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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
Citation preview
Designing Change for Sustained User Adoption
10/25/2014 1
Michelle Caldwell – MVP,PSM,SSGB,PMPAvanade
DIRECTOR & REGIONAL LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
SPEAKER
Since 2005
2 3
4 5
1Introductio
nSuccess
Requirements
Cultural
Change
Types of
Adopters
Motivation
Considerations
6Adoption
Techniques
Introduction
Failed Adoption “Strategies”
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
Where do you Start?
How to Start a Movement – Lessons from a dancing guy
Requirements for success
10
Investment
TimeResources
Money
11
Seek Champions
12
Think about what strategies fit
Compatibility
14
Baby Steps
15
Promote the Solution
16
Collect Feedback
Implement Improvements Based on the End User Feedback
17
Manage Expectations
Not all the goals can be achieved at once
18
Cultural Challenges
Factors that
Hinder
Adoption
Fear Factors•Loss of Control•Loss of Personal Value•Confusion of new tools•Anxiety about changing existing work processes
Factors that
Support
Adoption
Share the Plan
23
Good Fit?
review/ revise current processes before just blindly implementing current processes into the new system.
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.
25
Support In Place
Types of
Adopters
27
Innovators
28
EarlyAdopters
29
Early Majority
30
Late Majority
31© 2013, Information Control Corporation
Hanger Backs
Phases of
Adoption
Awareness
Deployment
Usage & Availability
Ongoing Adoption
Adoption
Considerations
•Add value•Desire to contribute•Enjoy new things•Desire to do a better job
Make the undesirable desirable
36
Harness Peer Pressure
•Celebrate success•Power of the community
• I Don’t want to stick out
• Role Models for Change
• Fear of Criticism
37
Design Rewards
38
Motivation
•Personal•Social•Organization
•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
Social
•Early Adopter•Webcasts•Viral Marketing•Roadshow•Executive Sponsorship•Super-User Community
•Classroom Training•Lunch & Learn Training•Brown Bag Sessions•Auditorium Training
Organizational
•Awards Incentive•Super-user Community•New Employee Orientation•Newsletter
• Podcasts • SharePoint Sandbox• Employee
Productivity Home
Adoption
Techniques
Teaser Communication
47
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
48
SharePoint Sandbox
2 3
4 5
1Introductio
nSuccess
Requirements
Cultural
Change
Types of
Adopters
Motivation
Considerations
6Adoption
Techniques
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
DIRECTOR & REGIONAL LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
SPEAKER
Since 2005
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