Mastering Microsoft 365 Adoption and Governance


Delegates attending this course will learn real world best practices for creating strategies for Microsoft 365 Adoption and Governance. Delegates will gain a thorough understanding of the benefits of Microsoft 365 adoption and governance for true digital transformation within their business. Delegates will understand the synergistic relationship between governance, adoption, training and resources for successful business change using Microsoft 365.


Anyone from Executives, IT Professionals, Change Leaders who are interested in learning the benefits and best practices of Microsoft 365 Adoption and Governance



A high level understanding of Microsoft 365 concepts and a desire to understand the risks of not having an adoption and governance strategy to successful Microsoft 365 deployments and benefits of good adoption and governance as an enabler of true digital transformation through Microsoft 365. There are no technical skills required for this course



Module 1 – Microsoft 365 Adoption

Why does adoption matter?

Adoption Requirement Overview

Adoption requires behaviour change – change is hard

Change is about people

Adoption Plans – Why some organisations don’t use one

Adoption Plans – Why you should use one

Establish a baseline

Microsoft 365 Usage Reports

Microsoft 365 Productivity Score

Microsoft 365 Usage Analytics

CEOs and Executives matter

CEO Impact

Executive ABC’s

Executive Adoption Catnip

Setting targets is key

SMART Measures

Focus on Conditions over Causes

Obstacles to change

Natural human resistance to change

Shadow IT

Disparities between the Organization and Users

Unaligned Technical readiness and user readiness

Microsoft 365 Adoption Framework

Adoption Planning Workbook

Envision Phase

Assemble Your Team

Who should be involved in adoption?

How can Executive Sponsors drive project success?

Success Owners and why are they important?

Who are Early Adopters?


Who are Champions?

What makes a good Champion?

What Champions should do?

Tips for Champions

Recognise (and possibly reward) your Champions

Other Team Members

Define Business Strategy

Identify the business objectives

Be careful what you ask….

Use Scenarios

Scenario framing

Prioritise Scenarios

Define success criteria – establish Key Performance Indicators

Example KPIs – Don’t copy and paste

Onboarding Phase

Prepare Your Environment

Technical Readiness

Design Microsoft 365 Foundation Infrastructure

Design Solutions

Solution Design Best Practices

Organisational Readiness

Build Your Adoption Plan

Develop your communication strategy

Communication strategy questions:

Who needs to be informed? – And in what order?

What do they need to know?

How do they like to communicate?

Drive awareness through end user engagement

Communicate value to the business through scenarios

Incorporate success stories

What makes a good success story?

Hold Promotional events

Promotional Events best practices

Free Helpful communication resources

Design an Incentive Program


Build your training strategy

Who needs to be trained – and in what order

What do they need to learn and when do they need to learn it

How will they learn

Training validation

Training resources

Deliver solution based training

End training with a call to action

Help and Training Site/Hub

Help and Training Site Best Practices

Align your training strategy to the launch plan

Access training resources

Social Adoption Strategy

Launch to Early Adopters

Adjust Your Plan

Drive Value Phase

Monitor End User Adoption

Encourage Ongoing Engagement

Strategies for driving engagement

Adoption Support Resources

Module 2 – Microsoft 365 Governance

What this course is

What this course is not

Beware ‘Oven Ready’ Governance documentation – you will get burnt

What is governance?


What governance should do?

Start with the End

Be careful of Rainbows and Unicorn Outcomes

How does governance help?

Governance often causes conflict

Why do organizations need governance?

What does no governance look like?

Impact of Poor Governance Examples

Lack of Control and security of data

Lack of managed processes

Data breach risks

Governance drives performance and best practices

Governance is not enough

Governance is not control freakery

Components of governance





Tips for effective governance

Make policies consumable

Have an accessible central location for all governance information

But also make polices available at the point user is working

Make policies friction free

One size may not fit all

Policy creation and/or modification needs to be agile

Have a rapid feedback loop

Trust but verify

Include governance in product training

Focus on what is achievable

Accept that different teams may have conflicting desires

Create a resource centre to combine training, adoption and governance resources

The governance creation process

Put together the right governance team(s)

Identify how to write governance if governance does not exist

Decide what needs to be covered – by scope

Decide what needs to be covered – by area

For each area identify tasks (item lifecycle)

Roles and Responsibilities

The End is just the beginning