Rolling out Microsoft Teams to Executives

%3CLINGO-SUB%20id%3D%22lingo-sub-1149072%22%20slang%3D%22en-US%22%3ERolling%20out%20Microsoft%20Teams%20to%20Executives%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1149072%22%20slang%3D%22en-US%22%3E%3CP%3EI've%20recently%20been%20asked%20about%20best%20practices%20for%20rolling%20out%20Microsoft%20Teams%20to%20Executives.%26nbsp%3B%20I'd%20love%20to%20start%20the%20conversation%20here%20in%20the%20community%20to%20see%20what%20others%20have%20done%20to%20see%20success%20and%20ensure%20your%20execs%20experience%20is%20a%20positive%20one.%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EAt%20Microsoft%2C%20we%20had%20a%20team%20that%20drove%20a%20white%20glove%20training%20experience%20for%20Execs%20and%20their%20Admins%20to%20make%20sure%20they%20were%20comfortable%20with%20and%20saw%20the%20value%20in%20Teams.%26nbsp%3B%20Their%20teams%20also%20were%20given%20access%20to%20start%20using%20Teams%20so%20they%20could%20see%20benefits%20in%20collaborating%20as%20a%20whole%2C%20immediately.%26nbsp%3B%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EEnsuring%20leadership%20and%20just%20as%20important%2C%20their%20support%20staff%2C%20knows%20how%20to%20use%20the%20technology%20properly%20is%20key%20to%20seeing%20successful%20adoption.%20We've%20also%20worked%20hard%20to%20make%20sure%20the%20Executive%20Meeting%20rooms%20were%20all%20updated%20and%20ready%20to%20support%20Microsoft%20Teams%20prior%20to%20rolling%20out%20Teams%20to%20those%20teams.%3C%2FP%3E%0A%3CP%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EWhat%20have%20you%20done%20that%20has%20worked%20well%20to%20onboard%20your%20leadership%20teams%20to%20Microsoft%20Teams%20(or%20even%20strategies%20that%20have%20worked%20with%20other%20technology)%3F%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-1149072%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EAdoption%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EBest%20Practices%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EMicrosoft%20Teams%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1279135%22%20slang%3D%22en-US%22%3ERe%3A%20Rolling%20out%20Microsoft%20Teams%20to%20Executives%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1279135%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F93%22%20target%3D%22_blank%22%3E%40Laurie%20Pottmeyer%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThe%20%22whiteglove%22%20approach%20is%20fairly%20common%20for%20the%20execs%20with%20most%20IT%20people.%20We%20implemented%20the%20move%20from%20Atlassian%20about%209%20months%20to%20a%20year%20ago%20and%20for%20each%20of%20the%20execs%20and%20the%20accounting%20group%20we%20had%20a%20tech%20at%20the%20desk%20setting%20it%20up%20and%20ensuring%20that%20they%20were%20comfortable.%20For%20us%20that%20worked%20as%20we%20are%20still%20small%20enough%20to%20do%20that.%20For%20a%20larger%20corporation%20though%20that%20will%20not%20always%20be%20feasible.%20Having%20the%20team%20to%20work%20with%20the%20users%20remotely%20is%20an%20option%20provided%20there%20is%20a%20certain%20level%20of%20technical%20competence.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EAs%20an%20MSP%20I%20am%20working%20through%20a%20migration%20for%20another%20company%20at%20the%20moment%20who%20is%20not%20technically%20competent.%20For%20this%20I%20am%20going%20the%20route%20of%20documentation%2C%20documentation%2C%20%26amp%3B%20more%20documentation.%20Lots%20of%20screen%20grabs%20and%20keeping%20the%20instructions%20in%20bite%20sized%20chucks.%20this%20will%20get%20them%20on%20the%20program%20and%20using%20the%20features%20they%20were%20familiar%20with%20from%20SfB.%20After%20that%20training%20is%20required%20on%20how%20to%20use%20Teams%2C%20working%20with%20Channels%2C%20and%20the%20many%20other%20features%20available%20in%20Teams.%26nbsp%3B%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EFor%20the%20executives%20however%20there%20will%20always%20be%20a%20need%20for%20the%20concierge%20level%20of%20service.%20because%20we%20can%20never%20forget%20Knorpp's%20first%20law%20of%20IT%20support%3C%2FP%3E%3CP%3E%22For%20any%20given%20project%20or%20task%2C%20the%20number%20of%20issues%20or%20errors%20encountered%20are%20directly%20proportional%20to%20the%20importance%20or%20sensitivity%20of%20the%20end%20user%22%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1314641%22%20slang%3D%22en-US%22%3ERe%3A%20Rolling%20out%20Microsoft%20Teams%20to%20Executives%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1314641%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F93%22%20target%3D%22_blank%22%3E%40Laurie%20Pottmeyer%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThank%20you%20for%20starting%20this%20conversation.%26nbsp%3B%26nbsp%3B%3C%2FP%3E%3CP%3EFor%20our%20Executive%20Assistants%20it's%20a%20two%20sided%20coin%3A%26nbsp%3B%26nbsp%3B%3C%2FP%3E%3COL%3E%3CLI%3EOur%20Executive%20Assis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Microsoft

I've recently been asked about best practices for rolling out Microsoft Teams to Executives.  I'd love to start the conversation here in the community to see what others have done to see success and ensure your execs experience is a positive one.

 

At Microsoft, we had a team that drove a white glove training experience for Execs and their Admins to make sure they were comfortable with and saw the value in Teams.  Their teams also were given access to start using Teams so they could see benefits in collaborating as a whole, immediately. 

 

Ensuring leadership and just as important, their support staff, knows how to use the technology properly is key to seeing successful adoption. We've also worked hard to make sure the Executive Meeting rooms were all updated and ready to support Microsoft Teams prior to rolling out Teams to those teams.

 

What have you done that has worked well to onboard your leadership teams to Microsoft Teams (or even strategies that have worked with other technology)?

2 Replies
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@Laurie Pottmeyer 

The "whiteglove" approach is fairly common for the execs with most IT people. We implemented the move from Atlassian about 9 months to a year ago and for each of the execs and the accounting group we had a tech at the desk setting it up and ensuring that they were comfortable. For us that worked as we are still small enough to do that. For a larger corporation though that will not always be feasible. Having the team to work with the users remotely is an option provided there is a certain level of technical competence. 

 

As an MSP I am working through a migration for another company at the moment who is not technically competent. For this I am going the route of documentation, documentation, & more documentation. Lots of screen grabs and keeping the instructions in bite sized chucks. this will get them on the program and using the features they were familiar with from SfB. After that training is required on how to use Teams, working with Channels, and the many other features available in Teams.  

 

For the executives however there will always be a need for the concierge level of service. because we can never forget Knorpp's first law of IT support

"For any given project or task, the number of issues or errors encountered are directly proportional to the importance or sensitivity of the end user"

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@Laurie Pottmeyer 

Thank you for starting this conversation.  

For our Executive Assistants it's a two sided coin:  

  1. Our Executive Assistance are loving the way that they can collaborate in one place using Teams.
  2. Our Executive Assistants are really struggling to know how to best support their Executives using Teams. 

It seems Teams is set up well for people to see their own actions /tasks (say, in Planner) or their own alerts & notifications - but not for an EA to manage their own, and keep track of their Exec's actions/tasks/alerts. 

 

They are also struggling to know how to set up Teams at the right level for collaboration - across different levels of the organisation, when some channels need tools like Planner but if others are included to the Team, would necessitate creating private channels. 

 

Keen to hear how others are addressing challenges for EA's using Teams, and what has worked to bring the Executives and Executive Assistance along the journey!