1. 2. Prioritize solutions & create an adoption plan
Microsoft Office365
4/22/2018
2. Prioritize solutions & create an adoption plan
Microsoft Corporation
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. What do you need to do to be successful?
4/22/2018
What do you need to do to be successful?
Key attributes of a successful adoption approach. 1 2 3 4
Adoption will be a measurement of success. There are four key attributes of a successful adoption approach.
Set your vision and identify business scenarios
Map your business scenarios to usage scenarios and create the adoption plan
Commit resources because buy-in is crucial and then implement your adoption plan
Measure the progress against your plan. Showcase or highlight successes and identify new use case scenarios.
Set vision & identify business scenarios
Prioritize solutions & create an adoption plan
Commit resources & execute on adoption plan
Measure, share success, & iterate
A deep understanding of the business goals, as well as people challenges and needs to achieve them.
A solution that people love and that helps them achieve business goals and get things done more effectively.
A strategy to drive adoption including communications, readiness, and community.
A benchmark, KPIs, and success stories to help demonstrate success internally, improve, & expand.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. What do you need to do to be successful?
4/22/2018
What do you need to do to be successful?
Key attributes of a successful adoption approach.
Prioritize solutions & create an adoption plan
A solution that people love and that helps them achieve business goals and get things done more effectively. 2 3 4 1
Set vision & identify business scenarios
A deep understanding of the business goals, as well as people challenges and needs to achieve them.
Commit resources & execute on adoption plan
A strategy to drive adoption including communications, readiness, and community.
Measure, share success, & iterate
A benchmark, KPIs, and success stories to help demonstrate success internally, improve, & expand.
Set vision & identify business scenarios
A deep understanding of the business goals, as well as people challenges and needs to achieve them.
Commit resources & execute on adoption plan
A strategy to drive adoption including communications, readiness, and community.
Measure, share success, & iterate
A benchmark, KPIs, and success stories to help demonstrate success internally, improve, & expand.
Adoption will be a measurement of success. There are four key attributes of a successful adoption approach.
Set your vision and identify business scenarios
Map your business scenarios to usage scenarios and create the adoption plan
Commit resources because buy-in is crucial and then implement your adoption plan
Measure the progress against your plan. Showcase or highlight successes and identify new use case scenarios.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Adoption Plan Guide Office 365 Adoption Journey
Office 365 Adoption Journey

5. Resources available Set vision & identify business scenarios
Identify Key Stakeholders Template
Set Vision Template
Executive Sponsorship Template
Identify Scenarios Template
Prioritize solutions & create an adoption plan
Define & Prioritize Solutions Template
Champions Program​ Guide
Adoption Plan Guide
Commit resources & execute on adoption plan
Awareness Campaign Guide
Lunch & Learn Template
Office 365 Learning Center
Measure, share success & iterate
Measuring Success Guide
Sample User Satisfaction Surveys
Resources available 
YOU ARE HERE

6. Plan activities to drive adoption from pilot to post launch
4/22/2018
Plan activities to drive adoption from pilot to post launch
End-to-end adoption project plan sample
Pre-launch phase
Post-launch phase
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Week 12
Key events
Target Launch (date)
Project management
Finalize project plan
Check in with awareness leads
Execute launch activities
Build on results on end-user survey
Vision/ business value
Vision and business scenario development
Define solutions and success criteria
Build adoption plan & Secure Budget
Scenario prep, executive training
Launch scenarios
Engagement activities/ evaluate success
Technology enablement
Readiness for technical deployment of Office 365
Run Pilot with Champions/Early Adopters
Enable solution(s) to organization, department(s) or team(s)
Communications/ training
Identify comms, training and event needs
Develop comms & training plan;
Train helpdesk
Launch teasers: posters, flyers & booklets; setup Learning center
Internal site announcements; dept. specific awareness tactics; first touch event(s); launch FAQ & Yammer Help Group; first round of trainings
Executive Welcome & Event
Setup ongoing training series
Ongoing awareness campaign
Launch participation giveaway
Update and maintain Learning Center
Preform end-user survey
Champions
Identify champions
Train champions and brainstorm activities
Determine ongoing champion duties
Finalize champion launch activities
Survey champions, capture early adopter successes
Launch weekly scenario spotlight based on early adopter success
Launch recurring tips & tricks
Identify and train new champions
Governance
Begin governance discussion; confirm exec sponsorship
Usage policy development
Prepare best-practice policies
Finalize usage policies
Share policies and resources
Based on survey, implement adjustments to usage policy
success.office.com/resources
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. To maximize results, use a variety of tactics
4/22/2018
To maximize results, use a variety of tactics
including internal announcements or newsletters, is critical to driving adoption, as it informs and inspires users about the new technology and helps create a natural “buzz” or excitement.
Communications
such as parties, town hall meetings, contests, and giveaways, can help further momentum and encourage employees to start interacting with the new tools. Events should require users to interact with Office 365, so that they can experience the value first hand.
Engagement events
Consider a mix of these activities to maximize impact and adoption.
which can vary from classroom-style sessions to self-help getting started guides, is essential to ensure that employees understand how to actually use the new technologies to get their work done.
Training
Raising awareness is an essential step to driving adoption as it informs, involves, and inspires your users. An effective awareness campaign shouldn’t just focus on the new features and functionality to come, but should enable end users to understand the business value of Office 365 and how they can personally benefit from using it.
When building your awareness messaging, consider highlighting the vision and business scenarios that you identified in the previous adoption phases, so end users will have an easier time identifying the “What’s in it for me?“
Your awareness campaign should include a variety of tactics to maximize impact and drive adoption such as communications, events and training.
Keep in mind that the more communications, events, and training sessions that you organize, the more likely your colleagues will engage with Office 365 during your launch and afterward.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. What should you include in an awareness campaign?
4/22/2018
What should you include in an awareness campaign?
Awareness Project Plan Sample
5 weeks
4 weeks
3 weeks
2 weeks
1 week
Launch
Post-launch
Posters, flyers, booklets, teasers
First Touch event
Internal site announcements, department-specific awareness tactics
Weekly Scenario Spotlight
Help desk training
Champions training
Learning Center (set up, then update as needed)
Maintain & Update Learning Center
Pilot survey
Early adopter videos
Lunch & learn
Recurring Lunch & Learn
Recurring Tips & tricks
Intranet site announcements
FAQ
Maintain FAQ
Launch event
Executive welcome
End-user training
Policies, best practices
Contests, giveaways
Weekly reporting, success criteria updates
Internal site announcements, department-specific awareness tactics
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Launch & engagement events
4/22/2018
Launch & engagement events
Launch day tips:
Host a large-scale launch event, such as a company all-hands or town hall style meeting, in which the executive sponsor and rollout team can officially introduce Office 365 and discuss the value proposition.
Throughout the event, have champions actively engage with the audience to answer questions, address concerns, and encourage the use of Office 365.
Create a Yammer group and point users there to continue the conversation and help consolidate information that is captured.
Organize contests, scavenger hunts, prizes, and giveaways that require people to interact with the Office 365 tools.
Have t-shirts printed for champions to wear on launch day for a unified and recognizable look.
Display printed materials to raise awareness about the day’s activities and showcase the most exciting Office 365 features.
Consider hosting a formal launch event to engage teams. Contests and prizes motivate people to participate. Use print and online materials to showcase features and benefits.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Awareness & communications
4/22/2018
Awareness & communications
Inform users of upcoming rollout, and share benefits with them to create anticipation
Countdown & Announcement s
First Touch Events & SWAGs
Let people know what’s coming, setup expectations and spark interest by focusing on the “What’s in it for me?”.
Lunch and learn sessions are a great way to showcase benefits, get people excited, and involve Champions within your organization.
messaging & newsletters (6- 8 weeks before launch)
Keep s short and sweet, with a clear call to action and links to more information like FAQs. s should be sent from an individual, preferably an executive sponsor, not a group or distribution list.
and newsletter content should answer the main questions your end-users have: "Why are we moving to Office 365?" "What is required of me?" "How does this help me do my job?“ Use your Set Business Vision and Identify Business Scenarios exercises to help guide the messaging.
Make your s attractive, with style and colors that are consistent with your campaign.
Enable two-way communication with your users by including links to your internal site and Yammer group for feedback, support, and training.
First Touch & Lunch and learns
6-8 weeks before launch, host an in-person event where users can browse Office 365, talk to a project team member at various scenario stations, and access training resources. Have the event in a high-traffic area such as a lobby or lunch room.
(4 weeks before launch)
Informal lunch & learn sessions can offer end users the ability to ask questions in an open forum. It’s also an opportunity for champions to share experiences and showcase how they are getting value from Office 365.
Conduct lunch & learn sessions on a regular cadence (for example, quarterly) and encourage participation by offering incentives.
success.office.com/resources
success.office.com/resources
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Awareness & communications
4/22/2018
Awareness & communications
Inform users of upcoming rollout, and share benefits with them to create anticipation
Posters, booklets & print
Highlights & teasers
Ensure that Office 365 has a visual presence throughout your corporate offices through posters, flyers, educational booklets, and other print messaging.
A great way to generate buzz and get people excited is to play teaser videos during an event or by the cafeteria.
Raising awareness is an essential step to driving adoption as it informs, involves, and inspires your users. An effective awareness campaign shouldn’t just focus on the new features and functionality to come, but should enable end users to understand the business value of Office 365 and how they can personally benefit from using it.
Your awareness campaign should include a variety of tactics to maximize impact and drive adoption such as communications, events and training.
Communications may include posters and other print materials. Use , newsletter or other online communication tools.
success.office.com/resources
success.office.com/resources
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. End-user training Training end users
4/22/2018
End-user training
Training end users
should take on multiple forms to accommodate different learning styles, geographical barriers, and resource constraints. You’ll want to develop a comprehensive training plan that takes into account the technologies being rolled out, the core tasks your audience will need to learn, and the available training budget.
Most likely, you’ll have multiple audiences to serve with your trainings so it’s important to consider:
Who are you training?
What is their role in the organization? What are some of the tasks they perform?
Where do users perform these tasks? On a mobile device? In the office using a workstation?
When do users perform these tasks? When do they need access to the tools? When should training be completed?
How integrated is the tool set in day-to-day activities? How might organizational policies be affected by the integration of the new tool set (sharing documents, storing files, collaborating with external partners, using attachments)?
People learn differently. Training should take on multiple forms to accommodate different learning styles, geographical barriers, and resource constraints. You’ll want to develop a comprehensive training plan that takes into account the technologies being rolled out, the core tasks your audience will need to learn, and the available training budget.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. End-user training The “why” should be the most important
4/22/2018
End-user training
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.
A key part of your training plan
is to demonstrate the benefits of the change. Understanding and addressing user concerns is key toward easing the transition and ensuring a successful deployment. Here are some tips:
Lead with benefits
Use real work scenarios
Include governance model
Create a learning center
Mobilize champions
Explain what their specific work will look like with Office 365, and what types of efficiencies or benefits they can expect in comparison with any old tools or processes.
Training should do more than simply introduce users to “how-to” information for performing tasks. You’ll need to explain why the change is happening, what’s in it for them, and why they’re being asked to change.
Demonstrate the benefits of the change. Understanding and addressing user concerns is key toward easing the transition and ensuring a successful deployment.
Use the tasks or business processes that are familiar to your audience as a way to draw them into feature-specific information.
Make sure to integrate information about the rules, processes, and best practices that your organization has put into place around Office 365.
Use an internal team site to store training resources such as getting started guides and tips & tricks.
Call upon your network of champions who are committed to developing Office 365 expertise to provide coaching and assistance across their teams.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Feedback loop tips Feedback (ongoing)
Microsoft Office
4/22/2018
Feedback loop tips
Feedback (ongoing)
With your champions, create a feedback or triage team to address end-user inquiries promptly. The team can create a Yammer group for users to submit inquiries, and provide instructions on where to access information.
You can maintain a Frequently Asked Questions (FAQ) list to address the most anticipated questions. Post the FAQ on your internal site, and assign a team to update it regularly.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. First days with Office 365 Quick start guides Make the switch courses
4/22/2018
First days with Office 365
Help users transition and get started with the new apps
Quick start guides
Make the switch courses
These printable guides contain useful tips, shortcuts, and screenshots to help people find their way around Office 365.
Watch these videos to make the switch to the new Office. Get started with the new version to see how to do everyday tasks.
Help users get started by using the Quick Start Guides. There are a number of resources online at the Office 365 Customer Resource Center
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Ongoing usage and support
4/22/2018
Ongoing usage and support
Increase depth & breadth of usage and manage upcoming changes in the service
Tips & tricks s series
Office 365 Learning Center
Customizable templates to help maximize depth and breadth of usage over time.
Get people up and running quickly with these essential learning and training resources for Office 365.
There are a number of resources online at the Office 365 Customer Resource Center
success.office.com/resources
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Ongoing usage and support
4/22/2018
Ongoing usage and support
Increase depth & breadth of usage and manage upcoming changes in the service.
Scenarios learning path
Become an Office guru
Customizable training decks to help you organize lunch & learn sessions around the most fundamental Office 365 solutions.
Learn at your own pace with these free online training courses from Microsoft.
There are a number of resources online at the Office 365 Customer Resource Center
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Ongoing usage and support
4/22/2018
Ongoing usage and support
Increase depth and breadth of usage and manage upcoming changes in the service
Policies and best practices
Help desk resources
Use the policies templates to provide your users with guidelines about how to use Office 365 responsibly.
Use this guide to help get your help desk ready to troubleshoot Office 365 users.
There are a number of resources online at the Office 365 Customer Resource Center like trouble shooting guides and best practices.
Policies & best practices (launch day)
Along with end-user training, be sure to communicate your organization’s specific policies and best practices so users are aware of specific guidelines and how they’re expected to use Office 365.
success.office.com/resources
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. Define your success criteria
4/22/2018
Define your success criteria
As you draft your success criteria, use the SMART mnemonic to guide you:
When you develop
your ideal business scenarios and solutions, it’s critical to come up with a formal set of success criteria to measure the impact resulting from your Office 365 rollout. You’ll need to determine what should be measured, and how you will go about collecting both quantitative and qualitative data.
We recommend
that you choose criteria that will help you showcase success to leadership, such as user satisfaction, employee engagement, adoption velocity, and figures related to your desired business scenarios.
Specific: Clear & unambiguous; answers the questions, “What, why, who, where?” S
Measurable: Concrete; clearly demonstrates progress. M
Attainable: Realistic; not extreme. A
Success criteria should be “SMART”.
As you draft your success criteria, use the SMART mnemonic to guide you:
S - Specific
Clear and unambiguous; answers the questions, “What, why, who, and where?”
M - Measurable
Concrete; clearly demonstrates progress.
A - Attainable
Realistic; not extreme.
R - Relevant
Matters to stakeholders.
T - Timely
Grounded to a specific target date; answers the question, “When?”
Relevant: Matters to stakeholders. R
Timely: Grounded to a specific target date; answers the question, “When?” T
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Understand user adoption
4/22/2018
Understand user adoption
Apply a maturity model to find champions and focus your efforts
COMMITMENT
SOLVE Advance Experience (or Phase II) Advance functionality, support more complex business process, leadership, refresher training.
CONNECT Initial Communication
WIIFM value statement delivered to target audience. Include vision, options, benefit, and timing.
SHARE Basic Experience (or Phase 1) Focus on fundamentals, initial training conducted, main use cases identified, power users identified.
INNOVATE Expert Experience (or Phase III) Use of Office 365 as part of DNA, application usage on a critical path, innovation and leadership resulting. High influencer.
WORKLOAD (APP) MIX
High
Multiple apps combined
Couple of apps combined
Single app
Low
Adopted
Engaged
Embedded
MATURITY
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. Starting with just a few workloads?
Task Priority: * Low ** Medium *** High
Here are suggested activities to help you plan your Office 365 rollout. Each activity has been prioritized so you can best allocate time and resources. The activities with one star are less important, while those with three stars are critical for successful deployment and adoption.
Task (click for description)
Office
Exchange Online
OneDrive for Business
Lync Online
SharePoint Online
Yammer
Phase 1
Set business vision *
N/A **
***
Engage executive sponsor
Identify business scenarios
Identify your business scenarios before rolling out any of these workloads.
Phase 2
Prioritize solutions
Identify key stakeholders
Create a content strategy  *
 **
Develop a governance plan
Build an adoption plan
Build a champion program
Phase 3
Launch an awareness campaign
Develop a training & readiness plan
Phase 4
Measure and share success i i
Set business vision
One of the most important factors in driving adoption of new technology is to first define a concise and comprehensive vision, allowing all employees to see the value the new tools will bring. For a new technology such as Yammer, this vision is even more important, while it is less important for Exchange Online because there is, most likely, a broader understanding of with your organization. i
Engage executive sponsor
Executives play a crucial role in driving employee adoption of new technologies. Though they may not be heavily involved in the day-to-day project planning, executive support is essential to your success. Executives should be involved at every stage of deployment and should lead by example by incorporating Office 365 into their daily work. i
Identify business scenarios
Business scenarios make the connection between your organizational strategy, developed with the business vision, and the execution of usage scenarios. Your business scenarios should tie into existing company initiatives and will help you start thinking about how to measure success with tangible business results. Business scenarios are important for any workload. i
Prioritize usage scenarios
Usage scenarios, also known as use cases, demonstrate how you will address your business challenges and will help drive change across your organization by putting prioritized scenarios into practice. Once your usage scenarios are outlined, you can identify the Office 365 features that will help you fulfill them. i
Identify key stakeholders
The most successful technology rollouts occur when a committed team, representing a cross-section of your organization, executes all tasks effectively and on time. This guide includes information on recommended roles and responsibilities to drive a successful adoption of Office 365. i
Launch an awareness campaign
Raising awareness is an essential step to driving adoption. An effective awareness campaign shouldn’t just focus on new features, but should help users understand the business value of Office 365 and how they will personally benefit from using it. Consider highlighting your vision and business scenarios so users can identify what’s in it for them.
Create a content strategy
When you roll out a workload with a lot of content, such as OneDrive for Business or SharePoint Online, it’s important that you create a content strategy that defines content storage, archiving, permissions, backup, and more. i
Develop a governance plan
Governance is a set of policies, roles, and processes that guides and controls how your organization uses a new technology to achieve business goals. A governance plan is even more important for a complex system such as SharePoint Online where users need additional guidance on what they can do and how they can do it. i
Develop a training and readiness plan
Training users how to work with Office 365 should be included in every rollout plan but it is particularly important for a workload with less familiarity such as OneDrive for Business, Lync Online, or Yammer.
Measure and share success
During your rollout you will likely be monitoring your team’s usage as well as collecting feedback. The next step is to consolidate this feedback, assess your success, and prepare to iterate on your approach by identifying new business scenarios, use cases, and audiences.
Build an adoption plan
You’ll want to think about ongoing adoption as part of your rollout project plan. There may be activities that happen before launch and some that continue over the next few months. There are three areas to focus on in your adoption plan: communication to drive awareness and excitement, readiness to drive adoption and increase confidence, and community to drive new behaviors and help users stay engaged. i
Build a champion program
Office 365 champions build awareness, understanding, and engagement throughout your organization. They help evangelize new capabilities and can provide feedback to your core project team regarding user adoption. For newer tools such as Yammer it is even more important to involve champions throughout your entire rollout. i i i

22. How to drive Office 365 adoption?
4/22/2018
How to drive Office 365 adoption?
A phased approach to drive change management and manage service updates.
Measure results, adapt, and iterate.
Set vision & identify business scenarios
Prioritize solutions & create an adoption plan
Commit resources & execute on adoption plan
Measure, share success, & iterate
Onboarding Phase
Run State
A successful Office 365 rollout focuses on driving adoption and helping everyone understand the benefits of working in a new way. Our four-step approach helps you successfully drive Office 365 adoption.
Rollout
Scenario Spotlight (e.g.: OneDrive for Business)
Scenario Spotlight
December
January
February
March
April
May
June
July
Launch Day
Buzz Day
Buzz Day
Buzz Day
Buzz Day
Buzz Day
Buzz Day
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Office 365 Customer Success Center
4/22/2018
Office 365 Customer Success Center
Scenarios inspire people to work in new ways using Office 365, along with related communication kits to support adoption.
Scenarios
Learn how to get the most out of Office 365, quickly get your team onboard, and drive adoption.
A four-step approach to drive adoption supported by downloadable templates and best practices.
Methodology
success.office.com 
Featured adoption communities where you can learn from your peers and adoption experts.
Communities
Welcome to the Office 365 Success Center! We're here to help. Browse through our scenarios, adoption methodology, and resources to learn how to get the most out of Office 365, quickly get your team onboard, and drive adoption.
Scenarios will help you identify ways to use all the capabilities of Office 365.
A successful Office 365 rollout focuses on driving adoption and helping everyone understand the benefits of working in a new way. That's why we've created a four-step approach to help you successfully drive Office 365 adoption.
Connect with your peers or find experts where you can learn more through communities.
And, we’ve developed a host of helpful resources to help you get started.
Helpful resources to learn about other customer stories and special offers to make it easier to get started.
Resources
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Office 365 Public Roadmap http://office.com/roadmap
4/22/2018
Office 365 Public Roadmap
A public place where you can get information on service updates to help manage the faster paced release cycles of the cloud
Focus on new and updated functionality*
Covers what’s coming in the near-term, and some longer-term
Offers high-level details, including name, description, status
Not a comprehensive view of all change
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Appendix

26. Access helpful resources
Use these resources as a starting point for each of your launch activities.
Launch activity
Resource
Set business vision
Set Business Vision Template
Identify business scenarios
Identify Scenarios Template
Build a champion program
Champions Program Guide
Engage executive sponsor
Executive Sponsorship Template
Define and prioritize solutions
Define and Prioritize Solutions Template
Build an adoption plan
Adoption Plan Template
Identify key stakeholders
Identify Key Stakeholders
Launch an awareness campaign
Launch an Awareness Campaign
Measure and share success
Guide to Measuring and Sharing Success
Specific resources
Lync Online
Lync Rollout and Adoption Success Kit (RASK)
Lync Rollout Stakeholders & Roles
SharePoint Online SharePoint Online Governance Planning
SharePoint Online Planning Guide

27. Communicate with your users
Engage your users in your Office 365 rollout by sending them s and training resources. Feel free to mix and match these communications to best suit your needs. Each has sections noted in orange, for you to customize with your branding and your particular launch activities and contact information. There are five s for each workload, starting with a countdown, which can be sent prior to your rollout, and ending with three tips and tricks s to be sent after launch.
Countdown
Send 2–4 weeks before launch
Announcement
Send on launch day
Tips and tricks s (3)
Send each week after launch
This will get your team excited about the many ways they’ll benefit from their new Office 365 services.
This gets everyone started using Office 365. It provides a link to sign in and information about mobile devices. You will need to customize this with each user’s name and password before sending.
We’ve provided three s with the most popular tips and tricks. Send these to your team to get them comfortable using Office 365.
Example
Example
Example

28. Emails and training resources
Get it done from anywhere
Countdown
Announcement
Tips and tricks 1
Tip 1: Simplify sharing
Tip 2: Zoom in on a PowerPoint slide
Tip 3: Open and edit a PDF in Word
Tips and tricks 2
Tip 1: Analyze data quickly by using charts and tables
Tip 2: Get a picture of your data with charts and graphs
Tip 3: Excel learns your patterns and autocompletes data
Tips and tricks 3
Tip 1: Draw, sketch, or handwrite notes
Tip 2: Record your notes
Tip 3: Work together in OneNote and OneDrive for Business
Training
Download Comms Kit
success.office.com/resources

29. Emails and training resources
s and calendar on the go
Countdown
Announcement
Tips and tricks 1
Tip 1: Use touch with on your mobile device
Tip 2: Safeguard your data with remote wipe
Tip 3: Import all of your contacts into Office 365
Tips and tricks 2
Tip 1: View important messages from those you most often
Tip 2: Avoid common mistakes with MailTips
Tip 3: Always share the latest file with OneDrive for Business
Tip 4: Easier ways to search your
Tips and tricks 3
Tip 1: Draw, sketch, or handwrite notes
Tip 2: Record your notes
Tip 3: Work together in OneNote and OneDrive for Business
Training
Download Comms Kit
success.office.com/resources

30. Emails and training resources
Store, sync, and share your files
Countdown
Announcement
Tips and tricks 1
Tip 1: View and edit files in your web browser
Tip 2: Sync files and work offline
Tip 3: Use the mobile app to work with your files
Tips and tricks 2
Tip 1: Share files with others
Tip 2: Discuss your files with others using Yammer
Tip 3: Share files outside your organization
Tips and tricks 3
Tip 1: Work together with others using Office Online
Tip 2: Share ideas in IM, calls, or while working on a file
Tip 3: Work together on the latest files
Training
Download Comms Kit
success.office.com/resources

31. Emails and training resources
Run more effective meetings
Countdown
Announcement
Tips and tricks 1
Tip 1: Find and add contacts in Lync
Tip 2: Start an impromptu meeting
Tip 3: Use video in meeting
Tips and tricks 2
Tip 1: Join a meeting from your mobile device
Tip 2: Check a contact’s availability
Tip 3: Join a Lync meeting in just one click
Tips and tricks 3
Tip 1: Create and share meeting notes
Tip 2: Upload your PowerPoint deck
Tip 3: Share your screen
Tip 4: Record your meeting
Training
Download Comms Kit
success.office.com/resources

32. Emails and training resources
Work like a network
Countdown
Announcement
Tips and tricks 1
Tip 1: Personalize your Yammer experience with your Newsfeed
Tip 2: Get answers from others
Tip 3: Easily connect with people using Yammer
Tips and tricks 2
Tip 1: Collaborate with others using a Yammer Group
Tip 2: Share an announcement with Yammer Announcements
Tip 3: Invite others to join your Yammer Group
Tips and tricks 3
Tip 1: Start a Yammer conversation from your document
Tip 2: See all the conversations happening around documents
Training
Download Comms Kit
success.office.com/resources

33. 4/22/2018
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.