Even though Microsoft Teams has exploded in popularity since its launch a few years ago, onboarding new users can be difficult for Microsoft Consulting firm. That’s why we polled some of the most respected opinions in the Microsoft 365 community to find out what advice they give to organizations setting up Teams for the first time. Let’s see what these industry experts have to say!
Develop a strategy book for Microsoft Teams
Build a playbook of strategies and get buy-in from senior executives and a network of champions. Define common practices, tools, what changes and the ways you work together. Work together to define how you want Microsoft Teams to work in your business. Where are the files? Should you create a meeting, a new channel, or a new Teams team? How do people know what is expected? Champions play an important role in this, helping people get started and providing support for new users. ( Vesa Nopanen )
Add your intranet as an application
It’s hard to pick a tip because an organization’s culture, size, and industry can change how Microsoft Teams fits into an individual’s day-to-day work life. However, to truly make it the “collaboration hub”, I suggest providing access to your intranet (or SharePoint ) as an app in Teams.
This doesn’t just mean putting your intranet home page in Teams, but creating an alternative and/or using tabs in the app to provide the essential information people are looking for. As a result, it allows you to strengthen collaboration to work every day, and almost every minute, within Microsoft Teams. ( Adam Levithan )
In-depth training and demonstrations
I strongly believe in training the organization on how to use this tool and allowing them to have their say on how Teams will be used. Not all departments work the same way and organizational feedback is key to success. The more involved they feel and the more you show them how to make it easier, the more receptive they will be.
In addition, to start Teams, I like to do various demos with configurations for individuals or departments such as project management, sales, etc. It gives them ideas and is more useful for them if you use examples of their own content. ( Stacy Deere-Strole )
Take advantage of Power Users and the News tab
Knowledge is power! Always give at least a demo of basic functionality. Identify a few advanced users who are ready to dive deeper and train them on the features. Then allow them to evangelize tech and show off their skills. Create a News tab and teach advanced users how to post news to the tab from SharePoint. And for heaven’s sake, teach them how to add an image to each Teams team. It will only attract attention. ( Kathy Harper )
Learning resources are your friend
I agree with Adam. Adding your intranet as an app (or even better, integrating it into your Team’s journey) will increase Microsoft Teams adoption. New projects like Project Oakdale, Syntex, Lists and all those experiences directly tied to your data and knowledge will drive adoption. Many teams also need learning resources (training, videos, Q&As, sessions, and community discussions) to learn, grow, and share. ( Gokan Ozcifci )
Create a “fenced yard”
The best thing you can do for Team adoption is to create what we call a “fenced yard.” You want to give your users space to create and collaborate effectively while deploying strategies to make it easier to follow best practices and secure their content. ( Stephanie Donahue )
Obtain management buy-in I would opt for management commitment. I think getting management buy-in for the project and getting them comfortable talking about the future use of Teams and the organizational vision for collaboration is crucial! Motivated champions and project teams cannot convince uninspired and unwilling management to change anything in their behavior. And by integrating them, I don’t just want to send him an email or two, but also integrate them and set up individual coaching if necessary. ( Sven Seidenberg )