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The Double Check - Leveraging Microsoft Best
Practices for Information Governance & End
User Adoption
Heather Newman, CMO & Co-
Founder, Content Panda
Tweet this Talk @heddanewman @contentpanda @SPSNashville
#SPSNashville
https://medium.com/@heddanewman
Heather Newman
Rogue IT
Without a plan and guidance
end users or small groups will
make their own decisions
about how to move and store
data/documents.
The fact is that businesses do not have emotion.
Products do not have emotion. Humans do.
Humans want to feel something.
And humans make mistakes.
Which is why we make to-do lists and
plans to execute
Focus on the “Why”
Not on the “What”
https://www.youtube.com/watch?v=UUDJoHeJbzw
Technology
Acceptance
Model
Perceived Usefulness
The degree to which a
person believes that using
a particular system would
enhance his or her
performance
Perceived Ease of Use
The degree to which a
person believes that using
a particular system would
be free from effort
Innovators
Early Adopters
Early Majority
Late Majority
Laggards
Adoption
Team
First Release
Team or Service Desk
Campaigns
Training
First or Targeted Release
https://docs.microsoft.com/en-us/office365/admin/manage/release-options-in-office-365?view=o365-worldwide
Setting up a
Service Desk
Adoption Campaign Checklist
 Define Your Vision
 Choose Executive Sponsors
 Define Key Stakeholders
 Define Use Cases/Business Scenarios
 Gather Your Champions
 Release in Phases
 Adoption Communication Plan
 End User Training
 Look to Experts
 Make it Fun - Gamification
 Measure, Share, Iterate
https://www.contentpanda.com/downloads/
End User Training
In-person
In-context
Information &
End User
Adoption
Guidance
Fast Track
SharePoint LookBook
Support.Microsoft.com
Docs.Microsoft.com
https://fasttrack.microsoft.com/
SharePoint LookBook
The SharePoint Look Book
supplies us with examples of
different page layouts in
modern SharePoint for
different scenarios / use cases.
Where can you find the Look
Book?
HTTPS://SHAREPOINTLOOKBO
OK.AZUREWEBSITES.NET/
https://www.sharepointeurope
.com/the-sharepoint-look-
book-brought-to-you-by-jeff-
teper-at-espc18/
IG &
Compliance
Resources
Cloud Services Checklist
Introducing the Office 365
Secure Score
Office 365 Security
Compliance Best Practices
Cloud
Services Due
Diligence
Checklist
https://aka.ms/cloudchecklist.download
Office 365
Security
Compliance
Best Practices
https://www.youtube.com/watch?v=luignzNyR-o
User Voice
IMPROVEIT! BOOK - ESSAYS ON SHAREPOINT
ANALYTICS & ADOPTION
The paperback and Kindle
editions are available on Amazon.
The free eBook is available here:
http://www.improveit.how
PhotocreditBingImages
https://twitter.com/thatmattwade
In the know….
Microsoft Tech Community
Microsoft User Voice
Office 365 Roadmap
SharePoint Conference NA Keynote On-
Demand
Many sessions from SPCNA
SPCNA Twitter
SPCNA Podcast Twitter List
SPCNA Diversity & Inclusion Twitter List
Mavens Do It
Better Podcast
www.mavensdoitbetter.com
Twitter: @mavensdoitbetta
Instagram: @mavensdoitbetta
Available on iTunes, Stitcher and YouTube
Heather Newman
CMO, Co-Founder, Maven, Speaker
Heather.newman@contentpanda.com
Panda Blog: https://www.contentpanda.com/blog/
Marketing Blog: www.creativemaven.com/blog
Twitter & Instagram: @heddanewman
Slideshare: https://www.slideshare.net/heddanewman

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The Double Check - Leveraging Microsoft Best Practices for Information Governance & End User Adoption

Editor's Notes

  1. The whole concept of WHY is grounded in the tenets of the biology of human decision making. How the Golden Circle works maps perfectly with how the brain works. As simple as the WHY concept is to understand, one of the biggest challenges a team or organization will face is clearly articulating its purpose, cause or belief—its WHY. While it may be felt, it can be difficult to put into words. And without a clear articulation of the WHY it can be difficult put into action and nearly impossible to scale. Finding the words for your WHY is the first step in being able to effectively communicate it. We’ve learned that the optimal way to deepen individual awareness and appreciation of the human attributes that inspire a unique culture is through sharing stories that exemplify when the organization is at its best. In this highly facilitated workshop participants draft a Why Statement for the organization and relate it to the organization’s values and guiding principles.
  2. The Technology Acceptance Model, version 1. (Davis, Bagozzi & Warshaw 1989) The technology acceptance model (TAM) is an information systems theory that models how users come to accept and use a technology. The model suggests that when users are presented with a new technology, a number of factors influence their decision about how and when they will use it, notably: Perceived usefulness (PU) – This was defined by Fred Davis as "the degree to which a person believes that using a particular system would enhance his or her job performance". Perceived ease-of-use (PEOU) – Davis defined this as "the degree to which a person believes that using a particular system would be free from effort" (Davis 1989).
  3. Diffusion of innovations is a theory that seeks to explain how, why, and at what rate new ideas and technology spread. Everett Rogers, a professor of communication studies, popularized the theory in his book Diffusion of Innovations; the book was first published in 1962, and is now in its fifth edition (2003).[1] Rogers argues that diffusion is the process by which an innovation is communicated over time among the participants in a social system. The origins of the diffusion of innovations theory are varied and span multiple disciplines. Rogers proposes that four main elements influence the spread of a new idea: the innovation itself, communication channels, time, and a social system. This process relies heavily on human capital. The innovation must be widely adopted in order to self-sustain. Within the rate of adoption, there is a point at which an innovation reaches critical mass. The categories of adopters are innovators, early adopters, early majority, late majority, and laggards.[2] Diffusion manifests itself in different ways and is highly subject to the type of adopters and innovation-decision process. The criterion for the adopter categorization is innovativeness, defined as the degree to which an individual adopts a new idea.
  4. With Office 365, you receive new product updates and features as they become available instead of doing costly updates every few years. You can manage how your organization receives these updates. For example, you can sign up for an early release so that your organization receives updates first. You can designate that only certain individuals receive the updates. Or, you can remain on the default release schedule and receive the updates later. This article explain the different release options and how you can use them for your organization. The Office 365 updates described in this article apply to Office 365, SharePoint Online, and Exchange Online. They do not apply to Skype for Business and related services. These release options are targeted, best effort ways to release changes to Office 365 but cannot be guaranteed at all times or for all updates. Any new release is first tested and validated by the feature team, then by the entire Office 365 feature team, followed by entire Microsoft. After internal testing and validation, the next step is a Targeted release (formerly known as First release) to customers who opt in. At each release ring, Microsoft collects feedback and further validates quality by monitoring key usage metrics. This series of progressive validation is in place to make sure the worldwide-release is as robust as possible. The releases are pictured in the following figure.
  5. You can configure a proper project management with Microsoft Planner. Here you can create a card for every task where you can add comments, attachments, date, status and so on. Every member of the Group has access to plans and will get notifications arrive as an email. Use Planner for assigning tasks for team members or control working on some project. For example, you can create a task related to a ticket from HelpDesk and monitor how things are going. In task’s card, you can specify due date and assignee with whom you can have a chat below.
  6. End User Adoption has not changed in a long time, this checklist for roll-out any new governance plan, Office 365 product still works and it takes all 10 steps for success.
  7. People learn in different ways. On-site training, in-context and on-demand, LMS systems and courses are all great ways to set up your end users for success
  8.  Now as mentioned, on the SharePoint Look Book site, you’ll find many examples, sure to get you going. You’ll be creating beautiful, responsive SharePoint sites, in no time. Intranet  News & Resources  Social & Personalized  Compelling and highly visual  Hub Sites  Marketing  Human Resources  Sales  Below you’ll see notes on the left, where it mentions features that might not be available yet, and which webparts were used. When you click on the webpart link, it takes you to the support.office.com article on how to use that webpart.   
  9. The multitude of cloud service options and service providers can cause challenges for organizations that want to move to the cloud and consume cloud services. The pressure caused by regulations and standards covering a wide range of topics—security, privacy, trust, personal information, and business-specific needs—further complicates these challenges. Why use this Checklist? This Checklist is based on international standard ISO/IEC 19086-1, the Cloud Computing Service Level Agreement Framework. This Checklist can guide and help drive discussions about moving to the cloud. It will support your move to the cloud holistically and empower you to conduct a meaningful due diligence evaluation of cloud services. This Checklist raises key considerations as you move to the cloud. Different organizations and cloud projects should place different requirements for each element. In order to deploy the Checklist for cloud due diligence evaluations, organizations need to define the organizational cloud requirements for applicable Checklist elements, define the project specific requirements, and assess project options accordingly. Detailed guidance is available from the instructional guide and video for the use of this Checklist.
  10. Summary Ever wonder how secure your organization really is in Office 365? Secure Score is here to help. Secure Score analyzes your organization's security based on your regular activities and security settings in Office 365, and assigns a score. Read this article to get an overview of Secure Score and how you can use it. How to get to Secure Score If your organization has a subscription that includes Office 365 Enterprise, Microsoft 365 Business, or Office 365 Business Premium, and you have the necessary permissions, you can view your organization's secure score by visiting https://securescore.office.com. Alternatively, you can visit the Security & Compliance Center (https://security.microsoft.com), where you'll find a Secure Score widget that provides you with your current score.
  11. Based on investigations of real-world attacks, our top Microsoft Office 365 cybersecurity experts provide coaching on how to assess risk and implement the most critical security, compliance, and information protection controls to protect your Office 365 tenant. Learn how to prioritize threats, translate threats into technical strategy, and then take a systematic approach to implementing features and controls. This session covers customer responsibilities including admin privilege management, account and access management, and client endpoints. Secure Office 365 like a cybersecurity pro: Top priorities for the first 30 days, 90 days and
  12. So I put together a new infographic that (hopefully) provides a quick intro to O365, its apps, and how they're all related. Good for both the IT crowd and lines of business