Getting Started with Yammer – Facilitator’s Notes

1. Getting Started with Yammer – Facilitator’s Notes Purpose This presentation provides an overview of Yammer to help new users get started. Please feel free to adapt this and use your own corporate branding if you like.Add screenshots of your network to build familiarity with Yammer. Note: Review Vimeo & YouTube video channels 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. Getting Started {Presenter Name} — {Company Name}

3. Why Use Yammer?

4. Technology is evolving… Communication is the same

5. The Communications Technology Revolution Fueled by mobile technology, more people are now using social networking websites than email or web portals. Line chart showing Social > Email Line chart showing Social > Email SOCIAL NETWORKING SOCIAL NETWORKING Time spent online # users EMAIL PORTALS 2009 2011 time time • 800million Facebook users with over 100billion connections • 300 million Twitter users with 1 billion tweets every 4 days • 488 million mobile devices v417million PCs shipped in 2011 Sources: Comscore, Forrester Research

6. Sound familiar? I’m new to the company. Where can I find…? Who’s handling this account? Who can help me with this project? Does anyone have experience with…. What are common objections from prospects? Who’s going to the conference? What’s our protocol for engaging with… Anyone know a good tax lawyer? Where can I find the latest travel policy information? The competition’s up to this. What do we do?

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

8. 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

9. Set-Up Your Yammer Account

10. Log-in to Yammer • Go to www.Yammer.com to log-in Select Sign-in Type your work email, and your Yammer password Select Forgot Password and Yammer will email you your password Select Sign-in

11. Complete your Profile • Share your background and expertise Select Edit Account Add your Job Title, Department and Location. Include your Expertise. YAMMER TIP: Avoid acronyms or jargon, so everyone can understandand search successfully.

12. Complete your Profile • Let others know who you are and what you can do – not just what your title says you can do The About You section is your Biography, and lets people know more about who you are and what you do Download a Contact Card with your colleague’s information Add your contact information so your colleagues know how to reach you

13. Set Notifications • Decide when and about what Yammer will notify you via email Select Edit Account Select Notificationsto view and to update your settings. Don’t forget to select Save.

14. Set Notifications Receive a Yammer Daily or Weekly Digest Un-check email Notifications that you do not want to receive

15. Set Notifications Select the Group Notifications that you want to receive in real-time via email or text

16. Understand My Feed • My Feed lets you connect with the most relevant content in your network Top Conversations surfaces the most relevant content to you based on your activity Select the Gear and Yammer will remember your feed viewing preference Following shows you only conversations involving People, Groups and Topics that you follow

17. Search for Content Before you Post • Type in a search term to see whathas already been shared View different types of search results on each Tab Use Advanced Search to search within a Group or date range

18. Join [COMPANYNAME] Groups • Groups can be focused around a topic, project, department or team. Public EVENTS FINANCE PROJECT EXECUTIVE Private MARKETING VOLUNTEERING PROJECT DIRECTORS CARPOOL COMPANY GROUP Anyone can join and participate Information posted to your My Feed Membership may be restricted Closed for sensitive conversations Must receive invitation or accepted upon request Listed or unlisted

19. Join Groups Search for Groupsthat you want to +Join • Groups let you collaborate & coordinate If you search and don’t find a Group, click Create New Group to make one! Select Groupsto view Suggested Groups, My Groups or All Groups tabs and join groups

20. Follow People • Follow key people in your organization to receive relevant information MANAGER SENIOR LEADERSHIP Share upcoming team goals Connect staff with other teams Manage projects Communicate global strategy Gather feedback about policies Recognize performers Share project status Collaborate on latest version of files Share and discuss links COLLEAGUES YAMMER TIP: Follow anyone in your company to learn what they do.

21. Follow People • The conversations in which they participate will appear in your My Feed Select People to see everyone in your network or People you are following Select to +Follow

22. Install Mobile Apps and Yammer Desktop • Access Yammer at your desk or on the go! WINDOWS PHONE BLACKBERRY IPHONE IPAD YAMMER TIP: Share pictures from your phone using the Yammer app ANDROID DESKTOP

23. 10 Yammer Features You Should Use

24. 1 Start Conversations… • Use @mentioning and + Add people to notify to loop-in the right people Start a Conversation +Add people to notifyto notify specific people about a conversation or to ask for their input @mention others an FYI or include in the conversation

25. 2 …And Join Conversations • Like, Reply, Share conversations to join in Like if you like it, to acknowledge it, or to say thank you Replyto a specific person within a Conversation thread Sharea Conversation with another group or in a Private Message YAMMER TIP: Shy in getting started? Observe and “Like” first

26. 3 Post Different Kinds of Messages • Post a Poll, give Praise, ask Questions, promote Events Use a Yammer App to enrich your post Announcementsare for Admins • Ask a Question • Ask questions, get answers and find them in a searchable knowledge base. • Post an Event • Create events, invite colleagues, collect RSVPs. Add events to calendars. • Post a Poll • Create a quick Poll and ask colleagues to vote on the best option. • Praise Someone • Recognize your colleagues for jobs well done by issuing Praise.

27. 4 Send a Private Message • Communicate privately with one or a few colleagues using Private Messages via your Inbox Manage Unread Conversations and reply to Private Messagethrough your Inbox

28. 5 Add and Follow Topics • Search and follow Topics that are important or of interest to you Search for aTopic Then Follow or Share it YAMMER TIPS: Add Topics by typing a hashtag (#), or later by selecting More > Add Topic Hover over a Topic to Edit.

29. 6 Add Files and Notes • Add Files and Notes to New Conversations and to Replies Use the Paperclipto 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 Create a Note and Linkto a Person, Web Address, another Fileor Note

30. 7Collaborate with Files and Notes • Add Related Content and in-line Comments Downloadthe document, Emailit,Upload a New Version, Deleteor View Fullscreen Addand Replyto in-line comments, Draw, Highlight Add Related Files andNotes from other Groups

31. 8 Start Conversations with Online Now • Online Now works with Private Messages to let you quickly start private discussions with other employees Searchfor colleagues to see if they are Online Now Select the icon to minimize all chat windows; sends messages to Inbox Green tells you which of your colleagues is Online Now Select the icon to add others to the Online Now conversation

32. 9 Discover with the Activity Ticker • Discover relevant content across the company as itis happening, including Note editing, File uploading, and activity from third-party business applications. Hover over any activity story to learn more and get involved Manage activity from other business applications, including SharePoint, and Salesforce

33. 10 Pin Content to Network & Groups Company Resources displays Files and Pages that an Admin has added. NetworkAdminscan pin Files or Pages to Company Resources. Group Admins can pin Files and Notes to the Quick Access area within a Group.

34. What to Share on Yammer

35. Consider What to Share • Start conversations by sharing what you are working on What Should I Post? What Shouldn’t I Post? • Questions and requests for help • Replies offering assistance • Ideas and constructive suggestions • Updates on teamwork and projects • Interesting articles about trends or factors affecting the business • Competitive intelligence • Useful information thatis relevant • Inappropriate jokes or derogatory criticisms • Anything that violates your company Usage Policy • Anything you would not feel comfortable sharing with your manager • Anything you would not feel comfortable sharing with your mother Sharing is caring, but beware of the overshare!

36. Who Would You Rather Follow? • Be constructive and helpful. Move the conversation forward. Natalie Post, Project Manager Eric Relevant, Team Leader • “Where can I find the latest version of our capabilities brief? • “The Wall Street Journal composed this article about our competitor. Highlights:” • “Great work by our development team: here’s to another banner quarter!” • “I’m having a tough time negotiating fees with a vendor. Any advice?” • “Thanks for the post. Sure, I can help you with your Q3 budget. Let’s meet.” • “Look at what I ate for lunch! It may look like beef but it’s actually turkey.” • “I know this violates client confidentiality but I just have to share this mockup.” • “What kind of approach is that? That’s not my fault. Your decision stinks.” • “I’m bored. Anyone want to go get a coffee?” • “Does anyone know a good podiatrist? I have this weird rash on my foot.” Sharing is caring, but beware of the overshare!

37. What About NonWork-Related Conversations? ⌃ Create a Group where non-work related conversations can take place Great for water cooler conversations Keeps non-work related discussions where they need to be Users can choose whether or not to follow this Group’s activity

38. What’s next? Start your Yammer experience! Create a “New to Yammer” Group on your network. Join YammerU https://www.yammer.com/yammeru View, download and share content from YammerU to your “New to Yammer” Group Review and use resources New User Checklist Building Your My Feed Lead a Yammer Event Post, shareand collaborate on YammerU Get Yammer Certified https://sites.yammer.com/certifications/

39. Questions?

40. AppendixDo Even More with Yammer

41. 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

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

43. 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 NOTE: If you are later @mentioned in the thread, the conversation will appear in your Inbox again