1.

Case for Change

2. Adoption Framework
Overview
3. The Right Team
4. Workstream Assignments
5. Strategy and Goals
6. Success Measures
7. Business Scenarios
8. Champions & Feedback
9. Technical Readiness
10. Governance and Architecture
11. Awareness Planning
12. Training and Best Practices
The successful adoption of
Microsoft Teams represents a
change in behavior.

It is more than a set of

products—it is a fundamentally
different way of working.
Skills required to drive adoption

Organizational Business Technical

Development Acumen Competence

Marketing & Portfolio Leadership

Communications Management Capability

Foundational knowledge areas for Microsoft Service Adoption Specialist exam. Launching Jan, 2019 via edx.org
Understanding the Change Curve
Organizations have a cultural change preference
Technology is programmed to act;
People are programmed to react

Poor first experience will delay/halt change process

Know your organizations change profile.
There may be more than one!

Personas matter
Three general buckets: Innovators, early adopters & risk takers
The vast majority – “just enough” learners
Late bloomers, detractors & the risk averse
Understand organizational reception to change
Things to remember: Assess your organization

 Different groups within your organization will have different change

appetites and needs

 Meet the challenge of different change types with internal Champions

 Feedback is the key to success – encourage people to share their

challenges and needs

 Embrace disrupters and dissent

Deliver an improved user experience and business
outcomes through the service adoption framework
 Schedule Service Health reviews

Phase approach reduces complexity and manages issues around scope and scale. Enhancements based on
customer implementations and feedback.
Teams Adoption Hub – https://aka.ms/TeamsAdoption
 Assemble your team
Key roles

Role Detail Slides

Large Scale Corporate Adoption Team Model

• Sends key local comms

WW Executive Unit Executive • Appoints Business Integration Lead
Sponsor Sponsor

• Represents sponsor w/ core team

IT Services & Business
• Monitors adoption
Support Integration Lead • Works with Executive Sponsor for
Communications & Cascade

• Provide scenario-based guidance on

Microsoft Teams
• Provide global package of assets to • Provide local support
leverage (comms, training, readiness,
etc.)
Local Teamwork Champions • Provide local training as needed

• Provide usage and adoption reporting

• Consolidate Corporate Adoption Team
feedback and work with Microsoft
• Provide operations, service & support
experiences for new capabilities

EXAMPLE
Solution Adoption Team Model

• Invested in improved business

Teamwork Unit Executive outcomes
Executive Sponsor Sponsor • Visibly supportive of scenario
sponsor

Organizational • Provides specific scenario guidance

IT Services &
Service Adoption Team Scenario Sponsor • Owns project sign off & outcomes
Support

• Provide scenario-based guidance on

Microsoft Teams
• Provide global package of assets to • Provide “truth from the trenches”
leverage (comms, training, readiness,
etc.)
Unit Teamwork Champions and solution users design guidance
• Early adopter & Champion staff
• Provide usage and adoption reporting
• Consolidate Corporate Adoption Team • PM, Dev, Design & implementation
feedback and work with Microsoft Development & Design Team staff for solution
• Provide operations, service & support
experiences for new capabilities

EXAMPLE
Workshop content
Service Adoption Project Plan

https://aka.ms/TeamsAdoption
Adoption & Deployment Work Streams
Scope and Outcomes for work streams (1 of 2)

Workstream Outcome Core deliverables Scope & Notes

Service Strategy & Project Plan
Stakeholder Mapping & Alignments
Program Communications & Success Stakeholders, user communities and
Stories
Champion Program
Support Readiness
Early Adopters & Feedback
Governance & Security
Phase driven deployment & adoption
plan with identified owners, dates &
risks/issues as needed
program participants have frequent
insight to progress and success
examples
Increased digital literacy; reduced
change fatigue; increased solution
adoption; talent identification; transition
support
Incident support and resolution
Management of issue escalation
Provide hands on insights of solution in
target environment. Develop feedback
methods that scale. Identify champion
candidates & high value business
process improvements
Guide governance and policy decisions
for experience. Complete required
configuration. Support training &
communications on same.
Collaboration Improvement Plan
Sprint over sprint execution to goal
Decision Log, Risks & Issues List
Regular planning & alignment meetings
Project news and reporting assets
Monthly Champion training ROB
Collation of themes and issues for
support, training and program leads
Owner of enthusiasm
Onboarding – 8 hours
Employee engagement; interactive
onboarding sessions &
design/deployment & analysis of
feedback channel
Core collaboration improvement team for
initial phase (strategy, champion & early
adopter phases)
May increase team size as project expands
Monthly champion calls – 1 hour;
Leads with others optional attendance at
public O365 Champion community calls
with Microsoft – 1 hour
Early training with Champions
Onboarding to Feedback channels
Monthly review of issues/trends within
Service Health Review
Adoption & Deployment Work Streams
Scope and Outcomes for work streams (2 of 2)
Workstream
Technical Readiness & Alignment
Metrics & reporting
Business Process Mapping
Awareness Campaign
Training Program
Service Health Reviews &
Improvement Planning
Outcome Core deliverables Scope & Notes
Technical implementation of service Service quality, enablement and
ensuring quality and availability. management processes and insights
Definition of technical projects that
deliver the overall strategy & business
value
Provide on demand reporting of
meaningful business and service
metrics to ensure defined outcome
Define high level scenarios for Deliver impact to difficulty ranking for
improvement based on user ongoing prioritization of effort.
interviews, team focus groups and
observation.
Create awareness and enthusiasm for Key messages and creative assets used to
digital transformation and business inform users of transition and outcomes
initiatives
Increate digital literacy and Provide on demand and instructor led
operational efficiency. Reduce change interactive onboardings to new solution
fatigue.
Provide actionable insights and Data and analysis for monthly review on Joint effort between IT, user adoption
prioritization for improvement in the service incidents, support themes, training specialists and key experience
experience. effectiveness, experience quality, overall stakeholders. Informs overall experience
adoption and user sentiment strategy.
Example: Your First Teams
Best Practice: Complete worksheets and/or implement tools in support of workstream outcomes
Team or Site Name Proposed Channels Notes
Get to know Teams General Create your first Teams article
Say Hi
How do I?
Feedback
Ideas for future teams
Support
Office 365 Service Management General Use team template to plan and manage O365.
Awareness and Adoption
Business Engagement
Early Adopter Program
Feedback and Insights
Security and Compliance
Strategy and Planning
Service Health and Incidents
SVC – OneDrive
SVC – Teams (and Skype if needed)
SVC – SharePoint etc..
Training
Watercooler Chat
Connected Employee Initiative Connected Employee Team & Site Configure News Hub on main Connected Employee
Program communications & success stories News Hub on SPO Site Incorporates early adopter feedback channels
Success Stories Form, Flow and List
Opt-in form for Early Adopter Community
Teamwork Champions General Core onboarding notebook and reports
Best Practices, Training and How To Training documents and link to training site
Champion Corner Q&A & champion conversation hub
Program Leads Program planning
Social Hub Connectors to Teams, SharePoint & Planner Blogs & Twitter feeds
 Teamwork: Assess your current state -> aspired state

Consider the following:

Improved productivity
Cost savings
Increased market share
Employee satisfaction
Product optimization

Collaboration improvement is an ongoing business activity. Take it in

phases and pace yourself and your users for sustained agility.
 Example: Replace with your
priorities
Collaboration North Star

Tool: Collab Strategy Document


Our employees experience a highly productive environment where technology empowers
Finding
Ability for employees to
easily find the
information, people and
apps they need to be
most effective in their job
Project Backlog
Connected Hubs
Search Improvements
Connected Employee Experience
everyone to achieve more while never getting in their way
Employee
Meeting & Voice Collaborating Communicating Supporting Engagement
Encompasses all elements Ability for people to come Providing employees with the
required to ensure together to innovate across tools required to have
employees have a organizations, time zones, effective conversations,
productive meeting, both in geographic locations, and connect with people easily and
person and remote work styles to accomplish a easily send and receive
common goal information
Teams Implementation
Intranet Modernization Product Launch Kits
Executive Engagement Knowledge Bases
Customer Care Transformation Support Experience Update
Example Roadmap
Things to Remember: Service Strategy
Define your “Minimum Viable Experience” for your user base.
These are the must have capabilities your services must deliver.
Doing this early will enable you to control the scope of your pilot and deployment phases.

 Scope change to empower, not disrupt business users

 One large, phased transition is often better than multiple small ones

 Each type of service strategy requires all the components of

deployment and adoption planning
Define
Success Criteria

Identify key performance indicators (KPIs) that may improve

based on adopting various business scenarios

Establish KPI benchmarks and users’ digital knowledge

Choose criteria to help you show leadership the impact

Microsoft Teams is having on the organization

Use the End-User surveys to measure satisfaction and progress

against your benchmark. http://aka.ms/usersurveys
Set Your Strategy: Adoption Outcomes

Prioritize the section of outcomes that are most

important for your business

Simplify your investment strategy in adoption

activity against these outcome segments

Use these dimension to ascertain where you

have resource or skills gaps in your organization
to achieve your goals.
Adoption Outcome Examples

Organizational Cultural Tangible Individual

Example Success Measures
Example Recommendation

Business Is the company

achieving the target
Value benefits?

Is the business process

Process Adoption being performed as
intended?

Are they happy using it?

User Satisfaction

Application Usage Are they using it?

Have we enabled &

Change Management Activity motivated them?
 Business Outcome Scorecard: Example
Goal Measurement
Business Value Type of Business Owner KPI Measure Data Source KPI Formula KPI KPI
Value (leverage the Baseline Target
Adoption Content
Pack for O365)
Enabling additional customer Increase Alexandre Number of meetings Microsoft Teams Number of meetings online / Number of 5% 55%
engagement through online sales Levesque setup and data meetings
meetings. conducted

Increase customer engagement Reduce Alexandre Number of meetings Microsoft Teams Number of meetings online / Number of 35% 70%
and employee satisfaction costs Levesque setup and and an Employee meetings
(reduced travel time) conducted Poll or survey Average stated employee satisfaction

Increase access to information and Increase Pedro Correa Reduce % time, cost Yammer and Number of engaged members / Total 45% 80%
the ability to share best practices sales / to create customer SharePoint Data number of members.
and learn from each other Reduce ready content IP Count
costs

A safe and open collaboration Increase Maison Saucer Percentage of Microsoft Teams Number of engaged members / Total 0% 65%
approach for easy sharing of sales groups that are Data number of members
messages and news between active Number of new posts
employees Number of new executive posts

Provide a consistent, modern Reduce Maureen Bousquet Schedules in tool Staffhub/Teams Number of people whose shifts in the 25% 90%
Schedule and Task management Costs Data tool/Total number of people on shift
application for Managers, Shift patterns
leaders and employees

Improve timeliness and Increase Alexandre Number of meetings Teams Data and an % of employees engaged. Average 10% 85%
effectiveness of meetings enabling sales Levesque Employee Poll or effectiveness stated by employees
faster decision making Survey
Scenarios
Why Scenarios are important:

Allow teams to understand how Microsoft 365 can

help them achieve more
What is a Scenario?
Act as inputs and validation of Microsoft 365 Scenarios cover the ways your people will use
awareness messaging Microsoft 365 to address business challenges or
achieve defined goals.
Support awareness and readiness activities by putting
products in context; people will know when and how
to use them
 Deliver Value With a Structured Approach to Scenarios
Delivering Value

Get started with these easy wins Build on wins

Employee Engagement & Communication Identify
and prioritize
Bring Campaigns to Market Faster scenarios
Increase Sales Productivity and Grow Revenue

Streamline Business Reviews Measure

and share success
Employee time off requests

Plan
and execute
Modernizing Core Scenarios
Project Management
Enable
• ‘Hallway conversations’ cause
disconnect with group
• Frustration about doc location
and versioning
• Confusion about accountability
• Access Office and 3rd party
apps making true hub for
teamwork
• Hold all conversations in
team/channel driving
transparency
• Pin important apps and
documents to drive visibility
• Streamline doc versioning
Personal Productivity
Empower
• Emails/attachments get lost
• Calls go to voicemail
• Colleagues are offline
• Outdated local copies on
desktop
• Personal apps organize notes
& tasks in one place
• Send online and offline
messages alleviating tracking
people down
• Persistent conversation with
file attach reducing need to
search multiple places or
ending up with multiple
versions
Calling & Meetings
Extend
• Little/no context pre-meeting
• Remote participants feel left
behind
• Lack of visual connection
• Post-meeting momentum is
lost
• Build momentum pre-meeting
with conversation and content
sharing
• Connect with video, app
sharing on any device to
ensure alignment
• Record for absent attendees
• Capture notes and actions for
easy follow-up
Not sure how to begin?
To help identify business scenarios, consider using the framework below

As someone in… I want to…. Using… I’ll know this is

(Description of (Specific application successful when….
(Team)
what I want to do) of the technology) (Solutions success
measure)

I want to
have a single version of the
As someone in sales proposal that everyone
Sales Management
has access to rather than
managing multiple versions in
email
Using
a SharePoint site to centrally
store and share a single
version of a sales proposal
that my team can edit
together using co-authoring
in Word and PowerPoint
I’ll know this is
successful when
my sales team creates
proposals more easily, giving
them more time to close deals
Prioritize
Business Scenarios
Collaborate with colleagues in
a chat-based workspace
Replace traditional phone
system with Cloud PBX

Gauge impact and difficulty Empower and engage employees

through communities & social
networking
Deploy data classification and
Support new employees protection with Azure
in onboarding faster Information Protection
It is important that you prioritize your

Impact
Scenarios to ensure that you understand where Implement Teamwork
Conduct training for
to place your focus first. Champions team for training
employees across the globe
and education

Gauging impact and difficulty will help you

understand which scenarios will provide the Modernize employee processes
highest level of impact the fastest and which like time off, information requests
or business reviews.
scenarios are harder projects that may require
more planning.

Difficulty
Working with IT
Core Technical talent
Activities with Stakeholders
• Security Reviews
• Network Planning
• Service Management
• Client Roll Out
• Governance Models
• Support Readiness
• Feedback Models
Information Architecture:
Office 365 Sites & Groups
Company
Info sharing
(Outer loop)

Hub site

Division +

Org groups
Team site Team site Communication site (Inner loop)

Team
Governance & Team Design
Types of governance

Solution Discovery Security Container

governance governance governance and content
governance
Pillars of container and content governance

• Support self-service • Require classification • Limit reach • Manage group/site

creation for containers • Enforce policy ownership
• Use life-cycle • Scan with data loss • Use conditional access • Review external
management prevention (DLP) membership
• Use Information Rights
Management (IRM) • Use IT services
Expiration policy
Admin configuration
• Set expiration timeline
• Notification intervals are set
automatically
• Set fallback email address for
ownerless groups
• Apply policy to selected groups

Related resources:
Office 365 Group Expiration Policy
Configure Office 365 groups expiration
Group Owner experience of expiration policy
Group Owner
• Renew expired groups
• Restore expired groups that were soft deleted

Teams renewal notice Outlook renewal notice Outlook restore notice

 Protect content
Azure Information Protection (AIP) Data loss protection Protecting the group
End users label and classify Run jobs to change Team
(DLP)
•
• Apply protection to a file based on settings based on Team
its label Automatic detection and classification
• Prevent external people not in protection • Unified labels will bring this to
protection policy from opening a file • Detect and prevent oversharing Office 365 groups
• Block sharing based on patterns in file
• Manage DLP policies across Office 365
workloads
Information protection life cycle

Detect Classify Protect Monitor

Defining my Office 365 group & experiences
Determining the altitude for group membership

What are the Hub Sites

triggers? Company
Public Communities

Factors for defining Modern sites

group: Division Tier 1 Teams
1. Right security boundary
2. Appropriate classification Tier 2 Teams
3. Topic relevant to group Targeted Communities
Department
4. Includes effective set of
members: Tier 3 Teams or
• Active participant SharePoint Sites
• Stakeholder
Workgroup
• Informed

Many workgroups, few divisions

 Cross-organizational Team: Sales
Northwest Sales
District

In-region Product updates

CHANNELS General Account plans Forecasting Help needed
marketing and feedback
Watercooler talk

OneNote for
Conversations, Onboarding Power BI Conversations on Marketing Teambuilding
strategic Pricing guides
guidance dashboard help needed calendar topics
Apps, and Tabs accounts

Folders for Line of Business Customer Product

Role information Deal review form Social events
account plans apps guidance brochures

Reivew calendar
Training videos Reference links
and Task
 Cross-organizational Team: Engineering
Product
engineering

Competitive
CHANNELS General Feature releases Testing Feedback
information
Go-to-market Product analytics

Help and
Conversations, Scrum meetings VSTS Connector
Power BI
UserVoice tab
Bing News
customer-facing
PowerBI
dashboard connector dashboard
Apps, and Tabs readiness content

Feature request Conversations Collaboration Conversations

Role information Roadmaps Bug tracker prioritization about compete conversations with about reports
conversations topics Marketing & PR needed

Conversations
Training videos Feature specs about bug
resolution

Shiproom
meetings
 Cross-organizational Team: Operations
Operations
workgroup

CHANNELS General Tactical meetings Key initiatives Budget Analytics Communications Watercooler talk

Conversations, Onboarding Budgets in Excel Power BI Communications Teambuilding

Channel meeting Budget Excel Tab
guidance tab dashboard draft review topics
Apps, and Tabs

OneNote with
OneNote for Metrics Communication
Role information Planner policies, IO Social events
meeting notes conversations need requests
numbers, etc.

Agenda Planning Yammer

Training videos
conversations conversations connector

Power BI
Resources and
dashboard for
key links
metrics
 Cross-organizational Team: Event Management
Product
Conference

Content Product updates

CHANNELS General
Production
Customer Events Help needed
and feedback

Conversations,
Public Draft VIP Party Conversations on
Apps, and Tabs Pricing guides
conference site presentations planning help needed

Folders for Schedule of

Know Before You Product
reference Customer
Go OneNote brochures
graphics meetings

Reference links
Organizational vs Project approach
Organization

Northwest Sales
Team Name District

CHANNELS Channel Channel Channel General Account plans Help needed

Product updates
and feedback

Conversations, OneNote for

Conversations Conversations Conversations Onboarding Conversations
Apps, and Tabs strategic Pricing guides
guidance on help needed
accounts

Files Files Files

Folders for Product
Role information Deal review form
account plans brochures

Notes Notes Notes

Training videos Reference links

Tabs Tabs Tabs

Connectors Connectors Connectors

 Build a sustainable champions community

Champions help build, grow, and

sustain your Microsoft 365 rollout by
evangelizing and helping their peers
with the new solutions.

http://aka.ms/bestbuyninjas
Five steps to developing a Champions
Community
How do champions fit into overall launch planning?
Identify/Prioritize business Create & execute a success Measure, share success,
Identify key stakeholders
Adoption scenarios plan and iterate

Approach

Microsoft 365 early adoption program with champions Identify and launch additional solutions

Highlight and share success

Organization-wide launch: communications,

Organize and develop Champions Community
training, events, success stories

Inform Identify
Execute Champions Community
stakeholders champions

Supervise licensing, security, and social governance discussions Support global launch

Assess
Review of Assist in Support
viability of
domains reporting mobile apps
third parties
Micosoft Team

Microsoft 365 training

resources
Assess user satisfaction through surveys
satisfaction surveys

Here are some suggestions for surveying end users during your launch:
Make a Difference – Become a Champion
• Get more from Office 365
• Help others do the same
• Enhance your career

Get started at https://aka.ms/O365Champions

Landing the message –
Communications and
Awareness methods
Robust awareness, training and engagement models yield feedback to EXAMPLE
continually improve the employee experience
AWARENESS ENGAGEMENT MEASUREMENT MANAGEMENT
Pilots

• Phased awareness
campaign
 Physical/Digital posters
 Social engagement
 Executive messaging
 Key audience
awareness
• Art of Teamwork • Usage, support & • Improve the product
education tour health reporting from employee
feedback
• Teams Champs • Sentiment & data from
expansion feedback systems • Prepare & execute
SfB Retirement
• Teams Experts • Drive for deeper
engagement at scale product usage through • Iterate messages &
scenarios tactics by region

Land the Message Improve the

Support the Change Analyze & Adjust
Experience
Downloadable Resources
 The First 10 things to do in Teams
1. Start with chat. 6.
2. Connect from anywhere.
3. Move a project. 7.

4. Customize channels. 8.

5. Add apps to channels. 9.

10.

https://aka.ms/TeamsUserQuickStart
Framework for readiness and adoption
Office 365 changes the way we work, and our teams develop best practices as they use it
Assemble the right team Train in multiple channels Make success stories visible
• Leadership • Live webinars
• Technical talent • Local Champions
• Marketing • Accessible recordings
• Communications • Short, scenario-based videos
• Support

Support role-based scenarios

• Engineering
• Sales Enlist Champions Measure impact
• Marketing
• Support • Provide training & support
• Project Management • Make them recognizable
Training Resources
Online & Instructor Led Training
SuccessWithTeams.com support.office.com/teams
Microsoft Teams Resource Cheat Sheet

Office 365 Champions Program

Sign Up
Microsoft FastTrack Learn how to get the most
out of Microsoft 365,
quickly get your team
onboard, and drive
adoption.
Scenarios inspire people to work in new ways using Microsoft
365, along with related communication kits to support
adoption.

A three-step approach to drive adoption supported by

downloadable templates and best practices.

Helpful resources to learn about other customer stories

and special offers to make it easier to get started.

Talk to thousands of other Microsoft customers as part of the

driving adoption community at http://aka.ms/DriveAdoption

fasttrack.office.com
 Microsoft Teams Resource Cheat Sheet
Teams Dev Center
• Get started building great apps, bots
& tabs for Microsoft Teams
• Training and tutorials
• Use our resources to get up to
speed quickly
https://aka.ms/TeamsDeveloper
For Developers
Developer Support
• Announcements and program
information
• Stay up to date on best practices and
network with peers
https://aka.ms/TeamsDevSupport
Success with Teams
Developer Guidance
• Learn how to plan, deliver, adopt and
manage Microsoft Teams
• Includes Skype for Business to Teams
transition guidance
https://aka.ms/TeamsDevDocs
Microsoft Teams Sessions at Ignite
See more at https://aka.ms/TeamsAtIgnite
Teams Core Fundamentals
BRK2159: What's new in Microsoft Teams,
BRK2161: Microsoft 365, Built for Teamwork
BRK3118: Microsoft Teams Architecture Update
BRK3120: Troubleshooting Microsoft Teams
BRK3126: What’s new in EDU? Updates to Microsoft Teams
BRK3135: Learn more about security and compliance for Teams
BRK3140: Microsoft Teams in the Government Cloud
BRK3231: Collaboration on the Go with the Teams Mobile App
BRK3370: Innovation of Teams built on a foundation of quality
BRK4012: How to manage Microsoft Teams effectively
Upgrading from Skype for Business to Teams
BRK2190: Facilitating a smooth transition from SfB to Teams
BRK3141: Designing your path from SfB to Teams
BRK3142: Planning migration from SfB to Teams for IT Admins
BRK3230: How Microsoft Does IT: The Journey from SfB to Teams
Change Management, Adoption and Success Stories
BRK2160 : Scenarios to realize the value of Microsoft Teams
BRK2189: Success with Teams Customer Panel – Best
practices for large scale enterprise deployments
BRK2366: Find out how one of the biggest retailers in
Europe is using Microsoft Teams
BRK3170: Driving Teams Adoption: Enabling the modern
workplace with O365 & Microsoft Teams
BRK2143: Improving Health Teams Collaboration using
Microsoft Teams
Intelligent Calls, Meetings & Devices
BRK2169: Reaching broader audiences with Microsoft Teams
live events
BRK2188: Intelligent meetings in Microsoft Teams
BRK3168: Intelligent Communications across devices in
Microsoft Teams
BRK3232: Collaborative Calling and Business Voice in Teams
 https://aka.ms/TeamsAtIgnite

IT Pro Deep Dives

BRK3113: Deep dive into the Administration Portal for Microsoft Teams and Skype for Business
BRK3138: Managing Client Deployments and Updates for Microsoft Teams
BRK4013: Quality in Meetings and Calling in Teams
BRK3169: Understanding calling usage and diagnosing call failures in Teams
BRK2461: How to choose, deploy and manage the right Teams Devices
BRK4014: Deep dive on Office 365 Direct Routing
BRK4016: Understanding Media Flows in Microsoft Teams
BRK3229: Everything you need to know about Skype for Business Server
BRK3124: How Skype for Business on-premises customers can take advantage of Teams meetings

Extending Platform and Apps

BRK2453: Drive Digital Transformation through Apps in Microsoft Teams
BRK3119: Deep Dive into Building Apps for Microsoft Teams
BRK2463: Introduction to programmable voice and video in Microsoft Teams
BRK3122: Connecting Microsoft Teams to third-party meeting room devices with Cloud Video Interop
BRK3136: How to manage secure, custom applications in Microsoft Teams
Manage your time & communications
 Adoption Measurement Plan – Definitions

KPI Measure / Name •A high-level summary for the measure (e.g. # of employees that are members of Yammer)

KPI Reporting Frequency •The cadence that reporting runs on for this metric

KPI Formula •The details of the calculation ensuring it’s connected to the data sources and instruments below.

Data Sources •Details on exactly where the data is coming from. How many people? Which groups? Which systems?

•How is the data being pulled from the data sources? For example, is this a dynamic pull at 7AM the first Monday of
Data Gathering, Transformation, & Analysis the quarter, or is this an extract from a static file that is always 2 weeks old? If this is people, for example, are we
Process surveying them using a specific instrument delivered in a specific way? What post-processing or transformation
needs to be done on the data? Does any analysis need to be performed to finalize the KPI formula above?

•Do we need to create any instruments (surveys, feedback forms) or create guides on data
Data Gathering Instruments manipulation/transformation to get the data out that we want?

•State which person, or group of people, are assigned each part of the data gathering, transformation, and analysis
Data Gathering Owner process.