Everyone Loves SharePoint
Keys to Training Users on SharePoint for Successful
Implementations
Liz Sundet
Special Thanks to our Platinum Sponsor
…and our Gold Sponsor
OneNeck IT Solutions at a Glance
We provide end-to-end IT Solutions to mid-market and enterprise companies
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#SPSUtah
Headquartered in
Scottsdale, Arizona
About Me
Liz Sundet– Applications Architect with OneNeck IT Solutions
◦ MBA, PMP, CBAP, CSM
◦ Musician:
Dog Lover:
◦ Biker: “Throttles, not pedals”
◦ Email: lsundet@earthlink.net or liz.sundet@oneneck.com
◦ Follow on Twitter: @percusn
◦ Connect with me on LinkedIn
◦ http://www.linkedin.com/pub/liz-sundet-mba-pmp-cbap-csm/17/a36/180/
#SPSUtah
Dilbert on Training:
#SPSUtah
Philosophy on Training
I’m not a teacher…
I don’t work for a company that specializes in training…
BUT…
I’ve trained thousands of users on
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SharePoint
ERP Systems
Project Management Software
Business Analysis and Project Management
Wrote training curriculum for Rochester Community and Technical College (Mayo Clinic) for BA’s.
When it comes to SharePoint:
If users are trained properly, questions answered and they start to see the advantages SharePoint provides, they
will love it.
#SPSUtah
Dog Shaming--“Users are like puppies, they don’t come
trained” – Raymond Mitchell
@SharePointPuppy
#SharePointPuppy
#SPSUtah
Discussion Areas:
• What are the different learning styles
• VARK Model
•How to use the learning styles when training SharePoint users
• Other techniques for training users
• Coaching techniques
• 3 point technique (Show-Guide-Train)
• Gamification for training users
• Things to remember to select the right types of training
#SPSUtah
VARK – How people take in and give out
information
• Visual Learners
• Aural Learners
•Read/Write Learners
• Kinesthetic Learners (Doers)
Reference: http://www.vark-learn.com/english/index.asp
#SPSUtah
How to set up a tent
Visual = “Cool there’s pictures”
Aural = Read directions out loud and do
one step at a time
Reader = Follow directions by reading
the entire manual before starting with
step 1
Kinesthetic = take out of box and start
setting up based on what they have
seen or what seems logical to them
#SPSUtah
Visual
Charts
6
5
4
3
2
1
0
Category Category Category Category
1
2
3
4
Series 1
Series 2
Series 3
Reference: http://www.learningstyles.org/styles/visual.html
#SPSUtah
The Visual Learner for SharePoint training
• Include as many pictures as possible in the training content
• If what you are doing changes even slightly (different screen layout) make sure to include a
picture of it
• Use Diagrams (Context diagrams, process flows, mind maps) to better explain the big picture of
what they are doing
• Give them reference materials—poster sized if possible
• Use lots of
COLORS
#SPSUtah
Aural Learner
• Remember thru Repetition. Say it, Say it, Say it. “Seven times, seven ways”
• May have to “talk about it” before they understand it fully or trust it
• Can carry out verbal directions perfectly. “How do you get to the nearest gas station from
here?”
• Learns well thru lectures – excellent listeners
• Enjoys plays, dialogues, dramas and music
• Able to listen to an entire lecture on MP3 player while working out at the gym and gain more
than in the traditional classroom.
Reference: http://www.learningstyles.org/styles/aural.html
#SPSUtah
The Aural Learner for SharePoint training
• Traditional Classroom lecture
• Forum to discuss ideas, how-to’s and issues they’ve encountered
• Instructions in video/recording form
• Make sure to repeat key points or things to remember. Seven times,
seven ways = commitment to memory.
#SPSUtah
Reader/Writer Learners
• Remember what is written
• May like to write on a whiteboard or takes a lot of notes
• Perceived as a “bookworm”, will read books, journals, magazines, newspapers
• Will Google things to find out more about a topic
• Grasps important concepts the first time after reading materials on it
• Office may have lots of books that are worn from daily reference and use
Reference: http://www.vark-learn.com/english/page.asp?p=readwrite
#SPSUtah
The Reader/Writer for SharePoint training
• Give them a manual that is largely written text
• Instructions, indexes, websites to reference for more information
• Allow them the opportunity to take lots of notes during a
“traditional” training session
• Give them key points in list form
• Invite them to whiteboard ideas for better understanding
#SPSUtah
Kinesthetic Learner
• Learns by doing or taking action
• May need to move constantly or can’t sit still
• Learns by Demonstrations, but they will likely walk thru the actions
at the same time you are explaining them
• Uses gestures, “talks with their hands”
• There world is a stage
• When playing sports, performing music, acting in a play they are
doing it kinesthetically
Reference: http://www.learningstyles.org/styles/kinesthetic.html
#SPSUtah
Kinesthetic Learner for SharePoint training
•Will learn more thru exploration on their own
• Have as many “working examples” or “labs” as you can
• Give them a “treasure hunt” that allows them to explore the SharePoint
environment and find a token
• Allow them to do something
• When in a traditional classroom, give them a toy to play with in their
hands. This will allow them to be able to do something while taking in the
information
• Give them a blank sheet of paper, they will likely make doodles but will
listen to your presentation better
#SPSUtah
Fun facts about VARK and learning
• Majority of the population is?
• Kinesthetic – 40%
• Most males are of this learning style?
• Kinesthetic
•Most females are of this learning style?
• Read/Write
• Most schools and businesses deliver in this learning style?
• Read/Write, Aural
• Do teachers use the same learning style in their teaching?
• Likely not. They will use empathy to understand where individuals are struggling and adapt or use
different techniques.
#SPSUtah
Types of SharePoint Training
Traditional Classroom
• Include as many learning styles into your training
• Handouts, pictures, interesting presentations, demos, lab time,
Repeat key points.
• Keep sessions short if possible. Half way thru a 30 minute
presentation you only have 10-20% of your audience still actively
listening.
• Make it interactive
• Allow as many questions throughout or time for questions
• Show the basics then build on the training from there
#SPSUtah
Drawbacks to Traditional Classroom Training?
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Schedule– hard to get everyone together
• Training is typically done prior to “go live” or being able to use it
• If training is done after “go live” users are all at different levels of
experience and knowledge
• No follow up with the training
• Materials take tons of time to put together
#SPSUtah
Types of SharePoint training
Coaching
• Students in small groups or 1:1
•The “coach” is able to adapt to “student” learning style
• Cheerleader at your side– give you praise and positive
reinforcement
• Can be done at any time—doesn’t have to be “scheduled”. Work
best for the busy executive that does a few things in SharePoint
#SPSUtah
Drawbacks to Coaching?
• Coach isn’t available
• Coach can’t recognize the learning style of the student
• Typically smaller groups
• Ad hoc, so not everyone gets the same message at the same time
• Variances in levels of understanding and knowledge throughout the
organization
#SPSUtah
Types of SharePoint Training
Show-Guide-Train
Show
• Student is “shown” how to do something, often by demo and aural.
Talking thru key points and tips and tricks and reasons why
Guide
•
Student mimics the demo actions and coach is there to give them
pointers if they get stuck
Train
• Student becomes the teacher and shows someone else what they
learned. The coach is on hand for reinforcement for both individuals
and to talk about what the “student/teacher” did well and
improvements for future.
#SPSUtah
Show-Guide-Train Drawbacks
• Miss the entire population of Reader/Writer learners
• Good for 1:1 training/coaching
• You can apply to traditional classroom with slight modifications
• Lecture/demo – with written instructions
• Walk thru scenario– lab style, spoon fed information of what to
put in where, in training environment.
• Allow them to get “real life” examples for entry to production
#SPSUtah
Types of SharePoint training
Gamification
•Use of game thinking and game mechanics in a non-gaming context.
Increases user adoption, return on investment, data quality and
learning!
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Points Programs
Loyalty awards
Progress Bar
Badges
Levels of expertise
#SPSUtah
Gamification in SharePoint
• Built into MySites by ability to create and award badges
• # of followers
• “I like it” content
#SPSUtah
Creating training using Gamification outside of
SharePoint
• Create a “treasure hunt” by having people look for a token
that is hidden. The first person to “find it” gets a badge or
other reward
• Create a “scavenger hunt” by starting with a clue that leads to
another clue and another until they have made it thru
navigation of several different sites.
#SPSUtah
Drawbacks to Gamification
• Kinesthetic learners will likely love it. Other learning styles
could hate it.
• Everyone at different levels—some may be turned off and
don’t care
• Largely done “on their own”
• Could have bad habits that start if you’re not careful
#SPSUtah
Things to look for in training
• Involve as many learning styles as possible
• Mix of traditional classroom, coaching, gamification, as well as
opportunity to show others what they have learned.
• Important to give and get feedback and modify training based on
the feedback. Feedback should be anonymous and summarized
• Training fits the needs of the user. Don’t just train to say they have
been trained
#SPSUtah
Key points from the session
VARK Model– go to http://www.varklearn.com/english/index.asp for your own assessment of what
your learning style is as well as more information.
How VARK styles are applied to training so everyone will love it
Use of Coaching, Show-Guide-Train and Gamification techniques
that can be used to enhance VARK styles for even better training
Start simple, build upon each concept
#SPSUtah
Remember
• SharePoint is like a puppy:
• You need to feed it, play with it, apply
crawl-walk-run and constantly have
training on it.
• If you leave SharePoint alone, you
will end up cleaning up a lot of crap
• Positive reinforcement with
“treats”! It’s great for user adoption
and training, so make it a game
• Repetition is key to success
• People love a happy puppy and
everyone should love SharePoint
@SharePointPuppy
#SharePointPuppy
#SPSUtah
Questions??
#SPSUtah
Contact me!
Liz Sundet– Applications Architect with OneNeck IT Solutions
◦ MBA, PMP, CBAP, CSM
◦ Musician:
Dog Lover:
◦ Biker: “Throttles, not pedals”
◦ Email: liz.sundet@oneneck.com or lsundet@earthlink.net
◦ Follow on Twitter: @percusn
◦ Connect with me on LinkedIn
◦ http://www.linkedin.com/pub/liz-sundet-mba-pmp-cbap-csm/17/a36/180/
#SPSUtah