spug cincy triggering cultural metamorphisis

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Designing Change for Sustained User Adoption 10/25/2014 1 Michelle Caldwell – MVP,PSM,SSGB,PMP Avanade

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Organizational change management is one of the most overlooked and under-planned parts of many SharePoint implementations. You simply cannot afford to ignore the importance of this topic. Successful organizational change management is a critical component to ensuring the success of any SharePoint initiative. In this class, we will discuss field-proven tactics to help your users make sense of the change that your SharePoint solution will inevitably bring into their daily work lives. You will learn a user adoption framework and some factors you should consider when planning your next SharePoint initiative. We will challenge the mindset that adoption can be driven, and embrace the concept of designing change for long-term sustainable cultural acceptance. By attending this class, you will be able to: Design your own organizational change-management strategy Understand how to foster user adoption Understand how to engage and build solution champions Build a communication plan Apply field-tested strategies in your organization

TRANSCRIPT

Page 1: SPUG Cincy Triggering Cultural Metamorphisis

Designing Change for Sustained User Adoption

10/25/2014 1

Michelle Caldwell – MVP,PSM,SSGB,PMPAvanade

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DIRECTOR & REGIONAL LEAD

Michelle Caldwell

[email protected] @shellecaldwell shellecaldwell.com

SPEAKER

Since 2005

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2 3

4 5

1Introductio

nSuccess

Requirements

Cultural

Change

Types of

Adopters

Motivation

Considerations

6Adoption

Techniques

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Introduction

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Failed Adoption “Strategies”

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6

0%40%80%

120%160% 143%

35%

Projects’ ROI with Change Enablement

Change Enablement Increases Project Success

*Source: Change Management That Pays, McKinsey Quarterly, Number 4, 2012.

According to McKinsey, an effective Change Enablement program in place increases a project’s

ROI.*Every dollar

spent on the project gains $0.43

Every dollar spent on the project loses

$0.65

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Where do you Start?

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How to Start a Movement – Lessons from a dancing guy

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Requirements for success

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Investment

TimeResources

Money

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11

Seek Champions

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Think about what strategies fit

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Compatibility

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14

Baby Steps

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Promote the Solution

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Collect Feedback

Implement Improvements Based on the End User Feedback

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17

Manage Expectations

Not all the goals can be achieved at once

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Cultural Challenges

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Factors that

Hinder

Adoption

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Fear Factors•Loss of Control•Loss of Personal Value•Confusion of new tools•Anxiety about changing existing work processes

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Factors that

Support

Adoption

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Share the Plan

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Good Fit?

review/ revise current processes before just blindly implementing current processes into the new system.

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Resist the sink

Link new functionality to specific problems or business goals, end users will see that the tool is just an enabler to achieving

value or goals.

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Support In Place

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Types of

Adopters

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Innovators

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EarlyAdopters

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Early Majority

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Late Majority

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31© 2013, Information Control Corporation

Hanger Backs

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Phases of

Adoption

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Awareness

Deployment

Usage & Availability

Ongoing Adoption

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Adoption

Considerations

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•Add value•Desire to contribute•Enjoy new things•Desire to do a better job

Make the undesirable desirable

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Harness Peer Pressure

•Celebrate success•Power of the community

• I Don’t want to stick out

• Role Models for Change

• Fear of Criticism

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Design Rewards

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Motivation

•Personal•Social•Organization

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•Executive Blog•Entry Communication•Promotion Video •1st Touch Event•Podcasts•Posters•Teaser Communication •Employee Productivity Home

•Online/on-demand Training •New Employee Orientation•Tips & Tricks•Virtual Coach•SharePoint Sandbox•FAQ

Personal

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Social

•Early Adopter•Webcasts•Viral Marketing•Roadshow•Executive Sponsorship•Super-User Community

•Classroom Training•Lunch & Learn Training•Brown Bag Sessions•Auditorium Training

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Organizational

•Awards Incentive•Super-user Community•New Employee Orientation•Newsletter

• Podcasts • SharePoint Sandbox• Employee

Productivity Home

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Adoption

Techniques

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Promotional Video

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On line – On Demand Training

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Podcasts

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Super-user Community

Best Buy: The rise of the ninjas-a SharePoint 2013 user adoption story: http://channel9.msdn.com/Events/SharePoint-Conference/2014/SPC296

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SharePoint Sandbox

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2 3

4 5

1Introductio

nSuccess

Requirements

Cultural

Change

Types of

Adopters

Motivation

Considerations

6Adoption

Techniques

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References

Microsoft Excel Worksheet

• Essential SharePoint 2013 Book• User Adoption Strategies Book• Roadmap for Collaboration Book• Shepherd's Guide for Users Book• 42 Rules for Successful Collaboration Book• Microsoft User Adoption Guide for 2013• Additional Promotional Video - http://sco.lt/5iS5k9• SPOT Promo Video - http://sco.lt/8fFlVh• Productivity Hub - http://www.microsoft.com/en-us/download/details.aspx?id=7122• Discover SharePoint - http://www.discoversharepoint.com/

Microsoft Excel Worksheet

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DIRECTOR & REGIONAL LEAD

Michelle Caldwell

[email protected] @shellecaldwell shellecaldwell.com

SPEAKER

Since 2005