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IBM Lotus Connections 
Flight School 
Sample Communications & Adoption Plan 
息 2009 IBM
About 
 Based on a series of successful rollout plans, 
this is a sample Communications Plan for 
fostering the adoption of Lotus Connections 
 The plan is broken down into a five-week flight 
school 
 Each week contains: 
 Activities and tasks for the Student Pilots 
 Weekly Student Pilot expectations/tasks to be 
completed 
 Activities and tasks for the Flight Trainers (ie, YOU)
IBM Connections Flight School
Goals by Week 
 Week 1: On-board Systems Check 
 Matriculate each student pilot into Flight school, and get them started with 
Lotus Connections 
 Week 2: Taxing down the Runway 
 Student pilots have a general sense on how to organize their work and 
colleagues, so its time to get them Blogging & managing their social 
network with the Homepage 
 Week 3: Taking Flight 
 Once in the air, the student pilots will have a 10,000 ft perspective of the 
their communities and effectively leverage their social networks 
 Week 4: Connecting Flights 
 Using & configuring plugins; ideas on how to use Lotus Connections in the 
real world 
 Week 5: Cleared for Takeoff 
 Graduation & where to find help
Week 1 
Flight Instructor Activities
Week 1 
Pre Mission Briefing 
Email & Blog Post 
 Welcome and overall plans and goals for the training program 
 Include a link to the Flight Training Community 
 List overall program expectations; student pilots will need to 
 Carry out a small list of assignments each week 
 Attend a weekly call/web conference for five weeks 
 Post questions in the Flight Training Forum 
 Learn who their community advocate is & solicit their assistance as needed 
 Check the Flight Training Blog daily for news, updates, and tips 
 Include time & date of the Week 1 Mission Briefing
Week 1 
Student Pilot Assignments 
 Before Week 2s Mission Briefing, each student pilot 
should: 
 Create an Activity 
 Dogear up to 10 web pages 
 Complete their profile
Week 1 
Mission Briefing 
 Outline the overall program and restate weekly expectations 
 Demo this week's assignments 
 Demo the Activity you set up for them and show them how to create 
their own 
 Demo how to Dogear, and how to get find their own bookmarks 
 Demo how to edit a their Profile, and how to search 
 Show where to find the Flight Training Community, Blog and Forum 
 Describe mentor relationships 
 Remind them the time & location of week 2s Mission Briefing
Week 1 
Post Briefing 
Email & Blog Post 
 List what the student pilot needs to do before 
Week 2s Mission Briefing 
 Create an Activity 
 Create up to 10 bookmarks 
 Update their profile 
 Include time & location for Week 2s Mission 
Briefing
Week 2 
Student Pilot Assignments 
 Communicate and share with Blogs 
 Create a personal or team blog 
 Create at least one blog entry (What I think the value of Social Networking can be for us) 
 Make a commitment to blog at least once a week at a certain time 
 Read other blogs 
 Connect to your social network by customizing your Homepage 
 Configure the Profiles Widget to show your colleagues 
 Configure the Blog Widget 
 Configure the Activities Widget to show My Activities 
 Configure the Dogear Widget to show My Bookmarks 
 Configure the Community Widget to show My Communities 
 Set your Lotus Connections Homepage as your browser default or put a short-cut on your 
desktop
Week 2 
Flight Instructor Activities 
 Create a blog entry that outlines this week's assignments 
 Create a blog entry that outlines last week's accomplishments 
 Create blog entries about tips and short-cuts 
 How to get the most out of blogging 
 How to setup the Bookmark This browser plugin 
 How to setup the Activities plugin for Lotus Notes 8/Microsoft Outlook 
 How to setup and use the Lotus Connections plugin for Lotus 
Notes/Microsoft Outlook
Week 2 
Pre Mission Briefing 
Email & Blog Post 
 List this weeks assignments 
 Create at least one blog entry per week for the next four 
weeks 
 Read & comment on other blogs 
 Setup and use your Lotus Connections Homepage 
 Set your Lotus Connections Homepage as your browser 
default during the Pilot or put a short-cut on your desktop 
 Please ask (or answer) at least one question in the 
Forum 
 Include the time & location of week 2s Mission 
Briefing
Week 2 
Mission Briefing 
 Demo this week's assignments 
 Demo how to create a new blog, create and tag a blog post 
 Tell them what their first blog entry should be about 
 Demo how to navigate other blogs and the blog homepage 
 Demo how to login to the Lotus Connections Homepage 
 Demo how to configure each widget per the above 
 Mention time & date of week 3s Mission Briefing
Week 2 
Post Briefing 
Blog post and email 
 Document week 2s progress and plug anyone who has created 
something interesting  compelling blog post, new activity, etc. 
 List what the student pilot needs to do before Week 3s Mission 
Briefing 
 Post and tag in your Blog 
 Make a commitment to blog at least once a week 
 Read other blogs 
 Customize your Homepage and configure the Profiles, Blog, Activities, Dogear, 
and Community widgets 
 Remind them to ask questions in the Forum 
 Include time & location for Week 3s Mission Briefing
Week 3 
Student Pilot Assignments 
 Create/Join a Community 
 Discuss the kind of Community to create with like-minded, potential community organizers or create one based on an 
event, area of expertise, or topic youre associated with 
 Invite everyone who might want to participate 
 Add initial bookmarks, feeds (such as blog entries), Wikis, and/or Quickr Places 
 Join other Communities 
 Using search to get answers, find information, discover experts 
 Search Dogear for bookmarks that interest you 
 Search the homepage for the same term 
 Dashboards 
 Open My Bookmarks, review Actions and click show details 
 Open My Profile and review all widgets 
 Open My Communities and filter using the tag cloud 
 Use Activities 
 Mark an Activity Complete; change the Priority on an Activity; set an Activity as tuned out; Filter Activities by a Person 
and by a tag 
 Open your To-do List and mark an item as complete
Week 3 
Flight Instructor Activities 
 Finish off instruction on the key Lotus Connections 
features 
 Create a blog entry that outlines this week's activities 
 Create a blog entry that outlines last week's 
accomplishments 
 Create blog entries about tips and short-cuts 
 Effective searching, using AND, using tagclouds, search within 
 Blog/email meeting invite reminder 
 Answer any questions posted in the Forum
Week 3 
Pre Mission Briefing 
Email & Blog Post 
 Continue blogging, tagging profiles and bookmarks, and 
commenting 
 What will we be covering this week? 
 Using Communities 
 Search, Dashboards, Activities 
 Include time & location of Week 3 Mission Briefing
Week 3 
Mission Briefing 
 Demo how to create a Community and add each feature 
 Demo adding a bookmark to a community 
 Show how to join a community and add it to your 
homepage 
 Demo how to search from the Homepage, and search 
within each Dogear and Profiles 
 Remind student pilots of when Week 4s call/briefing will 
be
Week 3 
Post briefing blog post/email 
 Document week 3s progress and plug anyone who has created 
something interesting  compelling blog post, new activity, etc. 
 List what the student pilot needs to do before Week 4s Mission 
Briefing 
 Create and join a Community; invite members 
 Add initial bookmarks, feeds, Wikis, and/or Lotus Quickr places 
 Practice with search 
 Search Dogear, and on the home page 
 Practice with Dashboards 
 Bookmarks, My Profile, My Communities, and My Activities 
 Remind them to ask questions in the Flight Training Forum 
 Include time & location for Week 4s Mission Briefing
Week 4 
Student Pilot Assignments
Week 4 
Flight Instructor Activities 
 Complete details on how to setup the Plugins your 
student pilots will have. Include screenshots! 
 During the weekly meeting, demo the setup and config to 
enable Lotus Connections integration 
 Answer Forum Questions 
 Email/blog post about Week 5s Mission Briefing
Week 4 
Pre Mission Briefing 
Email & Blog Post 
 Setup desktop and web integration 
 Continue blogging, tagging profiles and bookmarks, and 
commenting 
 Continue searching from the Homepage (or Firefox 
plugin) 
 Look for ways to use Lotus Connections in your daily 
activities 
 Include time & place of Mission Briefing
Week 4 
Mission Briefing 
 Demo how your organization can use the Lotus or Microsoft Plugins 
 Discuss working with Teams 
 Show how to create a team blog; how to use Activities for subteams or individual work efforts 
 Demo searching Profiles to locate expertise and identify potential team members, search Dogear to help 
team find information 
 Discuss using Lotus Connections for event planning 
 Event Planning with Activities; communicating about the Event with an Event Blog or Wiki 
 Create an Event Community, tagging people associated with the event 
 Discuss using Lotus Connections to plan and communicate about a topic or community of 
practice 
 Create a Community for the Topic; tag people related to the topic 
 Bloggers tag entries specific to the Topic 
 Add bookmarks to the Community and to Dogear 
 Discuss using Lotus Connections to manage people 
 Show how to create an Activity for each employee, or creating blog to share info with your staff 
 Remind student pilots of when Week 5s call/briefing will be
Week 4 
Post Briefing 
Blog post/Email 
 Highlight top blogs (most starred, most commented on, 
most interesting) 
 Highlight/feature top or most active Communities 
 Outline benefits Lotus Connections could have for 
building teams, managing events, communicating, and 
managing people 
 Highlight key stats  numbers of bookmarks, blog 
entries, communities, activities
Week 5 
Student Pilot Assignments 
 Getting Help 
 Click Help from any Lotus Connections page and review the contextual topics 
 Using additional features 
 Watchlists 
 Watch the bookmarks of a specific people or bookmarks that are tagged with specific keywords 
 From All Bookmarks filter on a tag or a person (or both) and add them to your watchlist 
 Monitor/review your watchlist from My Updates or the Homepage 
 Notification 
 Notify others of bookmarks you think theyd find interesting 
 Notify others about Activities items you post 
 Notify others about blog entries 
 Flagging 
 Flag a bookmark as a broken URL 
 Flag blog as inappropriate
Week 5 
Flight Instructor Activities 
 Send invite for last weekly call 
 Highlight top blogs (most starred, most commented 
on, most interesting) 
 Highlight/feature top Communities 
 Highlight key stats  numbers of bookmarks, blog 
entries, communities, etc 
 Inform the users on how to get on-going support 
 Answer Forum Questions
Week 5 
Pre Mission 
Briefing Email & Blog Post 
 Include reminder of week 5s Mission Briefing time & 
location
Week 5 
Mission Briefing 
 Highlight top blogs (most starred, most 
commented on, most interesting) 
 Highlight/feature top Communities 
 Highlight key stats  numbers of bookmarks, 
blog entries, communities, etc 
 Demo each Help page 
 Demo the Dogear watchlist 
 Demo Notification and Flagging features 
 Feature guest speakers (to show the work 
they've done using Lotus Connections)
Week 5 
Post Briefing email/blog post 
 Inform the users on how to get on-going support 
 Highlight top blogs (most starred, most 
commented on, most interesting) 
 Highlight/feature top or most active communities 
 Highlight key stats  numbers of bookmarks, 
blog entries, communities, etc

More Related Content

IBM Connections Flight School

  • 1. IBM Lotus Connections Flight School Sample Communications & Adoption Plan 息 2009 IBM
  • 2. About Based on a series of successful rollout plans, this is a sample Communications Plan for fostering the adoption of Lotus Connections The plan is broken down into a five-week flight school Each week contains: Activities and tasks for the Student Pilots Weekly Student Pilot expectations/tasks to be completed Activities and tasks for the Flight Trainers (ie, YOU)
  • 4. Goals by Week Week 1: On-board Systems Check Matriculate each student pilot into Flight school, and get them started with Lotus Connections Week 2: Taxing down the Runway Student pilots have a general sense on how to organize their work and colleagues, so its time to get them Blogging & managing their social network with the Homepage Week 3: Taking Flight Once in the air, the student pilots will have a 10,000 ft perspective of the their communities and effectively leverage their social networks Week 4: Connecting Flights Using & configuring plugins; ideas on how to use Lotus Connections in the real world Week 5: Cleared for Takeoff Graduation & where to find help
  • 5. Week 1 Flight Instructor Activities
  • 6. Week 1 Pre Mission Briefing Email & Blog Post Welcome and overall plans and goals for the training program Include a link to the Flight Training Community List overall program expectations; student pilots will need to Carry out a small list of assignments each week Attend a weekly call/web conference for five weeks Post questions in the Flight Training Forum Learn who their community advocate is & solicit their assistance as needed Check the Flight Training Blog daily for news, updates, and tips Include time & date of the Week 1 Mission Briefing
  • 7. Week 1 Student Pilot Assignments Before Week 2s Mission Briefing, each student pilot should: Create an Activity Dogear up to 10 web pages Complete their profile
  • 8. Week 1 Mission Briefing Outline the overall program and restate weekly expectations Demo this week's assignments Demo the Activity you set up for them and show them how to create their own Demo how to Dogear, and how to get find their own bookmarks Demo how to edit a their Profile, and how to search Show where to find the Flight Training Community, Blog and Forum Describe mentor relationships Remind them the time & location of week 2s Mission Briefing
  • 9. Week 1 Post Briefing Email & Blog Post List what the student pilot needs to do before Week 2s Mission Briefing Create an Activity Create up to 10 bookmarks Update their profile Include time & location for Week 2s Mission Briefing
  • 10. Week 2 Student Pilot Assignments Communicate and share with Blogs Create a personal or team blog Create at least one blog entry (What I think the value of Social Networking can be for us) Make a commitment to blog at least once a week at a certain time Read other blogs Connect to your social network by customizing your Homepage Configure the Profiles Widget to show your colleagues Configure the Blog Widget Configure the Activities Widget to show My Activities Configure the Dogear Widget to show My Bookmarks Configure the Community Widget to show My Communities Set your Lotus Connections Homepage as your browser default or put a short-cut on your desktop
  • 11. Week 2 Flight Instructor Activities Create a blog entry that outlines this week's assignments Create a blog entry that outlines last week's accomplishments Create blog entries about tips and short-cuts How to get the most out of blogging How to setup the Bookmark This browser plugin How to setup the Activities plugin for Lotus Notes 8/Microsoft Outlook How to setup and use the Lotus Connections plugin for Lotus Notes/Microsoft Outlook
  • 12. Week 2 Pre Mission Briefing Email & Blog Post List this weeks assignments Create at least one blog entry per week for the next four weeks Read & comment on other blogs Setup and use your Lotus Connections Homepage Set your Lotus Connections Homepage as your browser default during the Pilot or put a short-cut on your desktop Please ask (or answer) at least one question in the Forum Include the time & location of week 2s Mission Briefing
  • 13. Week 2 Mission Briefing Demo this week's assignments Demo how to create a new blog, create and tag a blog post Tell them what their first blog entry should be about Demo how to navigate other blogs and the blog homepage Demo how to login to the Lotus Connections Homepage Demo how to configure each widget per the above Mention time & date of week 3s Mission Briefing
  • 14. Week 2 Post Briefing Blog post and email Document week 2s progress and plug anyone who has created something interesting compelling blog post, new activity, etc. List what the student pilot needs to do before Week 3s Mission Briefing Post and tag in your Blog Make a commitment to blog at least once a week Read other blogs Customize your Homepage and configure the Profiles, Blog, Activities, Dogear, and Community widgets Remind them to ask questions in the Forum Include time & location for Week 3s Mission Briefing
  • 15. Week 3 Student Pilot Assignments Create/Join a Community Discuss the kind of Community to create with like-minded, potential community organizers or create one based on an event, area of expertise, or topic youre associated with Invite everyone who might want to participate Add initial bookmarks, feeds (such as blog entries), Wikis, and/or Quickr Places Join other Communities Using search to get answers, find information, discover experts Search Dogear for bookmarks that interest you Search the homepage for the same term Dashboards Open My Bookmarks, review Actions and click show details Open My Profile and review all widgets Open My Communities and filter using the tag cloud Use Activities Mark an Activity Complete; change the Priority on an Activity; set an Activity as tuned out; Filter Activities by a Person and by a tag Open your To-do List and mark an item as complete
  • 16. Week 3 Flight Instructor Activities Finish off instruction on the key Lotus Connections features Create a blog entry that outlines this week's activities Create a blog entry that outlines last week's accomplishments Create blog entries about tips and short-cuts Effective searching, using AND, using tagclouds, search within Blog/email meeting invite reminder Answer any questions posted in the Forum
  • 17. Week 3 Pre Mission Briefing Email & Blog Post Continue blogging, tagging profiles and bookmarks, and commenting What will we be covering this week? Using Communities Search, Dashboards, Activities Include time & location of Week 3 Mission Briefing
  • 18. Week 3 Mission Briefing Demo how to create a Community and add each feature Demo adding a bookmark to a community Show how to join a community and add it to your homepage Demo how to search from the Homepage, and search within each Dogear and Profiles Remind student pilots of when Week 4s call/briefing will be
  • 19. Week 3 Post briefing blog post/email Document week 3s progress and plug anyone who has created something interesting compelling blog post, new activity, etc. List what the student pilot needs to do before Week 4s Mission Briefing Create and join a Community; invite members Add initial bookmarks, feeds, Wikis, and/or Lotus Quickr places Practice with search Search Dogear, and on the home page Practice with Dashboards Bookmarks, My Profile, My Communities, and My Activities Remind them to ask questions in the Flight Training Forum Include time & location for Week 4s Mission Briefing
  • 20. Week 4 Student Pilot Assignments
  • 21. Week 4 Flight Instructor Activities Complete details on how to setup the Plugins your student pilots will have. Include screenshots! During the weekly meeting, demo the setup and config to enable Lotus Connections integration Answer Forum Questions Email/blog post about Week 5s Mission Briefing
  • 22. Week 4 Pre Mission Briefing Email & Blog Post Setup desktop and web integration Continue blogging, tagging profiles and bookmarks, and commenting Continue searching from the Homepage (or Firefox plugin) Look for ways to use Lotus Connections in your daily activities Include time & place of Mission Briefing
  • 23. Week 4 Mission Briefing Demo how your organization can use the Lotus or Microsoft Plugins Discuss working with Teams Show how to create a team blog; how to use Activities for subteams or individual work efforts Demo searching Profiles to locate expertise and identify potential team members, search Dogear to help team find information Discuss using Lotus Connections for event planning Event Planning with Activities; communicating about the Event with an Event Blog or Wiki Create an Event Community, tagging people associated with the event Discuss using Lotus Connections to plan and communicate about a topic or community of practice Create a Community for the Topic; tag people related to the topic Bloggers tag entries specific to the Topic Add bookmarks to the Community and to Dogear Discuss using Lotus Connections to manage people Show how to create an Activity for each employee, or creating blog to share info with your staff Remind student pilots of when Week 5s call/briefing will be
  • 24. Week 4 Post Briefing Blog post/Email Highlight top blogs (most starred, most commented on, most interesting) Highlight/feature top or most active Communities Outline benefits Lotus Connections could have for building teams, managing events, communicating, and managing people Highlight key stats numbers of bookmarks, blog entries, communities, activities
  • 25. Week 5 Student Pilot Assignments Getting Help Click Help from any Lotus Connections page and review the contextual topics Using additional features Watchlists Watch the bookmarks of a specific people or bookmarks that are tagged with specific keywords From All Bookmarks filter on a tag or a person (or both) and add them to your watchlist Monitor/review your watchlist from My Updates or the Homepage Notification Notify others of bookmarks you think theyd find interesting Notify others about Activities items you post Notify others about blog entries Flagging Flag a bookmark as a broken URL Flag blog as inappropriate
  • 26. Week 5 Flight Instructor Activities Send invite for last weekly call Highlight top blogs (most starred, most commented on, most interesting) Highlight/feature top Communities Highlight key stats numbers of bookmarks, blog entries, communities, etc Inform the users on how to get on-going support Answer Forum Questions
  • 27. Week 5 Pre Mission Briefing Email & Blog Post Include reminder of week 5s Mission Briefing time & location
  • 28. Week 5 Mission Briefing Highlight top blogs (most starred, most commented on, most interesting) Highlight/feature top Communities Highlight key stats numbers of bookmarks, blog entries, communities, etc Demo each Help page Demo the Dogear watchlist Demo Notification and Flagging features Feature guest speakers (to show the work they've done using Lotus Connections)
  • 29. Week 5 Post Briefing email/blog post Inform the users on how to get on-going support Highlight top blogs (most starred, most commented on, most interesting) Highlight/feature top or most active communities Highlight key stats numbers of bookmarks, blog entries, communities, etc