Office 365 provides an incredible amount of value to individual employees, teams, departments and organizations. Much of this value is not realized immediately upon purchase or even deployment of Office 365. The value is realized as more and more users understand, adopt and embrace the technology that has been implemented. So how can organizations drive faster, sustainable and effective adoption? They perform campaigns, run activities, and take action. Join Richard Harbridge as he shares industry leading real world experience, advice and activities that other customers are leveraging to get more from Office 365 and drive more meaningful adoption.

2. @RHARBRIDGE
GETTING MORE PEOPLE TO
USE THE TECHNOLOGY IS
IMPORTANT…
Often getting people to use more of the technology is just as important.

3. @RHARBRIDGE
THIS IS
IMPORTANT
FOR ALL OF
US…
The more people use the platform the more value the technology provides.

4. RICHARD
HARBRIDGE
My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at
SPEAKER | AUTHOR | SUPER FRIENDLY

5. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Impact Business Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

6. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Impact Business Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

7. 1. IMPACT
BUSINESS
OBJECTIVES…

8. ABSTRACT
OBJECTIVES…
These kinds of objectives are not good objectives. They are platitudes.

9. S.M.A.R.T
OBJECTIVES…
How many of your ‘objectives’ match this criteria today?

10. Break the objective down until you have S.M.A.R.T objectives.

11. Break the objective down until you have S.M.A.R.T objectives.

12. We would like to automate and imp e our
‘paper based ‘legal’ ‘contract mngmt’’
‘contract rvew processes. Specifically we would
like to ‘imprv request rspnse e’ by…
Break the objective down until you have S.M.A.R.T objectives.

13. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Impact Business Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

14. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

15. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

16. 2. COMPLETE THE
TRANSITION…

17. DON’T FALL
BEHIND…
It will be more and more challenging to meet expectations on legacy technology.

18. REMOVE
ALTERNATIVES
& MAKE
MANDATORY…
Be proud; you
rock superstar
It’s never the nicest option, but from leadership down can be effective.
Share ideas and
docs in OneDrive
Look in Search
& Delve
Ask others for
help via Lync
Kick email butt
with Exchange

19. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

20. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

21. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

22. 3. PROVIDE
EFFECTIVE
SUPPORT…

23. SUPPORT
POLICIES,
GUIDANCE
& PLANS…
How is Office 365 support managed and executed in your organization?
 Objectives/Priorities
 Roles and Responsibilities
 Site Classification and Platform Classification
 Content Standards
 Site Provisioning Process/Questionnaire
 Content Migration Process/Questionnaire
 User Expectations Agreement
 Support Agreement(s)
 Training and Communication Plans
 Usage Monitoring Plans
 Taxonomy Management Plan
 Site & Group Review Checklist(s)
 Profile Policy & Guidance
 User Lifecycle Policy
 Security Standards & Guidance
 Social Policies…

24. Tactical Support Team
Help Desk
Site Administrators
End Users
Learning Libraries/Online/Help
MULTIPLE
TIERS FOR
ESCALATION…
The core team supporting Office 365 can’t know everything or service everyone.

25. MEASURE
SUPPORT…
Categorize requests further than by technology.

26.  Books and Manuals
 Online
 MSDN
 TechNet
 Blogs
 Cheat Sheets
 One on One
 Classroom Training
DIVERSIFY SUPPORT…
Provide multiple resources and mediums for people to learn and get help from.

27. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

28. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

29. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

30. 4. PLAN FOR
ADOPTION…

31. Scenarios
Methodology
Communities
Resources
BUILD AN
ADOPTION
PLAN…

32. @RHARBRIDGE
Examples of activities at success.office.com & improveit.how/book
PLAN ACTIVITIES TO
DRIVE ADOPTION…

33. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

34. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

35. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

36. 5. MEASURE
ADOPTION…

37. VALUE IS REALIZED
THROUGH USAGE &
ADOPTION
So it’s critical to understand how you can measure usage and adoption.

38. @RHARBRIDGE
TOP
SEARCHES &
FAILED
SEARCHES…
Easy to do and useful to publish not just use for tuning/improving search.

39. @RHARBRIDGE
REPORT
USAGE
PATTERNS…
Aggregating reports and sending them to leaders can be good to drive visibility.

40. PROVIDING USERS
MORE INFORMATION…
Sharing more information with users can help them improve their usage.

41. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

42. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

43. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

44. 6. DRIVE
AWARENESS &
INTEREST…

45. REAL WORLD
ADOPTION
ACTIVITIES & MORE…
Find great ideas for driving adoption in our latest book http://improveit.how/book

46. @RHARBRIDGE
INTERNAL
ADVERTISEMENTS…
Ads on the portal, posters, and more stuff from http://www.co-store.com/iw

47. @RHARBRIDGE
SCAVENGER
HUNTS, TRIVIA
CONTESTS, AND
COMPETITIONS…
Planned contests can drive interest and awareness.

48. @RHARBRIDGE
ANNOUNCE NEW
FEATURES /
CAPABILITIES…
Including ones Microsoft adds for you. Take credit for it – really!

49. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

50. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

51. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

52. 7. GUIDE & DEVELOP
UNDERSTANDING…

53. @RHARBRIDGE
Find a Person/
Expert
Post and discuss a
topic and/or
content
Manage a meeting
or event
Ask/ answer a
question
Make an
announcement
Find a Document
Send/exchange
information/
documents
Produce/manage
content
Tag content
Poll/survey a group
of people?
Rate or otherwise
infer sentiment (e.g.
“Like”)
Establish relationships
with people,
information and sites
Form serendipitous
connections via affinity-
based relationships
View activities across
team, community, or
network
Post/view/comment
on content and
media
View profile,
manage profile
PROVIDE USERS
GUIDANCE ON
WHAT THEY
CAN DO…
Make it simple and easy to understand all the things they can do today…

54. @RHARBRIDGE
DOWNLOAD THE WHEN TO
USE WHAT IN OFFICE 365
ENTERPRISE USER GUIDANCE
WHITEPAPER!
It goes into much greater depth and can be found at WhenToUseWhat.com

55. Spend the majority of your efforts providing individual and group guidance.
Individual
Group
Organizational
GUIDANCE HAS
MULTIPLE LEVELS…

56. Personalize or base the matrixes you leverage on personas that change over time.
Office Video
Urgency/TimeSensitivity
Audience (Internal or External)
Skype For
Business
Call
IM
Skype
Presence
Skype for
Business
Online
Meetings
Outlook
E-Mail
OneDrive
for
Business
SharePoint
Team Sites
SharePoint
Intranet
Yammer Company
Communications
Yammer Groups
Office
365
Groups
Individual OrganizationalGroup
Ad-hoc/LowUrgent/High
Delve
BoardsGUIDE USERS FROM
WHERE THEY ARE…
Month 1 TargetMonth 2Month 3Month 4Month 5

57. Scenarios
Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔
Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕
Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ●
Where Should Meeting Notes Be Captured,
Stored & Shared?
◕ ◕ ● ● ◔ ●
Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ●
Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔
Have A Real Time Chat With A Colleague ● ◑ ○ ◑
Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ●
Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑
Invite A Colleague To Lunch ◕ ◔ ●
Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕
Make An Organizational Announcement ◔ ● ◔ ◕ ◕
Remind The Team Of An Important Deadline ◑ ◔ ● ● ●
Within the whitepaper we have provided guidance on 13 common scenarios…
WANT MORE
SCENARIO
GUIDANCE?

58. @RHARBRIDGE
DOWNLOAD THE WHEN TO
USE WHAT IN OFFICE 365
ENTERPRISE USER GUIDANCE
WHITEPAPER!
It goes into much greater depth and can be found at WhenToUseWhat.com

59. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

60. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

61. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

62. 8. COACH
OTHERS & FIND
CHAMPIONS…

63. @RHARBRIDGE
COACH
OTHERS & FIND
CHAMPIONS…
Learning via Co-Workers is among the most effective and most used methods.

64. @RHARBRIDGE
BEST IN CLASS
SHOWCASES…
Recognize champions and educate on how others can improve/emulate.

65. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

66. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

67. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

68. 9. ELICIT &
CAPTURE
FEEDBACK…

69. @RHARBRIDGE
SURVEYS,
POLLS &
FEEDBACK…
When you collect info ensure you share the results, actions & result changes.

70. @RHARBRIDGE
USABILITY
TESTING, DIARY
STUDY, CARD
SORTING…
Lots of design, info architecture, and feedback activities can improve adoption.

71. @RHARBRIDGE
SUCCESS
STORIES…
Add an option to submit success stories about how 365 helped. Then highlight.

72. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Elicit & Capture Feedback
10.Integrate & Build Solutions

73. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Integrate & Build Solutions

74. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Integrate & Build Solutions

75. 10. INTEGRATE OFFICE 365
& BUILD SOLUTIONS…

76. @RHARBRIDGE
SOLUTIONS
SHOWCASE…
Build solution summaries for business built solutions or IT ones and share them.

77. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Integrate & Build Solutions

78. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Office 365 Is A Platform

79. THE TOP 10 WAYS TO IMPROVE ADOPTION…
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Office 365 Is A Platform

80. @RHARBRIDGE
RESOURCES TO HELP
YOU BE SUCCESSFUL…
These are a few of the resources you should check out.
Get started today with:
 FastTrack Content, Labs & Guidance: http://aka.ms/getfasttrack
 Office 365 Success Center: http://success.office.com
 Office 365 Training App: http://aka.ms/officetraining
 Office 365 for Business Learning Center: http://aka.ms/o365learning
 Join the “Driving Adoption” Group in: www.yammer.com/itpronetwork
 Lync 2013 Rollout & Adoption Success Kit http://aka.ms/lyncrask
 Yammer Success Center: https://about.yammer.com/success/
 Purchase & Provide Sweet 365 Gear: http://www.co-store.com/iw
 Leverage Popular Use Cases: http://www.discoversharepoint.com/
 Discover SharePoint App: http://aka.ms/dspapp
 OnRamp (Automated Deployment Assistance): https://onramp.office365.com/onramp/
 Office 365 Roadmap: http://office.com/roadmap

81. @RHARBRIDGE
MORE RESOURCES TO HELP
YOU BE SUCCESSFUL…
These are a few of the resources you should check out.
Available Programs (Applicability Varies):
 Customer Immersion Experience: http://aka.ms/TryImmersion
The Microsoft Experience Center provides you a facilitated hands-onenvironment to experience Microsoft’s productivity
solutions through a series of simulated, every day scenarios.
 Adoption Offer (New 150+ Seat): https://deploy.office.com/email-migration-offer
 Software AssuranceDeployment Planning Services: https://deploy.office.com/deployment-planning-services
 Software AssuranceTraining Vouchers: https://www.microsoft.com/learning/en-us/software-assurance-benefits.aspx
 Onboarding Center: https://deploy.office.com/onboarding-center
 100+ PowerPoint Presentations on SlideShare: http://www.SlidesShare.net/RHarbridge
 RichardHarbridge & Kanwal Khipple via LinkedIn or 2toLead.com

82. Thank You!
Organizers, SponsorsandYouformakingthispossible.
100+SharepointPresentationsAt.. Slideshare.Net/RHarbridge
WhenToUseWhatWhitepaper.. WhenToUseWhat.com
ImproveItBook.. ImproveIT.How/Book
Office365SuccessCenter.. Success.Office.Com
Message Me On LinkedIn or Email Richard@2toLead.com
SPEAKER | AUTHOR | SUPER FRIENDLY
My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at