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ACCELERATING EMPLOYEE
ONBOARDING & YOUR HYBRID
WORKPLACE WITH MICROSOFT 365
Presented By: Richard Harbridge (@RHarbridge)
@RHarbridge #SPSNH
RICHARD
HARBRIDGE
My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead.
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
DIGITAL TRANSFORMATION IS URGENT…
Even organizations that were farther along in their digital transformation journey before the
pandemic now need to move more quickly.
1. The Digital Path to Business Resilience | BCG
DIGITAL TRANSFORMATION IS VALUABLE…
Research shows that investments in key digital resilience levers result in aggregated cost savings of
15 to 25 percent. We need to be resilient and thrive in the face of change.
1. The Digital Path to Business Resilience | BCG
DIGITAL TRANSFORMATION IS PHASED…
Employee safety and ensuring business continuity are immediate priorities. Research shows preemptive
transformations are 14 percent faster and have 50 percent higher return on investment than reactive ones.
THE ROAD TO OUR HYBRID WORKPLACE…
While we are all still working towards a future Open stage the reality is that the dial has been
able to go in both directions. The reality is that flexibility with work is a requirement for many.
STRENGTHEN RESILIENCE…
Thriving in the face of change requires resilience across six dimensions.
STRENGTHEN RESILIENCE…
At a minimum, organizations should be “viable,” if not “future-ready,” in each dimension and
prioritize those that are “exposed.”
MICROSOFT & DIGITAL RESILIENCE…
Microsoft solutions help you quickly build key capabilities.
MICROSOFT & DIGITAL RESILIENCE…
Microsoft solutions help you quickly build key capabilities.
ARE YOU READY FOR TODAY’S DEMANDS?
What about tomorrows demands? Are you ready for those?
ACCELERATE ONBOARDING & TRANSFORMATION...
WITH CONNECTED EXPERIENCES
WITH CONTEXTUAL GUIDANCE
WITH IMPROVED INSIGHTS
ACCELERATE ONBOARDING & TRANSFORMATION...
WITH CONNECTED EXPERIENCES
WITH CONTEXTUAL GUIDANCE
WITH IMPROVED INSIGHTS
Work Site
• Some roles are better
suited to working
remotely.
• Could you make less
than 50% work from
home a standard?
• Managers, employees
and team members
must all be in
alignment.
Work Hours
• Work schedule flexibility
might be standard
across most roles.
• Part-time work might be
subject to manager
approval?
• Do you encourage
conversation between a
manager and their
employees regarding
considerations?
Work Location
• What are the new limits
for where employees
can work?
THE ROAD TO OUR HYBRID WORKPLACE…
The reality is that flexibility with work is a requirement for many. Employees want to know
what the future of work will look like in your organization after the pandemic.
CATCH UP AND DON’T FALL BEHIND…
It will be more and more challenging to meet expectations on legacy technology. We don’t
need old solutions and technology we need modern technology for modern collaboration.
COLLABORATE & STAY CONNECTED…
Help ensure teams remain connected, whether employees are currently on site or remote, and work
more easily together.
EMBRACED VIRTUAL ONBOARDING…
The onboarding experience has to be integrated with the tools and places employees will work, not
another place for them to go. SharePoint, Teams & Viva Connections solves this challenge.
AUDIENCE TARGETING MATTERS…
Every organization should be targeting information and experiences for new staff. The more
specific the type of new staff the better. Out of the box many experiences support this.
Example 2
The navigation you use should have some ‘getting
started’ links and material for new employees.
Navigation
Pages
News
Documents
Quick Links
Events
Dashboard Cards
Example 1
You could organize news with a special news
item that shows up first for new employees.
AUDIENCE TARGETING MATTERS…
Every organization should be targeting information and experiences for new staff. The more
specific the type of new staff the better. Out of the box many experiences support this.
AUDIENCE TARGETING MATTERS…
Every organization should be targeting information and experiences for new staff. The more
specific the type of new staff the better. Out of the box many experiences support this.
New
Employee
Corporate
Onboarding
Site
• Onboarding Center
Overview
• Your Organizations Story
Sample
• Meet The Leadership
Team
• Building Connections
Links
• Org Onboarding Quick
Links
• Sample Curated
Resources
• New Hire Community
Integration
New
Employee
Departmental
Onboarding
Site
• Departmental Welcome
• Departmental
Onboarding Checklist
• Insights Into
Departmental
Culture/How We Work
• Departmental Quick
Links Examples
• Meet Other New Team
Members In This
Department
• Departmental Insights
New
Employee
Pre-Onboarding
Site
• Pre-Onboarding Center
Sample
• Example Of Leadership
Welcome Messaging
• First-Day Preparation
Checklist
• FAQs Example
• Our Leadership Team
Example
• Our Values Example
Workplace
Transformation
Site
(Hybrid
Work)
• Showcases The
Importance Of Helping
Support Employees With
Hybrid Work
Expectations
• Examples Of Quick Tips
& Key Messaging
• Sample Managers Only
(Targeted
Tips/Resources)
• Examples Of In Page
Navigation
• Creative Use Of
Sectional Layouts
• Sample Hybrid
Workplace Checklist
• Sample “A Week In The
Hybrid Workplace”
ACCELERATE YOUR UNDERSTANDING…
There are multiple great sample sites and templates provided by Microsoft for Microsoft 365
that provide effective Onboarding sites that you can configure and make your own.
ACCELERATE YOUR UNDERSTANDING…
There are multiple great sample sites and templates provided by Microsoft for Microsoft 365
that provide effective Onboarding sites that you can configure and make your own.
EMBRACED VIRTUAL ONBOARDING…
Lack of structure and planning in the onboarding process can be a big challenge. Spending time
here is important to improve, automate or simplify the process and prioritize the right steps.
Scheduled Meetings
Introduction To Org
Organized 1:1s
Focused Discussions
From Frequent To Open
Training & Guidance
Organized Live Training
Sessions
Connect New Hires With
Other Employees
Share Training Materials
Resources & Automation
Create Onboarding Sites
& Experiences
Plan Onboarding Tasks &
Checklists
Automate Onboarding
Tasks & Notifications
EMBRACED VIRTUAL ONBOARDING…
Presenting, engaging in chat, running slides all at the same time for larger meetings can be a
challenge. Split this between two people for better results.
SUPPORT SOCIAL BASED LEARNING…
While many organizations have standardized training and learning programs for new employees
often they are challenging to maintain and not comprehensive, this gap can be closed by peers.
3rd PARTIES & CUSTOMIZATIONS…
It is much more accessible and easier to build automation or integration that simplifies the
onboarding process today with the Microsoft 365 and Power Platform portfolio.
3rd PARTIES & CUSTOMIZATIONS…
It is much more accessible and easier to build automation or integration that simplifies the
onboarding process today with the Microsoft 365 and Power Platform portfolio.
A LIMITED NETWORK…
42% of IWs rarely meet new people at their company; when they do meet new people, it’s most
often through a formal or informal company event. Managers rarely make those connections.
Limited
network
42% of IWs rarely meet
new people at their
company, managers rarely
make those connections
INTRODUCE EMPLOYEES…
Microsoft has created Teams oriented New Employee Onboarding experiences and samples
that can be inspiring or customized and tailored for your own needs.
GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your
organization to connect new employees to people & culture and provide them with consistent experience and information
to be productive faster.
INTRODUCE EMPLOYEES…
Microsoft has created Teams oriented New Employee Onboarding experiences and samples
that can be inspiring or customized and tailored for your own needs.
GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your
organization to connect new employees to people & culture and provide them with consistent experience and information
to be productive faster.
INTRODUCE EMPLOYEES…
Microsoft has created Teams oriented New Employee Onboarding experiences and samples
that can be inspiring or customized and tailored for your own needs.
GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your
organization to connect new employees to people & culture and provide them with consistent experience and information
to be productive faster.
CONNECT EMPLOYEES…
There are many ways to officially do this via networking events (important to do when
managing hybrid workforces) and through clever solutions.
GitHub - OfficeDev/microsoft-teams-apps-icebreaker: Icebreaker is an open-source app for Microsoft Teams that helps the whole
team get closer by pairing members up every week at random to meet for coffee, burgers, pizza, or a walk around the block.
WORKPLACE AWARDS…
How do your programs work today? Are they virtual friendly already? A great example of this
might be how workplace awards work and how they could work moving forward.
GitHub - OfficeDev/microsoft-teams-apps-workplaceawards: The Workplace Awards
app lets employees nominate peers for specific awards and vote on a nomination.
3rd PARTIES & CUSTOMIZATIONS…
There are many 3rd parties and customizations that can help with improving onboarding.
Solutions like those built into LiveTiles Digital Workplace & Intranet offerings help.
3rd PARTIES & CUSTOMIZATIONS…
There are many 3rd parties and customizations that can help with improving the ability to
connect and identify the right experts. Solutions like LiveTiles Directory certainly help.
ACCELERATE ONBOARDING & TRANSFORMATION...
WITH CONNECTED EXPERIENCES
WITH CONTEXTUAL GUIDANCE
WITH IMPROVED INSIGHTS
COLLABORATING MORE FREQUENTLY…
People spend 80% of their time collaborating. However, 44% of meeting time is seen as
unproductive. There are stark differences between effective and ineffective collaboration.
Collaboration
overload
People spend 80% of their
time collaborating, find
44% of meeting time
unproductive
The way we manage meetings, the way we collaborate in meetings has always
been something that we could improve and now we must improve it.
This new form of meetings can be better than the way they worked in the past.
This can compliment in person meetings and isn’t just for remote meetings.
IF YOU AREN’T TALKING USE MUTE…
While it can be painful learning to remember to unmute yourself it is a lot better than
distracting others with breathing, typing, movement or background noise.
It’s okay to mute someone!
Just @mention them and
let them know.
RECOGNIZE & USE RAISED HANDS…
One of the most challenging things in virtual meetings is interrupting or acknowledging you
have something to say. Even if you write it in the side discussion it can be useful to action it.
Especially Useful In
Larger Meetings
VISUAL NOTE TAKING IS IMPORTANT…
When conducting any meeting there should never be a blank screen (if it’s not about eye contact).
Use PowerPoint, OneNote, Word, or an open Email. Take notes as people talk and facilitate.
When running meetings
- Share notes
- Take notes interactively
- Here are my notes
- Take notes
- Kitten Picture Rotator
USE THAT MESSAGING SPACE…
Anytime someone mentions a resource or something try and create a quick link for everyone
on the call. These really help others find things that are being discussed and encourages Q&A.
Don’t underestimate the value of simple reactions. They can acknowledge and communicate a lot with very little effort.
As an example Miguel during a discussion asked to be a search curator for our Microsoft 365 tenant. By thumbing this up
he saw a notification which acted as a marked as read/agreed acknowledgement from me at the time.
FOCUS & ZOOM TO SAVE YOUR EYES…
You can ‘zoom’ or “focus on” the content and remove the video/indicator bar at the bottom.
ASK & RECORD AS MUCH AS POSSIBLE…
There is no risk if you agreed to record it since most teams are private and even 1:1 calls when
recorded are only for the individuals who took part. This can be extremely useful in the future.
TIME SHIFTING IS VALUABLE…
Take advantage of watching recordings at faster speeds, skipping content not relevant to you, or
using the transcript to navigate and save yourself time on many meetings you missed.
BEFORE THE MEETING EVEN STARTS…
We now use meeting polls more regularly or advanced scheduling support between Outlook and
Find Time features that auto suggest intuitively the best dates/times.
CAPTURING & SHARING MORE…
Employees may see the extra work of sharing as a “tax” and balk at the
extremely high level of transparency necessary for an organization to thrive.
IF SOMEONE ASKS A QUESTION…
What if they could be answered via Yammer? What if they could be answered with a search Q&A?
We let employees submit Q&As and bookmarks for search consideration – you should too!
JUST IN TIME KNOWLEDGE & EXPERTISE…
Harness the collective knowledge that already exists within the organization and make it
accessible or bring it to the user in intuitive ways.
• Automatically display topic cards across
Microsoft 365 apps to discover knowledge in
the context of your work.
• Let knowledge find you
Show topic highlights and display topic cards
in any Microsoft 365 app.
• Find topics anywhere
Give people the knowledge they need
anytime, anywhere by using Search to
discover topics.
Make knowledge easy to discover
Identification
Improve topics by combining AI and
human expertise.
Automatically build topic pages
Create topic pages and topic cards using
suggested definitions, related content,
relevant conversations, and expertise.
Curate topics
Cultivate knowledge using your experts
and AI to refine topic pages.
Organize knowledge
Curation Discovery
demo
Identification
Improve topics by combining AI and
human expertise.
Automatically build topic pages
Create topic pages and topic cards using
suggested definitions, related content,
relevant conversations, and expertise.
Curate topics
Cultivate knowledge using your experts
and AI to refine topic pages.
Organize knowledge
Curation Discovery
demo
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Identification
Improve topics by combining AI and
human expertise.
Automatically build topic pages
Create topic pages and topic cards using
suggested definitions, related content,
relevant conversations, and expertise.
Curate topics
Cultivate knowledge using your experts
and AI to refine topic pages.
Organize knowledge
Curation Discovery
demo
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Design and implement a simplified experience that gives you quick access to teams, sites,
communities, and more. Complimenting your Intranet and Digital Workplace Strategy.
ACCELERATE ONBOARDING & TRANSFORMATION...
WITH CONNECTED EXPERIENCES
WITH CONTEXTUAL GUIDANCE
WITH IMPROVED INSIGHTS
SUSTAIN WELLBEING & PRODUCTIVITY…
Understand how work is getting done and what factors are affecting your employees’ wellbeing
and performance.
ANYTIME…
A recent survey found that 75% of people have experienced burnout at work with 40% saying
they’ve felt it during the pandemic specifically.
Blurred
boundaries
40% of people report
work disrupts
personal/family time at
least weekly
LEARN FROM HOW YOU WORK…
By leveraging insights from MyAnalytics you can also learn more about your meeting habits.
How many calendar invitations do you send last minute? How many do you accept?
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365
SUSTAIN WELLBEING & PRODUCTIVITY…
Help your employees have the tools to manage and improve their wellbeing and personal
productivity. Start by leveraging the capabilities built into Insights.
SUSTAIN WELLBEING & PRODUCTIVITY…
Help your employees have the tools to manage and improve their wellbeing and personal
productivity. Start by leveraging the capabilities built into Insights.
SUSTAIN WELLBEING & PRODUCTIVITY…
Help your employees have the tools to manage and improve their wellbeing and personal
productivity. Start by leveraging the capabilities built into Insights.
SUSTAIN WELLBEING & PRODUCTIVITY…
Help your employees have the tools to manage and improve their wellbeing and personal
productivity. Start by leveraging the capabilities built into Insights.
WE NEED MORE FOCUS TIME…
Setting aside regular blocks of time to focus on challenging work can have massive
benefits. However, only 32% of knowledge workers set aside time daily for deep, focused work.
Continuous
interruptions
People switch tasks every
40 seconds, take 25+
minutes to refocus after
interruptions
SUSTAIN WELLBEING & PRODUCTIVITY…
Help your employees have the tools to manage and improve their wellbeing and personal
productivity. Start by leveraging the capabilities built into Insights.
3rd PARTIES & CUSTOMIZATIONS…
There are many 3rd parties and customizations that can help with improving insights.
Like LiveTiles Vibe for getting insights in a targeted way on important things to consider.
EMPOWER INSIGHT CAPTURE…
Depending on how your organization works consider creating easy experiences for employees
to share insights not formally captured by processes/apps today.
GitHub - OfficeDev/microsoft-teams-apps-associateinsights: A Teams Power App template
designed to capture customer feedback and sentiment from First Line Workers in retail stores
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & organization leaders can leverage Workplace Analytics.
What’s more Insights intelligently brings these to users in the Teams Experience.
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
MICROSOFT 365 HAS RICH ANALYTICS…
End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace
Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
THE POWER OF A PLANNED APPROACH …
The actual actioning of your improvement plans, nudge plans or more has tooling built in and
you can use the measures to track impact easily.
ACCELERATE ONBOARDING & TRANSFORMATION...
WITH CONNECTED EXPERIENCES
WITH CONTEXTUAL GUIDANCE
WITH IMPROVED INSIGHTS
LiveTiles Capabilities
LiveTiles One - Intelligent Workplace Platform
1) LiveTiles Intranet
Rapidly deployed and customizable portals for unified communication, collaboration and automation
2) LiveTiles Everywhere
Simplified access to disparate information and tools across Microsoft 365 and line of business applications
3) LiveTiles Quantum
Automated employee profile data management, usage analytics and AI-driven conversational assistants
4) LiveTiles Reach
Mobile app for targeted, channel-based employee and external communications. Available for Teams or standalone.
5) LiveTiles Expertise
Professional Services, Customer Success Program, 24 x 7 x 365 Support
EXPLORE 700+ PAGES OF
FREE EXPERT GUIDANCE…
M365Intranets.com
M365Sprawl.com
M365Campaigns.com
M365Metrics.com
M365Resources.com
SharePointMigrations.com
& Many More At 2toLead.com
Thank You!
LiveTiles&Y
ouForMakingThisPossible…
200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers
M365Intranets.com M365Resources.com
M365Metrics.com Office365Campaigns.com
SharePointMigrations.com M365Sprawl.com
Message Me On LinkedIn or Email Richard@2toLead.com
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
Let’s connect and find ways to do more and work together.

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Accelerating Employee Onboarding & Your Hybrid Workplace With Microsoft 365

  • 1. ACCELERATING EMPLOYEE ONBOARDING & YOUR HYBRID WORKPLACE WITH MICROSOFT 365 Presented By: Richard Harbridge (@RHarbridge)
  • 2. @RHarbridge #SPSNH RICHARD HARBRIDGE My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
  • 3. DIGITAL TRANSFORMATION IS URGENT… Even organizations that were farther along in their digital transformation journey before the pandemic now need to move more quickly. 1. The Digital Path to Business Resilience | BCG
  • 4. DIGITAL TRANSFORMATION IS VALUABLE… Research shows that investments in key digital resilience levers result in aggregated cost savings of 15 to 25 percent. We need to be resilient and thrive in the face of change. 1. The Digital Path to Business Resilience | BCG
  • 5. DIGITAL TRANSFORMATION IS PHASED… Employee safety and ensuring business continuity are immediate priorities. Research shows preemptive transformations are 14 percent faster and have 50 percent higher return on investment than reactive ones.
  • 6. THE ROAD TO OUR HYBRID WORKPLACE… While we are all still working towards a future Open stage the reality is that the dial has been able to go in both directions. The reality is that flexibility with work is a requirement for many.
  • 7. STRENGTHEN RESILIENCE… Thriving in the face of change requires resilience across six dimensions.
  • 8. STRENGTHEN RESILIENCE… At a minimum, organizations should be “viable,” if not “future-ready,” in each dimension and prioritize those that are “exposed.”
  • 9. MICROSOFT & DIGITAL RESILIENCE… Microsoft solutions help you quickly build key capabilities.
  • 10. MICROSOFT & DIGITAL RESILIENCE… Microsoft solutions help you quickly build key capabilities.
  • 11. ARE YOU READY FOR TODAY’S DEMANDS? What about tomorrows demands? Are you ready for those?
  • 12. ACCELERATE ONBOARDING & TRANSFORMATION... WITH CONNECTED EXPERIENCES WITH CONTEXTUAL GUIDANCE WITH IMPROVED INSIGHTS
  • 13. ACCELERATE ONBOARDING & TRANSFORMATION... WITH CONNECTED EXPERIENCES WITH CONTEXTUAL GUIDANCE WITH IMPROVED INSIGHTS
  • 14. Work Site • Some roles are better suited to working remotely. • Could you make less than 50% work from home a standard? • Managers, employees and team members must all be in alignment. Work Hours • Work schedule flexibility might be standard across most roles. • Part-time work might be subject to manager approval? • Do you encourage conversation between a manager and their employees regarding considerations? Work Location • What are the new limits for where employees can work? THE ROAD TO OUR HYBRID WORKPLACE… The reality is that flexibility with work is a requirement for many. Employees want to know what the future of work will look like in your organization after the pandemic.
  • 15. CATCH UP AND DON’T FALL BEHIND… It will be more and more challenging to meet expectations on legacy technology. We don’t need old solutions and technology we need modern technology for modern collaboration.
  • 16. COLLABORATE & STAY CONNECTED… Help ensure teams remain connected, whether employees are currently on site or remote, and work more easily together.
  • 17. EMBRACED VIRTUAL ONBOARDING… The onboarding experience has to be integrated with the tools and places employees will work, not another place for them to go. SharePoint, Teams & Viva Connections solves this challenge.
  • 18. AUDIENCE TARGETING MATTERS… Every organization should be targeting information and experiences for new staff. The more specific the type of new staff the better. Out of the box many experiences support this. Example 2 The navigation you use should have some ‘getting started’ links and material for new employees. Navigation Pages News Documents Quick Links Events Dashboard Cards Example 1 You could organize news with a special news item that shows up first for new employees.
  • 19. AUDIENCE TARGETING MATTERS… Every organization should be targeting information and experiences for new staff. The more specific the type of new staff the better. Out of the box many experiences support this.
  • 20. AUDIENCE TARGETING MATTERS… Every organization should be targeting information and experiences for new staff. The more specific the type of new staff the better. Out of the box many experiences support this.
  • 21. New Employee Corporate Onboarding Site • Onboarding Center Overview • Your Organizations Story Sample • Meet The Leadership Team • Building Connections Links • Org Onboarding Quick Links • Sample Curated Resources • New Hire Community Integration New Employee Departmental Onboarding Site • Departmental Welcome • Departmental Onboarding Checklist • Insights Into Departmental Culture/How We Work • Departmental Quick Links Examples • Meet Other New Team Members In This Department • Departmental Insights New Employee Pre-Onboarding Site • Pre-Onboarding Center Sample • Example Of Leadership Welcome Messaging • First-Day Preparation Checklist • FAQs Example • Our Leadership Team Example • Our Values Example Workplace Transformation Site (Hybrid Work) • Showcases The Importance Of Helping Support Employees With Hybrid Work Expectations • Examples Of Quick Tips & Key Messaging • Sample Managers Only (Targeted Tips/Resources) • Examples Of In Page Navigation • Creative Use Of Sectional Layouts • Sample Hybrid Workplace Checklist • Sample “A Week In The Hybrid Workplace” ACCELERATE YOUR UNDERSTANDING… There are multiple great sample sites and templates provided by Microsoft for Microsoft 365 that provide effective Onboarding sites that you can configure and make your own.
  • 22. ACCELERATE YOUR UNDERSTANDING… There are multiple great sample sites and templates provided by Microsoft for Microsoft 365 that provide effective Onboarding sites that you can configure and make your own.
  • 23. EMBRACED VIRTUAL ONBOARDING… Lack of structure and planning in the onboarding process can be a big challenge. Spending time here is important to improve, automate or simplify the process and prioritize the right steps. Scheduled Meetings Introduction To Org Organized 1:1s Focused Discussions From Frequent To Open Training & Guidance Organized Live Training Sessions Connect New Hires With Other Employees Share Training Materials Resources & Automation Create Onboarding Sites & Experiences Plan Onboarding Tasks & Checklists Automate Onboarding Tasks & Notifications
  • 24. EMBRACED VIRTUAL ONBOARDING… Presenting, engaging in chat, running slides all at the same time for larger meetings can be a challenge. Split this between two people for better results.
  • 25. SUPPORT SOCIAL BASED LEARNING… While many organizations have standardized training and learning programs for new employees often they are challenging to maintain and not comprehensive, this gap can be closed by peers.
  • 26. 3rd PARTIES & CUSTOMIZATIONS… It is much more accessible and easier to build automation or integration that simplifies the onboarding process today with the Microsoft 365 and Power Platform portfolio.
  • 27. 3rd PARTIES & CUSTOMIZATIONS… It is much more accessible and easier to build automation or integration that simplifies the onboarding process today with the Microsoft 365 and Power Platform portfolio.
  • 28. A LIMITED NETWORK… 42% of IWs rarely meet new people at their company; when they do meet new people, it’s most often through a formal or informal company event. Managers rarely make those connections. Limited network 42% of IWs rarely meet new people at their company, managers rarely make those connections
  • 29. INTRODUCE EMPLOYEES… Microsoft has created Teams oriented New Employee Onboarding experiences and samples that can be inspiring or customized and tailored for your own needs. GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your organization to connect new employees to people & culture and provide them with consistent experience and information to be productive faster.
  • 30. INTRODUCE EMPLOYEES… Microsoft has created Teams oriented New Employee Onboarding experiences and samples that can be inspiring or customized and tailored for your own needs. GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your organization to connect new employees to people & culture and provide them with consistent experience and information to be productive faster.
  • 31. INTRODUCE EMPLOYEES… Microsoft has created Teams oriented New Employee Onboarding experiences and samples that can be inspiring or customized and tailored for your own needs. GitHub - OfficeDev/microsoft-teams-apps-newemployeeonboarding: New Employee Onboarding(NEO) enables your organization to connect new employees to people & culture and provide them with consistent experience and information to be productive faster.
  • 32. CONNECT EMPLOYEES… There are many ways to officially do this via networking events (important to do when managing hybrid workforces) and through clever solutions. GitHub - OfficeDev/microsoft-teams-apps-icebreaker: Icebreaker is an open-source app for Microsoft Teams that helps the whole team get closer by pairing members up every week at random to meet for coffee, burgers, pizza, or a walk around the block.
  • 33. WORKPLACE AWARDS… How do your programs work today? Are they virtual friendly already? A great example of this might be how workplace awards work and how they could work moving forward. GitHub - OfficeDev/microsoft-teams-apps-workplaceawards: The Workplace Awards app lets employees nominate peers for specific awards and vote on a nomination.
  • 34. 3rd PARTIES & CUSTOMIZATIONS… There are many 3rd parties and customizations that can help with improving onboarding. Solutions like those built into LiveTiles Digital Workplace & Intranet offerings help.
  • 35. 3rd PARTIES & CUSTOMIZATIONS… There are many 3rd parties and customizations that can help with improving the ability to connect and identify the right experts. Solutions like LiveTiles Directory certainly help.
  • 36. ACCELERATE ONBOARDING & TRANSFORMATION... WITH CONNECTED EXPERIENCES WITH CONTEXTUAL GUIDANCE WITH IMPROVED INSIGHTS
  • 37. COLLABORATING MORE FREQUENTLY… People spend 80% of their time collaborating. However, 44% of meeting time is seen as unproductive. There are stark differences between effective and ineffective collaboration. Collaboration overload People spend 80% of their time collaborating, find 44% of meeting time unproductive
  • 38. The way we manage meetings, the way we collaborate in meetings has always been something that we could improve and now we must improve it.
  • 39. This new form of meetings can be better than the way they worked in the past. This can compliment in person meetings and isn’t just for remote meetings.
  • 40. IF YOU AREN’T TALKING USE MUTE… While it can be painful learning to remember to unmute yourself it is a lot better than distracting others with breathing, typing, movement or background noise. It’s okay to mute someone! Just @mention them and let them know.
  • 41. RECOGNIZE & USE RAISED HANDS… One of the most challenging things in virtual meetings is interrupting or acknowledging you have something to say. Even if you write it in the side discussion it can be useful to action it. Especially Useful In Larger Meetings
  • 42. VISUAL NOTE TAKING IS IMPORTANT… When conducting any meeting there should never be a blank screen (if it’s not about eye contact). Use PowerPoint, OneNote, Word, or an open Email. Take notes as people talk and facilitate. When running meetings - Share notes - Take notes interactively - Here are my notes - Take notes - Kitten Picture Rotator
  • 43. USE THAT MESSAGING SPACE… Anytime someone mentions a resource or something try and create a quick link for everyone on the call. These really help others find things that are being discussed and encourages Q&A. Don’t underestimate the value of simple reactions. They can acknowledge and communicate a lot with very little effort. As an example Miguel during a discussion asked to be a search curator for our Microsoft 365 tenant. By thumbing this up he saw a notification which acted as a marked as read/agreed acknowledgement from me at the time.
  • 44. FOCUS & ZOOM TO SAVE YOUR EYES… You can ‘zoom’ or “focus on” the content and remove the video/indicator bar at the bottom.
  • 45. ASK & RECORD AS MUCH AS POSSIBLE… There is no risk if you agreed to record it since most teams are private and even 1:1 calls when recorded are only for the individuals who took part. This can be extremely useful in the future.
  • 46. TIME SHIFTING IS VALUABLE… Take advantage of watching recordings at faster speeds, skipping content not relevant to you, or using the transcript to navigate and save yourself time on many meetings you missed.
  • 47. BEFORE THE MEETING EVEN STARTS… We now use meeting polls more regularly or advanced scheduling support between Outlook and Find Time features that auto suggest intuitively the best dates/times.
  • 48. CAPTURING & SHARING MORE… Employees may see the extra work of sharing as a “tax” and balk at the extremely high level of transparency necessary for an organization to thrive.
  • 49. IF SOMEONE ASKS A QUESTION… What if they could be answered via Yammer? What if they could be answered with a search Q&A? We let employees submit Q&As and bookmarks for search consideration – you should too!
  • 50. JUST IN TIME KNOWLEDGE & EXPERTISE… Harness the collective knowledge that already exists within the organization and make it accessible or bring it to the user in intuitive ways. • Automatically display topic cards across Microsoft 365 apps to discover knowledge in the context of your work. • Let knowledge find you Show topic highlights and display topic cards in any Microsoft 365 app. • Find topics anywhere Give people the knowledge they need anytime, anywhere by using Search to discover topics. Make knowledge easy to discover
  • 51. Identification Improve topics by combining AI and human expertise. Automatically build topic pages Create topic pages and topic cards using suggested definitions, related content, relevant conversations, and expertise. Curate topics Cultivate knowledge using your experts and AI to refine topic pages. Organize knowledge Curation Discovery demo
  • 52. Identification Improve topics by combining AI and human expertise. Automatically build topic pages Create topic pages and topic cards using suggested definitions, related content, relevant conversations, and expertise. Curate topics Cultivate knowledge using your experts and AI to refine topic pages. Organize knowledge Curation Discovery demo
  • 58. Identification Improve topics by combining AI and human expertise. Automatically build topic pages Create topic pages and topic cards using suggested definitions, related content, relevant conversations, and expertise. Curate topics Cultivate knowledge using your experts and AI to refine topic pages. Organize knowledge Curation Discovery demo
  • 61. Design and implement a simplified experience that gives you quick access to teams, sites, communities, and more. Complimenting your Intranet and Digital Workplace Strategy.
  • 62. ACCELERATE ONBOARDING & TRANSFORMATION... WITH CONNECTED EXPERIENCES WITH CONTEXTUAL GUIDANCE WITH IMPROVED INSIGHTS
  • 63. SUSTAIN WELLBEING & PRODUCTIVITY… Understand how work is getting done and what factors are affecting your employees’ wellbeing and performance.
  • 64. ANYTIME… A recent survey found that 75% of people have experienced burnout at work with 40% saying they’ve felt it during the pandemic specifically. Blurred boundaries 40% of people report work disrupts personal/family time at least weekly
  • 65. LEARN FROM HOW YOU WORK… By leveraging insights from MyAnalytics you can also learn more about your meeting habits. How many calendar invitations do you send last minute? How many do you accept?
  • 69. SUSTAIN WELLBEING & PRODUCTIVITY… Help your employees have the tools to manage and improve their wellbeing and personal productivity. Start by leveraging the capabilities built into Insights.
  • 70. SUSTAIN WELLBEING & PRODUCTIVITY… Help your employees have the tools to manage and improve their wellbeing and personal productivity. Start by leveraging the capabilities built into Insights.
  • 71. SUSTAIN WELLBEING & PRODUCTIVITY… Help your employees have the tools to manage and improve their wellbeing and personal productivity. Start by leveraging the capabilities built into Insights.
  • 72. SUSTAIN WELLBEING & PRODUCTIVITY… Help your employees have the tools to manage and improve their wellbeing and personal productivity. Start by leveraging the capabilities built into Insights.
  • 73. WE NEED MORE FOCUS TIME… Setting aside regular blocks of time to focus on challenging work can have massive benefits. However, only 32% of knowledge workers set aside time daily for deep, focused work. Continuous interruptions People switch tasks every 40 seconds, take 25+ minutes to refocus after interruptions
  • 74. SUSTAIN WELLBEING & PRODUCTIVITY… Help your employees have the tools to manage and improve their wellbeing and personal productivity. Start by leveraging the capabilities built into Insights.
  • 75. 3rd PARTIES & CUSTOMIZATIONS… There are many 3rd parties and customizations that can help with improving insights. Like LiveTiles Vibe for getting insights in a targeted way on important things to consider.
  • 76. EMPOWER INSIGHT CAPTURE… Depending on how your organization works consider creating easy experiences for employees to share insights not formally captured by processes/apps today. GitHub - OfficeDev/microsoft-teams-apps-associateinsights: A Teams Power App template designed to capture customer feedback and sentiment from First Line Workers in retail stores
  • 77. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 78. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 79. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 80. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 81. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 82. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 83. MICROSOFT 365 HAS RICH ANALYTICS… End users can leverage MyAnalytics & Viva Insights & organization leaders can leverage Workplace Analytics. What’s more Insights intelligently brings these to users in the Teams Experience.
  • 84. THE POWER OF A PLANNED APPROACH … The actual actioning of your improvement plans, nudge plans or more has tooling built in and you can use the measures to track impact easily.
  • 85. ACCELERATE ONBOARDING & TRANSFORMATION... WITH CONNECTED EXPERIENCES WITH CONTEXTUAL GUIDANCE WITH IMPROVED INSIGHTS
  • 86. LiveTiles Capabilities LiveTiles One - Intelligent Workplace Platform 1) LiveTiles Intranet Rapidly deployed and customizable portals for unified communication, collaboration and automation 2) LiveTiles Everywhere Simplified access to disparate information and tools across Microsoft 365 and line of business applications 3) LiveTiles Quantum Automated employee profile data management, usage analytics and AI-driven conversational assistants 4) LiveTiles Reach Mobile app for targeted, channel-based employee and external communications. Available for Teams or standalone. 5) LiveTiles Expertise Professional Services, Customer Success Program, 24 x 7 x 365 Support
  • 87. EXPLORE 700+ PAGES OF FREE EXPERT GUIDANCE… M365Intranets.com M365Sprawl.com M365Campaigns.com M365Metrics.com M365Resources.com SharePointMigrations.com & Many More At 2toLead.com
  • 88. Thank You! LiveTiles&Y ouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers M365Intranets.com M365Resources.com M365Metrics.com Office365Campaigns.com SharePointMigrations.com M365Sprawl.com Message Me On LinkedIn or Email Richard@2toLead.com CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY Let’s connect and find ways to do more and work together.

Editor's Notes

  1. Today, organizations can go beyond the intranet and connect people to interactive expertise within the organization and personalized insight through an integrated suite of Microsoft 365 applications. Based on significant improvements in artificial intelligence (AI), real behavior-based data based on the Microsoft Graph and Azure innovation such as improved language understanding, organizations today can provide contextual and dynamic topic cards, expertise mapping, pages, topic centers, and more. Powered by image tagging, form processing, document understanding, and machine teaching; organization content and documents are optimized for better compliance, processing, and discovery.   Join LiveTiles, along with Richard Harbridge, a Microsoft MVP and internationally recognized expert on Microsoft 365 and the Digital Workplace, who will share: Best practices on modern knowledge management How the continued innovation from Microsoft can be best reconciled with enterprise intranet and digital workplace needs
  2. Richard Harbridge is the Chief Technology Officer and an owner at 2toLead. Richard works as a trusted advisor with hundreds of organizations, helping them understand their current needs, their Soon needs, and what actions they should take in order to grow and achieve their bold ambitions.   Richard remains hands on in his work and has led, architected, and implemented hundreds of business and technology solutions that have helped organizations transform both digitally and organizationally. Richard has a passion for helping organizations achieve more; whether it is helping an organization build beautiful websites to support great content and social strategy, or helping an organization leverage emerging cloud and mobile technology to better service their members or the communities that they serve.   Richard is an author and an internationally recognized expert in Microsoft technology, marketing and professional services. As a sought-after speaker, Richard has often had the opportunity to share his insights, experiences, and advice around branding, partner management, social networking, collaboration, ROI,  technology/process adoption, and business development at numerous industry events in around the globe. When not speaking at industry events, Richard works with Microsoft, partners, and customers as an advisor around business and technology, and serves on multiple committees, leads user groups, and is a Board Member of the Microsoft Community Leadership Board.
  3. Even organizations that were farther along in their digital transformation journey before the pandemic now need to move more quickly. The imperative isn’t just to transform, but to improve agility, speed to market, and stability—to achieve faster return on investment.
  4. Think about your own definition of a mobile worker. A 2015 study by Nicholas Bloom and coauthors found that when employees opted in to WFH policies, their productivity increased by 13%. When, nine months later, the same workers were given a choice between remaining at home and returning to the office, those who chose the former saw even further improvements: They were 22% more productive than they had been before the experiment. This suggests that people should probably determine for themselves the situation (home or office) that fits them best. Leaders at GitLab, too, pointed to employee retention as a positive outcome of the company’s decision to be all-remote. The net benefit, they believe, including the productivity increases and property cost savings they’ve seen, equals $18,000 a year for each worker.
  5. Our world is rapidly changing – History is the best teacher, so let’s start with this striking picture. This is the convocation of Pope Francis in 2013. [CLICK SLIDE] Here is what Pope Benedict experienced in 2005 No iPads, smartphones w/42 megapixel cameras, or HD videos. [CLICK SLIDE] There is only one cell phone being used to capture the moment – and it doesn’t look modern to us anymore. Yammer Android – 5M+ Downloads SharePoint Android – 1M+ Downloads OneDrive – 1B+ Downloads Office – 100M+ Downloads Outlook – 100M+ Downloads
  6. Sixty percent of employees report working with 10 or more people on a day-to-day basis (and one-half of these employees report needing to work with more than 20). The  Corporate  Executive  Board,  “Breakthrough  Performance  in  the  New  Work  Environment,”   http://www.executiveboard.com/exbd-resources/pdf/executive-guidance/eg2013-annual-final.pdf
  7. This is just as true for operating systems, browsers, office, and supporting technologies like the Intranet, Teams, Exchange, CRM and so on.
  8. 42% of IWs rarely meet new people at their company; when they do meet new people, it’s most often through a formal or informal company event - Based on a study of US knowledge workers conducted online, PSB Research, commissioned by Microsoft, 1,400 participants, April 2018; actual percent at +/-3% at 95% confidence level.
  9. People spend 80% of their time collaborating - https://hbr.org/2016/01/collaborative-overload  44% of meeting time seen as unproductive - Based on a study of US knowledge workers conducted online, PSB Research, commissioned by Microsoft, 1,400 participants, April 2018; actual percent at +/-3% at 95% confidence level.
  10. Year after year voicemail use has dropped 8%, with only 14% of people bothering to listen through the entire voicemail message. 38% of video users report increase of improved retention in meetings that use video instead of just voice. 100% of video users say it helps them accelerate decision making. From Forrester TEI - Another interviewed organization described a use case that has resulted in millions of dollars in additional revenue: “Opening an office used to take three to four months. Our latest opening, using Office 365, took 18 days. When we get a grant, we can only start to invoice once we begin to perform work. That means we were losing three months of revenue.” This amounted to nearly $200,000 per month for one office, and five offices were being opened in a typical year.
  11. There are lots of companies and employees that think that flexible working is already here. And in some cases this is true. In many cases, however, all people hear is “working from home”. While this is obviously a key component of what flexible working offers, this simplistic understanding actually misses the point and belittles the true potential of an authentically flexible approach. At its core, genuine flexible working just means being thoughtful about the tasks you have to achieve each day and choosing the most appropriate location from which to accomplish them. This is where the transformation happens, where work no longer is defined by a specific location, but instead is simply an activity, something you do. Flexible working is about being able to be effective regardless of your location; whether that’s at home, in the airport, on the train, in a café, or at a specially designed drop-in office. It’s also about being effective because of your location. It is about being liberated by the cloud services and devices now available, not being constrained by it. You might need to be closer to customers; or you might need space for deep thinking. Flexible working lets you accomplish either with minimal fuss. It is most definitely not an employee perk or HR arrangement made for individuals based on their personal preferences or situation. Organisations that adopt this strategic approach to flexible working will stand a greater chance of success not just because they have changed their culture and objectives to ones that unlock and reward the natural entrepreneurialism of their employees. They will also have addressed the key issue of trust. By focusing on the outcome for the organisation rather than the individual the entire trust dynamic changes, liberating employees and their creativity. Study: conducted by FlexJobs and Mental Health America 40% of people report work disrupting personal/family time at least weekly - Based on a study of US knowledge workers conducted online, PSB Research, commissioned by Microsoft, 1,400 participants, April 2018; actual percent at +/-3% at 95% confidence level.
  12. Employees also get intelligent and actionable insights in the flow of their work. <<CLICK>> For instance, inline suggestions that appear as employees read or compose emails and invitations encourage them to follow best practices, such as scheduling delivery to align with the recipient’s working hours.
  13. The ”Plan your time away” checklist <<CLICK>>
  14. helps employees seamlessly set their out of office notification, inform top collaborators of their time away, resolve meetings they’ll miss, and schedule catch-up time with colleagues when they’re back. All of these insights are personal and private for every employee. The data is stored in their mailbox and protected in the same way as their email and calendar information.
  15. For example, experts on deep work report that setting aside regular blocks of time to focus on challenging work can have massive benefits. However, only 32% of knowledge workers set aside time daily for deep, focused work (This finding is based on a study of US information workers conducted online with 1,400 participants in April 2018 by PSB Research, commissioned by Microsoft). At work, people average 40 seconds on a computer screen before switching - Gloria Mark, Shamsi T Iqbal, Mary Czerwinski, Paul Johns, and Akane Sano. 2016.Neurotics can’t focus: An in situ study of online multitasking in the workplace. In Proceedings of the 2016 CHI conference on human factors in computing systems. ACM, 1739–1744. When interrupted, an information worker can take about 25 minutes and a half minutes to get back to their original task – Gloria Mark Center for Humane Technology | Your Undivided Attention Podcast http://humanetech.com/wp-content/uploads/2019/08/CHT-Undivided-Attention-Podcast-Ep.7-Pardon-the-Interruptions.pdf
  16. Cultivate an engaged, productive, & happy workforce Today’s work environment can easily create a sense of imbalance, fragmentation, and stress. It’s more important than ever to ensure employees are empowered to do their best work, have the opportunity to learn and grow, and maintain a sense community and connectedness. Prioritize customer relationships & align revenue related functions As companies across the globe navigate economic shocks, it’s never been more important to prioritize customer relationships. Organizational level insights provide visibility into how collaboration patterns with customers, partners, and vendors have changed, and ensure revenue-related functions are aligned across the business. Understand what drives success & make better decisions faster Organization agility is key to building a resilient business. Workplace Analytics helps organizations understand quantitatively what drives success, empowering leaders to make better decision for the business and the confidence to act quickly for maximum impact.
  17. Cultivate an engaged, productive, & happy workforce Today’s work environment can easily create a sense of imbalance, fragmentation, and stress. It’s more important than ever to ensure employees are empowered to do their best work, have the opportunity to learn and grow, and maintain a sense community and connectedness. Prioritize customer relationships & align revenue related functions As companies across the globe navigate economic shocks, it’s never been more important to prioritize customer relationships. Organizational level insights provide visibility into how collaboration patterns with customers, partners, and vendors have changed, and ensure revenue-related functions are aligned across the business. Understand what drives success & make better decisions faster Organization agility is key to building a resilient business. Workplace Analytics helps organizations understand quantitatively what drives success, empowering leaders to make better decision for the business and the confidence to act quickly for maximum impact.