Microsoft 365 User Group | Train-the-Trainer Part 5 | How to Get Your Team Using The Tools

During these monthly YouTube Live sessions, we’ll aim to empower you with knowledge and tools within the 365 suite, but more importantly, create a space to collaborate with others who use Microsoft 365, as we all lead the way to digital transformation in our organizations.

Part 5 of an 8-part series delves into the strategic approach of introducing the Microsoft 365 suite to your team. Recognizing the potential benefits it offers, the challenge lies in driving adoption. Taking incremental steps is crucial in overcoming this hurdle. This session guides you on initiating the use of Microsoft Teams for your weekly or monthly department meetings—a foundational move that exposes your team to Teams, SharePoint, Tasks by Planner, Forms, SharePoint Lists, and more.

The emphasis is on starting with small but impactful actions. The session focuses on the initial phase:

• Setting up the Meeting.
• Establishing a centralized hub for your weekly agenda, notes, and meeting minutes,
• Effective setup and management of issue and discussion lists.
• Additionally, you’ll learn how to create forms for each meeting, aligning with best practices derived from the Entrepreneurial Operating System (EOS).

This structured approach not only streamlines information retrieval but also enhances your team’s familiarity and comfort with these tools.