The document outlines a 3 step plan for success with Chatter: 1) Preparation including designing setup, guidelines, evangelists, training materials. 2) Deployment including go-live support, demo sessions, auto-populating groups. 3) Adoption including expanding usage, leveraging evangelists, moving communications to Chatter, and measuring success.

1. Success with Chatter
The 3 step plan
Greg Munster
June 16, 2011
RTP Salesforce.com User Group

2. Success with Chatter
Preparation
Deployment
Adoption
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3. Success with Chatter
Preparation
Design your Chatter setup (feed settings, initial groups, etc.)
Create Business Conduct Guidelines
Identify your Chatter Evangelists within your company
Prepare and present a “What is Chatter” presentation
Develop basic training materials
Send out teasers and 'coming soon' announcements
Deployment
Adoption
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4. Success with Chatter
Preparation
Deployment
Create a 'go-live' war room
Host recorded live sessions to demo and hold Q&A
Create initial groups and populate membership on private groups
Create 'All Sales' group and auto-populate
Deliver initial training materials
Announce within SFDC and via an email blast
Complete profiles and postings from senior management
Adoption
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5. Success with Chatter
Preparation
Deployment
Adoption
Create new groups, retire unused groups
Add additional Chatter users (using Chatter Free license)
Leverage your Chatter Evangelists within your company
Move newsletters and other email to Chatter
Post a 'Tip of the day' and use #hints
Deploy Chatter Mobile
Lead by example, provide guidance to course correct
Measure success
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6. Announcement Plans: Day of Announcement SFDC View
New Chatter tab
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2 Your profile updates show to anyone following you
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Updates show with most recent at top (Alex to post Day 1).
SFDC Status is a permanent section on the Home Page.
Red Hat will add text and links to FAQ, training, and guidelines.
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