About This Guide

Document name 1 About this guide This guide will help you create a communication and training action plan to inform users about your organization’s launch of Office 365. With a comprehensive and thoughtfully executed strategy, you can inspire your users and help them understand the benefits of working in a new way. The goal is to get everyone ready and looking forward to using Office 365. Use the resources in this guide to: Generate awareness and excitement for the new way to get work done Get people up and running on Office 365 quickly Provide tips and tricks to inspire users to make the most of Office 365 capabilities

How to get started 1. Familiarize yourself with recommended communication and training activities in the launch timeline. Follow the timeline to prepare and send announcements and set up training. 2. Think about your company’s business goals and objectives, and then choose the Office 365 scenarios that are relevant to your organization. 3. Plan to use a combination of scenario-based communications and training tactics, linked in this guide, for each phase of the Office 365 rollout (pre-launch, launch, and post-launch). Resources are oriented by task- based scenarios to help users focus on the Office 365 capabilities that are relevant to their work.

Plan your communications and training activities As you plan your Office 365 launch, make use of the timeline recommendations to schedule communications and training activities. Phase Timeline Category Description

Pre-launch (starts 5 weeks before launch): generate excitement about your upcoming Office 365 launch.

Pre- Week 1 Community Create a Yammer Enterprise group to engage with pilot Launch/Pilo members and anyone interested before launch t

Pre- Week 1 Communication Develop communications plan and prepare materials Launch/Pilo s t

Pre- Week 1 Training Plan your end user training program Launch/Pilo t

Pre- Week 2 Communication Send a “Countdown email” to let your audience know what’s Launch/Pilo s coming, set expectations, and spark interest by focusing on t the “What’s in it for me?”

Countdown Email Templates

Pre- Week 2 Support Ready your help desk to support end users, and make sure Office 365 Adoption |Communications and Training Guide

2 Launch/Pilo they know about the Office 365 Help Desk Troubleshooting t Guide

Pre- Week 3 Communication Ensure that Office 365 has a visual presence throughout your Launch/Pilo s corporate offices with posters, flyers, and teaser videos t

Pre- Week 3 Training Set up an internal team site to store training resources such Launch/Pilo as getting started guides and tips & tricks. You can also t direct users to Microsoft’s public learning center. See Office 365 Learning Center on http://aka.ms/o365learning

Pre- Week 4-5 Communication Work with internal Communications to make announcements Launch/Pilo s across your company portal, IT portal, and other internal sites t as needed.

Launch: announce the availability of Office 365 and help employees get started.

Launch Week 6 Communication Send out an “Announcement email” to let users know what’s s available, how to get started, and where to go to find help and resources. Announcement Email Templates.

Launch Week 6 Training Conduct end-user training

Post-Launch: encourage employees to explore new features and capabilities they may have not tried yet.

Post- Week 8 Communication Periodically share tips with end users by using the “Tips & Launch s Tricks” email templates to sustain momentum and broaden Week 10 the use of Office 365. Week 12

Post- Ongoing Training Continue ongoing end-user training series as applicable Launch

Communication and training resources To help Office 365 users get started, we’ve created five core scenarios that align broadly with the types of tasks that employees need to do every day, from communication via email and calendars, to storing and sharing files, to holding virtual meetings and collaborating in real time. Most of the available resources to support your Office 365 launch—training guides, launch communications templates, learning paths, and so on—are organized around these scenarios. Use the Office 365 scenarios as a starting point for creating your communication and training strategy.  Decide which scenarios make sense for your company to promote in your Office 365 launch.  Use the resources associated with each scenario to implement your email announcements and training activities.

Office 365 scenario kits The Office 365 Customer Success Center provides five scenario kits to help you and your team learn more and get the most out of Office 365 capabilities: Office 365 Adoption |Communications and Training Guide

3  Get it done from anywhere. Get the familiar Office experience on all your devices using a browser or mobile apps designed to work with Office 365. Download the kit  Emails and calendar on the go. Get your meetings, contact info, to-do list, and email on any device so you can clean up your inbox and manage urgent matters even when you’re not at your desk. Download the kit  Store, sync and share your files. Store your work files in OneDrive for Business so you can update and share them from anywhere, sync files and work offline, work on documents with others at the same time, and manage files with enterprise grade security and compliance. Download the kit  Run more effective meetings. Use the Office 365 apps to connect with others and run effective meetings, while saving time and resources. Use Skype for Business, Outlook, PowerPoint, OneNote, and SharePoint Online sites to collaborate better. Download the kit  Work like a network. Get connected to the right people, share information across teams, and organize around groups with Yammer Enterprise. A Yammer Enterprise network helps build a body of knowledge that’s instantly accessible by any coworker at any time and from any device. Download the kit

Kit components

Each scenario kit includes templates for email, posters, and flyers, as well as videos and training resources. You can customize the templates for use in communications during the three phases of your rollout: pre-launch, launch, and post-launch.

Email templates

Each kit includes customizable email templates for the typical communication tasks in each phase of your Office 365 launch and adoption. Each email includes direct links to training and resources to help users learn about Office 365 capabilities. These links are curated for each scenario. Emails include:

Email type Phase Function

"Countdown" Pre-launch Use this message to generate excitement and inform employees about the things they’ll be able to do with Office 365. One email per scenario. "Announcement" Launch Use this message to kick off the launch and instruct new users to get started with Office 365. One email per scenario. "Tips & Tricks" Post-launch Use these “tips and tricks” to introduce more Office 365 capabilities and help users be more productive. Three emails per scenario.

The emails are available as Microsoft Outlook templates (.oft) and Word (.docx) documents. You can select which templates you want to use, and then customize them freely to suit your communication objectives by adjusting the copy to fit your company style, adding your company logo, and filling in content requiring < input>. Be sure to send emails from a pre-determined sender account (such as an executive sponsor's) to a specific target audience.

Posters, flyers, and videos

You can generate anticipation about your Office 365 launch by using the print-ready posters and flyers, and teaser videos in the scenario kits as part of an awareness campaign around your physical office space.

Office 365 Adoption |Communications and Training Guide

4 Training guides

When you download a resource kit, you'll also find a scenario training deck (PowerPoint). The guide presents step- by-step instructions for performing common tasks in the Office 365 scenario. These training decks will help your users become knowledgeable and comfortable with Office 365 capabilities.

Other Office 365 resources In addition to the scenario kits, take advantage of these Office 365 resources that focus on specific apps in Office 365, courseware, and ongoing learning.

Office 2013 Quick Start Guides

Download printable guides containing useful tips, shortcuts, and screenshots to help people find their way around specific capabilities in Office 365, such as Outlook or OneNote. Explore the Quick Start Guides

Office 365 Learning Center

The Office 365 Learning Center offers articles, videos, and in-depth training courses to help you be more productive with Office 365. Explore Learning Center offerings

Quick Reference: Communication and Training Actions Step 1: Build your communication and training plan  Use the timeline and resources in this guide to plan your communications and training plan, with the objective to drive Office 365 adoption and help everyone understand the new ways of doing more, together. Step 2: Prepare email communications  Customize the email templates from the scenario kits according to your company's needs.  Decide which email account to send the email communications from, preferably an executive sponsor.  Fill in the parts of the template with the specific details of your launch.  Edit and combine paragraphs from different scenario versions as you like; for example, you can make one combined "Announcement" or "Countdown" message for your whole company using parts from different scenarios.  Schedule and send Office 365 communications in line with your pre-launch, launch and post-launch plans. Step 3: Plan for and set up training for Office 365  Define audiences and scope of training for them.  Set up an internal team site to provide access to training resources (e.g., guides, training decks, scenario learning paths, and the Office 365 Learning Center).  Set up instructor-led training and deliver to your end-users. Step 4: Make the most of Office 365 conversations on Yammer Enterprise  Join the Office 365 Network. This is the best place for the latest information and conversation around Office 365. Compare notes, ask and get answers to questions.

5  Join the Driving Office 365 Adoption group. Meet and communicate with peers for inspiration and first-hand experience with driving user adoption of O365.