Interactive Training | 18th March | 2PM EDT | Rob Bogue “SharePoint Shepherd” MVP

Master Change Management & User Adoption using the 4-step framework!

Join this 4-hour Workshop to learn how to build a campaign that Boosts user adoption & makes your end-users Truly excited about the 'big change'


Thursday, 18th march @ 2pm EDT (6pm UTC | 11am PDT | 6pm BST)

duration: 4 hours

INSTRUCTOR: robert bogue

BOOKING ends in...

Get this Live workshop for Just $179 

"Build It And They ... Didn't Come", Does this Sound familiar?

Unfortunately, the phrase "Build it and they will come" is used too often... "Build it and absolutely no one uses it!".

Even "out of the box" services like Microsoft Teams and SharePoint can suffer this same fate. In fact, if you're not careful, you can spend a fortune on training, deployment, customization and hardware which ends up being wasted. 

Let's examine some of the most common reasons why new IT systems often fail:

  • End-users weren't involved or engaged throughout the implementation.
  • End-users quicky became frustrated with the new system because it didn't improve old processes or systems.
  • There was a lack of end-user training and change management.
  • No Champions program was rolled out to help drive awareness and adoption. 
  • The new system didn't serve the business processes required.

Does this sound familiar? If so - keep reading!

Even at Collaboris, we felt the pain of not implementing a user adoption strategy (and we're only a small company).

To put it brutally, when we rolled out Microsoft Teams & Planner at Collaboris, we did it complately wrong. 

As a bit of background, we were a long time user of Slack, Skype and Trello. Being a company immersed in "Microsoft," we knew we had to move to Teams when released.

The massive error we made is that Mark Jones (Collab365 Founder) chose to migrate the entire company over a weekend without any involvement from the rest of the team.

As Collaboris is a small company, Mark thought he helped everyone by doing it independently for them. 

After the weekend's deployment (on the following Monday), Mark announced the move to Teams but was met with massive resistance!

Common questions on the Monday call were:

  • “Where’s my stuff in these new systems?”
  • “How do I use Teams and Planner?”
  • “How do we manage XYZ project now you’ve moved us off Trello?”
  • “Why didn’t you consult us before pushing this on us?”
  • “I’ve just got to grips with Slack, and now you’re telling me I need to learn and use something else!”

These aren't the ideal questions you want to hear after you've spent a fair amount of time moving to what you think is a "better way".

There are many reasons why that migration wasn't successful but here's the main 3:

  • No one likes to change! (They can "like" what change will give them, though): It turns out that we humans don't like "change". After all, change usually means unlearning what you've learned. When I was chatting with Rob Bogue (workshop instructor), he explained that many of us would even go to great lengths to resist change just for the sake of it. Crazy huh!
  • Mark didn’t get “buy-in”: If you’re going to make such a drastic change to a person’s day job, you need to make sure you warm them up and sell the benefits to them before introducing any change. No one likes a dictator, so you will often find resistance when a decision is “pushed down”.
  • No training: It turns out, even though I thought I’d introduced direct replacements or workarounds, some things still took longer. MS Planner was also pretty “buggy” and was nowhere near as good as Trello in those early days. 

Sound familiar? Are you worried that your next significant system change could go the same way? If so, Rob's workshop is a "must-attend" as he will teach you a framework for creating and running a successful user adoption campaign!

Will the Workshop still apply if we've already gone "live" and rolled out our new system?

Definitely. Even if you’ve already rolled out a Microsoft 365 services (like Teams) but didn’t roll it out well, you’ll learn how to recover. You’ll identify how to change perceptions, communications, and the way that people are using the platform.

What kind of Microsoft 365 services can this adoption Framework be used to manage? 

The principles and processes in this 4-part adoption framework can be applied to any new "IT system" that causes a change to a business processes . Examples of where it can be used for great success:

  • Microsoft Teams
  • SharePoint Intranet Project
  • New Dynamics 365 Applications
  • Power Platform Applications

Read the content below to find out exactly what will be covered in the Workshop...

Workshop Preview

The Workshop is broken into 4 key steps and time will be allocated for you to carry out your own analysis. 


Understanding your key Personas

During this exercise you will model different groups of employees, who will be affected by the roll out of your system, as personas. Defining personas is a crucial phase as it allows us to target our communication strategy and expected system usage based on key characteristics such as role, skills, perspectives, aspirations and fears. 

You will learn:

  • How to select relevant groups to base a persona on 
  • How to define the key aspects of each persona

"I'm going to help you identify key stakeholders in your roll out and help you focus on their needs to gain their buy in"


Defining your Key Messages

In this exercise, you will learn how to define the key messages needed to justify and explain why a change is required. Once we've communicated the "why" we can then move onto "what" is changing in the new solution. We will also look at how we can communicate performance and progress metrics in a respectful and fair way.    

You will learn:

  • Why different personas need different messages
  • How to craft, clarify and target your messages

"Justifying why a new system or process is needed is key to ensuring the stakeholders become engaged in the process"


Developing the Communications Plan

By this stage we will know our key personas and messages. Now it's time to bring that all together into a comprehensive communications plan. In this activity we will need to define the number of required messages, who to communicate with, and in which channels to do so.

You will learn:

  • How to identify learning needs
  • Why multiple messages are always needed

"Ensuring the key stakeholders actually receive your messages, without tuning you out is crucial!"


Writing Your story

In this exercise, we will create a framework for communicating the change in a way that everyone in the organization can feel like they’re the hero – or, at the very least, a part of the journey.

You will learn:

  • How to write a story for each persona
  • The best way to write each story to maximise buy-in from each persona

"Stories need to speak to the stakeholders, not only so they understand, but also so they believe in the end result"

What others thought ...

“Guidance on driving change is absolutely needed but there is no one size fits all – don’t look for prescriptions but patterns and to that end, consider reviewing the content from Robert Bogue.”

John S. Moh

Global Solution Architect, Microsoft

“Both new and experienced leaders of change will find very helpful resources and approaches to increase the odds of implementing a successful change process and achieving the desired results on budget and on time.”

andrew dix

President, AD Growth Advisors

"The main point of change management (that’s not always apparent) is that its goal is to influence people into changing behaviors, and that’s what the course does a good job of demonstrating – how do you influence people to adopt the behaviors you want?”

Peter Rahalski

Solution Architect, Excellus BC BS

"I learned things that I’d never been taught in my 20+ years of business.”

Simon Blattner

President, GLSB, Inc

“Any management team embarking on an organization change initiative should first take this course.”

Amitabh Srivastav

VP Operations & Governance, HELUX

Here's what we'll create together

During this 4-hour End-User Adoption Workshop Rob will work through his downloadable 115 page exercise handout that will take you through each step of the process. Rob will use his proven techniques to help you describe your personas, define messages, work out your communication strategy for each one and finalise their story. You will leave the workshop with a better understanding of how to manage your adoption process and a clear action plan to execute back in your workplace.

Your Instructor: Robert Bogue MVP

Robert Bogue MVP

Organizational Development Consultant, SharePoint Shepherd, and Microsoft MVP

Robert Bogue has a driving passion for delivering solutions through both teaching and learning. His drive for resolving problems is fueled by his creativity and innovation – by his ability to find solutions that others cannot find. His experience in the technical world has given him a unique opportunity to learn how to solve problems both in a technical sense and an organizational sense well before problems arise

Robert is a community leader and has owned his business for over 10 years. He has authored 28 books and has been an editor for over 100 additional books. Robert strives to be better today than he was yesterday and achieves this through his strategy, facilitation, elicitation, coaching, and mentoring techniques and skills. He has received the prestigious Microsoft MVP designation seventeen times. He combines his love for emotional intelligence, communication skills gleaned from working in the IT world and having to talk to others, and his dynamic presentation skills to help change lives one at a time.

Robert is an engaging presenter who speaks at local, regional, national, and international events. He has spoken to tens of thousands of professionals. Robert has fine-tuned his ability to focus others into effective communicating to create a wonderful experience for his audiences. He can bring together all departments of an organization to help build communication bridges to increase employee satisfaction and therefore increase efficiency within the organization. He is committed to “making the complicated simple”. His approach to continual learning has led him to be an expert in instructional design and video production.

Questions? Here Are The Most Common Ones!!!

How do I access the Workshop?

Our Workshops are delivered online using technologies such as Teams or Zoom. As we get nearer to the event, we will send you a mail containing the meeting link and log-in instructions. 

Can I ask questions during the Workshop?

Absolutely. We welcome questions during the workshop. If we don't have time to cover them there and then we will endeavour to answer them post workshop.

Can I get an invoice for the Workshop?

Yes. As soon as you make a purchase you will be emailed a receipt and sales invoice. Please send queries to [email protected]

Will this Workshop work for the new service I am rolling out?

Absolutely. The principles and framework taught at this Workshop are applicable to any new "system change". If you're rolling out Microsoft Teams, SharePoint, Yammer or even a new Power Platform App, you will learn some invaluable skills at this Workshop. 

What if I can't make the time?

If required, the recordings can be purchased as an add-on on our checkout page.

What is the local time for this workshop? 

The Workshop starts at 2pm Eastern Daylight Time. To see this in other timezones convert this time to your local time, take a look here

Need help?

If you have any questions, please don't hesitate to email at [email protected], or leave a comment and we will get back to you.