Sponsors should: Help the project team identify and prioritize which Business Scenarios should be used Play a role in communicating how the organization plans on using Office 365 to achieve its business goals to other leaders across the organization Ensure your executive sponsors understand the ABCs Active and visible Building a coalition with Communicating directly their executive peers participation with employees Step 01: What are Executive Sponsors and why are they important? Actively participate and use the Office 365 capabilities to help drive adoption across end users and reinforce desired behaviors For more information about how an executive sponsor can contribute to the successful roll-out of your Office 365 project, see https://aka.ms/execsponsor 12 13 What are Success Owners and why are they important? Setting Success Owners within your organization is important to ensure the business goals set for Office 365 are realized. They are responsible for ensuring people use the service and get value from it. Success Owners should: Ensure people use and get value from Office 365 Help ensure the right stakeholders are involved Translate the business goals your organization has set for Office 365 into Office 365 scenarios Ensure communications and training are successfully implemented Step 01: What are Success Owners and why are they important? What are Champions and why are they important? Creating and leveraging Office 365 Champions within your organization is another important stakeholder group in driving Office 365 adoption. Gaining buy-in from every user across an organization is a challenge. Champions can help alleviate this challenge and play an important role in the adoption of Office 365. They are knowledgeable, committed to furthering their expertise and are willing to provide peer coaching and assistance. They help translate Office 365 into the reality of their department or team. Champions should: Build Your Own Program For more resources and materials to help you build your own Office 365 Champions, download this guide: https://aka.ms/office365champions Evangelize Office 365 and its value across teams Help people in their team understand what is in it for them Build awareness of Office 365 through informal communication channels Assist in welcoming new users, providing guidance and sharing best practices Provide feedback to project team regarding user engagement and adoption Step 01: What are Champions and why are they important? 14 15 Use Office 365 Groups to plan your project and collaborate on documents related to your Office 365 implementation Use Microsoft Planner for day-to-day task management of your Office 365 implementation project Use Yammer to build, ready and support your Office 365 Champions community Use Skype for Business to conduct online meetings with your project team, capturing meeting minutes in Microsoft OneNote Step 01: Using Office 365 to Collaborate with Launch Team Members Step 02: Identify and Prioritize Business Scenarios Identify and Prioritize Business Scenarios Step 02. Identifying and defining your Business Scenarios is an important step in ensuring your organization both realizes full value from its investment in Office 365 and also achieves a smooth adoption. Business Scenarios cover the ways your people will use Office 365 to address business challenges or achieve defined goals. With clear Business Scenarios, you can effectively measure success and realize tangible results Help teams understand how Office 365 can help them achieve more Business Scenarios can help with awareness and readiness activities by putting the products in context; people will know when and how to use them Using various Office 365 apps and services throughout the planning and execution of your rollout can add to its success. You should consider doing this to get the team familiar with the service so they can effectively evangelize it to colleagues. Some examples include: Why Business Scenarios are important: I have been most gratified by the way the whole organization came together to achieve this global transformation. We had dedicated teams that did a lot of planning up front. And Yammer proved itself as a perfect grassroots change agent; teams formed dynamically and worked alongside the implementation groups in each country. Conversations started all over the place, and this turned out to be a fantastic channel for end-user support. By the time the Office 365 deployment was complete, I wondered how we could have got on without this tool. – Andy Tidd, CIO, ABB Using Office 365 to Collaborate with Launch Team Members Lean on other's experience. Join the community! As a part of the Driving Adoption Community in the Microsoft Technology Community, you can talk to thousands of other Microsoft customers and understand what scenarios have worked for them. What’s in it for me? Product Updates Connect with Engineering Collaborate with Peers Start talking to peers today – join the Driving Adoption Community http://aka.ms/driveadoption Build Relationships Additional User Resource Lean on Other's Experience 16 17Step 02: Identify and Prioritize Business Scenarios Driving Adoption Community Page Supporting discussions and best practice sharing See Latest Conversations See what the community is talking about Join Spaces Focused discussions on specific community topics Driving Adoption Announcements See the latest announcements Community See who is part of the community Step 02: Identify and Prioritize Business Scenarios Find Business Scenarios with the Productivity Library We have compiled many Business Scenarios within our Productivity Library to help you discover ways to use Office 365 that can be impactful to your organization. http://aka.ms/productivitylibrary As someone in... [Team] I want to... [Description of what I want to do] Using [Specific application of the technology] I'll know this is successfull when... [Solutions succcess measure] 1918 Identify Business Scenarios To identify the right Business Scenarios, it’s best to involve the people who are going to drive and support the change throughout the organization. You’ll want to run a few workshops inviting the department leads, project managers, IT and other stakeholders who can help brainstorm how Office 365 can be used in your organization. The following questions are a great starting point to identify your Business Scenarios: What are some of the organization’s challenges relating to communication and collaboration? What are the areas in which your organization would like to improve? What are the organization's strategic initiatives or current transformation projects that Office 365 can support? What methods of communication and collaboration are typically better received by your organization than others? What is the process for drafting, distributing, and sharing information? Step 02: Identify and Prioritize Business Scenarios As someone in Sales Management I want to have a single version of the proposal that everyone can access and edit rather than emailing different versions around the team Using a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring in Word and PowerPoint I'll know this is successfull when my sales team can create proposals more easily and therefore have more time to close deals To begin to form your own Business Scenarios, consider using the following framework: As someone in [TEAM] I want to [DESCRIPTION OF WHAT I WANT TO DO] Using [SPECIFIC APPLICATION OF THE TECHNOLOGY] I’ll know this is successful when [SOLUTION SUCCESS MEASURE] Not sure how to begin? Step 02: Identify and Prioritize Business Scenarios Office 365 delivers the technology to improve international communication and collaboration. We use video conferencing, presentations, and desktop sharing to work with our partners. – Klaus Huelsewiesche, Head of IT Systems for R&D, Laundry and Home Care at Henkel Low Med High Impact Difficulty Low Med High Instant Messaging for all Replace traditional phone system with Cloud PBX HR Policy review workflow Product training in Office Video Email in the cloud New Hire Yammer Group 2120 Prioritize Business Scenarios As Office 365 can make a positive impact right across your business, it is important that you prioritize your many Business Scenarios to ensure that you understand where to place your focus first. Step 02: Identify and Prioritize Business Scenarios How to Prioritize Your Scenarios Refer to the graph below and plot your Business Scenarios on the chart according to the level of expected impact on the organization and how difficult it is to achieve. Here, you can understand what scenarios will provide the highest level of impact the fastest, and also help to determine the harder projects that may be important, but will need more planning. Tips and Tricks It’s helpful to think about what is going to deliver the most value to your people first. Some of the things you might think of doing right away (e.g mail migration), might not deliver immediate visible value. It might be worth focusing on getting quicker, visible wins first (e.g getting everyone access to instant messaging). Step 02: Identify and Prioritize Business Scenarios 2322 Define Your Success Criteria When you develop your ideal Business Scenarios, it’s critical to come up with a formal set of success criteria to measure the impact of your Office 365 rollout. Identify business Key Performance Indicators (KPIs) that may improve based on your organization adopting various Business Scenarios (e.g. reduced costs, increased customer satisfaction, improved employee engagement, decreased time to process an order) Evaluate where you are before implementing Office 365. Establish your KPI benchmarks and baseline your user’s current knowledge of Office 365 Choose criteria that will help you showcase the impact Office 365 is having on your organization to the leadership team Step 02: Define Your Success Criteria How to define your success criteria: You’ll need to determine what should be measured and how you will go about collecting both quantitative and qualitative data. Think about the following to help when determining your success criteria: Use the SMART Mnemonic to Guide You As you draft your success criteria, use the SMART mnemonic to guide you in setting goals that are impactful: Clear and unambiguous; answers the questions, "What, why, who, where?" Specific: Concrete; clearly demonstrates progess. Measurable: Realistic; not extreme. Attainable: Matters to stakeholders. Relevant: Grounded to a specific target date; answers the question, "When?" Timely: Step 02: Define Your Success Criteria Success Criteria Method/Source Metrics Example Goal Increased adoption Increased usage correlates to user adoption of the technology. Quantitative Office 365 reports Mailbox usage SharePoint usage Skype for Business IMs and conferences Minutes of Skype for Business audio used Comparison of pre- and post- rollout usage reports will show increasing adoption of 10% per month. Training effectiveness Increased usage correlates to training effectiveness. Quantitative Office 365 reports Qualitative End-user surveys Yammer groups and feedback Mailbox usage SharePoint usage Skype for Business IMs and conferences Minutes of Skype for Business audio used Employee satisfaction Comparison of pre- and post- training usage reports will show increasing adoption per month. Employee net user satisfaction score is 130+ based on the final training survey. Reduced operating costs Increased adoption correlates to reduced third-party conferencing usage, travel time, and resource allocation. Quantitative Office 365 reporting Finance/accounting reports Help desk reports Travel and phone expense reports Output measures Mailbox usage SharePoint usage Audio conferencing billing and usage Travel and phone expenses Help desk calls Comparison of pre- and post- Office 365 reports will show cost savings. Post-roll-out usage of third party phone conferencing should show decreasing usage of 10% per month. Increased productivity Increased adoption correlates to faster communication and decision making, shorter time to complete tasks. Qualitative End user surveys Yammer groups and feedback Time required to complete projects Time to complete customer orders should drop by 15% within 6 months. Improved collaboration Increased cross-team and cross- location communications. Qualitative End user surveys Yammer groups and feedback Employee satisfaction Time saved Teams that work from multiple locations will report improved feelings of connection with their teammates within 3 months of the Skype for Business roll-out. Improved employee satisfaction Flexible working options improve employee satisfaction through increased engagement, reduced stress, improved work-life balance. Qualitative End user surveys Yammer groups and feedback Employee satisfaction Employee satisfaction improves by 15% within 6 months. 24 25 Success Criteria Examples To help you set your success criteria consider some of the examples below: Step 02: Success Criteria Examples Create a Success Plan Step 03. A Success Plan is critical to your rollout as it provides you with a roadmap to realizing your goals with Office 365. How to create your Success Plan Step 03: Create a Success Plan 05. Enter Success Criteria under “Benefits” 06. Add project stakeholders to the plan on the “Team” tab. 01. Log into the FastTrack site using your Office 365 02. Click “Start a new plan” to get going on your Success Plan. 03. Click the “Business Case” tile on the Success Plan home page. 04. Select Business Scenarios http://www.fasttrack.microsoft.comorganization ID. Learn how Henkel planned for Office 365 success Common approach End-user focus is an after-thought. For instance 'an email with a link to training' Ideal approach End-user adoption is a parallel, integrated work stream with deployment Rollout Timeline Rollout Timeline Rollout Resources Rollout Resources User focused planning & activities Adoption TrajectoryTechnical deployment planning & execution 26 27 You Are Now Ready to Plan Your Adoption Activities When planning your adoption effort, it is important to have a view that extends past your initial launch. Many organizations treat end-user adoption as an afterthought, as it is a common belief that new technology will simply be used if it is available. However, it needs to be thought of as the foundation that you can build upon. People can be resistant to change, which makes this step critical to plan for and initiate in parallel with your technology deployment planning – so keep it up! You are on your way to creating a great Success Plan. Step 03: Create a Success Plan CIO Executive Board Business Productivity Database Typically, only 34% of users are willing to use new technology rollouts There are a range of activities, templates, event and training tips that will help you in planning for a successful Office 365 adoption. While it is ideal to utilize each of these resources to achieve maximum adoption, we understand that it is not always practical based on timelines and resources. You will see both critical activities and some additional activities we’d recommend for optimal results. Step 03: Create a Success Plan http://aka.ms/adoptionexcellence Henkel: Adoption Excellence Customer Success Story Adoption Activities Critical Success Activities Posters, booklets and print http://aka.ms/drivevalue Colaborate on content With Office apps for desktop and mobile, you can keep connected easily and share your content on OneDrive for Business and SharePoint Online. Collaborate with the people you rely on to get things done, at the office or on the go. Work with your team on a project, share reports with a partner, or connect with your customers—from virtually any device. Access and share files from anywhere Work better together Elevate teamwork Training Visit the Office 365 Training Center at aka.ms/o365learning. <If available, add links to your organization’s internal training resources.> Learn what you can do with Office 365 Community Events <Add links to your Office 365 communities or Yammer groups.> <Tell people about your upcoming Office 365 events. For example, “Join our weekly lunch and learn every Monday at noon in the cafeteria.”> Get it done from anywhere Ready to do your best work wherever you happen to be? With Office 365 you can get work done from anywhere, without missing a beat. Get Office on your favorite devices Work where you are Work together seamlessly Training Visit the Office 365 Training Center at aka.ms/o365learning. <If available, add links to your organization’s internal training resources.> Learn what you can do with Office 365 Community Events <Add links to your Office 365 communities or Yammer groups.> <Tell people about your upcoming Office 365 events. For example, “Join our weekly lunch and learn every Monday at noon in the cafeteria.”> Countdown and Announcement emails http://aka.ms/drivevalue Tips and Tricks email series http://aka.ms/drivevalue 2928 Communication & Awareness Use a communication strategy to generate awareness and excitement. Before the service becomes available, you want your people to be excited by the fact that it is coming, and then keep them interested in using it after you’ve launched. Ensure you take into account your staff when putting together the messaging, as you need to help them identify “What’s in it for me?" Pick a mix of activities including email, posters and physical events (maybe even cupcakes!) and plot them out along the timeline of your project Schedule events where people can touch the products and ask questions Tailor your activities of driving awareness to your company and culture Having a leader send out a communication announcing O365, kick off a launch event, or share the benefits during an all-hands meeting will go a long way in validating its importance and getting everyone onboard with using the new technology Critical Success Activities Step 03: Communication & Awareness Step 03: Communication & Awareness Help Desk Readiness Use this guide to help get your help desk ready to troubleshoot any Office 365 issues or questions that your users may have. http://aka.ms/helpdeskready We don’t need to innovate around Office 365. We’ll leave that to Microsoft. Our job is to adopt the technology as quickly as we can, and to stay focused on using it to deliver value to our clients. – Darren Russell, Digital, Transformation Learn more: http://aka.ms/officeblogs/adoption Director, Mott MacDonald 30 31 Launch Events Consider your goals for using Office 365. How can your launch event support these objectives and these particular parts of the business? Consider your company culture. What types of activities will resonate with your leadership and your employees? Consider your time and resources. Can you mix and match different event activities to plan something that suits your needs and fits into your schedule? Consider existing company events. Is there an upcoming company event near the roll-out of Office 365 that could incorporate your launch? How to choose your launch event Step 03: Engagement Events Critical Success Activities Resources and tactics for an effective launch We have put together some resources, ideas and tactics to help you create an effective Office 365 launch below. Planning Team and Champions wear Office 365 t-shirts, order at https://www.co-store.com/iw (US customers only) Office 365 banners, posters and leaflets displayed throughout the offices Demo booths in cafeteria/foyer to showcase the various Office 365 tools and features, and to provide hands-on experience Run online engagement events using Skype Meeting Broadcast for team members in remote offices Training Get people up and running quickly! Training is critical to ensure that new users have the knowledge and information necessary to get the most out of Office 365. The “Why?” should be the most important aspect of your training. If your end users are new to Office 365, your training should do more than simply introduce them to procedural “how-to” information for performing tasks. They need to know why the change is happening, what’s in it for them, and why they’re being asked to change. When you are putting together your training program, you will need to take into consideration: The current productivity system you are running If you are currently running a productivity system, you may need to spend an increased effort in the training stage, as it will require a change in behavior The technology literacy of staff You need to understand how tech-savvy your staff are when planning your training program. This will help to determine how easily they will pick up new ways in which to work Other initiatives that are concurrently running in the business It is important to understand what other programs are currently running in the business to ensure that you are not overwhelming your staff and there isn’t any confusion with the learning of new ways to work The best way of delivery It is important to understand what is the best way to deliver specific training for your organization, whether it be through consumable microlearning, in-person or through assisted or unassisted online tutorials Step 03: Training Critical Success Activities Step 03: Training Critical Success Activities Productivity Training Scenario based training to ready your people to maximize their productivity with Office 365. Video Training Scenario-based http://aka.ms/productivitytraining Straight forward Using plain language Product Training Product based training to help ready your people to use the services and apps effectively. Available online Article style http://aka.ms/o365producttraining Snackable in size Detailed in approach Quick Start Guides Product Specific Quick Start Guides serve as a concise introduction to the basics of the updated versions of Word, Excel, PowerPoint, Outlook, and OneNote for Windows PCs. http://aka.ms/quickstart Word 2016 Quick Start Guide New to Word 2016? Use this guide to learn the basics. Explore the ribbon See what Word can do by clicking the ribbon tabs and exploring available tools. Quick Access Toolbar Keep favorite commands permanently visible. Navigate with ease Use the optional, resizable sidebar to manage long or complex documents. Discover contextual commands Select tables, pictures, or other objects in a document to reveal additional tabs. Share your work with others Invite other people to view and edit cloud-based documents. Show or hide the ribbon Click the pin icon to keep the ribbon displayed, or hide it again by clicking the arrow. Change your view Click the status bar buttons to switch between view options, or use the zoom slider to magnify the page display to your liking. Format with the Mini Toolbar Click or right-click text and objects to quickly format them in place. Status bar shortcuts Click any status bar indicator to navigate your document, view word count statistics, or check your spelling. Find whatever you need Look up Word commands, get Help, or search the Web. Excel 2016 Quick Start Guide New to Excel 2016? Use this guide to learn the basics. Explore the ribbon See what Excel can do by clicking the ribbon tabs and exploring available tools. Quick Access Toolbar Keep favorite commands permanently visible. Discover contextual commands Select tables, charts, or other objects in a workbook to reveal additional tabs. Share your work with others Invite other people to view and edit cloud-based workbooks. Find whatever you need Look up Excel commands, get Help, or search the Web. Switch or create sheets Click the sheet tabs to switch between workbook sheets or to create new ones. Change your view Click the status bar buttons to switch between view options, or use the zoom slider to magnify the sheet display to your liking. Show or hide the ribbon Click the pin icon to keep the ribbon displayed, or hide it again by clicking the arrow. Insert and edit functions Use the formula bar to view or edit the selected cell or to insert functions into your formulas. Customize charts Select a chart to quickly add, change, or remove any existing chart elements and formatting. Card based Customizable Short, simple, and easy to consume Provides first-day activities, setup, sign-in, next steps Cover top 3-5 tasks Office Training Center Bill of Materials (BoM) Use this to help pinpoint exactly what you need among all of the available training content. http://aka.ms/officebom 3332 Build a Champions Program Champions are passionate and excited to evangelize and help their peers learn more effective solutions. They can help reduce the strain on the resources of the core project team and drive engagement throughout the community. They create the groundswell and enthusiasm that grows adoption of improved ways of working They build a circle of influence amongst their teams They bring the new ways of working to life across teams They identify business challenges and possible solutions They provide feedback to the project team and sponsors I am the power user. I’m trying to keep it going so others will do the same. It’s about sharing ideas. – Paul It’s a matter of finding those people who are motivated. I see it as an opportunity. Part of my job is to encourage community and knowledge sharing. – Darren Why are Champions important? Step 03: Build a Champions Program Critical Success Activities We connect with an adoption champion in each business unit, who sends out weekly emails on Office 365. Each Office 365 tool has core benefits, and by taking users on a smooth journey through them, we are able to unlock the value in each one. – Nick Lamshed, Change Manager, Qantas 34 35 How to build a Champions Community? Find enthusiastic Champions who can commit time and effort Build a Yammer group for Champions to share updates and successes Give lightweight training on core elements of Office 365 Provide materials ready to support their work on the ground with teams and individuals (e.g. brown bag sessions) Ensure a regular rhythm for discussions with the Champions on what’s working and what’s not Design a program to engage and recognize their effort, such as providing privileged access to relevant events, or speaking engagements Communicate to individuals about the Champions role and where they can be found—remember they are not an IT support function but business representatives Tips and Tricks Make the Champions program a must-have in your adoption plan. We’ve found that the most common and effective solution for people to learn is through their peers. Identify and approach those that are natural leaders or teachers within your organization, and use them as a base to develop your community. http://aka.ms/championsguide Step 03: How to Build a Champions Community? Critical Success Activities Step 03: Additional Activities Create a Yammer Group Create a Yammer group (#O365win) for employees to share their Office 365 success stories, best practices and to get help with new features. Additional Activities Incorporate Microsoft’s Office 365 training resources into your own internal training site. Training Contests are a great way to stimulate some healthy competition between departments across your organization, and helping drive adoption. Think about some of the features of Office 365 and how you can create contests, scavenger hunts, prizes and giveaways that encourage people to interact with Office 365. Contests Play the Office 365 teasing video at your launch event or on a recurring basis in your cafeteria or near elevators. http://aka.ms/teaservideo Office 365 Teaser Video Find other videos at http://aka.ms/officevideo Workstream Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 (target launch) Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Identify Key Stakeholders and Assemble Team Identify and recruit Success Owner and Project Manager Identify and recruit Executive Sponsor(s), and fill remaining team roles Identify and Prioritize Business Scenarios Identify and develop Business Scenarios Prioritize Business Scenarios Define Success Criteria Define success criteria/key performance indicators (KPI) and establish KPI benchmarks Create Success Plan Begin capturing your project details in a Success Plan at http://fasttrack. office.com Finalize your Success Plan Build your Champions Program Identify and recruit Champions Create Yammer Group to support your Champions Train Champions and brainstorm activities Determine ongoing champion duties Finalize champion launch activities Get feedback and success stories from Champions to use in launch Get feedback from Champions and iterate program as necessary Early Adoption Program Recruit program participants. Set up a Yammer group to make communication and feedback collection easy Circulate a baseline survey to your participants. Provide partipants with activated Office 365 account to formally begin your early adoption program. Check in with program participants to collect informal feedback Send out a final survey and use any insights gathered to make adjustments to your launch. Communication and Awareness Develop communications plan and engagement event strategy. Develop communications materials using the available templates. Send a 'countdown email' to employees Ensure that Office 365 has a visual presence throughout your corporate offices Announce upcoming Office 365 launch on company intranet. Prepare for launch engagement event. Create a Yammer group for end users to share their Office 365 success stories. Circulate a baseline survey to end users. Send an 'Annoucement Email to let users know what's available. Execute launch engagement event. Send "Tips and Tricks" email to end users Send "Tips and Tricks" email to end users. Circulate a post-launch survey. Send "Tips and Tricks" email to end users Training Develop end user training plan Set up internal training site to store training resources Train end users Train end users Setup ongoing training series Support Ready help desk to support end users Boost User Engagement and Drive Adoption Prepare and run contests to continue encouraging user engagement Update and maintain internal training site Share success stories Periodically host additional engagement events Manage and prepare for change Monitor the Office 365 Public Roadmap and Office blogs Communicate to and ready end users for new feature releases Measure, Share Success, and Iterate Collect and report on Office 365 success criteria and Key Performance Indicators (KPIs) Capture and share success stories Roll-out new Business Scenarios Phase 01: Envision Phase 02: Onboard Phase 03: Drive Value 36 37Office 365 Roll-out Timeline To help you get started with planning your Office 365 rollout consider the timeline below. Make the necessary adjustments to build the right timeline for your rollout. 38 39 Onboard your project team and get them excited to help their colleagues become more productive with Office 365 Identify and Prioritize Business Scenarios Create your Success Plan on http://fasttrack.microsoft.com Complete your project timeline for rolling out Office 365 and begin executing your adoption activities Phase 01 Checklist We’ve seen a 73 percent increase in the adoption rate between doing nothing and running a structured user journey campaign – Nick Lamshed, Change Manager, Qantas Phase 01: Checklist 4140 Phase 02. Onboard Now that you have created a solid Success Plan for the adoption of Office 365 in your organization, it’s time to begin onboarding to Office 365 and introducing your people to this new way of working. The most successful technology implementations focus 80% of their efforts on people, and 20% of their efforts on technology. That is because with any new technology implementation, behavioral changes required of end users need to be managed to ensure success. In this phase, you will begin executing your Success Plan to help your people through this change. Your IT team can utilize the FastTrack Center to complete the technical onboarding to Office 365. Phase 02: Onboard Early Adoption Program For a successful launch, start your Office 365 rollout with an early adoption program to gain some initial feedback and then continue that momentum when rolling out the program across your entire organization. While completing the technical onboarding to Office 365, it’s important to consider running an early adoption program with a key group of business users, as well as members of the IT team who will support users. Running this program allows you to gather feedback on the user experience and get early success stories that can be used when launching Office 365 across your organization. An early adoption program will also develop a group of early adopters to become your Office 365 Champions and support the broader launch. The program gives you an opportunity to test the service waters with a trusted group who will be more flexible if anything goes wrong. Run your early adoption program during Week 2 of your Pre-Launch plan. Phase 02: Early Adoption Program Tips and Tricks Overall, when selecting your early adoption program participants, choose people who want the project to be successful. Your program participants are important influencers and they will share with their colleagues the experience they have with the rollout. Use the early adoption program to solve real problems, don’t just kick tires on the technology. Encourage your program participants to use Office 365 for the Business Scenarios you have prioritized. Look for any changes you need to make to the scenarios to realize the business outcomes you’ve defined as important for your organization’s adoption of Office 365. 42 43 Users from across different lines of the business and departments, preferably those that work together on a project or business process Likely Champions or leaders who will become advocates during the broad launch to the entire organization. Look back at Phase One to review what qualities to look for in a Champion Users who typically struggle with technology. It’s important you understand their needs and address these needs during the launch IT/help desk team members who will be supporting users during the launch Leave out the CEO and Upper Management. While it can be tempting to ask for the CEO’s involvement, keeping them out of the early adoption program gives you an opportunity to smooth out any issues before they are exposed during the roll-out Who to include in your pilot group Phase 02: Early Adoption Program Train early adoption program participants around the selected Business Scenarios, including the basic scenarios. Check out the available scenarios communication assets and training resources available on FastTrack here: http://aka.ms/drivevalue Actions for a successful early adoption program: Begin your Office 365 Champions program. Let your targeted Champions know about the program and begin recruiting and readying them to be Champions Get real-time feedback from early adoption program participants and adjust your adoption plan based on this feedback. Try creating a Yammer group for your program participants, that way others in the program will be able to see any feedback that is posted and feel encouraged to add on any of their own thoughts Be available to receive feedback by staying on Skype for Business during business office hours to answer any questions and share tips Proactively reach out to your program participants for feedback. Drop by their desk, send an IM, or give them a call. Remember if no one is giving any feedback, your program isn’t reaching its potential Phase 02: Early Adoption Program 44 45 Timeline Workstream Description Week 1 Communications Develop communications plan and event strategy. Prepare materials. Training Plan your end-user training program. Week 2 Communciations Send a 'countdown email' to let your audience know what's coming, set expectations, and spark interest by focusing on the "What's in it for me?" Early adoption program Begin your early adoption program by recruiting and training program participants, and establishing an early adopter program Yammer group. To gather data about their knowledge of Office 365, circulate a baseline survey shortly before users participating in your pilot receive activated accounts and devices. Support Ready your help desk to support end-users, and make sure they know about the Office 365 Help Desk Troubleshooting Guide. Week 3 Communications Ensure that Office 365 has a visual presence throughout your corporate offices with posters, flyers, and teaser videos. Training Set up an internal team site to store training resources such as getting started guides and tips & tricks. You can also direct users to Microsoft's public learning center. See Office 365 Learning Center on http://aka.ms/O365learning Early adopters program Check in with your early adoption program participants for feedback. Release a survey halfway through your pilot to gather data about their experiences with Office 365, and use the results to make any adjustments prior to a general rollout. Week 4-5 Communications Work with internal communications to make announcements across your company portal, IT portal, and other internal sites as needed. Just like with your pilot group, distribute surveys to your entire organization shortly before they receive their accounts and devices. Prepare for launch engagement event. Early adopters program Use a final survey immediately after the pilot period to determine whether you need to make further adjustments to your general training and awareness materials. Pre-Launch In the five weeks leading up to your Launch, take the time to rally your organization around the Office 365 roll-out by developing a communication plan, organizing you training preparation, and running an early adoption program. Check out the timeline below which will guide you through your Pre-Launch weeks. Pre-Launch Timeline Resources & Templates To help you get the best possible uptake from your Office 365 roll-out we've provided a series of templates and resources. http://aka.ms/drivevalue Phase 02: Pre-Launch Launch Implementing your Office 365 launch across your entire organization is a big moment. It’s now time to use all your previous planning and effort and see your hard work pay off. Timeline Workstream Description Week 6 Communications Execute your Office 365 launch event to excite end users. Send out an "Announcement email" to let users know what's available, how to get started, and where to go to find help and resources. Training Conduct end-user training Launch Timeline Phase 02: Launch 4746 Post-Launch Now that you have successfully launched Office 365 into your organization, it is important to continue to engage with users on their Office 365 experience. Make sure to check in by providing additional Tips and Tricks and offering on-going training as needed. Timeline Workstream Description Week 8-12 Communications Periodically share tips with end users by using the "Tips and Tricks" email templates to sustain momentum and broaden the use of Office 365. After your organization-wide rollout, circulate a final survey to assess end-user knowledge and experience with Office 365. Training Continue ongoing end-user training series as applicable Post-Launch Timeline Phase 02: Post-Launch Get it done anywhere Get the familiar Office experience on all your devices using a browser or mobile apps designed to work with Office 365. Phase 02: Post-Launch To help Office 365 users get started, we’ve created five basic scenarios that align broadly with the types of tasks that employees need to do every day. This includes tasks from communication via email and calendars, to storing and sharing files, to holding virtual meetings and collaborating in real time. See the different scenarios below: Rollout Resources to Execute Your Plan Emails and calendar on the go Get your meetings, contact info, to-do list, and email on any device so you can clean up your inbox and manage urgent matters even when you’re not at your desk. Collaborate on content Store your work files in OneDrive for Business so you can update and share them from anywhere, sync files and work offline, work on documents with others at the same time, and manage files with enterprise grade security and compliance. Make meetings matter Use the Office 365 apps to connect with others and run effective meetings, while saving time and resources. Use Skype for Business, Outlook, PowerPoint, OneNote, and SharePoint Online sites to collaborate better. Bring your team together Get connected to the right people, share information across teams, and organize around groups with Yammer Enterprise. A Yammer Enterprise network helps build a body of knowledge that’s instantly accessible by any coworker at any time and from any device. http//aka.ms/drivevalue Select the scenario you want and review the related communication, event and training resources 4948 Each basic scenario on the FastTrack website includes templates for email, posters, and flyers, as well as videos and training resources. You can customize the templates for your communications plan. Phase 02: Post-Launch Use the basic scenarios as a starting point for creating your communication and training strategy. Translate the basic scenarios into things that solve real business problems Decide which scenarios make sense for your company to promote in your Office 365 launch Use the resources associated with each scenario to implement your email announcements and training activities Take the time during week 1 of your Pre-Launch to review these materials and determine which ones can best be utilized for your organization’s launch. This will become your communications plan. Phase 02: Post-Launch 5150 Each scenario includes customizable email templates for the typical communication tasks in each phase of your Office 365 Launch and adoption. The emails include direct links to training and resources to help users learn about Office 365 capabilities. These links are curated for each scenario. The email templates available include: Email Templates The emails are available as Word (.docx) documents. You can select which templates you want to use, and then customize them freely to suit your communication objectives by adjusting the copy to fit your company style, adding your company logo, and filling in content. Be sure to send emails from a pre-determined sender account (e.g. an executive sponsor's) to a specific target audience. Tips and Tricks Get the word out in other ways than just email! You can generate anticipation about your Office 365 launch in your physical office space by using the teaser videos and print-ready posters as part of your awareness campaign. http://aka.ms/drivevalue Email Type Phase Function "Countdown" Pre-launch Use this messgae to generate excitement and inform employees about the things they'll be able to do with Office 365. One email per scenario. "Announcement" Launch Use this message to kick off the launch and instruct new users to get started with Office 365. One email per scenario. "Tips and Tricks" Post-Launch Use these "Tips and Tricks" to introduce more Office 365 capabilities and help users be more productive. Three emails per scenario. Phase 02: Post-Launch Conduct an early adoption program and update your Success Plan based on collected feedback Customize available templates and resources as appropriate to support your Launch Execute Pre-Launch, Launch and Post-Launch adoption activity as you rollout Office 365 Phase 02 Checklist Phase 02: Checklist 5352 Phase 03. Drive Value The initial launch of Office 365 into your business will lead to people seeing immediate value. However, this is just the start. Office 365 will continue to have new added features and people will want to do more with the service as their understanding of it improves. Setting yourself up to help your people take advantage of this will lead to long-term success. In this phase, you will learn about post-launch engagement activities and begin to measure, share successes, and then iterate to further drive adoption. Phase 03: Drive Value Boost Engagement and Drive Adoption It is important to plan and execute ongoing engagement activity to drive adoption. This will work to keep people inspired across the organization after the initial ‘buzz’ of the services has worn off. It will also ensure that you are getting the most out of Office 365 in your organization. It is important to make sure that you’ve got both quantitative and qualitative data on what’s happening with your organization's adoption of Office 365. Utilize the workload usage reports in the admin console for the quantitative data and end user surveys and Yammer groups for the qualitative. Make sure that you share successes and send out Office 365 tips regularly. You should also aim to make heroes of the people who are getting value from Office 365 to inspire others to do the same. Use the data that you have gathered to target future communications that promote the under utilized services, stressing the “What’s in it for me?” message to your users. Phase 03: Boost Engagement and Drive Adoption Skype for Business Clients UsedActive Users Report Office 365 Groups Activity 5554 Tips and Tricks Measure and record the usage metrics before you start, that way you can see the effectiveness of the adoption activities. Monitor your Organization's Adoption of Office 365 Within the Office 365 Admin Portal you’ll find reports available to indicate your current user engagement levels for the different workloads, use these reports to identify areas for improving adoption. Phase 03: Monitor your Organization's Adoption of Office 365 Drive Adoption You can help increase Office 365 adoption over time with ongoing awareness and training activity. Leverage tips and tricks emails to reinforce skills development: http://aka.ms/drivevalue Share success stories as to how your people are using Office 365 in innovative and impactful ways Periodically host additional engagement events like town hall meetings or lunch & learns to drive end user engagement Set challenges for people and run competitions to celebrate the best ways they’ve used Office 365 to do work differently Awareness Campaigns Regular training calendar for refresher sessions Departmental sessions to share where people are getting value Drop-in clinics for people who have challenges Ensure your helpdesk can answer ‘how do I’ type questions. Training Training is very important as staff understanding of Office 365 will evolve at different rates for each individual or team. Phase 03: Drive Adoption 56 57 Measure, Share Success and Iterate Use the Measuring Success Guide to assess how effective your launch of Office 365 has been. This allows you to benchmark against set criteria to improve solutions for your users and allows you to capture successes. Tips and Tricks In the Envision Phase of this adoption guide, we set a task to define your success criteria. Be sure to refer to this as you work your way through the measuring success guide. http://aka.ms/usersurveys End-User Survey Templates Phase 03: Measure, Share Success and Iterate Use the survey template to measure satisfaction and progress against your benchmark. Success stories are often just as valuable as quantitative measures when demonstrating Office 365 success. Throughout your rollout, have your project team members and champions identify examples that demonstrate cross-functional collaboration and teamwork and share them by using Yammer. When sharing a story about your experience with Office 365, be sure to include these details: Stories about business value can easily be shared internally through an Office 365 Success Stories group in your Yammer network. You can also share success stories externally with the wider Office 365 community via the via the Driving Adoption community. http://aka.ms/driveadoption Tips and Tricks Have fun! Creating a contest and generating positivity around Office 365 should be interesting and engaging. Try to create a following. Time. The story should begin with a time marker, so the audience knows when it happened. Characters. The story should feature names, so the audience knows who was involved. Events. The story should recount the events that took place. Visuals. The audience should be able to picture what has happened. Capture and Share Success Phase 03: Measure, Share Success and Iterate http://aka.ms/measuringsuccess 58 59 Iterate Driving adoption is a continuous cycle and doesn’t end after launch day or measuring your launch impact. Continue to look for new ways where Office 365 can add business value to keep up with the evolving needs of your users and organization. Use the insights from your evaluation process to kick off additional trainings to educate users about best practices and high-impact Office 365 solutions Schedule additional business scenario and solutions development sessions with more departments in your organization. Afterwards, hold departmental trainings where you explain how Office 365 can drive success for each business line You can use the Productivity Library to help you identify new Business Scenarios to further utilize Office 365 http://aka.ms/productivitylibrary Make sure to encourage your users and Champions to develop ideas for how Office 365 can improve business practices and to share them with others via engagement events, community activities, and a Yammer group. Use these ideas to generate additional solutions and kick off additional trainings Phase 03: Measure, Share Success and Iterate We want them to love this tool, and part of that is not only listening to employees, but taking that feedback and truly turning it around and implementing that feedback. – Jeff Schuman, Nationwide Manage and Prepare for Change https://aka.ms/managingchangeO365 Managing Change in Office 365 Your business and the cloud are in constant motion. People are always looking for new opportunities to work more effectively and the cloud's continually updated features enables this to happen. It’s best to keep an eye on Office 365 Public Roadmap and the Office blogs to be aware of potential new service features and updates that you can take advantage of. Phase 03: Manage and Prepare for Change Features are grouped by development phases Filter features by app, services, or platform to identify which features and updates you can best take advantage of http://fasttrack.microsoft.com/roadmap Blog articles are easily shareable across multiple mediums. http://blogs.office.com 60 61 Office 365 Public Roadmap Phase 03: Office 365 Public Roadmap Office Blogs Phase 03: Office Blogs Conduct ongoing activity to drive Office 365 adoption Monitor and report on Office 365 success metrics Share Office 365 success stories throughout your organization Look for and implement new ways for Office 365 to add value to your users and organization Manage and prepare for change 62 63 Manage how your organization receives updates Using the Office 365 admin center, you can sign up for an early release so that your organization receives updates instantly. If you rather, you can also designate that only certain individuals receive the updates, or choose to remain on the default release schedule and receive the updates later. Learn more about your options here: http://aka.ms/releaseoptions Have your Office 365 admins use the Message Center (within the admin portal) to keep Office 365 running smoothly in your organization. Message Center Phase 03: Manage and prepare for change Phase 03: Checklist Phase 03 Checklist http://fasttrack.microsoft.com Visit fasttrack.office.com http://blogs.office.com Follow the latest news about Office 365 http://aka.ms/driveadoption Join the Tech Community © 2016 Microsoft Corporation. All rights reserved. This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. You may modify this document for your internal, reference purposes. feature names, so the audience knows who was involved. Events. The story should recount the events that took place. Visuals. The audience should be able to picture what has happened. Capture and Share Success Phase 03: Measure, Share Success and Iterate http://aka.ms/measuringsuccess 58 59 Iterate Driving adoption is a continuous cycle and doesn’t end after launch day or measuring your launch impact. Continue to look for new ways where Office 365 can add business value to keep up with the evolving needs of your users and organization. Use the insights from your evaluation process to kick off additional trainings to educate users about best practices and high-impact Office 365 solutions Schedule additional business scenario and solutions development sessions with more departments in your organization. Afterwards, hold departmental trainings where you explain how Office 365 can drive success for each business line You can use the Productivity Library to help you identify new Business Scenarios to further utilize Office 365 http://aka.ms/productivitylibrary Make sure to encourage your users and Champions to develop ideas for how Office 365 can improve business practices and to share them with others via engagement events, community activities, and a Yammer group. Use these ideas to generate additional solutions and kick off additional trainings Phase 03: Measure, Share Success and Iterate We want them to love this tool, and part of that is not only listening to employees, but taking that feedback and truly turning it around and implementing that feedback. – Jeff Schuman, Nationwide Manage and Prepare for Change https://aka.ms/managingchangeO365 Managing Change in Office 365 Your business and the cloud are in constant motion. People are always looking for new opportunities to work more effectively and the cloud's continually updated features enables this to happen. It’s best to keep an eye on Office 365 Public Roadmap and the Office blogs to be aware of potential new service features and updates that you can take advantage of. Phase 03: Manage and Prepare for Change Features are grouped by development phases Filter features by app, services, or platform to identify which features and updates you can best take advantage of http://fasttrack.microsoft.com/roadmap Blog articles are easily shareable across multiple mediums. http://blogs.office.com 60 61 Office 365 Public Roadmap Phase 03: Office 365 Public Roadmap Office Blogs Phase 03: Office Blogs Conduct ongoing activity to drive Office 365 adoption Monitor and report on Office 365 success metrics Share Office 365 success stories throughout your organization Look for and implement new ways for Office 365 to add value to your users and organization Manage and prepare for change 62 63 Manage how your organization receives updates Using the Office 365 admin center, you can sign up for an early release so that your organization receives updates instantly. If you rather, you can also designate that only certain individuals receive the updates, or choose to remain on the default release schedule and receive the updates later. Learn more about your options here: http://aka.ms/releaseoptions Have your Office 365 admins use the Message Center (within the admin portal) to keep Office 365 running smoothly in your organization. Message Center Phase 03: Manage and prepare for change Phase 03: Checklist Phase 03 Checklist http://fasttrack.microsoft.com Visit fasttrack.office.com http://blogs.office.com Follow the latest news about Office 365 http://aka.ms/driveadoption Join the Tech Community © 2016 Microsoft Corporation. All rights reserved. This document is provided “as-is.” Information and views expressed in this document, including URL and other