1. Tackling Adoption Like A Service With Office 365
11/25/ :25 AM
THR1020
Tackling Adoption Like A Service With Office 365
Richard Harbridge
Chief Technology Officer at 2toLead
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2. Richard Harbridge CTO & MVP | SPEAKER & Author
My twitter I’m super friendly & I am proud to work at 2toLead.

3. Why Tackle Adoption Like A Service?
11/25/ :25 AM
Why Tackle Adoption Like A Service?
The Benefits Of Service Models & IT Transformation
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4. Why use a service model? Adoption Projects
Typically oriented around a launch.
Typically uses point in time metrics (before & after).
“Tragedy of the commons” risk.
Adoption Services
Works better with continual launch.
Works better with continual metrics.
Joint ownership and collaborative nature of a service model makes opposition obvious and public.
Let’s discuss a simplified view of why Adoption like a service makes sense in the Microsoft 365 and Office 365 world.

5. How Do We Tackle Adoption Like A Service?
11/25/ :25 AM
How Do We Tackle Adoption Like A Service?
Real World Examples & Actionable Advice
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6. ADOPTION PLANNING HAS Multiple Levels…
Individual
Group
Organizational
Individual
Group
Organizational
ADOPTION PLANNING HAS Multiple Levels…
Spend the majority of your efforts providing individual and group guidance.

7. ADOPTION Planning Has Multiple Levels…
Individual
Group
Organizational
ADOPTION Planning Has Multiple Levels…
Organizational Checklist
So what is critical at an organizational level?

8. Ensure you have the right roles…
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11/25/ :25 AM
Ensure you have the right roles…
Do you have people who own and lead key roles, do you have the resources that support a role? Does the role communicate, coordinate and engage effectively?
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9. HOW CULTURALLY INTEGRATED IS DIGITAL EXCELLENCE?
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11/25/ :25 AM
HOW CULTURALLY INTEGRATED IS DIGITAL EXCELLENCE?
As an example during performance reviews do your key questions connect back to things that benefit and exemplify digital best practices? Provide examples!
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10. Policies and guidance can be easily measured…
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11/25/ :25 AM
Policies and guidance can be easily measured…
Resources can be even more complex. Do you have common and expected policies, guidance, or content available and up to date today?
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11. At an organizational level how ready are you?
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11/25/ :25 AM
At an organizational level how ready are you?
Success readiness is something you can evaluate and it spans roles, programs, policies, guidance, even incentives and rewards.
© 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Adoption Planning Has Multiple Levels…
Individual
Group
Organizational
Adoption Planning Has Multiple Levels…
Organizational Checklist
Review Success Readiness Twice A Year
So start by ensuring your organization has what it needs to be successful. Do this at least twice a year to ensure you can track your improvement over time.

13. Align with business objectives…
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11/25/ :25 AM
Align with business objectives…
Here is an example of the technique we often use when creating objective maps for our customers. See more at
© 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Adoption Planning Has Multiple Levels…
Individual
Group
Organizational
Adoption Planning Has Multiple Levels…
Organizational Checklist
Review Success Readiness Twice A Year
Align With Business Objectives Yearly
Define specific and measurable business objectives and align those with what your adoption service provides at a minimum on a yearly basis.

15. What about business impact?
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11/25/ :25 AM
What about business impact?
contains guidance on ways to measure Office & samples of common business impacts it can drive.
© 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Microsoft Ignite 2015
11/25/ :25 AM
Measure many times…
Something you should do quarterly or at least twice a year is inspect and share where Office 365 is within your organization. Output from this is ACTION.
© 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Adoption Planning Has Multiple Levels…
Individual
Group
Organizational
Adoption Planning Has Multiple Levels…
Organizational Checklist
Review Success Readiness Twice A Year
Align With Business Objectives Yearly
Measure & Review Impact Quarterly
Measure and review the business impact digital excellence is having in the business by measuring the impact from technology and the adoption of users.

18. Digital Center Of Excellence…
Ensure you build a meaningful and active digital center of excellence to provide a singular place you funnel users towards for improvement and change.

19. Adoption Planning Has Multiple Levels…
Individual
Group
Organizational
Adoption Planning Has Multiple Levels…
Organizational Checklist
Review Success Readiness Twice A Year
Align With Business Objectives Yearly
Measure & Review Impact Quarterly
Improve Digital Center Of Excellence
Don’t forget to continually share new guidance on “how to best use” your digital technologies. Especially as they continually change and improve over time.

20. Adoption Planning Has Multiple Levels…
Individual
Group
Organizational
Adoption Planning Has Multiple Levels…
Group/Individual Checklist
Building off of organizational guidance we can easily tackle the group / leader / champion level and the individual user level. Let’s find out how…

21. Planning for adoption…
We need to be more tactical and granular to drive meaningful commitment. Plan and execute adoption campaigns!

22. Planning for adoption…
Interest
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!

23. Planning for Tips…
When each day’s tip is posted by a member of the tip team it ensures that these tips come from different users which gets more people involved.

24. Planning for Tips…
Tips drive users to take action, should be themed, should be pre-written before the start of the campaign, and should relate to challenges/contests.

25. Planning for Challenges…
Starter List Of Sample Challenges can be found in the “Contests, Challenges & Ideas For Office 365” document in the Office 365 Resource Kit (
Each week (or along with the tips) we need to create clear action items or
Challenges that users can accomplish to put what they learned in practice.

26. Planning for adoption…
Interest
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!

27. Planning for Contests…
Starter List Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office 365” document in the Office 365 Resource Kit (
The goal of each contest is to get the users to take an action (upload a profile picture,
download a mobile app, etc.) and those actions should be connected to a tip or tips that
had been shared (explaining how to do the action and its value).

28. Planning for adoption…
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!

29. Planning for Training…
Avoid trying to do too much in one session!
Since you are already doing a time boxed campaign consider providing targeted training
sessions that are hands on and participatory. Even if you are performing training remotely
if the group is small enough you can create exercises and track completion.

30. Planning for adoption…
Coaches / Champions Program
A coaches and champion program also compliments the training and hard work
around understanding that is necessary to achieve meaningful adoption.

31. Coach Others & Find Champions…
Learning via Co-Workers is among the most effective and most used methods. Most champion programs don’t have enough non manager non IT champions.

32. Planning for adoption…
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!

33. Planning for Communication…
Define a comprehensive communication plan along with the messaging for key
, Intranet posts, Yammer posts or communication for the campaign.

34. Planning for adoption…
Baseline
Measure Impact
Measure Continued Impact
Having a campaign over a duration of days enables greater measurement,
clearer accountability, and simplifies the coordination and commitment needed.

35. Planning for Measurement…
Guidance on ways to measure Office 365 can found in the “Measuring The Business Impact Of Office 365” whitepaper.
With each campaign clear reporting should be identified to track success of the
Campaign. This reporting will also include baseline measurements as needed.

36. Planning for Measurement…
In this small tenant example we can see that most sharing is happening (appropriately in SharePoint and not OneDrive). Great data is available today!

37. Planning for adoption…
If executing effective adoption campaigns leads to effective commitment is
there anything else we should keep in mind?

38. Campaigns improve your digital center of excellence…
The campaign generates new resources, training, tips, tricks, success stories, and much more that adds continual value to your digital center of excellence.

39. Adoption Planning Has Multiple Levels…
Individual
Group
Organizational
Adoption Planning Has Multiple Levels…
Group/Individual Checklist
Define An Adoption Plan & Campaigns
Execute Campaigns & Add To CoE
Update Adoption Plan (Repeat)
Plan & Execute Campaigns (Repeat)
Building off of organizational guidance we should leverage campaigns to improve adoption and continually support our digital center of excellence.

40. What’s Next? What do we do from here? 11/25/2018 12:25 AM
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41. Get Started On tackling adoption like a service…
Adoption Services
Review Success Readiness
Align With Business Objectives
Measure & Review
Plan & Execute Adoption Campaigns
Improve Digital Center Of Excellence
Get Started On tackling adoption like a service…
Start implementing some of these practices in your organization today and shift from tackling adoption as projects to tackling adoption like a service.

42. Thank You! CTO & MVP | SPEAKER & Author | Super Friendly
Microsoft’s amazing team for making this possible. 
100+ Awesome Presentations At.. Slideshare.Net/RHarbridge Pages Of Whitepapers At toLead.com/Whitepapers
WhenToUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com
Message Me On LinkedIn or
CTO & MVP | SPEAKER & Author | Super Friendly
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44. 11/25/ :25 AM
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