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• Sr. Manager at Protiviti
• SharePoint 2007, 2010 & 2013
• Office365 Fangirl
• Specialize in content strategy, information architecture,
SharePoint governance
Linkedin.com/in/mswearingen
@mswearingen
25% are committed to building their ECM, RM and
collaboration around SharePoint. For 22% it remains
their ECM system of choice for the foreseeable future,
and 28% will stick to it for the next few years – in total,
75% remain committed. Only 8% are looking
elsewhere right now.
Qu
alita
tive Im
po
rtan
ce R
ati
ng
A new and simplified
user experience
Store and sync your
documents
Share your stuff
Keep projects
on trackOrganize and keep
teams in sync
Find what
you need
Find the right
people
Access your stuff
from anywhere
125
150
175
200
225
0% 10% 20% 30% 40% 50% 60%
Quantitative Appeal Rating
Engineering, Research & Development Operations, Manufacturing & Logistics Sales, Marketing, PR & Communications
Administration, HR & Legal Services Accounting, Finance & Procurement All
Share best practices across geographies
Gather & process forms from employees
Improve and monitor business processes
Pull data and build financial reports
Align Sales and Marketing teams
Store, sync and share your documents
Continuous, Iterative, Sustainable
Better Information
User Adoption
Employee Productivity
Employee
Engagement
• Reduced requests for ‘help’ from
various departments
• Content Value Ratings
• Site Usage Metrics
• Relative timeliness of project
completion
• Relative success of project completion
• Survey
Benchmarking Tools
Definitions
Measurable Outcomes
Activities
• Increase intranet usage by 3%
• Users learn at least 3 new things about intranet features during the campaign
• Capabilities assessment scores rise
• Possible answers I can successful complete this task I’ve used this feature, but I want to learn more This task doesn’t apply to me I know this feature is available, but I’ve never used it I’m not familiar at all with this feature I would like additional training on this topic
• Combined raw scores for answer #2 and #6 to get “additional training score”
• Combined raw scores for #4 and #5 to get “familiarity score”• Combined “additional training score” and “familiarity score”
10
11
Final scores sorted from high to low. High scores become target for
further training initiatives.
Innovator Early
Adopter
Early
Majority
Late
Majority
Laggards
Novice X X X
Power
User
X X
Expert X X
Metrics
• Number of visitors per day/week
month (line chart)
• Number of visits per day/week/month
(line chart)
• Top Profile/My Sites based on views
• Site Content refresh rate (sites, pages, web part edits)
• Private Site usage
• Page loads
• Broken Links
• Top Content (page views and unique views) for pages,
documents and lists by site collection
• Track usage through time and compare time frames
• Track usage of links for various campaigns
• Track Banner Usage as a whole and for specific items in
the carousel
• Top content on ionP as a whole, for each form factor
• Most likes for pages and documents
• Most Comments for content
• Top click paths for landing pages
• Visit duration
• Visit frequency based on location and role
• Bounce Rate
• Updates to profiles/My Sites
• Completeness of Profile
• Visits to profiles based on role and
location
• Browser Types
• Device Type
• Browser Types based on device
• Segment Audience based on role
and location
• Number of Posts on feeds
• Top Contributors
• Top Contributors based on role and
location
• Number of likes/comments/replies
• Duration of visits
• Drilldown visits by location and role
• Compare visits by location and role
• Number of Visits by site collection or site
• Number of entrances by page
• 1 month planning and preparation period
• 5-day We Our Intranet! Campaign
• 1-2 week follow up and review period
• Extended cycles based on feedback
• Getting executive participation
• Setting your schedule
• Gathering your expert team
• Preparing all collateral materials and takeaways
• Administering Capabilities Assessment
• Stocking your prize closet
• Long-term editorial calendar
• The executive team should be at the forefront of all of these activities
• Participating, judging competitions, training, moderating
• Picking the right week
• Marketing each day Money Monday
Training Tuesday
Working Wednesday
No-attachment Thursday
Feature Friday
• Who is going to lead each of these days?
• What are their responsibilities?
• What are your expectations for your team?
User Adoption Artifact Example
Communications Mediums E-mails Communications to user base about upcoming dates, milestones
E-mail Templates
User Lists (defining your users for training ‘SharePoint Super Stars’; Content Owners and Authors;
Executives)
Lunch & Learn
1-1.5 hour lunch time
events include presentation
and Q&A
SharePoint 101 – Providing users with a base knowledge of what SharePoint can do to help them
demo common tasks
Managing Project Documents– Part I
Managing Project Documents – Part II
Managing Lists – Using lists to drive automation, task management, communications
Using SharePoint Newsfeed
SharePoint and Office
SharePoint Readiness
Videos (Examples)
Overview of SharePoint
Quick tutorials on SharePoint basics (Lists, Libraries, Search)
What to expect with SharePoint
One-Page Flyers Quick step-by-step written instructions for common SharePoint actions
Uploading a document, saving directly from Office, adding an event or announcement, posting to the
Newsfeed, etc.
• Identifying the ‘comfort’ level of your staff with various SharePoint activities
• Identifies anomalies
• Identifies training targets for Training Tuesday
• Starbucks Cards
• Keurig
• Fit Bits
• Kindle Fires
• iPads
• Any and all gift cards
• Cold, hard, cash
• What does the next year look like for your organization?
• What milestones should be promoted on the Intranet?
• How should they be promoted?
• What additional campaigns should you run through out the year to maintain participation? Thought leadership campaign
Business case competition
Finding a balance
Business-task based training
Real-to-Life Scenarios
Time Room 1 Room 2 Room 3
9-10 a.m. Our Intranet 101: Getting Started Managing Your Team’s Documents:
Part I
Integrating with Outlook
10-11 a.m. Panel Discussion: How we made the
Intranet work for us
Managing Your Team’s Documents:
Part II
Effectively Searching
11 a.m.-Noon Integrating with Outlook Our Intranet 101: Getting Started Managing Your Team’s Documents:
Part I
Lunch Lunch Lunch Lunch
1-2 p.m. Managing Your Team’s Documents:
Part I
Using Excel and SharePoint Effectively Searching
2-3 p.m. Our Intranet 101: Getting Started Integrating with Outlook Using Excel and SharePoint
3-4 p.m. Effectively Searching Managing Your Team’s Documents:
Part I
Managing Your Team’s Documents:
Part II
4-5 p.m. Managing Your Team’s Documents:
Part II
Panel Discussion: How we made the
Intranet work for us
Integrating with Outlook
Happy Hour Happy Hour Happy Hour Happy Hour
• Challenge colleagues to work differently and use the intranet to improve one aspect of their work today. Best use of intranet -- All submissions received by 5 p.m. winner and prize announced Thursday a.m.
• Executives
• Management
• Team members
• All put up an outlook rule that they will not accept ‘internal’ attachments from co-workers this day. Everything must be an intranet link.
• Roll out 1-2 new features for staff Food Truck Tracker
Weather and Traffic Widget
OOO Calendar
• Follow up capabilities assessment
• Review of site metrics
• Development of User Group
Maggie [email protected]
@MSwearingen
Thank You!