Yammer Training Guide Facilitator s Notes

Transcription

1 Yammer Training Guide Facilitator s Notes Purpose This presentation provides an overview of Yammer to help new users get started. This is meant to be a slide library, so please pick and pull what is appropriate for your audience. Update the text in green to reflect your network. Add screenshots of your network to build familiarity with Yammer. Check the Notes sections for more information. Note: Review Yaminar video channel for more Yammer information. As you begin, it may help to get an assessment of the room and your audience s familiarity with social media and technology. Questions to consider: How many of your audience are on Facebook? On LinkedIn? On Twitter? What about social media for the workplace? Not only is social media now a dominant form of communication, but enterprise software is finally catching up to consumer web. Yammer s goal is to bring that convenience and utility into the workplace, to help improve the way people and companies work, collaborate and coordinate.

2 Yammer

3 That s where Yammer fits in! Yammer is the private and secure enterprise social network through which [COMPANY] employees connect, collaborate and coordinate. Yammer makes work: Real-time Social Mobile Collaborative Contextual

4 Yammer helps you to Ask questions and find answers faster Save time by sharing great projects and preventing duplicate work Meet colleagues with similar interests and relevant expertise Share news and announcements with the people who need to know Discuss major decisions and prepare for change Gather opinions and ideas from across the company Coordinate work for projects and teams Gain visibility and insight on what s happening, and where Introduce new hires and get them up to speed quickly Discover valuable information that can help you get more done Stay connected on-the-go with Yammer mobile apps

5 Navigate Yammer Features

6 Key Yammer Spaces 1 Home Inbox 2 3 Groups 4 Profiles

7 1 Home Feed Review your company s usage policy Be sure to select the right group when posting Choose from Top, All, & Following

8 2 Inbox Messages Create a conversation See: cc s Conversations you ve joined or followed Private Messages

9 3 Groups See everything Your Groups

10 4 Profiles View Bookmarked conversations See your conversations & content Bio & profile

11 Yammer Notifications Inbox notifications Replies to conversations you started and joined Private +Add people to notify Announcements General notifications People Like your message Votes on your Polls Invitations to collaborate on a Note New versions of Files and Notes Network notifications Sum of Inbox and General Notifications from External Networks Group notifications The number of unread messages in that group since the last time you visited

12 Getting Started

13 Please Log In to Yammer Go to to log-in Select Log In Type your work & Yammer Password Click Log In

14 Forgot your Password? Go to to log-in Click Forgot Password Yammer will you a reset link

15 Complete your Profile Click Edit Profile Add your Job Title, Department and Location, include your Expertise [ ] Yam Tip: Everything on your profile is searchable!

16 Set Notifications Select when Yammer s you

17 Set Group Notifications Select group messages you d like sent to you via

18 Guide to Groups

19 HR Project Career Department TEAM Interests Office IT Products

20 Groups Let You Get Work Done Groups host conversations, files, notes, and can be created around a team, department, task, or project. Join groups to participate in conversations, collaborate on files, and stay aware of what s going on.

21 What Lives Within a Group? View all Conversations, Files, & Notes posted to the group. View all the members of the Group. Quickly access Files, Notes or Links.

22 Identify Groups to Join Join groups that your colleagues are creating Join groups in which your colleagues are having conversations that are relevant to you Browse for groups

23 Join Groups Click Groups to search existing Groups in the network. Browse Groups in the All Groups tab or see suggested groups to join in the Suggested tab.

24 Create a Group for Your Team Click the group to create a new Add a group name Specify who should use the group and why Select Public or Private

25 Group Admin Privileges Populate the Group s Info Tab Make Announcements to send a message to all Group members

26 Announcements Network Admins can make an Announcement to any group, including All Company. Group Admins can make an Announcement to their group. Group members see the Announcement at the top of the Home Feed and in their Inbox. All Company Announcements generate an to all network members.

27 Group Admin Settings Update the Group Image, Name, and Description Manage Group Members and Admins Change the Group s Privacy Settings

28 Start Conversations in Groups Think about which group is most relevant for the post. Share an Update or post another kind of message, like a Poll or colleagues within the message to send it to their Yammer Inbox.

29 Before you create a group Ensure there is not already a relevant group that meets your purpose. Make certain that you can clearly articulate the purpose of the group and measure its success. Identify a person/team to oversee the group s strategy, content and membership.

30 Set the Tone Document the goals, expectations, purpose and roles within the group. Illustrate that the group is a place for collaborative sharing among all members. Encourage participation from all members Welcome new members and ask for them to provide an update upon joining.

31 Nurture your Group Never leave a post un-answered! Upload Files and Notes to add context. Use Announcements for important updates. Use Notes to capture key conversation points. Share relevant posts to your group. Always Reply Add Context

32 Keep the Pulse Alive Share updates on projects to provide transparency into activities. Ensure members understand what to post and where to post it. Mine the group for relevant and insightful conversations to share with others. Cross-pollinate useful information as much as possible. Refresh and update group content on a regular basis. If a group becomes stale, do not delete it! Consolidate the relevant content to another active

33 Successful Groups Have a clear purpose. Tackle a real business challenge with measurable outcomes. Have a logical name, description and info tab. Enable discovery and collaboration across teams. Demonstrate value for participating employees. Have leadership endorsement and participation. Have supporting resources and training materials. Plan & execute engagement events. Effectively transition based conversations to the group.

34 Start Conversations

35 Search Before You Post Type your query in the search bar and select an auto result or press Enter and see full results Use Advanced Search to search within a specific group or between a date range

36 Start Conversations in Groups Navigate to a Group Start typing in the Share something with this group colleagues within the message to add the conversation to their Yammer Inbox

37 Reply to the Appropriate Person Notify specific people as a cc: or an FYI Reply to a specific person within a thread by clicking the Reply link beneath the message

38 Work with Conversations Attach Files and Notes to your messages Like a message to acknowledge it, like it or say thank you Share to cross-post the conversation to another Group or in a Private Message

39 Work with Conversations Click the More button to see additional options Only you and a Network or Group Admin can delete your post

40 Add Topics to Conversations Select More > Add Topic Reply with a #hashtag

41 Post Different Types of Messages Polls allow you to quickly get anonymous feedback on up to 10 choices Praise allows you to recognize your colleagues for going above and beyond with different badges Announcements are for Admins only and go into the inbox of every group member ensuring the update is not missed

42 Bookmark Important Conversations Save conversations for quick reference later To add a Bookmark, select More > Bookmark View your Bookmarks from your Profile

43 Use Keyboard Shortcuts Use these shortcuts to use Yammer even faster! Type question mark (?) [Shift] + [/] to show these shortcuts YAMMER TIP: Create a Note and share on your network for reference

44 Hide Conversations Keep your My Feed free of irrelevant conversations Hover over the thread starter to see the X, and select it to hide conversation If you are in the thread, the conversation will appear in your Inbox again

45 Translate Conversations Communicate without barriers Click translate to change the message to your Yammer UI language

46 Collaboration Tools

47 Create Notes Create a Note from the appropriate group

48 View & Edit Notes Edit this Note to add your comments, ideas and questions Use Rich Text formatting Invite others to collaborate

49 Link Content & People within a Note

50 Related Content is the New Subfolder Use Related Content to connect Notes, Files, and Links instead of subfolders Link to another Note or a File to automatically connect all as Related Content 50

51 Add & View Files Use the Paperclip to attach a File or Note to your post Hover over a File or Note to Preview it, Follow it, Share it, or Go to it 51

52 Collaborate with Files View full screen, , or download files Add and Reply to in-line comments Add Related Files and Notes from other groups 52

53 Upload New Versions of Files Upload a New Version of a file Mark a file as Official if you are the Group Admin View the Version History of a file 53

54 Yammer &

55 Reply to Notifications Reply to incoming Yammer s to post your messages to Yammer

56 When ing to Yammer End your message with - - to prevent your signature from posting to Yammer

57 Start Group Conversations via Navigate to the group you want to Scroll down to access options [ ] Yam Tip: Save the address to your contacts.

58 Include People not on Yammer Add your colleagues address to your message [ ] Yam Tip: People not on Yammer can reply to your and post messages to Yammer.

59 Continue the Conversation on Yammer Forward your as normal, with the group address in the to section chain becomes a PDF attachment

60 Going Mobile

61 Install the Yammer Mobile App Visit your mobile device s App marketplace and install the Yammer app Windows Phone 8 Android ios

62 Log In to Yammer Enter your user name and password to access your Yammer Network Windows Phone 8 Android ios

63 Keep up with the Conversation Use the mobile app to view conversations across your various networks and groups Windows Phone 8 Android ios

64 Share Photos Upload new or existing photos to your group from your mobile device Add a new post Click the Camera icon

65 Mobile Inbox Sort by Read or Unread messages Send Private Messages Search messages you re a part of

66 Browse the Network See Top Conversations Stay in touch with Groups