5 Things Everyone Should Know about Planning for Microsoft Teams

Planning for Microsoft Teams

Microsoft Teams is powerful application with a lot to offer. Other applications are meant to be a part of the Teams experience. What should be a part of your Team in Microsoft Teams? How do you know.

Before you jump in and start creating Teams, take the time to create an implementation plan.

Make a checklist for planning your Team in Microsoft Teams

A plan is crucial to Teams working well long term for your organization.

Planning will prevent you from having to clean up a big mess in the future.

When you make a plan you will have a purpose and direction to follow.

And finally, a PLAN should include EVERYONE that is in invited to the Team.

5 Steps to the Plan

When making a Plan for Teams include these 5 elements:

  1. Plan what files and information going into what Team(s).
    • Everyone in the office has files,
    • there are possibly files on a central server, or in your inbox, or on a memory stick or back up drive…
    • How many of these files will you move into Teams?
  2. Plan who is on what Team(s) and what role they will have.
    • Who needs to share what information in Teams?
  3. Plan the standards of communication expected in Teams.
    • When do you Chat?
    • How often do you Post in the Channel?
    • Is a Meeting required?
    • Can you use Chats or Posts instead of Emails?
  4. Plan the implementation and motivation behind Teams. 
    • How will you start to use Teams? 
    • How will you get everyone else motivated to join you on Teams?
    • What are the milestones?
    • Decide on the target date?
    • Plan a reward for Team members that jump on the Teams Train.
  5. Plan the training.
    • Invest in learning how to use Teams effectively. 
    • Invest in the time to get everyone else in the office up to speed. 
    • Don’t waste time with everyone trying to figure it out on their own. 
    • Don’t let others become frustrated and want to give up. 
    • Teach them.
    • Open their eyes to the possibilities.
    • Don’t leave them in the dark…
Don't leave them in the Dark.  Show them the possibilities when planning Microsoft Teams

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