| Type | Resource Name | Description | View/Download |
 | Factor 4 Index Survey | This comprehensive survey measures how your organization performs in the four dimensions of the “new world of work”: inspiration, culture, organization, and technology. It can help you identify areas where your organization can improve by using Microsoft unified communications technologies. | |
| Assembling the Rollout and Adoption Team | These guidelines describe how to identify the people and groups who should be represented on your Lync rollout and adoption team. | |
| Rolling Out Lync by Workload | These guidelines describe why and how to roll out Lync in phases by Lync Server workload. | |
 | Rollout and Adoption Workbook for the IT Pro or Project Manager | This workbook provides a complete project plan with tasks and timelines for rolling out Lync. In most cases, supporting resources are provided for each task in the timeline. | |
| Monitoring Server Reports | This document provides links to resources and videos that describe how to use Monitoring Server Reports to monitor system usage and troubleshoot call-related problems. | |
| Microsoft IT Reporting Metrics | This guide explains some of the metrics Microsoft IT used in the areas of instant messaging (IM) and presence, audio conferencing, and Enterprise Voice to measure the success of the rollout. | |
| Lync Pilot Testing Plan | This detailed list of test cases will help you clearly define the Lync features that you want to test and provide you with a format for gathering pilot test results. | |
| Choosing Pilot Rollout Participants | These guidelines describe how to choose participants for your pilot program. | |
| Using Lync Champions to Streamline Adoption | These guidelines describe how to recruit a group of enthusiastic early adopters who can help energize and streamline your rollout. | |
 | Launch Presentation: Introducing Lync 2010 | These Microsoft PowerPoint slides and corresponding scripts can be used during your launch event to introduce Lync features and functionality. | |
 | Etiquette Guides | These etiquette guides describe generally accepted best practices for instant messaging (IM) and online meetings. | |
| Newsletter Samples | These samples provide examples of newsletters used during the Lync pilot at Microsoft. During your pilot, distribute regular email newsletters like these to highlight key scenarios and keep participants informed. | |
| Quick Reference Cards | These customizable guides provide basic steps and guidance for using Lync and are great hand-outs for end users. | |
| Finding Familiar Features | This guide provides a side-by-side comparison of Lync and Communicator 2007 R2 to help those who are used to Communicator 2007 R2 perform familiar tasks in Lync. | |
| Help Desk Checklist | This resource provides the help desk manager with a list of tasks—such as planning, support staff training, and the creation of new support procedures—that should be completed at various phases of the Lync rollout and deployment. | |
 | Client Comparison Tables | This article in the Microsoft TechNet Library compares the features and capabilities of Microsoft Lync Server 2010 clients. | |
| Frequently Asked Questions | This list answers common questions from end users about Lync. | |
| Identifying Essential User Tasks | This template can help you to define key user scenarios for your organization based on the Lync Server workloads that you plan to deploy. | |
| Top Eight Best Practices | This document, based on feedback from Microsoft IT and a number of Microsoft customers, lists the eight best practices that were identified as being particularly important to a successful Lync rollout. | |
| Troubleshooting Clients | This resource is designed for first-level help desk agents who support end users of Lync Server clients. It provides both a script for opening a service call and identifying the issue the user is having and the information you need to resolve the issue. You can either download the troubleshooting topics or view them in the Microsoft TechNet Library. |
|
|
| Lync Custom Intranet Site | These sample webpages are modeled after the internal Lync support site and can help you start to create a dedicated Lync intranet site for your organization. The sample pages include links to user education and training resources. | |
| Lync How-To | This tool provides step-by-step instructions for common unified communications (UC) tasks. You can customize the tool to your organization’s needs based on the UC features that you have installed. | |
| Setup Checklist for End Users | Use this sample checklist to develop a custom set of tasks that users should perform when they first install or set up Lync Server clients and devices. | |
| Sample Forms | This download package contains two HTML templates that you can use to publish forms on your internal pilot site. It includes a "Signup for Lync 2010" form and a sample scenario feedback form. | |
| Email Templates | This package provides a series of email templates that you can use for rolling out a pilot of Lync in your organization.
| |
| Research Samples | This package contains interview guides and surveys that will help you gather feedback from your end users and technical staff about their experiences during the Lync rollout. You can use the questions at the start of the pilot to establish a baseline and again at the end of the pilot to gather feedback on the pilot rollout. | |
| Web Banners | These sample web banners can be used on your internal web sites or other awareness materials. | |
| Generating Awareness | These guidelines describe activities that help generate awareness about Lync and the Lync rollout.
| |
| Trainer Checklist | The Trainer Checklist provides training managers with a list of tasks that should be completed at various phases during your Lync rollout and deployment. | |
| Determining Net User Satisfaction | This set of resources describes how the Microsoft IT department evaluated users' acceptance of new technology by using a standardized measure called net user satisfaction, or NSAT. | |
| Lync Server Clients TechCenter | The Lync Server Clients page on TechNet provides technical resources and end user content for Lync clients and devices. | |
| Planning for Clients and Devices in Lync Server 2010 | This article in the Microsoft TechNet Library discusses how to plan for Lync Server clients and devices on your network. | |
| Supported Migration Paths and Coexistence Scenarios | This article in the Microsoft TechNet Library discusses Lync Server migration from and coexistence with previous deployments of Office Communications Server. | |
| Overview of Client Policies and Settings | This article in the Microsoft TechNet Library provides an overview of the client-related settings and policies that you can configure in Lync Server. | |
| Customizing Lync 2010 | This article in the Microsoft TechNet Library describes how to use client policies and XML files to add custom features to Lync. | |
| Lync 2010 Integration | This article in the Microsoft TechNet Library details how Lync integrates with various versions of Microsoft Office and Microsoft Exchange Server. | |
| Configure the Meeting Join Page | This article in the Microsoft TechNet Library describes how to configure the meeting join page so that you can control the clients that are available for joining scheduled Lync Server meetings. | |
| Deploying Clients and Devices | This article in the Microsoft TechNet Library outlines the procedures for deploying Microsoft Lync Server clients and devices. | |
| Awareness and Education Materials Web-To-Print Website | This website allows you to order materials that will generate awareness and provide education. Among the available print materials are posters, stickers, and table tents. | |
| Lync Training Download Package | The Lync Training Download Package contains all of the available training and user education resources for Lync. You can use the Lync Training Plan workbook included in the download package to choose the resources that work best for your users. | |
| Planning for Devices | This series of articles in the Microsoft TechNet Library helps you choose Microsoft Lync Server 2010 devices for your users and provides comprehensive planning guidance for depoying devices in your organization. | |
| Self-Paced Training Videos | These training videos are Windows Media Video (.wmv) format versions of the videos presented in Lync 2010 self-paced training courses. They can be posted to a company’s intranet site or incorporated into a company’s training plans. | |
| Joining a Meeting When Lync 2010 Is Not Available | These Microsoft PowerPoint slides discuss options for joining Lync meetings when Lync 2010 is not available. Included are descriptions of Microsoft Lync 2010 Attendee, Microsoft Lync 2010 Web App, and dial-in conferencing, along with feature comparison tables. | |
| Self-Paced Training Courses | These Microsoft Lync 2010 training courses on Office Online help your users learn about Lync at their own pace. | |
| Microsoft Lync Pilot Success Kit | The Lync Pilot Success Kit is a collection of tools, documentation, and templates to help project teams plan, deploy, monitor, and evaluate the success of the Pilot Phase of a Lync rollout. | |
| Find out more about Lync Online | Provides a quick introduction to Lync Online | |
| Lync Online Administration | Provides resources for Lync Online Small Business or Enterprise Administrators. It also includes Quick Start Guides for Admins, and links to Online Help for End Users. | |
| Lync Client Comparison Tables | Provides a table that compares the features available with Lync Desktop and Lync Online, along with features supported for the Lync Mobile clients when run against Lync Server on-premises or in the cloud. | |
| Lync Online Help | Offers Online Help for Lync Online | |
| Lync Online Training | Provides customizable .PPT Training decks for the core features of Lync Online. | |
| Live Meeting to Lync Transition Guide | Provides an online manual designed to help you plan and implement the transition from the Live Meeting Service to Lync Server, Lync Online or a combination of the two. | |
| Live Meeting to Lync Wiki | Provides a Five-Step Transition Plan for making the switch from Live Meeting to Lync | |