This section summarizes the main tasks in the planning phase. For details, see the Planning tab of the Rollout and Adoption Workbook.
Assemble the Rollout and Adoption Team
Begin by choosing a project manager and IT pro; in many organizations these two roles are filled by the same person. Next, identify an executive sponsor who will provide top-down support and sign the awareness and rollout emails. Recruit people from help desk, training, and marketing who can commit the necessary amount of time to the project, especially now, during the planning phase. Finally, you'll need a web team to set up and manage your Lync intranet site. For details about these roles, see Assembling the Lync Rollout and Adoption Team.
Review the Workbook and Resources
The Lync Adoption and Training Kit contains numerous templates, checklists, and detailed guidance, all representing the collected wisdom of other organizations, including the IT department at Microsoft. Allow plenty of time to go through everything in the kit at the beginning of the planning phase so that you can determine what you can use as-is and what will need to be customized for your organization. For a complete list of the resources in the Lync Adoption and Training Kit, see Resources.
Define Essential User Tasks and Benefits
One of the key components of a successful rollout is to clearly define the four or five most important user scenarios for your organization and the benefits of using Lync to accomplish the tasks related to each scenario. After you've defined key scenarios and benefits, prepare a list of the top 20 user scenarios based on the Lync Server 2010 workloads you plan to deploy. Being clear at the beginning about what you want your users to accomplish greatly simplifies many other planning decisions. For details about this task, see Identifying Essential User Tasks.
Define Success and Reporting Metrics
The Lync Adoption and Training Kit provides a range of methods for measuring the success of each phase of your rollout, including feedback and survey forms, product-related games, and recommended Monitoring Server reports. We recommend using a combination of subjective, motivational, and objective measurement tools and setting specific targets for user adoption and satisfaction. For details about suggested metrics, see Microsoft IT Reporting Metrics.
Plan for Audio and Video Devices
One of the biggest behavior changes for users is learning to use new audio devices to make and receive calls. To evaluate, select, and distribute the appropriate audio devices, you must consider your budget and also the location, user profile, and preferences of your users. For details, see Choosing New Devices at the Lync Server TechNet library.
Create the Adoption and Training Plan
After you've completed the tasks on the Planning tab of the Rollout and Adoption Workbook, you're ready to create an adoption and training plan by revising and updating the tasks suggested in the workbook for each of the remaining phases. The reward for doing this now is that you'll be better able to anticipate potential blocking issues before they occur. You'll also be able to identify areas needing extra lead time, such as producing custom training or printing posters.