Employee engagement Delivery guide

Agenda About envisioning workshop Opportunities, Objectives and Outcomes Artifacts, Timelines and Agenda Customer participants 1 2 3 4

What is the employee engagement workshop? Enables partners to walk through employee engagement scenarios with customers Provides key scenarios and recommendations partners can use to promote employee engagement and leadership connections

Assessment opportunities Support customer’s digital transformation journey Increase customer’s ROI in Microsoft 365 Accelerate adoption of collaboration capabilities Identify new services opportunities for partners

Workshop objectives Understand the value of engaged employees Gain an understanding of business value when employees are engaged through sharing ideas, feedback and insights Prioritize employee engagement scenarios Guide customers through employee engagement scenarios to prioritize which scenarios are best for them Build customer launch and success plans Provide a prioritized actionable list of next steps for customer to implement, adopt and measure desired outcomes

Out of Scope Technical designs or product implementations Proof of concepts or labs If partner is providing recommendations for non-Microsoft technology, the slide should be updated. All activities are focused on assessing maturity of people, process and technology with respect to the GDPR, during the assessments suggestions and activities will be defined to optimize existing or implement new processes and technology. Implementing these suggestions however is not part of this assessment. Recommendations for non-Microsoft technology

Outcomes From here to there Workshop Outcome Where are you today? Where do you want to go? Where do you need to go? How will you get there? What does success mean to you? Workshop Outcome Know and understand scenarios for raising employee engagement in your organization Prioritized, actionable recommendations and plan towards implementation of a scenario

Contents – what’s in the offering? Delivery Guide Detailed engagement overview Describes preparation, activities timelines and materials to use Envisioning workshop Customer ready content to be used during the engagement Customize and update with customer data before use Close out presentation Partner content to be used to summarize findings, recommendations and next steps Customize and update with data based on workshop before use

Delivery Guide Start here! Per activity Introduction to the workshop Delivery guidance Objectives, Agenda, Timelines Customer and partner participants Defined activities Per activity Description - what to do and why Objectives - what do we want to achieve? Resources – what to use from the accelerator Preparation – how to best prepare for delivery Duration –estimation of time per activity

Envisioning workshop Workshop content Why we need engaged employees to succeed in digital transformation Scenarios of employee engagement Deep dive content on each scenario Scenario prioritization discussion Content to help you build launch and success plans with your customer

Close out presentation Summary and Recommendations from workshop Customer’s current state Desired business outcomes and vision Key stakeholders Launch and success plan Next steps and action items

Engage your Firstline Firstline Assets Leverage Firstline partner kit. Available here: https://partners.office.com/firstlineworkforce Learn more about the Firstline Worker category and opportunity - View the webcast and download the Firstline Worker partner presentation Develop a Firstline Worker offer – View the webcast and leverage the Firstline Worker Offer Development Guide Upsell your Firstline Worker offer to your existing customers – Use the customer ready resources available below and lead with the Firstline Worker Business Value Assessment

Employee engagement envisioning workshop Phase 1 Kick-off Phase 2 Workshop Phase 3 Recommendations Project scope Outcomes Timelines Team Stakeholders Understand value Explore scenarios Prioritize a scenario Build launch and success plan Summarize findings Provide recommendations Identify gaps and dependencies Build high level roadmap

Timelines, duration and effort Important Effort & duration may vary depending on the scope of the engagement, customers commitment and partner readiness Estimated duration 2-3 weeks 1-2 hrs. 2 days 2 hrs. Engagement start Kickoff meeting Customer preparation Secure executive sponsor and align resources to complete the envisioning workshop On-site workshop Conduct the employee engagement on-site workshop. Present & Recommend Analyze findings and prepare recommendations. Present the findings, discuss recommendations and next steps. Deliver prioritized roadmap

Employee engagement workshop Agenda, Day 1 Description Outcome Customer attendees Time Scheduled time, room Welcome, Introductions & Objectives Start our workshop by brief introduction of participants and align everyone on worksho objectives Align on the overall objectives of the workshop Business decision makers (HR recommended), and Technical decision makers 30 minutes <Time>, <Room> Why we need engaged employees? Understand the value engaged employees bring to organizations especially on their digitial transformation journey Sets the stage and provides a importance of engaged employees in today’s mobile, global and multi generational workforce. 60 minutes Opportunities to raise employee engagement Explore multiple scenarios for raising employee engagement Understand various employee engagement scenarios and how other organizations have implemented this initiative Lunch Prioritization discussion Discussion on choosing one scenario for in depth exploration Select one scenario for deep dive Explore an employee engagement scenario Explore in depth the prioritized scenario Understand the value and approach of the prioritized scenario. Recap, questions & feedback Summarize the day‘s content with key learnings and next steps .

Employee engagement workshop Agenda, Day 2 Description Outcome Customer attendees Time Scheduled time, room Develop vision statement Jointly work on developing a vision statement that aligns to desired outcomes Align on a vision statement Business decision makers (HR recommended), and Technical decision makers 30 minutes <Time>, <Room> Identify business outcomes Align and prioritize on business outcomes for employee engagement Prioritized list of 4 to 6 business outcomes Identify key stakeholders Identify stakeholders across business and IT to ensure success of the engagement List of stakeholders with roles and responsibilities Lunch 60 minutes Develop launch plan Joint working session on building plan to implement the employee engagement scenario A plan for implementation of the prioritized scenario Technical decision makers – Architects and Project / Program managers 90 minutes Develop success plan Joint working session on defining success criteria and plan to measure success througout engagement A plan to measure success from the implementation plan. Discuss next steps and action items Workshop recap, next steps and action items Align on next steps and action items

Customer Team - Workshop Attendees Role Description Title Contact information Project Executive Sponsor Executive sponsor who is responsible for driving the strategic vision for the organization Responsible for making key strategic decisions Ultimate authority and accountability for the project and delivery on project objectives Helps resolve issues escalated by project team Sponsors communication within the company about project goals and deliverables Provides guidance and clarity regarding overall security strategy, standards and policies for the organization Project Manager Coordinates partner and working teams engaged in the project Schedules all meetings with appropriate resources Is the central point for dissemination of the engagement deliverables Records and manages project issues, including escalations Liaises with, and provides updates to, project executive sponsors Ensures that the on-site requirements are met in time for the 2-day on-site workshops Business decision makers Representation from customer’s business functions such as HR, marketing and finance. We recommend a representation from HR for driving vision of employee engagement Provides strategic vision, business outcomes and benefits desired by customer’s organization Enterprise, Security and/or Infrastructure Architects Responsible for collaboration strategy defined by the organization Analyses and chooses security and collaboration services for the organization that meets business goals Accountable for creating and maintaining the architecture Provides insights into current and planned technical guidelines, requirements and standards for the organization Update team member titles and names during the workshop.