People are complex. Office 365 is complex. Add the two together and you get some of the most challenging, difficult, and stressful situations, especially if you are responsible for facilitating shared understanding between them. Join Richard Harbridge to learn about actionable techniques to improve, simplify and amplify your leadership, business analysis and information architecture efforts with Office 365. Walk away with improved confidence when dealing with business and non-technical related challenges of Office 365, and be familiarized with effective tools and techniques that make Office 365 implementations more successful. Topics include: ALIGNING WITH MICROSOFT & OUR INDUSTRY KEY PATTERNS & GOVERNANCE TACKLING SPRAWL EFFECTIVELY Pro-Active Planning (Estimates & Roadmaps) PRO-ACTIVE ADOPTION & EXCELLENCE VISUALIZING & COMMUNICATING BETTER Q&A / Next Steps

1. MICROSOFT 365 STRATEGY &
SUCCESS: PRACTICAL TOOLS &
TECHNIQUES FOR THE STRATEGIST,
INFO ARCHITECT & ANALYST
Presented By: Richard Harbridge (@RHarbridge)
#SPFest

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. @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

4. OUR GOAL TODAY…
Is basically to help you feel more confident and capable when it comes to planning, executing
and managing SharePoint & Office 365 Strategy.
From Here To Here

5. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

6. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

7. IT IS ALL ABOUT BUSINESS SATISFACTION…
Let’s dig into where IT is performing and under performing today based on satisfaction within
the org/enterprise. There is a mismatch between where we are and where we need to be.

8. IT IS ALL ABOUT BUSINESS SATISFACTION…
Let’s dig into where IT is performing and under performing today based on satisfaction within
the org/enterprise. There is a mismatch between where we are and where we need to be.

9. CUSTOMER EFFORT SCORING
“The customer effort score outperforms the Net Promoter Score and Customer Satisfaction
measures in predicting behavior.” – Harvard Business Review
High
Low High
Predictive Power For Increased Spending
Predictive Power For Purchasing
Customer
Satisfaction
(CSAT)
Customer
Effort Score
(CES)

10. EMPLOYEE EFFORT SCORING
“An Employee Effort Score will outperform the Employee Satisfaction scores in predicting
behavior (and efficacy).” – Richard Harbridge (at Microsoft Ignite 2018)
High
Low High
Predictive Power For Increased Productivity
Predictive Power For Increased Engagement
Employee
Satisfaction
(ESAT)
Employee
Effort Score
(EES)

11. @RHARBRIDGE
3.1% vs 50%>
IT operational spending is only expected
to increase by 3.1% in 2020. However
Line of Business IT spending is expected
to increase by more than 50%.
(Source InfoTech Research 2019/2020)

12. INSIGHTS ARE CRITICAL RIGHT NOW…
Today wellbeing and managing work is extremely challenging during a global pandemic and a
rapidly evolving digital landscape of tools and experiences.
Avoid disruptive collaboration
habits that can interrupt personal
or family time
Maintain a healthy work-life
balance & find ways to
recharge after hours
Maximize the restorative
benefits of time away with
an intelligent checklist

14. ORG INSIGHTS ARE MORE IMPORTANT…
Understand and action insights on how people collaborate and spend their time. Shift from a
digital reactive organizational model to a pro-active and empowering one.

15. ORG INSIGHTS ARE CRITICAL RIGHT NOW…
Understand and action insights on how people collaborate and spend their time. Shift from a
digital reactive organizational model to a pro-active and empowering one.

27. OFFICE 365 HAS A ROADMAP…
It’s important to understand what’s coming, what’s changing and how we should prepare.

28. OFFICE 365 HAS A MESSAGE CENTER…
It’s important to understand what’s coming, what’s changing and how we should prepare.

29. HAVE YOU LOOKED AT USER VOICE?
The various user voice feedback collections for Microsoft 365 can help you understand gaps in
the current platform as well as early indication of priority from Microsoft.

30. ALWAYS EXPLORE OOTB FIRST…
While 3rd parties can highlight gaps be sure to evaluate OOTB first. Trust but verify that your
needs can’t be met without custom or 3rd party.
Tenant administrators can take advantage of
the SharePoint Provisioning Service to automatically
provision SharePoint Look Book designs to any tenant in
the world.

31. EXAMPLE: LEVERAGING MODERN SITES…
• Over 40 New Modern Web Parts
• Save Page As Template (Page Design)
• Save/Bookmark
• Send By Email & Email News Digest
• Section Layouts
• Richer Integration With Teams
• Audience Targeting
• & Much More…
There are more than 40 reasons outlined in Office365Intranets.com to use Modern sites over classic
ones. Transition ASAP as modern sites are the foundation for most new features.

32. EXAMPLE: LEVERAGE MICROSOFT SEARCH…
While today we cannot customize Microsoft search the way you may want, it still provides
better relevancy. Try and use both it and a classic search center experience together today.

33. EXAMPLE: MICROSOFT MOBILE FIRST…
Enable better site experiences on mobile devices. Designed for the user. Extending team or
departmental reach, notifying of comments or posts, bookmarking to read later and more…
Out Of The Box
●

34. FREE MIGRATION TOOLING…
Quickly migrate your sites from SP2013 or SP2010 with a new lightweight migration tool. Received many updates -
http://aka.ms/spmt (PowerShell supported). Example of something important that is not in the roadmap.

35. ACTIVITY: PLAN YOUR TECHNOLOGY…
Sometimes you can direct what you want to put on your own radar. What might be landing further
out? How can we get there successfully?
Video
Conferencing
Intranet
Social
Intranet
Integrated Digital
Workplace
Integrated Voice
Conferencing
Surface Hubs In
Boardrooms
Holoportation
(HoloLens)

36. ACTIVITY: PLAN YOUR TECHNOLOGY…
What if we look at our own organizations technology radar?
Inspired by StepTwo’s Digital Workplace Radar

37. ACTIVITY: PLAN YOUR TECHNOLOGY…
Sometimes you can direct what you want to put on your own radar. What might be landing further
out? How can we get there successfully?
??? ???
???
???
Social Driven
Intranet
Integrated Digital
Workplace
Surface Hubs In
Boardrooms
AI Assisted Or Led
Contract Review
Self-Service Business
Intelligence
AI Assisted Or Led
Product Research

38. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

39. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:55pm
1:55pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

40. SITE STRUCTURE MODEL(S)
There are a number of ways to manage site hierarchy. The key is to ensure hierarchy enables
collaboration and does not restrict it.
SITE NAV
TOP NAV
SITE NAV
SITE NAV
SITE NAV
SITE NAV
HUB-AND-SPOKE
SITE NAV
SITE NAV
SITE NAV
SITE
NAV
SITE NAV
SITE NAV
TOP NAV
SITE NAV
TOP NAV
HIERARCHICAL

41. HUB SITE PLANNING…
Go ahead and plan how you aim to implement hub sites within your organization
https://aka.ms/PlanningSPhubsites
HR Hub
Benefits
Pay and
Compensati
on
Talent
Acquisition
Performanc
e
Manageme
nt
Professional
Developme
nt
“Manager
Portal”
(restricted)
HR Team
Site
(private)
Inside
Austria
Austria
Finance
Austria
HR
Austria
Legal
Austria
Quality
Project
1
Project
2
Project
3
Project
4
Modern
Intranet
Portfolio
Communication
Site Migration
Team
Team Site
Migration Team
Infrastructure
Upgrade Team

42. INTEGRATION CAN BE EASY…
Using the connectors built in, or by using a simple sync model you can connect systems and
reduce clicks, or tie processes/data together.
Present
Supported Via 3rd Party

43. 1 DAY HACKATHON
Establishing a culture of failure is important for individuals and teams to grow. PowerApps
works best when you drive more user led creation via techniques like Hackathons.

44. GOVERNANCE APPROACH…
What follows is a visual breakdown of the Governance approach we recommend at this time. We
can’t just jump to automation – though you can accelerate a service of M365 in a targeted way.
Enablement
• Configuration
• Organizational Understanding
• Critical Risk Mitigation
• Roles & Responsibilities Identified
Managed
• Automation & Playbook Execution
• Monitoring & Ongoing Risk
Mitigation
• Roles & Responsibilities Managed
Optimized
• Distributed Management &
Automation
• Pro-Active Monitoring
• Roles & Responsibilities Optimized &
Pro-Actively Reviewed

45. WHAT SHOULD YOU TACKLE FIRST?
If enablement is key then we need to tackle that effectively first. Then work to automate and implement
approaches based on the improved configuration and org understanding. Office365Resources.com
Enablement
Risk Mitigation
Prioritization
Support
Plan Forward
Roadmap
Configuration
Organizational
Understanding
Success Readiness
Questionnaire Can Help
Technology Governance
Planning Workshops
Business
Readiness
Policies &
Enforcement
Guidance &
Excellence
Cultural & Org
Alignment
Roles &
Responsibilities
Service Model
Documentation
More Complicated To Change But
Important To Plan For

46. GOVERNANCE APPROACH…
What follows is a visual breakdown of the Governance key activities/topics for certain
workloads. This is very different per customer depending on the org technology landscape.
SharePoint
Responsible
Enablement
Provisioning
Collection Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Teams
Responsible
Enablement
Provisioning
Team Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Yammer
Responsible
Enablement
Provisioning
Community Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
OneDrive
Responsible
Enablement
OneDrive Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Exchange
Responsible
Enablement
Mailbox Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Stream
Responsible
Enablement
Channel Provisioning
Channel Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
MyAnalytics
Responsible
Enablement
Adoption & Excellence
Search
Responsible
Enablement
Provisioning Of
Answers
Answers Lifecycle
Management
Monitoring
Adoption & Excellence
Customizations &
Connectors
Power Apps
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power App Lifecycle
Management
Data Protection
Customizations
Power
Automate
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power Automate
LifecycleManagement
Data Protection
Customizations
Power BI
Responsible
Enablement
Workspace & App
Provisioning
Workspace & App
LifecycleManagement
Monitoring
Security (Layered)
Adoption & Excellence
Data Lifecycle
Management
Data Protection
(Layered)
Customization
Power
Virtual
Agents
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security (Layered)
Adoption & Excellence
Agent & Data Lifecycle
Management
Agent & Data
Protection (Layered)
Customization
Microsoft
Forms
Responsible
Enablement
Adoption & Excellence

47. GOVERNANCE APPROACH…
What follows is a visual breakdown of the Governance key activities/topics for certain
workloads. This is very different per customer depending on the org technology landscape.
SharePoint
Responsible
Enablement
Provisioning
Collection Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Teams
Responsible
Enablement
Provisioning
Team Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Yammer
Responsible
Enablement
Provisioning
Community Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
OneDrive
Responsible
Enablement
OneDrive Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Exchange
Responsible
Enablement
Mailbox Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Stream
Responsible
Enablement
Channel Provisioning
Channel Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
MyAnalytics
Responsible
Enablement
Adoption & Excellence
Search
Responsible
Enablement
Provisioning Of
Answers
Answers Lifecycle
Management
Monitoring
Adoption & Excellence
Customizations &
Connectors
Power Apps
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power App Lifecycle
Management
Data Protection
Customizations
Power
Automate
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power Automate
LifecycleManagement
Data Protection
Customizations
Power BI
Responsible
Enablement
Workspace & App
Provisioning
Workspace & App
LifecycleManagement
Monitoring
Security (Layered)
Adoption & Excellence
Data Lifecycle
Management
Data Protection
(Layered)
Customization
Power
Virtual
Agents
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security (Layered)
Adoption & Excellence
Agent & Data Lifecycle
Management
Agent & Data
Protection (Layered)
Customization
Microsoft
Forms
Responsible
Enablement
Adoption & Excellence
Determine Your Phase 1 Teams Rollout Related?

48. GOVERNANCE APPROACH…
What follows is a visual breakdown of the Governance key activities/topics for certain
workloads. This is very different per customer depending on the org technology landscape.
SharePoint
Responsible
Enablement
Provisioning
Collection Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Teams
Responsible
Enablement
Provisioning
Team Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Yammer
Responsible
Enablement
Provisioning
Community Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
OneDrive
Responsible
Enablement
OneDrive Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Exchange
Responsible
Enablement
Mailbox Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Stream
Responsible
Enablement
Channel Provisioning
Channel Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
MyAnalytics
Responsible
Enablement
Adoption & Excellence
Search
Responsible
Enablement
Provisioning Of
Answers
Answers Lifecycle
Management
Monitoring
Adoption & Excellence
Customizations &
Connectors
Power Apps
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power App Lifecycle
Management
Data Protection
Customizations
Power
Automate
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power Automate
LifecycleManagement
Data Protection
Customizations
Power BI
Responsible
Enablement
Workspace & App
Provisioning
Workspace & App
LifecycleManagement
Monitoring
Security (Layered)
Adoption & Excellence
Data Lifecycle
Management
Data Protection
(Layered)
Customization
Power
Virtual
Agents
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security (Layered)
Adoption & Excellence
Agent & Data Lifecycle
Management
Agent & Data
Protection (Layered)
Customization
Microsoft
Forms
Responsible
Enablement
Adoption & Excellence
Phase 1? Teams Rollout Related? Phase 2?

49. GOVERNANCE APPROACH…
What follows is a visual breakdown of the Governance key activities/topics for certain
workloads. This is very different per customer depending on the org technology landscape.
SharePoint
Responsible
Enablement
Provisioning
Collection Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Teams
Responsible
Enablement
Provisioning
Team Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Yammer
Responsible
Enablement
Provisioning
Community Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
OneDrive
Responsible
Enablement
OneDrive Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Exchange
Responsible
Enablement
Mailbox Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Stream
Responsible
Enablement
Channel Provisioning
Channel Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
MyAnalytics
Responsible
Enablement
Adoption & Excellence
Search
Responsible
Enablement
Provisioning Of
Answers
Answers Lifecycle
Management
Monitoring
Adoption & Excellence
Customizations &
Connectors
Power Apps
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power App Lifecycle
Management
Data Protection
Customizations
Power
Automate
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power Automate
LifecycleManagement
Data Protection
Customizations
Power BI
Responsible
Enablement
Workspace & App
Provisioning
Workspace & App
LifecycleManagement
Monitoring
Security (Layered)
Adoption & Excellence
Data Lifecycle
Management
Data Protection
(Layered)
Customization
Power
Virtual
Agents
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security (Layered)
Adoption & Excellence
Agent & Data Lifecycle
Management
Agent & Data
Protection (Layered)
Customization
Microsoft
Forms
Responsible
Enablement
Adoption & Excellence
Phase 1? Partially Tackled In Rollout Phase 2?3rd Party AUTOMATION?

50. GOVERNANCE APPROACH…
What follows is a visual breakdown of the Governance key activities/topics for certain
workloads. This is very different per customer depending on the org technology landscape.
SharePoint
Responsible
Enablement
Provisioning
Collection Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Teams
Responsible
Enablement
Provisioning
Team Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Yammer
Responsible
Enablement
Provisioning
Community Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
OneDrive
Responsible
Enablement
OneDrive Lifecycle
Management
Monitoring
Security (External
Sharing)
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Exchange
Responsible
Enablement
Mailbox Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
Customization & Apps
Stream
Responsible
Enablement
Channel Provisioning
Channel Lifecycle
Management
Monitoring
Security
Adoption & Excellence
Content Lifecycle
Management
Content Protection
MyAnalytics
Responsible
Enablement
Adoption & Excellence
Search
Responsible
Enablement
Provisioning Of
Answers
Answers Lifecycle
Management
Monitoring
Adoption & Excellence
Customizations &
Connectors
Power Apps
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power App Lifecycle
Management
Data Protection
Customizations
Power
Automate
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security
(DLP/Connectors)
Adoption & Excellence
Power Automate
LifecycleManagement
Data Protection
Customizations
Power BI
Responsible
Enablement
Workspace & App
Provisioning
Workspace & App
LifecycleManagement
Monitoring
Security (Layered)
Adoption & Excellence
Data Lifecycle
Management
Data Protection
(Layered)
Customization
Power
Virtual
Agents
Responsible
Enablement
Environment
Provisioning
EnvironmentLifecycle
Management
Monitoring
Security (Layered)
Adoption & Excellence
Agent & Data Lifecycle
Management
Agent & Data
Protection (Layered)
Customization
Microsoft
Forms
Responsible
Enablement
Adoption & Excellence
Compliance & Lifecycle Management (Retention, Archiving, Disposition, eDiscovery, Holds & Investigations, etc.)
Security (DLP, Sensitivity, Monitoring, Alerting, etc.)

51. SERVICE MODEL PLANNING…
There are proven ways to tackle the complexity of planning and managing Microsoft 365 and
it’s related collaboration or digital workplace services.

52. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

53. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

54. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

55. PROBLEM: CONTENT GROWS OVER TIME…
The modern digital workplace and Intranet has a continually increasing number
of digital spaces or ‘sites’ where content is stored and shared.

56. PROBLEM: CONTENT GROWS OVER TIME…
Most organizations don’t know who created a digital space (SP Site, Team, Yammer
Community, etc). What was its purpose? It’s department? It’s product, client, project, etc?
As an end user this
makes navigating these
spaces extremely
challenging.
Think it’s better as an
administrator or digital
workplace/intranet leader?
It’s not.

57. PROBLEM: CONTENT GROWS OVER TIME…
Most organizations don’t know who created a digital space (SP Site, Team, Yammer
Community, etc). What was its purpose? It’s department? It’s product, client, project, etc?
As an end user this
makes navigating these
spaces extremely
challenging.
Think it’s better as an
administrator or digital
workplace/intranet leader?
It’s not.

58. PROBLEM: CONTENT GROWS OVER TIME…
Be aware of the increased number of sites teams creates and by proxy greater importance of
governance, navigation improvements, content/site classification and more.
Projects
Project A Project B
Project A
Channels
Files
Project AB
Channels
Files
Project B
Channels
Files
Project A
Private

59. WHY DO WE NEED TO MANAGE SPRAWL?
What are the common issues that come with unmanaged sprawl of Microsoft Teams or
SharePoint Sites?
Ineffective
Naming
Unclear Purpose Or
Workspace Focus
Unclear Official vs
Unofficial
Cannot Differentiate
At A Glance
Inappropriate Name
Usage
Owners
Missing
Orphaned
Teams/Sites
Unmanaged
Teams/Sites
Sponsor vs Owner
Challenge
Private Channels
(Don’t Require
Owner)
Redundant
Teams/Sites
Decreased User
Confidence
Inconsistent
Workspaces
Increased
Operational Load
Increased Costs To
Support
Data Loss
Risks
Limited Ability To
Target Labels For
Information
Protection
Limited Ability To
Determine Risk
Limited Ability To
Pro-actively Mitigate
Risks
Limited Permission
Review & Increased
Chances Of Over
Sharing
Loss Of
Control
Often Unmanaged
Use Of Apps (Cannot
Target)
Unmanaged
Integration
Limited Ability To
Target Labels For
Retention
No Clear Escalation If
Owner Missing Or
Unresponsive
Slower
Team/Site
Start
Not Tailored Or Fit
To Purpose
Inconsistent
Design/Layout Leads
To Relearning
Hesitation To
Optimize Created
Spaces
Technically
Challenging
Navigation
Productivity
Costs
Challenging For New
Users To Ramp
Hard To Find
Workspaces
Uncertain Who
Owns A Workspace
Reliance On Others
To Link
Training &
Adoption
Challenges
When To Use What
Challenges
No Consistency
Makes It Harder To
Train
Unmanaged
Workspaces Cannot
Be Targeted With
Guidance
Difficulty Identifying
Champions & Pro-
actively Targeting
Champions

60. WHY IS IT HARD TO MANAGE SPRAWL?
Every organization that successfully leverages digital workplace solutions will have a
continually growing sprawl of sites, teams, communities and spaces. Why isn’t this solved?
https://sharepointmaven.com/20-ways-to-create-an-office-365-group/
Did you know
there are 20+ ways
to create a site,
team or group?

61. MANAGE WORKSPACE SPRAWL...
WITH MANAGED PROVISIONING
WITH IMPROVED GOVERNANCE
WITH IMPROVED NAVIGATION

62. SOLUTION: OOTB CREATION EXPERIENCES?
While OOTB can work great for many smaller orgs (less than 100 users), most need more structure
to support governance, lifecycle management, and better search/navigation experiences.
Out Of The Box●

63. SOLUTION: MANY OPTIONS!
Each of these capabilities can be leveraged in a solution to meet the needs of an effective
request and provisioning engine for Microsoft Teams, SharePoint, Yammer and more.
SPFx Solutions Custom Sites
Azure
Functions
Logic Apps WebJobs
PnP
Provisioning
Engine
SharePoint
Site Designs
Teams
Templates
Power Apps
Power
Automate
Microsoft Lists
SharePoint
Lists

64. SOLUTION: REQUEST PROCESS!
It is important to have a process for new site and team creation and to automate the process so that you can
provide tailored, or templated experiences for users and better management/navigation.
Example of a High-level Site Provisioning process description

65. SOLUTION: METADATA DURING CREATION
Why is asking a few extra questions on provisioning so important? What value does this extra
metadata provide once we have it for reference?
Workspace
(Site/Team)
Metadata
Enables Default
Metadata
Empowers Effective
Labelling
Targeted Content
Protection
Targeted Retention
Management
Differentiate
Templates
Faster Adoption
Improved
Productivity
Consistency
Manage More
Effectively
Target Support
Improve Lifecycle
Management
Reduce Redundancy
& Empower
Discovery
Sample Metadata Questions:
• What is the purpose or business reason for
this workspace?
• What division does this relate to?
• What department does this relate to?
• What product does this relate to?
• What customer does this relate to?
• What project does this relate to?
• Will this workspace contain highly
confidential information?
• Who is the business sponsor for this
workspace?
• What should the visibility of this workspace
be? Should it be shown in the directory?

66. DEFAULT METADATA…
You don’t need to ask users for metadata if it can be determined by where their content is
stored. Location based defaults or default site metadata can be very powerful.

67. SOLUTION: POWER APP FORM(S)!
By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve
content organization and apply things like default metadata and pre-configured templates.
FREE: https://docs.microsoft.com/en-us/microsoftteams/platform/samples/app-templates#request-a-team
Watch out for premium connector costs with Power Automate on the provisioning!

68. SOLUTION: REQUEST FORM(S)!
By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve
content organization and apply things like default metadata and pre-configured templates.
You can always create
your own forms and
embed them into your
digital workplace hub /
Intranet.
Here we have simple field
additions and a style that
displays based on an option
in the global navigation.
Requires Minor Customization
◑

69. SOLUTION: TEMPLATING & PROVISIONING!
With the use of Orchestry this process of requesting a new workspace is considerably improved over the OOTB
approach with tailored and easy to manage templates, metadata/details, and automated provisioning.

70. SOLUTION: TEMPLATING & PROVISIONING!
With the use of Orchestry this process of requesting a new workspace is considerably improved over the OOTB
approach with tailored and easy to manage templates, metadata/details, and automated provisioning.

71. MANAGE WORKSPACE SPRAWL...
WITH MANAGED PROVISIONING
WITH IMPROVED GOVERNANCE
WITH IMPROVED NAVIGATION

72. MANAGE WORKSPACE SPRAWL...
WITH MANAGED PROVISIONING
WITH IMPROVED GOVERNANCE
WITH IMPROVED NAVIGATION

73. SOLUTION: IMPROVE MANAGEMENT!
By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can
improve how we manage the lifecycle of these spaces.
Expiration &
Archiving
Policies
Duplication
Detection
Reduce Risks
(Owner, External
Sharing, etc.)
Associate Teams
& Sites To
SharePoint Hubs
Provide Training
Material
Improve Site /
Team Owner
Onboarding

74. SOLUTION: IMPROVE MANAGEMENT!
By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can
improve how we manage the lifecycle of these spaces.
Can we reduce redundant
spaces? Can we improve how
they are managed?
On the more custom side you
might see prompts based on
finding similar existing spaces
(reducing redundant spaces),
or automatic lifecycle and
governance, that occurs
based on re-engaging
users/owners etc.

75. SOLUTION: IMPROVE MANAGEMENT!
Solutions like Orchestry can provide more accessibility and simplified options for enabling key
management scenarios and governance of your workspaces.

76. SOLUTION: PRO-ACTIVE MANAGEMENT!
With various bots, intelligent assistants, or even simple Power Automate solutions you can
further improve how users leverage these tools, get the most out of them, and manage them.

77. MANAGE WORKSPACE SPRAWL...
WITH MANAGED PROVISIONING
WITH IMPROVED GOVERNANCE
WITH IMPROVED NAVIGATION

78. MANAGE WORKSPACE SPRAWL...
WITH MANAGED PROVISIONING
WITH IMPROVED GOVERNANCE
WITH IMPROVED NAVIGATION

79. PROBLEM: CONTENT GROWS OVER TIME…
The modern digital workplace and Intranet has a continually increasing number
of digital spaces or ‘sites’ where content is stored and shared.
How can we help our users navigate this?
With so many spaces (sites,
teams, yammer communities and
more) how can an Intranet (a
Digital Hub for your Digital
Workplace) improve navigation
of these spaces?

80. PROBLEM: CONTENT GROWS OVER TIME…
Most organizations don’t know who created a digital space (SP Site, Team, Yammer
Community, etc). What was its purpose? It’s department? It’s product, client, project, etc?
As an end user this
makes navigating these
spaces extremely
challenging.
Think it’s better as an
administrator or digital
workplace/intranet leader?
It’s not.

81. PROBLEM: CONTENT GROWS OVER TIME…
Most organizations don’t know who created a digital space (SP Site, Team, Yammer
Community, etc). What was its purpose? It’s department? It’s product, client, project, etc?
As an end user this
makes navigating these
spaces extremely
challenging.
Think it’s better as an
administrator or digital
workplace/intranet leader?
It’s not.

82. SOLUTION: LEVERAGE OOTB NAVIGATION?
Mega menu layout enables you to better organize and showcase the related content and sites
based on topic categories and headings. All with audience targeting and more…
Out Of The Box●

83. SOLUTION: DESIGN BETTER NAVIGATION!
Navigation doesn’t need to be limited to top level links, or simple UI layouts. Here we have two
examples of content in the nav, and richer/deeper nav.
Requires Customization
◔
This design only scales to so
many links. There are other
options than a simple
sectional layout.

84. SOLUTION: DESIGN BETTER NAVIGATION!
Navigation doesn’t need to be limited to top level links, or simple UI layouts. Here we have two
examples of content in the nav, and richer/deeper nav.
Requires Customization
◔
This design scales to more
lower level links. There are
other options than the OOTB
simple sectional layout.

85. SOLUTION: HOW ABOUT SHAREPOINT HOME?
Office 365’s SharePoint home is now a more modern site directory experience that is more
personalized and dynamic. From recent sites you visited to recent activity relevant to you.
Out Of The Box●

86. SOLUTION: HOW ABOUT SHAREPOINT HOME?
It’s a little hidden and most users don’t know it exists. Even when trained users often forget to
use it, because you have to navigate away from the places you work to visit it.
Out Of The Box●
How do users get to it?
So… it’s another place to go?

87. SOLUTION: LEVERAGE OOTB NAVIGATION?
With improvements coming to global menu design can we leverage that to fill the hub mega
menu gaps?
Out Of The Box●

88. SOLUTION: LEVERAGE OOTB NAVIGATION?
With improvements coming to global menu design can we leverage that to fill the hub mega menu
gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient.
Out Of The Box●

89. SOLUTION: LEVERAGE OOTB NAVIGATION?
With improvements coming to global menu design can we leverage that to fill the hub mega menu
gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient.
Out Of The Box●

90. SOLUTION: DIRECTORY EXPERIENCES!
What is shown below is a really simple mockup of a filtered OOTB site directory experience.
You can create many pages with different views/visuals and relevant links to resources (Team, Site, Yammer, etc.)
Our communities can be filtered or explored by hierarchies (site explorer), by focus area (topic map), by the ones you recently visited or have favorited (your sites, your
teams, your communities) or by filtering the columns below (just click the column header).
Link ID Community Manager(s) Practice Groups Date Created Category Private Owner
International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John
Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner,
Bruce; Marco, Polo, Rambo, John
Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica
Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica
Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond,
James
Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol
Metropolis Independent School
District
DIS020 Brooks, Mel; Knight, Misty; Grey, Jean; Banner,
Bruce
Public/Education Law 10/27/2018 RFP N Jones, Jessica
International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John
Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner,
Bruce; Marco, Polo, Rambo, John
Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica
Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica
Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond,
James
Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol
SITES, TEAMS & COMMUNITIES IN OUR ORG Not Following
BROWSE SECTIONS DEPARTMENTS SITES, TEAMS & COMMUNITIES MY LINKS
Org
Logo
Search
Out Of The Box●
OOTB Lists and web parts
can give you directory
experiences if you simply
store the data from the
request process
(approved or already
created spaces).
* Public by default
scales and works
better in the long
run

91. SOLUTION: DIRECTORY EXPERIENCES!
These can be integrated where users are such as in Microsoft Teams which Orchestry already
does. Filter and find with metadata, favorite and bookmark, create hierarchies, and more.

92. MANAGE WORKSPACE SPRAWL...
WITH MANAGED PROVISIONING
WITH IMPROVED GOVERNANCE
WITH IMPROVED NAVIGATION

93. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

94. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

95. PRO-ACTIVE & COMPREHENSIVE PLANS…
It is important to not just plan for a targeted workload or project/program, but to instead plan for
many, based on your digital workplace goals and all of Office 365’s services.
- Intranets?
- Extranets?
- Departmental Portals?
- Functional Areas?
- Project Sites?
- Team Sites?
- Enterprise Social Networks?
- Document Management?
- Records Management?
- Business Processes?
- Information Protection?
- Meeting Management?
- And much much more….

96. EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com

97. EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com

98. EXAMPLE: POWER BI ROADMAP SAMPLE
Below is a really simple example of a roadmap for just Power BI as a technology focus.

99. WHERE DO YOU START? CURRENT STATE…
An easy way to approach this is to do findings exercises around your digital workplace needs.
Interviews, surveys, focus groups, usage analysis, and more can help generate meaningful findings.
• Adoption
• Too many tools - Not sure what to use when
• No formal training/support (only peer-to-peer support)
• Lack of governance
• Self-Serve – Communication & Collaboration
• Self-management of workspaces is not available
• Client/Project Knowledge not shared across regions/teams
• Lack of collaboration between teams
• Lack of best practices for documents management
• Technology Enablement
• Technology Infrastructure is slow and cumbersome
• Permissions hard to implement to comply with MSA agreements
• Need direction to migrate documents to SharePoint Online
• Automate Collaboration
• Repetitive tasks are not easy to perform due to large number of applications
• Intelligent Search
• Difficult to find information within the company
• No central place to search for employees
• Employee information and status not up to date
• Digital Hub
• Fractured Corporate Communication (each business line has separate
communication)
• Lack of Single Sign-on (10-15 applications to log in every day)
Automate
Collaboration Digital Hub
Intelligent Search
Adoption
Self-Serve
(Communication &
Collaboration)
Technology
Enablement

100. THEN START TO MAP FUTURE STATE…
Once you have findings then work on establishing actionable recommendations (hopefully
with an expert). Recommendations can then be categorized and you can determine ‘urgency’.

101. EMBRACE SPECIFICITY & ANALYSIS…
You can definitely approach this with more of a user need mapped to recommendation/solution
approach along with business value and complexity to makes things easier to prioritize.

102. PRIORITIZATION CAN BE DIFFICULT…
The simplest prioritization formula still hasn’t changed.
Estimated Value
Estimated Difficulty
I have a difficult solution. It’s an 8 in difficulty (out of 10).
I have an easy solution. It’s a 2 in difficulty (out of 10).
The expected value of the difficult solution is 4 (out of 10).
The expected value of the easy solution is 6 (out of 10).
Estimated Value
Estimated Difficulty

103. GIVING ESTIMATES…
Never ever give a single number. Why a range? Realistically if you don’t give a range it won’t
indicate how uncertain you are about the estimate.
Never Give a Single Number
6 Hours!
At least 2 hours… 4
hours maybe?
How Long Will X
Take You?
16? Way too much. 8 Tops.
I better pick something
in between…
Forgotten/Not Shared
Now That We Have Our
Magic Number

104. GIVING ESTIMATES…
So the first thing we need to agree on is that quickly estimating a ‘single number’ (without math/careful
consideration) typically leads to poor results in both setting the right expectation and being accurate.
Ranged Estimates Help Communicate
Confidence and Set Expectations
2-8 Hours!

105. EMBRACE SPECIFICITY & ANALYSIS…
You can definitely approach this with more of a user need mapped to recommendation/solution
approach along with business value and complexity to makes things easier to prioritize.

106. QUANTIFYING BENEFITS
There are many ways you can quantify the benefits your Microsoft 365 initiatives provide. Here
are some things to consider – for more guidance here go to Office365Metrics.com
Power Apps &
Power Automate
Average Cost To Develop Is 70% Less
Eliminates Vendor License Costs
Improved Process Efficiency Can Be
Measured (Before & After)
The effort and costs to manage are very
low (0.1 FTE for 2000 employees)
Use of bots to handle employee Qs
found to reduce IT tickets by 10% to 15%
Decision makers improve their time-to-
decision by 15.6%
Microsoft Teams
Employee Application Switching Costs
(Saves Employees An Estimated ~15-25
Minutes Per Day)
Major Security Breach Risk Reduction
(1% to 5% reduction in likelihood of
major data breach)
Information Workers Save 104 Minutes
Each Week With Improved Online
Meetings
Replaces overnight trips (for 3 years ~5k
employees this is 350)
SharePoint
~100 minutes per week saved around
collaboration and information sharing
(coauthoring and reviewing docs
especially)
Firstline workers save 140 minutes per
week from improved tools and
information.
Streamlined Business Processes reduce
the time it takes to develop a new
product by 14.18 days and save 12,500
hours per year in distribution activities.
Employees Save Highly Mobile Workers
24 Minutes A Day Accessing Systems &
Information
Microsoft 365
Reduces downtime by an average of
15.75 hours annually for each user.
The time it takes to provision a new
device is reduced by 75%.
Automated application and resource
provisioning solutions save 135 minutes
per request.
Application testing for 50% of the apps
in it’s portfolio are reduced by 75% (est
5k user size).
All figures come from Forrester TEI reports. These are only a small sampling of potential benefits you can measure.

107. FRAMING ROADMAPS IS NOT THAT HARD
Just try it yourself by putting together some recommendations from this event. Then put them
into a roadmap based on urgency or even better based on business value and complexity.

108. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

109. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

110. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

111. PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.

112. PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
Governance
Policies &
Guidance

113. ENSURE YOU HAVE THE RIGHT ROLES
Do you have people who own and lead key roles, do you have the resources that
support a role? Does the role communicate, coordinate and engage effectively? Office365Resources.com
Role Resources Communication Coordination Engagement Trend
Office 365
Project Manager
4 - Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing 
Business Owner
4.5 – Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing 
Executive
Sponsors
4.5 – Managed 5 - Optimizing 5 - Optimizing 4 - Managed 
Champions
4 - Managed 4 - Managed 5 - Optimizing 4 - Managed 
Departmental
Leads
3.5 – Defined 4 - Managed 4 - Managed 2 – Opportunistic 
Education Leads
4 - Managed 4 - Managed 4 - Managed 2.5- Opportunistic 
IT Leads
4 - Managed 4.5 – Managed 5 - Optimizing 4.5 – Managed 
HR Manager
3 – Defined 3.5 – Defined 3.5 – Defined 3 – Defined 
Communication
Leads
5 - Optimizing 5 - Optimizing 5 - Optimizing 5 - Optimizing 
Community

114. POLICIES AND GUIDANCE
Resources can be even more complex. Do you have common and expected policies, guidance,
or content available and up to date today?
# Need
Current
State
Notes & Recommendations
Support
1
Office 365
Champion
Coverage &
Selection Plan
Current State
No, Champion coverage and/or selection plan exists which identifies
champions per business unit, office, department, team, or floor nor one that
outlines how new Champions can/should be identified or nominated to
improve Office 365 adoption.
Current Champions were selected based on their role within the different units
and to get a good cross section of individuals (executives, reception area, field
and office workers)
Recommendations:
 Ensure there is an accessible list of these active champions.
 Ensure you have shared the details of how you select champions,
remaining champion gaps/needs, and how users can sign up to be one
in your Campion Coverage and Selection Criteria guidance.
2
Champion
Commitment
Guide
Current State
No, Champion Commitment Guide exists that articulates the value of
champions and the champion’s community while outlining champion
commitments and benefits
Recommendations:
 Draft an Office 365 Champion Guide detailing the value of Champions
and their community within your organization, the required
commitments necessary to be a Champion and the associated benefits.
3
Champion Fact
Sheet
Current State
No, the Champion community does not have a fact sheet that can be provided
to a champion’s manager to support or help in attaining buy-in.
Recommendations:
# Icon Description
1 Does Not Exist: The starting point of usage and guidance. There is no plan being
followed.
2 Partially Defined/Started: An approach may have been decided upon and is being
opportunistically applied. The approach has not been widely accepted nor adopted. It may
be informally defined.
3 Defined: The approach has been reviewed and accepted within the organization. There
has been buy-in to the documented approach and the approach is often followed. The
way this area is implemented is defined and/or standardized, but not in use across the
entire organization. Some governance is defined but may not be widely
understood/followed.
4 Defined & Managed: This area is centrally supported, standardized, and implemented
across the organization. It is defined and understood/followed. Metrics may be gathered
and reported.
5 Optimized & Managed: This area is functioning optimally and continuous improvement
occurs based on defined and monitored metrics or feedback. Assets are pro-actively
maintained to ensure relevancy and correctness. Leadership in this area is demonstrable.

115. Success readiness is something you can evaluate and it spans roles, programs,
policies, guidance, even incentives and rewards. http://Office365Resources.com.
AT AN
ORGANIZATIONAL
LEVEL HOW READY
ARE YOU?

116. ALIGN WITH BUSINESS OBJECTIVES
Here is an example of the technique we often use when creating objective maps
for our customers. See more at http://Office365Metrics.com.

117. MEASUREMENT MATTERS
It doesn’t need to be really difficult. Start with some business impact statements and the high-
level value you expect to achieve.

118. PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
Adoption
Campaigns

119. FUNNEL FOR COMMITMENT
In order for users to improve their digital skills and technology use we need them
to embrace and commit to change. It’s about more than training.
1
3
Drive Interest/Awareness
Guide Understanding
Realize Value
2

120. PLANNING FOR ADOPTION…
We need to be more tactical and granular to drive meaningful commitment.
Plan and execute adoption campaigns! http://Office365Campaigns.com

121. PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after launch is important. Plan and execute campaigns!

122. PLANNING FOR TIPS
When each day’s Yammer/SharePoint News tip is posted by a member of the tip team it
ensures that these tips come from different users which gets more people involved.

123. PLANNING FOR TIPS
Tips drive users to take action, should be themed, should be pre-written before
the start of the campaign, and can be easily adapted from existing ones.

124. PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after launch is important. Plan and execute campaigns!

125. PLANNING FOR CONTESTS
Starter List Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office
365” document in the Office 365 Resource Kit (http://Office365Resources.com)

126. PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after launch is important. Plan and execute campaigns!

127. PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after launch is important. Plan and execute campaigns!

128. PLANNING FOR COMMUNICATION
Define a comprehensive communication plan along with the messaging for key Email, Intranet
posts, Yammer posts or communication for the campaign.

129. PLANNING FOR ADOPTION
Having a campaign over a duration of days enables greater measurement, clearer
accountability, and simplifies the coordination and commitment needed.
Baseline Measure Impact Measure Continued Impact

130. PLANNING FOR MEASUREMENT
Example: We can see that most sharing is happening in SharePoint and not OneDrive. Great
insight is available now in the adoption pack.

131. http://Office365Metrics.com contains guidance on ways to measure Office 365
& samples of common business impacts it can drive.
WHAT ABOUT
BUSINESS IMPACT?

132. PLANNING FOR ADOPTION
If executing effective adoption campaigns leads to effective commitment is there anything
else we should keep in mind?

133. CAMPAIGNS ENRICH COE CONTENT
The campaign generates new resources, training, tips, tricks, success stories,
and much more that adds continual value to your digital center of excellence.

134. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

135. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

136. It would be great to find content easily over the Intranet
using search and be able to access work related
documents and materials while I am out of the office
GOALS
Create work related documents
efficiently with reference to existing
documents and templates.
EXPECTATIONS
Consolidate personalized
mechanism to find relevant
content. Personalized
communication/notifications.
FRUSTRATIONS
Difficult to sift through search
results / documents to find the
relevant documents, and lack of
communication relevance to his
work.
“
KEY CHARACTERISTICS
Age
Occupation
Education
Family
Location
41
Field Employee
Bachelor’s Degree
Married
Canada
FUTURE STATE
OUTLOOK
SHAREPOINT
ONEDRIVE
TEAMS
YAMMER
CURRENT STATE
OUTLOOK
SHAREPOINT
ONEDRIVE
TEAMS
YAMMER
Judy
Consumer Persona
XYZ Focused Independent
ATTRIBUTES
TECHNICAL PROWESS
TECH. AVOIDANCE
ONLINE EXPERIENCE
SOCIAL
DRIVE
TOUCH POINT CHANNELS
Phone Website
Speech Chat
Mobile App
Goal Oriented

137. HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
around the best ways to think about and organize information.
Gerbil

138. HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
around the best ways to think about and organize information.
Gerbil

139. HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
around the best ways to think about and organize information.
Ford
Gerbil

140. HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
around the best ways to think about and organize information.
Ford
Gerbil

141. HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
around the best ways to think about and organize information.
http://www.boxesandarrows.com/view/analyzing_card_sort_results_with_a_spreadsheet_template

142. MIND MAP NAVIGATION…
Using Mind Maps for navigational design makes this process MUCH faster and more efficient.

143. HOW CAN VISUAL NOTE TAKING HELP?
When conducting any meeting there should never be a blank screen. Use PowerPoint,
OneNote, Word, or an open Email. Take notes as people talk and facilitate!
When to use sharing screen?
- When the meeting starts

144. VISUAL NOTE TAKING IS IMPORTANT…
Shared notes are even better so everyone can add to them interactively as the meeting
proceeds instead of just a facilitator.

145. VISUAL NOTE TAKING IS IMPORTANT…
Advanced concepts like mind mapping can take this even further and may be an even better
visual tool to create shared understanding.

146. DOCUMENT INVENTORY…
While there is a lot of contextual insights on documents sometimes it still helps to assess the kinds of
documents and content you have to better plan and improve experiences. Power AI can automate!
Compiling results from 20 to 50
participants using excel
sheets/hand outs can be
painful.
If you expect many responses
use a survey tool instead.

147. Envisioning XYZ’s Workplace In
The Future
Centralize Data Storage
Use hybrid, or pure cloud-based storage services so it can easily be
shared and synchronized across devices while scaling with demand.
Tablets & Smartphones
Shift the consumption of information from paper to convenient,
portable, connected digital devices and services.
Bring Your Own Device Flexibility
That offers security, directory services, and the touch-and-gesture
features that underlie the digital work style.
Anywhere Access To Information
Via computers, laptops, tablets, and smartphones so people can
access their information anywhere, anytime through NextGen portal
experiences.
Easily Connect & Collaborate
In executive conference rooms, at your desk, or on the road with
modern voice, video, screen sharing and other modern meeting
collaboration services.
More Engaged Employees
Increase engagement inside and outside of meetings by unlocking
the full potential of your workforce through enterprise social
collaboration, and enterprise social networking.
Natural Input & Interactivity
Using OneNote & the Modern Office suite for touch, stylus, and
gesture-based input to take notes and mark up documents digitally,
replacing notebooks and whiteboards.
“Empower our employees with anywhere, anytime
access to their personal workplace and our
collective knowledge and expertise.”
– CEO of XYZ
1
2
3
5
4
6
7
1
2
3
4
5
6
7

148. STOP WITH THE BALANCING ACT ANALOGY…
Consider the example most people use when referencing Governance. The wild west or super
locked down. The reality is that governance (and most approaches) are more nuanced.
Projects
Tasks
Communities
Practices

149. DEMONSTRATIONS…
When and how should we showcase and share capabilities, features and solutions?

150. DEMONSTRATIONS…
When and how should we showcase and share capabilities, features and solutions? Based on a
richer an more in depth understanding of pain points, concerns and interests.

151. DEMONSTRATIONS & IMPACT…
What is the difference between a good and bad demo?

152. “SO WHAT” OR CONTEXT MATTERS A LOT…
Throughout the demo ask – “So what” – why is this important? This makes a huge difference.

153. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

154. WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
KEY PATTERNS & GOVERNANCE
BREAK
TACKLING SPRAWL EFFECTIVELY
PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS)
BREAK
PRO-ACTIVE ADOPTION & EXCELLENCE
VISUALIZING & COMMUNICATING BETTER
Q&A / NEXT STEPS
12:30pm - 1:00pm
1:00pm – 1:40pm
1:40pm - 1:50pm
1:50pm – 2:30pm
2:30pm – 3:00pm
3:00pm - 3:10pm
3:10pm - 3:45pm
3:45pm - 4:15pm
4:15pm – 4:30pm

156. Thank You!
SPFest,Sponsors,&YouForMakingThisPossible…
200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers
WhenToUseWhat.com Office365Intranets.com
Office365Metrics.com Office365Campaigns.com
Office365Extranets.com Office365Resources.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.