Microsoft 365
Adoption Guide
Adoption Best Practices

Date 01-22-19© Copyright Microsoft Corporation. All rights reserved.

Why does adoption matter?
The business landscape is changing. Employees seek purpose and satisfaction. Employers aim to harness worker ingenuity. And adiverse, multi-generational workforce can now work anytime, anywhere. Success depends on your ability to collaborate and drive
productivity within teams spread across the globe. We created Microsoft 365 to meet these evolving business needs. It is a suiteof powerful tools that optimize productivity in today’s corporate landscape.
We understand that adopting new technology involves change, and change can be daunting. Even for the most innovative,
cutting-edge organizations. That’s why we created the Microsoft 365 Adoption Guide.
We’ve compiled an easy-to-follow how-to guide that walks you and your team, step-by-step, through the best way to roll out
Microsoft 365 to your organization. The insights we share come from our most successful customers, who have maximized thepower of their investment, adopting multiple, integrated technologies that now form Microsoft 365. Throughout this guide you
will find links to additional tools and resources as well as the Adoption Planning Workbook where you can build your custom
approach to adoption.
Remember, you are not in this alone. There are many organizations who are currently launching Microsoft 365 technologies andyou can connect with them in the Driving Adoption Community.
The way we work is becoming more connected, let’s connect the way we work.

The successful adoption of new technology requires
behavior change. And change can be hard.
It takes more than learning a new app. It's afundamentally different way of working.

This change is about people.
And we're here to help.

We know from experience...
o Change doesn't happen automatically. Most employees
don't want to use new technology rolled out by theirorganization.1
o CEOs matter. When the CEO was engaged, thetransformation project was more successful.2
o Setting targets is key. A well-defined set of financial andoperational targets is a key component to successfultransformation.3
o Learn from each other. Learning from co-workers is oneof the most effective ways to adopt new technology.4

1)
2)
3)
4)

Creating organizational transformations, July 2008, McKinsey Quarterly, www.mckinsey.com
SharePoint End-User Study, Apr 2013, Microsoft Corporation
Microsoft 365 Usage Research, May 2016, Microsoft Corporation
CIO Executive Board Business Productivity Database80% of end users admit tousing their communication toolof choice 1

1“What is Shadow IT?”, https://www.skyhighnetworks.com/cloud-security-university/what-is-shadow-it/ (accessed March 2017)

Our successful customers navigate adoption by...
1

Defining a vision. Companies were most successful when they had a clearly
defined vision and knew how the new technology would be used.

2

Getting leadership support. Successful projects obtained proactive
support from senior leadership to encourage new technology use.

3

Training end-users. Organizations used multiple training formats toengage with employees across business units.

4

Raising awareness. Top performers used email, employee portals,
posters, teaser videos, and newsletters.

*Results of a Microsoft research study survey

Our Adoption Framework guides you through theprocess

We have created an easy-to-follow framework to guide you through the adoption process. Each phase is broken into simple steps
that guide you to the best practices, resources, and tools you need to build and deploy a customized adoption approach.

ENVISION

DRIVE VALUEONBOARD

Identify and prioritize scenarios while learning

Work with your key stakeholders to build andFull-scale deployment and business successabout available resources as you plan for rollout.

launch your adoption plan. Prepare yourdepend on usage and satisfaction. This requires

This stage is critical to your journey as you’reenvironment and test your adoption approachplanning through the Envision and Onboard phases

setting business goals to measure success.

with Early Adopters. Use feedback to makeplus ongoing operational excellence.

adjustments before scaling to the business.

oooAssemble Your Team
Define Business Strategy
Determine Readiness

o
o
o
o

Prepare Your Environment
Build Your Adoption Plan
Launch to Early Adopters
Adjust Your PlanoooMonitor End User Adoption
Measure and Report Usage
Encourage Ongoing Engagement

Phase One: ENVISIONENVISION
Identify and prioritize scenarios while learning
about available resources as you plan for rollout.
This stage is critical to your journey as you’resetting business goals to measure success.

oooAssemble Your Team
Define Business Strategy
Determine ReadinessAssemble Your TeamWho should be involvedin your adoption effort?
Transforming to this new way of working requires buy-in andsupport from across the business. We have identified four keygroups who will bridge technology and business outcomes thatmatter to your organization
Each group has a specific role in implementation and should beengaged early and often. The next few pages will outline thespecific role these team members will play.

Mott MacDonald developed a network oftechnology champions by engaging theemployees who are most interested andenthusiastic about the new capabilities. The
company made sure the champions were
well trained and sent them out into the businessto coach and communicate with colleagues.

1) Executive Sponsors2) Success Owner
3) Early Adopters
4) Champions

Assemble Your TeamHow can Executive Sponsors drive project success?
Executive Sponsors should:
o Help the project team identify and prioritize their

top business needs.

o Play a role in communicating the vision to leadersacross the organization.

o Actively participate in and use the Microsoft 365

capabilities to help drive and reinforce adoption.

o Promote the adoption process. Studies show that

Ensure they understand the ABCs:*

A Active and visible participation

B Building a coalition with their executive peers
C Communicating directly with employees

87% of successful transformation projects had
visible engagement by Executive Sponsors.

* Prosci®. All rights reserved.

Assemble Your TeamWho are Success Owners
and why are they important?
Success Owners ensure business goals are realized byhelping people use and get value from the new Microsoft
service.
Success Owners should:
o Identify and engage the right stakeholders.
o Translate the organization’s set business goals into

Microsoft 365 scenarios.

o Create an adoption plan to drive usage and realize

value from Microsoft 365.

o Ensure communications and training are successfully

implemented.

Assemble Your TeamWho are Early Adopters?
Selecting the right participants for the Early Adopter Program is key
to gain valuable insights and inform the organization-wide launch.
The list below describes the types of employee to include in yourprogram:oUsers from different lines of business and departments, preferably
those that work together on a project or business process.

oLikely Champions or leaders who will become advocates during thebroad launch to the entire organization.

oUsers who typically struggle with technology. It’s important tounderstand and address their needs during launch.

o

IT and help desk team members who will support users during
launch.

o

Important: Leave out the CEO and upper management. While it canbe tempting to ask for the CEO’s involvement, keeping them out of
the Early Adopter Program provides an opportunity to smooth out
any issues before they are exposed during the rollout.

Assemble Your TeamWho are Champions?
Champions evangelize and help train their teams on the new
ways of working. They build awareness, understanding, andengagement throughout the community.
Champions will:Championswillgroundswell
help to:o Create theof enthusiasm that grows adoption.

We connect with an adoption Champion in eachbusiness unit, who sends out weekly emails on
Office 365. Each Office 365 tool has core benefits andby taking users on a smooth journey through them,
we are able to unlock the value in each one.
Nick Lamshed
Change Consultant, QantasoBuild a circle of influence among their teams.

oBring the new ways of working to life across teams.

oIdentify business challenges and possible solutions.

oProvide feedback to the project team and sponsors.

oReduce strain on core project team through active, ongoingengagement.

Assemble Your Team

Other team members to include in adoption efforts

Many people throughout your organization will have important responsibilities during the launch of a newtechnology. The chart below provides a summary of those roles. We have created a template so you can identify anddocument your team in the  Adoption Planning Workbook.
Role

Responsibilities

Department

Executive Sponsor

Communicate high-level vision and values of Microsoft 365 to the company

Executive Leadership

Success Owner

Ensure the business goals are realized from your Microsoft 365 rollout

Any department

Program Manager

Oversee the entire Microsoft 365 launch execution and rollout process

IT

Champions

Help evangelize Microsoft 365 and manage objection handlingMultiple departments

Training Lead

Manage and communicate training content about Microsoft 365

IT or other

Department Leads (Stakeholders)Identify how specific departments will use Microsoft 365
and encourage engagement

Any department (management)

IT Specialists

Oversee all technical aspects of the rollout, including integrations

IT

Communication Lead

Oversee company-wide communications about Microsoft 365

Corp Communications, IT or other

Note: Though we recommend having each of these roles fulfilled throughout your rollout, you may find that you don’t require them all to get started with youridentified solutions. Visit the Adoption Team Member Role Details for complete descriptions.

Define Business Strategy

Define your businessstrategyPartner…
with your core team to refine your objectives.
Identify…

Consider these questions to drive the conversation:o What are some of the organization’s challenges or pain

points related to communication and collaboration?

o What are the areas in which your organization would

like to improve?

the important business objectives and challenges
and start to recognize areas of opportunity to
improve work processes.

o What are the organization’s strategic initiatives or

Host a workshop…

o What methods of communication and collaboration are

to delve deeper into current challenges,
strategies and goals. Include department
leads, lines of business, IT and otherstakeholders who can help brainstorm how
Microsoft 365 can be used in yourorganization.

current transformation projects that Microsoft 365 cansupport?
typically better received by your organization thanothers?

o What is the process for drafting, distributing, andsharing information?

Define Business Strategy

Identify your Scenarios
What is a Scenario?

Explore what’s possible.

Scenarios cover the ways your people will use Microsoft 365 toaddress business challenges and achieve organizational, cultural,tangible or individual adoption outcomes.

The Microsoft 365 Productivity Library is acollection of recommended use cases to showcase
ideas on how to use the products to your best
advantage in a way that’s relevant to you.

Why are Scenarios important?

The idea cards speak to everyday challenges you
can solve with Microsoft 365 across industries androles and includes short training videos.

o They allow teams to understand how Microsoft 365 can help themachieve more.

o They act as input and validation of Microsoft 365 awarenessmessaging.

o They support awareness and readiness activities by putting

products in context; people will know when and how to use them.

You can search the cards by Industry, Role or
Product, or any keywords fitting your needs.

Get started:aka.ms/productivitylibraryDefine Business Strategy

Create scenarios for multiple teams and departments
You can use the worksheet below to document business scenarios for specific departments and thencapture your scenarios in the  Adoption Planning Workbook.

As someone in…
(Team)

As someone in

Sales Management

I want to…

Using…

(Description ofwhat I want to do)(Specific applicationof the technology)

I want to

Usinghave a single version of thesales proposal that everyone
has access to rather thanmanaging multiple versions inemail

a SharePoint site to centrally
store and share a single version
of a sales proposal that my teamcan edit together using coauthoring in Word andPowerPoint

I’ll know this is
successful when…
(Solutions successmeasure)I’ll know this is successfulwhen

my sales team creates proposals
more easily, giving them moretime to close deals

Define Business Strategy
Collaborate with colleagues ina chat-centered workspace

Prioritize yourbusiness scenarios

Once scenarios have been defined for theorganization and its departments, it is importantto prioritize, so you know where to focus first.
Gauging impact and difficulty will help you
understand which scenarios will provide themost impact the fastest and which require moreplanning.
Use this template to prioritize your scenarios inthe  Adoption Planning Workbook.

Deploy data classification andprotection with Azure
Information Protection

ImpactGauge impact and difficulty

Implement secure single signon with Azure Active Directory

Replace traditional phonesystem with Cloud PBXEmpower and engage employees
through a social network

Conduct training for
employees across the globe

Support new employees
in onboarding faster

Enable employees to worksmarter, from anywhere, withhosted email

DifficultyDefine Business Strategy

Define your “Minimum Viable Experience” for your userbase. These are the must-have capabilities your services
need to deliver. Doing this early will allow you to control
the scope of your pilot and deployment phases.
o Scope change to empower, not disrupt business users.
o One large, phased transition is often better thanmultiple small ones.

o Each type of service strategy requires all thecomponents of deployment and adoption planning.

Define Business Strategy

Define your success criteriao Identify key performance indicators (KPIs) thatshould improve based on adopting various businessscenarios.

o Establish KPI benchmarks and users’ Microsoft 365

knowledge.

o Choose criteria to help you show leadership the impact

Microsoft 365 is having on the organization.

o After rollout, use the end user surveys to measuresatisfaction and progress against yourbenchmark. http://aka.ms/usersurveys

View sample KPIs in the  Adoption Planning Workbook

Define Business Strategy

Use these examples to choose your KPIs

Choose criteria to demonstrate the impact of your Microsoft 365 implementation against each success measure. We have provided
ideas below and scorecard templates in the  Adoption Planning Workbook for you to effectively track and report success.
Success Measure
Reduced operating costs

Increased adoption correlates to reduced thirdparty conferencing usage, travel time and resource
allocation
Increased productivity

Increased adoption correlates to fastercommunication and decision making, shorter time
to complete tasks

MethodQuantitative

Microsoft 365 reporting

Finance/accounting reports

Travel and phone expense reports
Quantitative

Process efficiency gains

Example Goal
Comparison of pre and post Microsoft 365 reports
will show cost savings. Post rollout usage of thirdparty phone conferencing should show decreasing
usage of 10% per monthTime to complete customer orders drop by
15% within 6 months

Qualitative

End user surveys

Yammer or Teams feedback
Improved collaboration

Qualitative

Increased usage of Yammer or Teams

Improved employee engagement

Qualitative

Employee engagement improves by 15% within 6months of rolling out Yammer or Teams

Increased cross-team and cross-location
communications

Employees are fully absorbed by and enthusiastic
about their work and are more motivated to help
the organization achieve its goals

End user surveys

Employee surveys

Determine Readiness

Determine yourorganization's readiness
What is Readiness?
Willingness and preparedness of your users and yourorganization to move to Microsoft 365
o Every organization approaches change differently,

depending on region, work style, professional profile, andother elements of the organization.

o Determine how receptive (or not) your users are likely to be tochanging the way they work and adopting new technology.

o You will need to create a rollout plan that reflects the readinessof your organization.

Resistance is normal. Anticipate and plan ahead!

Readiness factors
o There are key factors that will help you understandhow prepared your organization is for the transition
to Microsoft 365
o Clear vision for the company shifto Clear vision for the individual shifto Amount of overall change requiredo Executive alignment

Different groups within your organization will havedifferent levels of readiness and change appetite.
Use the  Adoption Planning Workbook to assess yourorganization.

Phase Two: ONBOARD
ONBOARDWork with your key stakeholders to build and launchyour adoption plan. Prepare your environment and test
your adoption approach with Early Adopters. Use
feedback to make adjustments before scaling to thebusiness.

ooooPrepare Your Environment
Build Your Adoption Plan
Launch to Early Adopters
Adjust Your Plan

Prepare Your Environment

Technical Readiness Checklist

Prepare your technicalenvironment
Technical Readiness is key to ensuring yourorganization is ready for launch. Use
this checklist to identify items that need tobe completed before go-live.
Need more help? Review the Technical
Readiness and Governance Guide andcomplete your own Checklist in the Adoption Planning Workbook.

 Complete legal & security review
 Review service capabilities with legal & security teams
 Decide guest access and provisioning policies
 Whitelist Microsoft 365 URL's & IP addresses

 Implement enterprise policies and Microsoft 365 group
governance policies
 Assign report reader roles Complete network assessment (for Voice & Video services) Plan guest access bandwidth Review minimum requirements spec, including mobile
devices strategy
 Review Microsoft 365 Admin reporting Assign report reader role as needed Prepare help desk

Build Your Adoption Plan

Drive awareness through end
user engagement
Communications
o Deploy a variety of tactics
o Focus on the “What’s in it for me?”o Tailor plan to company and cultureo Send out communications

Engagement eventso Engage Executive Sponsors to kick off launcho Staff events with IT and Championso Distribute banners and leafletso Place demo booths in cafeteria/foyero Host online events for remote offices

We knew we had to be crystal clear with
employees about how Office 365 would maketheir lives easier and help them do their jobs
better. So, we branded it as four things: Work
Anywhere, Work Anytime You Like, Work
Together, and Work on Any Device.
Joe Kamara
Lead Change Manager, NEC GroupBuild Your Adoption Plan

Delivering Value
Review scenarios and determine the best use cases tobe utilized for the organization-wide launch.
Scenarios will help inform the communications planby:Report and build on wins
Identify
andprioritize
scenarioso Translating core scenarios into uses that solve real businessproblems

o Determining which scenarios make sense for the company
to promote in its Microsoft 365 launch

Measureand share successo Using the resources associated with each scenario toimplement email announcements and training activities

Planand execute

Build Your Adoption Plan

Incorporate success stories
Success stories are often just as valuable as quantitative
measures when demonstrating Microsoft 365 success.
Throughout the rollout, project team members andChampions should identify examples that demonstrate crossfunctional collaboration and teamwork and share them byusing Yammer or Teams.
Leverage these examples in your communications togenerate excitement and demonstrate the impact ofMicrosoft 365.

What makes a good success story?
o Time. The story should begin with a time

marker so the audience knows when it
happened.

o Characters. The story should feature names, so

the audience knows who was involved.

o Events. The story should recount the events

that took place.

o Visuals. The audience should be able topicture what happened.

Build Your Adoption Plan

Create launch events

How to choose your launch evento Consider your goals for using Microsoft 365..

The following are some resources, ideas, and tactics to help
create an effective Microsoft 365 launch:o Planning Team and Champions wear Microsoft 365 T-shirts,

order at https://www.co-store.com/iw (US customers only).

o Microsoft 365 banners, posters, and leaflets displayed

throughout the offices.

o Demo booths in cafeteria/foyer to showcase the various

Microsoft 365 tools and features, and to provide hands-on
experience.

How can your launch event support your businessobjectives?

o Consider your company culture. What types ofactivities will resonate with your leadership andyour employees?

o Consider your time and resources. Can you mix

and match activities to plan something that suits
your needs and fits into your schedule?

o Consider existing company events. Is there an

upcoming company event near the roll-out of
Microsoft 365 that could incorporate your launch?

Build Your Adoption Plan

Develop your communication strategy
Develop a communications strategy that will generate awareness and excitement
before the launch and share usage success after launch. Consider the following bestpractices when building your approach:o Ensure staff are considered when putting together the messaging to help them identify, “What’s in it for me?”o Pick a mix of activities including email, posters and physical events, and plot them along the project timeline.
o Schedule events where people can experience the products and ask questions.
o Tailor activities for driving awareness to company and culture.
o Having a leader send out a communication announcing Microsoft 365, hosting a launch event, or sharing thebenefits during an all-hands meeting will go a long way in validating its importance and getting everyone on
board with using the new technology.

Complete the Communications Assessment and use planning templates in the  Adoption Planning Workbook.

Build Your Adoption Plan

Access helpfulcommunication
resources
Explore free online templates and tools forengagement content that you can include in yourcommunications.
Check in with the Driving Adoption Tech
Community to connect with adoption experts andlearn how they have communicated the Microsoft
365 launch to their organizations.

Posters, booklet and print

Countdown and Announcement emails

https://aka.ms/AwarenessTemplates

https://aka.ms/AwarenessTemplates

Awareness Kits

Windows 10 Business Introduction Kit

Awareness Kits

https://aka.ms/win10businesskit

Use the  Adoption Planning Workbook toorganize and track content.

Build Your Adoption Plan

Build your training strategy
Focus on the why
Make sure employees know why the change is happening, what’s in
it for them, and why they’re being asked to change.
Use real work scenarios
Use tasks or business processes that are familiar to your audience todraw them into learning how to use the technology.
Use multiple formats
Training end users should take on multiple forms to accommodate
different learning styles, geographical barriers and resource
constraints.
Reinforce
Make the training stick with reinforcement options like on-demand
training, lunch and learn sessions, and new employee training
options.

To help with change management and adoption, we
created corporate Office 365 training materials with aconsistent approach to using the services that
discouraged customization and kept complexity to aminimum. As a design principle, we use the default
settings in Office 365 for at least six months.
Anders Munck
Enterprise Architect, Carlsberg

Build Your Adoption Plan

Consider training best practices
When you are putting together your training program, take into consideration:

1
2
3
4

The current productivity tools you are runningIf you are currently running a productivity system, you may need to spend an increased
effort in the training stage, as it will require a change in behavior.
The technology literacy of the staff

You need to understand how tech-savvy your staff are when planning your training program.
This will help to determine how easily they will pick up new ways to work.
The current change programs

It is important to understand what other programs are currently running in the business, so
do not overwhelm or confuse your staff.
Training preferences of your staff

It is important to understand the best way to deliver training to your organization, whether it
be in person, through assisted or unassisted online tutorials, or other methods.

Build Your Adoption Plan

Align your training strategy to the launch plan
Design your training strategy to scale with your launch. Start with the groups that willchampion Microsoft 365, then prepare IT, before launching to the broader organization.

• Managers• Early Adopters• Change Champions• Executive Sponsors

Core Team• Administration course
for IT resources• Formal accreditation

IT Preparation• Auditorium Training• Online/On-Demand
Training• Brown Bag sessions

Business Groups• Lunch & Learn• Tips and Tricks

OngoingEngagement

Use the  Adoption Planning Workbook to assess the training needs of your organization andbuild your approach to training.

Build Your Adoption Plan

Microsoft 365 Training Center

Access training
resources
Access free online training resources to help
launch Microsoft 365.
Check in with the Driving Adoption Tech
Community to connect with adoption experts
and learn how they have communicated theMicrosoft 365 launch to their organizations.

Productivity Training

Product based training to help ready people touse the services and apps effectively.

Scenario based training to ready people to maximize
their productivity with Microsoft 365.

office.com/training

http://aka.ms/productivitytraining

Office Quick Starts

Microsoft 365 YouTube Channel

Get up and running quickly with the basic info you
need to be productive right away.

Discover how Office 365’s integrated experience canhelp you grow your business.

Office 365 Quick Start Guides

https://www.youtube.com/user/officevideos

Use the  Adoption Planning Workbook toorganize and track content.

Build Your Adoption Plan

Build a sustainable Champions Community

Champions help build, grow, and sustain your Microsoft 365 rollout by evangelizing and helping
their peers with the new technology.

Champions:

Get started:
Champions Guide

Get inspired:

http://aka.ms/bestbuyninjas

1Should be formally trained to increase theirdepth and breadth of knowledge.

2Should be encouraged and empowered
to guide, teach, and train their peers.

3

Need consistent positive reinforcement that affirms
the impact of their efforts.

4

Need a clear plan to execute.

Build Your Adoption Plan

Incorporate Champions Community into the launch plan
Adoption
approach

Identify key stakeholders

Business
scenarios

Microsoft 365 early adoption program with champions

Identify/Prioritize businessscenariosCreate & execute a Success Plan

Measure, share success,and iterate

Identify and launch additional solutions
Highlight and share successCommunications
and training

IT and social
governance

Organization-wide launch: communications,training, events, success stories

Organize and develop Champions Community
Informstakeholders

Identify
championsExecute Champions Community

Supervise licensing, security and social governance discussions
Review of
domains

Assessviability ofthird parties

Assist inreportingSupportmobile apps

Support global launch

Sample Champions Community Launch Timelines

Launch to Early Adopters

Build and launch your Early
Adopter Program strategy

Why is this program important?
o Identify pitfalls. Gather initial feedback andAn Early Adopter Program gives your organization early
insights that will help you bring Microsoft 365 to life for allusers. Think of it as a dry run, among a representative group,that will help you prepare for full-scale launch.

identify potential stumbling blocks to help
shape your final launch plan.

o Collect feedback. Get feedback from users on

the identified goals and scenarios for yourMicrosoft 365 implementation.

Working with Early Adopters lets you test your ideas andcollect feedback that will help your project team bring that“WOW” factor to your full, organization-wide launch.

o Solve problems. Troubleshoot potential issues

Find all the resources you need to organize, plan, and launchyour Early Adopter Program in Microsoft's Early Adopter
Program Guide.

o Recruit Champions. Develop a pool of potential

with a smaller group of users prior to anorganization-wide launch.

enthusiasts to recruit from. These individuals
will help colleagues adopt Microsoft 365 once
the full rollout takes place.

Adjust Your Plan

Use feedback from Early Adopters to revisit yourcommunications, training, and feedback plans.
Adjust your overall approach based on the input
received.
Consider bringing your Early Adopters into theMicrosoft 365 Champions group so they cancontinue to support their peers through thetransition.

Phase Three: DRIVE VALUE
DRIVE VALUE
Full-scale deployment and business success dependon usage and satisfaction. This requires planning
through the Envision and Onboard phases plus
ongoing operational excellence.

oooMonitor End User Adoption
Measure and Report Usage
Encourage Ongoing Engagement

Monitor Adoption

Track KPIs and end user
adoption
If your company is not meeting its KPIs, consider possible reasons why end users
have not fully adopted the technology.
Distribute satisfaction surveys to gather data about your users’ knowledge of andsentiment toward the new Microsoft 365 services. The results will help you
determine how successful the rollout has been and get you thinking about how
to incorporate this feedback into actionable next steps:oCirculate a baseline survey shortly before users receive their accounts anddevices, to gather data about their knowledge of Microsoft 365.

oConduct a survey halfway through your launch to gather data about
users’ experiences with Microsoft 365. Use the results to make any necessary
adjustments.

oCreate new awareness or training content to address any outstanding needs
that arise.

oAfter your organization-wide rollout, use a final survey to assess user
satisfaction. You can release this survey 90 days after launch, and then inquarterly increments to help measure user adoption from satisfaction andproductivity standpoints.

Measure and Report Usage

Access reports and tracking
tools
Within the Microsoft 365 Admin Portal you’ll find reports
available to indicate your current user engagement levels forthe different workloads.
Refer back to these reports to measure against yoursuccess criteria and identify areas for improvement.
Continue to track KPIs using your customized scorecard inthe  Adoption Planning Workbook.

Active User Reports

Microsoft 365 Groups
Activity

Skype for Business Clients Used

Microsoft 365 Adoption
Content Pack

Encourage Ongoing Engagement

Increase adoption over timewith ongoing activities
o Leverage tips and tricks emails to reinforce skills

development: Download from Resource Hubo Create a Yammer group or Teams channel to continue

conversations on best practices and new features.

o Share success stories showing how people are using

Microsoft 365 in innovative and impactful ways.

o Periodically host additional engagement events like town

hall meetings or lunch & learns to drive end user
engagement.

o Set challenges and run competitions to celebrate how

people best use Microsoft 365 to work differently.

Encourage Ongoing Engagement

Remember these provenstrategies when driving
deeper engagemento Reward people for changing their work behaviors –cultural evolution is critical to adoption.

o Define examples and patterns workers can relate to.
o Provide training to help workers get the most value fromthe new tools.

o Teach people to use the collaboration tools as a set -use SharePoint and Microsoft Teams, not SharePoint or
Microsoft Teams.

o Continue to find your Champions - advocates forchange within the business - including executives,
managers, and admins.

o Use Hubs for information aggregation, consistency, andenabling collaboration across larger groups.

Encourage Ongoing Engagement

Microsoft is here to support you

Bookmark these resources to continue driving end user engagement throughout your adoption journey
Microsoft Tech Community

https://techcommunity.microsoft.com
Collaborate, share and, learn from experts

Microsoft Support

http://support.microsoft.com

Access FAQ and support documentation

Microsoft Docs

https://docs.microsoft.com

Technical documentation for developers and IT professionals

Productivity Library

http://aka.ms/productivitylibrary

Library of scenarios with assets and training

Transform.microsoft.com

https://transform.microsoft.com

Resources to help you plan your transformation

Product Websites

http://www.microsoft365.com

Product specific websites for additional details

What’s next?
Now that you have reviewed the Microsoft 365 Adoption
Guide and learned the critical steps for successful technology
adoption, it’s time to get to put your knowledge into practice.
Click through to the  Adoption Planning Workbook to findcustomizable worksheets and templates that will help you
create your own plan and put it into action. We’ve compiled
everything you need to assemble your team, create youradoption strategy, and launch Microsoft 365 in yourworkplace.
Remember, you are not in this alone. Many organizations are
currently adopting Microsoft 365 technologies, and you canconnect and share what works and what doesn’t in the Driving
Adoption Community.