In our commitment to be all things Teams, we have built a practice dedicated entirely to Adoption & Change Management. In our methodology we subscribe to a process that takes our clients through three phases:
- Phase 1: Envisioning
- Phase 2: Onboarding
- Phase 3: Driving Value
Skipping any one of these steps can hamper your results, but in our experience above all else, envisioning is important for the long term, broad organizational success of teams. So why do so many organizations skip the envisioning process and just "turn it on"?
Mainly, because there is a lot of confusion around what envisioning means, and furthermore, what goes into it.
Envisioning is a much cooler (thanks marketing) term for planning. To complete the envisioning phase, you should have a detailed plan for: Change Scope & Objective, Prioritization of Scenarios & Personas, Stakeholder Engagement, Communications, Training, Measurement, and Enforcement.
What about this magic ingredient?
While there are many steps in the envisioning phase, we think that magic ingredient is identifying and prioritizing business scenarios. It is this step in the process that makes it real for both teams and individuals in your organization, because it makes it real and helps them see the benefits in their every day work.
What are business scenarios?
They are targeted goals that you want to achieve as a team or individual. Identifying and defining your business scenarios translates to how Teams (or any new technology) can address challenges and achieve business goals.
As you identify your business scenarios keep the following best practices in mind:
- Meet with people throughout your organization, including department stakeholders, project managers, and champions.
- Ensure business scenarios tie into existing initiatives that your organization strives to accomplish.
- Define clear business scenarios of which you can effectively measure success and realize tangible results.
- What are some of the organization’s (or team’s) challenges or pain points related to communication and collaboration?
What are the areas in which your organization (or team’s) would like to improve?
- What are the organization’s (or team’s) strategic initiatives or current transformation projects that Teams can support?
- What are some of the factors that would help drive the business scenario forward?
PRO TIP: If you aren’t getting the information you need, host a workshop to delve deeper into current challenges, strategies and goals.
Want help putting it all together? AMTRA works with clients across all three Phases, and has the templates, tools, training and deep understanding of the best practices to help you with a successful Teams adoption.