UPGRADE

Kymm NelsenUC Davis Extension

Child Welfare Technology Conference | October 23, 2013

Topics

• What’s coming• The “Dip” • Reduce the Dip• Windows 7• Office 2007 (Word)• Closing

KYMM NELSEN

Corporate Training Consultant

– Software trainer – Learning specialist and coach – Self-taught in the trenches– Certified Master Hypnotherapist &

NLP Trainer

GM Hy-wire has wheels, seats and windows like a conventional car, but no engine under the hood and no steering wheel or pedals inside

GM Hy-wire

WIN 7 and OFFICE 2007 ROLLOUT

Today

Nov 03 April 2014

CHANGE vs. TRANSITION

An internal adjustment to a new way

New way

Transition

Old way

An external event or situation

Change

Something old stops

THE “DIP”

Program Implementation

Current State

Future State

PER

FO

RM

AN

CE

Adoption

TIME

Transition(Stabalization)

End of Old Way(Change)

GO LIVENOV 3

DURING THE “DIP”

Current State

PER

FO

RM

AN

CE

Adoption

TIME

Transition

Acceptance

Settled

Satisfaction

Relieved

Excited

New “Normal”

Stress

Anger

Denial

Fear

Anxiety

Resistance

DURING THE DIP

REDUCE THE DIP

• Inform• Prepare• Train & Support

INFORM

Communicate with users–Change is coming–Description of change–Timeline–Recognize some challenges will arise–Emphasize the benefits

PREPARE

You Know Your Users!– Identify their common tasks– Identify their stress points (typically time-driven)– Anticipate their reactions

Prepare for Windows 7

• Start menu• Task bar• Directory structure• Control Panel

WINDOWS 7 - COMMON TASKS

• Start up and Shut down• Launch programs• Toggle between programs• Open and Save files• Use the Control Panel ALL

IMPACTED!

Start Menu

FROM TO

Taskbar

FROM TO

“My Documents” Location

FROM TO

My Computer > Documents and Settings > [username] > My Documents

Desktop shortcut > My Documents

My Computer > C: > Users > [username] > My Documents

Desktop shortcut…GONE! Use the Start button

Control Panel

FROM TO

Example: Add or Remove Programs Example: Programs and Features

Prepare for Office 2007

• Outlook, Word and Excel• File extensions changed• Office button replaces File command• Ribbon replaces the menu

and toolbars• Dialog boxes hidden• New interface functionality (Quick

toolbar, galleries and live preview)

WORD 2007 - COMMON TASKS

• Launch the software• Open and Save files • Format text and paragraphs• Insert tables• Save files for CMS import• Edit Word Options

ALL

IMPACTED!

Launch Word

FROM TO

Office Button

FROM TO

Ribbon and Tabs

FROM

TO

Dialog Box Launcher

FROM TO

Insert Table

FROM TO

Save as DOC

FROM TO

Word Options

FROM TO

.DOC by Default

TRAIN & SUPPORT

• Quick Reference Guides• Hands-on practice and

troubleshooting sessions• Software Classes

TRAIN & SUPPORT

During the early Dip…• Simplify support to the core, critical tasks• Prepare! Provide job aids• Be the positive change leader

Q & A

Successful transition!