Modernize Communications Workshop

Environmental Assessment Pre-Questionnaire

[Company name]
Table of Contents
Introduction...........................................................................................................................................................2
Company Overview................................................................................................................................................3
Project Team..........................................................................................................................................................3
Desired Future State..............................................................................................................................................4
Communications...........................................................................................................................................5
Meetings Services.........................................................................................................................................6
Company-Wide Collaboration......................................................................................................................7
Existing Environmental Details...............................................................................................................................8
Microsoft 365 Licensing................................................................................................................................8
Microsoft 365 Tenant Details.......................................................................................................................8
Existing Communications / PBX / Phone System Deployments..................................................................11
Existing Meeting Deployments...................................................................................................................11
Existing collaboration platform summary...................................................................................................12
Existing Collaboration Platform Deployment Details............................................................................................14
Microsoft Teams (if applicable)..................................................................................................................14
Skype for Business Online (if applicable)....................................................................................................16
Skype for Business Server On-Premises (if applicable)...............................................................................16
Networking and Access to Microsoft 365 Services...............................................................................................18
Endpoints.............................................................................................................................................................20
Operations............................................................................................................................................................22
Adoption & Readiness..........................................................................................................................................23

Introduction
This document provides questions to help understand your company’s current Modern Workplace
environment in order to help support a quick onramp to Microsoft 365.

The sample questionnaire below walks you through a set of questions to confirm that your
organization is ready for the successful rollout of Microsoft Teams Phone capabilities including Teams
Calling Plans, Direct Routing, Operator Connect and Audio Conferencing.

The questionnaire is divided into multiple sections to confirm your organization’s readiness for your
Teams deployment in several major areas. Work with your project team to provide the requested
information with as much detail as possible to facilitate your planning activities.
Company Overview
Company Info
Industry Number of
Company Name: : employees:
% of Firstline employees (if
any):

Geography: UK, North America, EMEA, APAC, WW

Point of Contact

Name:

Email:

Telephone:

Project Team
Capture detailed information about the key stakeholders of your Teams rollout project. Note that one
person can play several roles throughout the project.

Name, email address, phone

Role Location, time zone Comments
number
Executive Sponsor

Project Lead

Collaboration Lead/Architect

Consultant

Project Manager
Change Management/
Adoption Specialist
Network Lead

Security Lead

Telephony Lead

Desktop Lead

Support/Help Desk Lead

Deployment Lead

Service Owner

Facilities Lead

Video Team Lead

 In Scope Business Unit Leads

Desired Future State

Use the tables below to discuss and current and future desired state from an IT perspective.

Work through the list and add an appropriate priority to capture the importance of each
functional area to the organization. You can then present this table back as part of your
roadmap.

Note: Choose a prioritization mechanism that makes sense to the customer based upon their
identified business requirements. For example, in some situations it might be logical to use “High,
Medium and Low” prioritization. For others a prioritized list might make more sense. The prioritization
will help you create a roadmap of next steps.

IT Services Current Level Desired Level Priority

Telephony & Telecoms Services, Phone

     
System / PBX Replacement
Meeting Services      
Messaging within Meetings
Video in Meetings
Meeting Room Technology
Virtual Events (Internal/External)      
 
File Sharing within meetings    

General Availability and Presence      

 
Communications    

 
Communicating via Messaging    

Communicating via Voice/VoIP and Video      

Group Collaboration    
General Collaboration File Sharing    
General Collaboration Teamwork
Employee Experience

During the conversation feel free to share details (if appropriate) about any key features the customer will
need. Some features may need configuration, others will require user education.
Ensure that these opportunities are included in the roadmap and offer created for the customer.
These are broken into 3 main areas with smaller sub-sections:
 Communications
 Meetings Services
  Company-wide collaboration
The emphasis is on Communications, but Meetings and Collaboration will play an important part in the
overall understanding of the desired solutions.
The following tables define some basic IT requirements so we can understand the customers position today
and where they think they would like to be in the future. These may be needed for IT capability or to enable
the business objectives.
Work through the tables with the customer to identify which Level needs to be targeted for a Microsoft
Teams Phone deployment, Meetings and Collaboration.

Communications
Communicating via Messaging
Level 1 Level 2 Level 3 Level 4
Text messaging services
Basic email and/or across user preferred
messaging services modalities
provided. Bots automate regularly
Message and activity
User online status used functions.
search available for each
Users/departments provided.
workload
complement with Centralized eDiscovery
unintegrated/semi- Archiving of messages across Teams private
integrated BYO solutions. IM encryption
meets compliance chats and channels
requirements.

Communicating via Voice/VoIP and Video

Level 1 Level 2 Level 3 Level 4

Consumer-grade VoIP, Commercial-grade online

Centralized cloud
video & screen sharing meeting functionality,
Teams integrates in- recording for meetings
services. which is secure, including
context calling with
desktop sharing.
present/away/busy status Meetings caption and
search available

Communicating via Phone / PSTN

Level 1 Level 2 Level 3 Level 4
Basic Third-Party Phone Teams Phone integrated All users enabled for All users enabled for
System / PBX services / with existing Phone Teams Phone with basic Teams Phone using a
Audio Conferencing System / PBX for call routing functionality combination of Calling
provided interoperability between with Call Queues and Plans/ Direct Routing /
platforms. Auto Attendants. Operator Connect.
Users/departments
complement with Teams Meetings with Advanced Calling
unintegrated/semi- Audio Conferencing functionality with Call /
integrated BYO solutions Compliance recording /
Contact Center

Meetings Services
Messaging Within Meetings
Level 1
Ad hoc IM
File Sharing Within Meetings
Level 1
Files shared prior to
meetings or
presentation/desktop
sharing tools in parallel to
voice conversation.
Voice and VoIP Within Meetings
Level 1
Consumer-grade audio,
video & screen-sharing
services
Large Scale Broadcast / Virtual events / Webinars
Level 1
None
Level 2
Meeting software
supports integrated,
secure IM/chat.
Messaging archived and
auditable.
Level 2
Ability to attach files for
meetings.
Participants can review
presentation files at
different rate to presenter
Level 2
Commercial-grade online
meeting functionality
with integrated VoIP and
video
One-click meeting join
from any device or
waiting area admitting
external attendees
Level 2
Use third-party tools for
webinars.
functionality.
Level 3 Level 4
Per-user meeting policies
Ability to control which
configurable
custom cloud storage
providers may be used
Persistent meeting notes
to share files
available during meetings
Level 3 Level 4
File uploads during
Centralized eDiscovery
meetings automatically
can be used to locate
go to org’s common file
uploaded files
sharing infrastructure
Level 3 Level 4
Ability to invoke ad hoc
Can create per-user
meetings via software.
meeting policies
controlling video usage.
Can view desktop sharing
from mobile devices, and
Video background blur
present from mobile
service
devices
Level 3 Level 4
Ability to deliver and
Currently have an in-
produce at user and
house broadcasting
production level events
solution that allows for
with event management
production led events
services attached.
General Availability and Presence within meetings
Level 1
Personal calendaring
using individual tools.
Free/busy status may not
be visible to others within
the organization.
Company-Wide Collaboration
General Collaboration – File Sharing
Level 1
Mix of on-premises or
cloud-based file hosting
service, with folder access
permissions.
Users expected to act
responsibly in sharing
files.
General Collaboration – Teamwork
Level 1
Group authored files are
edited individually and
manually merged.
Level 2 Level 3 Level 4
Free/busy visible to
colleagues
Scheduling Assistant
Meetings can be
Meeting rooms can be tools can be used to
scheduled via Outlook.
booked if needed simplify meeting
calendaring
Delegation rights can be
assigned to others in the
organization
Level 2 Level 3 Level 4
Teams includes
governance rules.
Files have discoverable
change logs.
Search by item or person
Advanced security tools
to trace who has accessed
Rights management is in monitor for and alert on
files.
place for file policies. suspicious activity.
Users are informed
proactively about
sensitive data
Level 2 Level 3 Level 4
External contributors
Team members work on a
supported with controls.
common set of files.
Employees can easily see
Ability to set company- the online presence of
Tools and processes allow
wide comms standards, others and start chat,
multiple editors on the
controlling use extras voice, video, and ad hoc
same file.
(e.g., Giphy, smileys), or meetings
ability to delete
conversations
Existing Environmental Details
Use the following tables to capture your organization’s existing Microsoft 365, communications,
meetings and collaboration environment details.

Microsoft 365 Licensing

Microsoft 365 tenant name: _________________________.onmicrosoft.com

Licensing SKU # of Assigned

☐ Microsoft 365 E5
☐ Microsoft 365 E3
☐ Microsoft 365 Business
☐ Office 365 E5
☐ Office 365 E3
☐ Office 365 Business Premium
☐ Office 365 Business Essentials
☐ Exchange Online Plan 1
☐ Exchange Online Plan 2
☐ Other

Microsoft 365 Tenant Details

Use the following table to capture information about the Microsoft 365 tenant.

Question Answer Comments

Does your organization already have a production

Microsoft 365 tenant? ☐ Yes Tenant Name:

If you have more than one tenant associated with ☐ No Tenant ID:
your organization, note all the IDs.

In what regions are the tenants deployed?

Does your tenant have an industry name?

Are these tenants Microsoft 365 Multitenant or ☐ Multitenant

Dedicated?
☐ Dedicated
 ¨ Microsoft Teams

¨ Exchange Online

¨ SharePoint Online

¨ OneDrive for Business

Which Microsoft 365 products are in use today?
¨ Yammer
Note the number of users enabled for each service
in the Comments column. ¨ Flow

¨ PowerApps

¨ Yammer

¨ PowerBI

¨ Other

☐ E1/G1/A1 The number of users

What license level is enabled for users? for each SKU:
☐ E3/G3/A3

☐ E5/G5/A5
If you have specific licensing levels with add-ons
☐ Azure AD Premium P1
(such as Teams Phone, Calling Plans, etc.) please list
in the comments section ☐ Azure AD Premium P2 Add-ons (if
applicable)
☐ Other (specify)

What is the current Active Directory Forest ☐ Older Version

functional level in the environment? ☐ Windows Server 2012
If there’s more than one forest, note the details in ☐ Windows Server 2012 R2
the Comments column.
☐ Windows Server 2016

☐ No sync (cloud only)

☐ Azure Active Directory

What are you using for directory synchronization Connect (Specify version in the
today? Comments column.)

☐ Other (Specify in the

Comments column.)

If you are using Azure Active Directory Connect, ☐ Yes

have you enabled Pass-through Authentication?
☐ No

If you are using Azure Active Directory Connect, ☐ Yes

 ☐ No
have you enabled Password Hash Synchronization?
☐ No, but we are open to do
so

What are you using for user provisioning?

Is federated identity currently deployed? (Active ☐ Yes

Directory Federation Service or third-party)
☐ No

☐ Older Version

☐ Windows 2012 AD FS

If you’re using federated identity, what is the ☐ Windows 2012 R2 AD FS

federation infrastructure? ☐ Windows 2016 AD FS

☐ Third-party federation
gateway (Note the details in
the Comments column.)

☐ Yes

Are you using MFA today (Note the details in the

Comments column.)

☐ No

☐ N/A – No Microsoft 365

tenant in place

If you currently maintain an active Microsoft 365 ☐ No, users’ SMTP/SIP domain
tenant, is the SMTP/SIP domain of your targeted isn’t associated with any
users associated with the tenant? tenants in Microsoft 365

☐ Yes, users’ SMTP/SIP domain

is associated with an existing
tenant in Microsoft 365

☐ Yes
Do user UPNs match their primary SMTP address? ☐ No

☐ Inconsistently

Existing Communications / PBX / Phone System Deployments

Question Answe Comments
 r

What PBX(s)/ Phone System(s) are deployed in your sites? Please list the type and version

What PSTN connectivity is available? PRI, E1/T1, Sip Trunk etc.

What is the number of concurrent PSTN calls? Please collect statistics from
your existing PBX

Do you have requirement to implement 911 emergency services

or similar functionality if outside the US?

Do you have an existing contact center?

Do you use PSTN call recording requirements?

Do you use functionality such as Hunt Groups, Rings Groups, Pick

up Groups, delegation?

Do you have an attendant console requirement?

Do you have an existing Call Queues and Auto Attendants?

Would you want to keep your existing Phone Numbers?

Do you have any custom dial plan / dialling requirements?

Do you have an existing voicemail solution?

Do you have an analog devices such as Fax, Door Phones, lift

phones, Wireless / DECT?

Existing Meeting Deployments

Question Answer Comments
E.g., Skype, Cisco,
Which vendor do you use for meetings?
Zoom
E.g., InterCall, BT
Which conferencing provider do you use?
Meetme, AT&T
How do you contract and pay for meetings?
Mobile App [________%]
Mobile PSTN dial in [________%]
How do people attend meetings? Desk PSTN dial in [________%]
Desktop [_______%]
In person [_______%]
When in the office how do people attend Mobile App [________%]
meetings? Mobile PSTN dial in [________%]
Desk PSTN dial in [________%]
Desktop [_______%]
 In person [_______%]
3rd party Video conferencing equip
[________%]
Do you have existing meeting room Mobile PSTN dial in [________%]
technology in place? Desk PSTN dial in [________%]
Desktop [_______%]
In person [_______%]
% of overall users using meeting services?

Existing collaboration platform summary

Question Answer Comments

☐ Yes
Is Microsoft Teams deployed?
☐ No

☐ Yes, Microsoft 365

☐ Yes, hybrid (with Microsoft 365)

☐ Yes, on-premises
Is Skype for Business deployed?
☐ Yes, online, dedicated
For on-premises and hybrid deployments, make (Microsoft)
sure you note the version and cumulative update
(CU) details in the Comments column. ☐ Yes, hosted, dedicated (third
party)

☐ Yes, hosted, shared (third party)

☐ No, other

☐ Yes, Microsoft 365

☐ Yes, hybrid (with Microsoft 365)

☐ Yes, on-premises If hybrid, please

Is Exchange deployed?
☐ Yes, online, dedicated specify the
For on-premises and hybrid deployments, make number of users
(Microsoft)
sure you note the version and CU details in the that are on-
Comments column. ☐ Yes, hosted, dedicated (third
premises vs Online
party)

☐ Yes, hosted, shared (third party)

☐ No, other
Is SharePoint deployed? ☐ Yes, Microsoft 365

For on-premises and hybrid deployments, make ☐ Yes, hybrid (with Microsoft 365)
sure you note the version and CU details in the
☐ Yes, on-premises
Comments column.
☐ Yes, online, dedicated
(Microsoft)
 ☐ Yes, hosted, dedicated (third
party)

☐ Yes, hosted, shared (third party)

☐ No, other

☐ Yes
Is Microsoft 365 OneDrive for Business deployed?
☐ No

☐ Cisco WebEx

Do you have any other third-party collaboration / ☐ Slack

conferencing platforms deployed and in use today? Number of users:
☐ Zoom
If so, note the number of users of these platforms Details:
☐ Salesforce Chatter
and the usage details in the Comments column.
☐ Other (Specify in the Comments
column.)

Are you planning to move users from these third- ☐ Yes

party platforms to Teams?
☐ No

What is the current telephony and conferencing

solution of the users who are in scope for this
initiative?
Existing Collaboration Platform Deployment Details
Please provide additional information based on applicable collaboration platforms.
Microsoft Teams (if applicable)
If applicable, capture the details of your Teams deployment by using the sample table below. If you
haven’t deployed Teams, skip this section.

Question Answer Comments

☐ All users in the organization

What types of users are enabled for
Teams? ☐ Specific users/user groups (Specify in the
Comments column)
☐ Channel-based conversations

☐ Private chat

☐ Guest access

☐ Channel meetings

☐ Private meetings

☐ Private calling

☐ Ad-hoc channel meetup

☐ Videos in meetings

☐ Screen sharing in meetings

Which Teams features and modalities are ☐ Audio conferencing
in use?
☐ Applications (apps)

☐ Tabs

☐ Bots

☐ Flow

☐ Teams Phone /Telephony

☐ Connectors

☐ Custom cloud storage integration (Box, Dropbox,

ShareFile, Google Drive)

☐ Channel email integration

☐ Other (Specify in the Comments column.)

What Teams upgrade modes are in use ☐ Islands ________ (no. or %)
across your users?
☐ Skype for Business
For each modality, please indicate a
with Teams
 collaboration _______ (no. or %)

☐ Skype for Business with Teams collaboration and

percentage or number meetings _______ (no. or %)

☐ Teams Only _______ (no. or %)

☐ Skype for Business only _______ (no. or %)

What applications and/or Bots have you
deployed to Teams?

Have you specifically blocked any Teams

capabilities? ☐ Yes
If yes, note the details in the Comments ☐ No
column.

☐ Web

☐ Windows

☐ Mac
Which Teams clients are in use? ☐ Linux (Preview)

☐ iOS

☐ Android

☐ Certified phones
☐ Everyone in the organization (This is the default
Who has permissions to create teams? setting)

☐ Specific people (Specify in the Comments

column.)

Who has permissions to invite Guest ☐ Everyone in the organization ☐ Specific people in
users into teams? the inviter role group

☐ No one

Are you using security and compliance ☐ Yes

features in Teams? ☐ No

Skype for Business Online (if applicable)

If applicable, capture the details of your Skype for Business Online deployment by using the sample
table below. If you migrated from Skype for Business Online deployment to Microsoft Teams already,
skip this section.

Question Answer Comments

 ☐ All users in the organization
What types of users are enabled ☐ Specific users/user groups (Specify
for Skype for Business Online? in the Comments column)

☐ Instant Messaging and Presence

(IM/P)
☐ Conferencing
☐ Federation
☐ Meeting Recording
☐ Microsoft Audio Conferencing
What modalities and features are ☐ Third-party audio conferencing
currently in use today? (Note the details in the Comments
column.)
☐ Calling Plans (formerly PSTN
calling)
☐ Organizational Auto Attendants
☐ Call Queues

Have you specifically blocked any

Skype for Business Online ☐ Yes If yes, note the details in the
capabilities? ☐ No Comments column.

☐ Calling Plans (formerly PSTN

What method are you using or
plan to use to connect Teams
Phone (formerly Phone System &
Cloud PBX) to the PSTN?
Select all that apply.
calling)
☐ On-premises PSTN connectivity
(leveraging existing Skype for
Business 2015 or Lync Server 2013
deployment)
☐ On-premises PSTN connectivity
(using Cloud Connector)

Have you ported any phone

numbers to Microsoft?
☐ Yes
This is applicable to Calling Plans
☐ No
and Audio Conferencing
features.

Skype for Business Server On-Premises (if applicable)

If applicable, capture the details of your Skype for Business Server deployment by using the sample
table below. If you haven’t deployed Skype for Business Server on-premises, skip this section.

Question Answer Comments

What versions of Lync or Skype for ☐ Older Version

Business currently are deployed on-
☐ Lync Server 2013
premises?
 ☐ Skype for Business Server 2015

☐ Skype for Business Server 2019

Is hybrid with Skype for Business ☐ Yes

Online configured? ☐ No

Is this environment hosted and

managed by a third party? ☐ Yes
If yes, note the details in the ☐ No
Comments column.

☐ Instant Messaging and Presence (IM/P)

☐ Conferencing

☐ Federation

☐ Meeting Recording

☐ Persistent Chat / Group Chat

☐ Response Groups
What modalities and features are ☐ Microsoft Audio Conferencing (formerly Dial in
currently in use today? Conferencing) on your on-premises Lync Server or
Skype for Business deployment

☐ Third-party audio conferencing (Note the details in

the Comments column)

☐ Enterprise Voice using on-premises PSTN

connectivity

☐ Calling Plans (formerly PSTN calling) via Hybrid with

Skype for Business Online
☐ Older Version

Which version(s) of Edge Server do you ☐ Lync Server 2013

have deployed?
☐ Skype for Business Server 2015

☐ Skype for Business Server 2019

Do you have Lync or Skype for
Business Edge deployed into more
☐ Yes
than one datacenter?
☐ No
If yes, note the details in the
Comments column.

Select services that your Edge role ☐ External user access (corporate users)
provides today
☐ Remote user access (anonymous external meeting
 participants)

☐ Federation

☐ Media relay
☐ Busy options

☐ Call Park

☐ Call pickup or group call pickup

☐ Common area phones, or “hot desking”

☐ Response groups or hunt groups

☐ Shared line appearance

☐ Private line

☐ Voicemail
Which of the following voice calling
features do you currently have ☐ Call via work
dependencies on?
☐ Emergency or information numbers (911, 811, 411)
Note any additional dependencies in
☐ Extension dialling
the Comments column.
☐ Auto Attendant

☐ Subscriber access

☐ Analog devices

☐ Fax

☐ Caller ID masking or altering

☐ Location-based routing

☐ Least-cost routing

☐ Elevator phone

Networking and Access to Microsoft 365 Services

Use the following table to capture your organization’s networking details and how your users are (or
will be) connected to Microsoft 365 services.

Question Answer Comments

How many remote users do you have?

Who is your main contact? Provide name, email address and

location of person who is responsible
for maintaining this site and making
changes

What is your WAN connection speed? In Mbps (if applicable)

What is your internet connection speed? In Mbps (if applicable)

How much bandwidth is reserved for real time In Mbps

traffic?

What kind of internet break-out does the site Direct, via MPLS in other location,
use? other (please describe)

What is your corporate connection type? MPLS, other (please describe)

Are there traffic shapers/WAN Skype for Business requires a set of

optimizers/firewalls in place? If so, please list ports to be opened and should be
them. excluded from any traffic shapers. It is
therefore important to list these in
advance.

If the answer is yes to the previous question, can

you create exceptions and open ports for Skype
for Business and/or Microsoft Teams Traffic? If
not, please highlight this.

Is Skype for Business and/or Microsoft Teams

traffic allowed to/from this site? If so, has this
been tested?

Are users required to use a VPN when ☐ Yes

connecting to corporate resources remotely?
☐ No
If a VPN is used, can Teams traffic be excluded ☐ Yes
from the VPN to access Microsoft 365 Services
☐ No
directly?

Does your network support QoS? ☐ Yes

☐ No
Can you prioritize Teams audio and video traffic ☐ Yes
to drive a high-quality experience?
☐ No
Do all locations within a region have internet ☐ Regional
egress, or is internet egress centralized for the access to the
entire region? internet

☐ Centralized
access to the
internet
Please supply the types of networking For instance, Aruba AP-100s and
 equipment used at this location Extreme Network 7000 series

What kind of wireless infrastructure do you use

in this site?

How do (or how will) the users in scope for ☐ Routed NAT
migration access Teams when they’re in the connection
office?
☐ Proxy server
Select all that apply.
☐ Public Wi-Fi

☐ Managed (not
public) Wi-Fi

☐ ExpressRoute
(Microsoft
peering)
If access to Microsoft 365 is through a proxy ☐ Yes
server, is there any way to bypass the proxy?
☐ No
Is ExpressRoute being used today? ☐ Yes

☐ No

☐ No, but it’s

being planned
Have you performed a Network Readiness ☐ Yes
Assessment?
☐ No

Endpoints
Use the following table to capture the details of the clients and endpoints in use.

Question Answer Comments

☐ Older Version

☐ Windows 7

☐ Windows 8

What desktop OS are the users using? ☐ Windows 10

☐ Mac (Specify the version in

the Comments column.)

☐ Other (Note the details in

the Comments column.)
 Do you use VDI in the organization?
☐ Yes
If yes please provide details such as vendor, version,
percentage of VDI endpoints ☐ No

☐ Older Version

☐ Office 2013

☐ Office 2016

☐ Office 2019
What version of Microsoft Office is deployed to these devices?
☐ Office ProPlus

☐ Mac Office 2011

☐ Mac Office 2016

☐ Mac Office 2019

☐ Other (Note the details in

the Comments column.)

Which Office deployment technology is in use in your ☐ MSI

organization?
☐ Click-to-Run

☐ iOS
What are the allowed and supported mobile platforms in use?
☐ Android
Select all that apply.
☐ Other (Note the details in
the Comments column.)

How are mobile devices provided? ☐ Corporate devices

Select all that apply. ☐ Bring your own device

What devices do users currently use to access voice and

conferencing services (handsets, headsets, phones, video)?

Operations
Use the following table to capture the details of the operational aspects of your environment.

Question Answer Comments

What is your operations model for your Phone

System / PBX deployment today?
What is your operations model for your Lync
Server, Skype for Business Server, or Microsoft 365
deployment today?

Can you outline the current support arrangement

for Lync Server, Skype for Business Server, or
Microsoft 365?

If you’re deploying to multiple countries or

regions, does each country/region have its own ☐ Regional operations and support
IT/telephony staff to work with, or will this be ☐ Centralized operations and
managed centrally? support

Have you assigned an individual or team to the

Quality Champion role for the collaboration ☐ Yes
platform in use? ☐ No

How do you monitor your PBX, Lync Server, Skype

for Business Server, or Microsoft 365 deployment?

Do you experience call quality issues? ☐ Yes

☐ No

How and when do you provide training to your

helpdesk on new services and capabilities?
Adoption & Readiness
Question Answer Comments

____ % total active users versus enabled

What is your current active usage of Skype for users in Skype for Business
Business/Teams?
____ % total active users versus enabled
users in Teams
Chats

- IM
- Calling
- Sharing

How is your organization using Skype for Meetings

Business/Teams?
- Conferencing
- Sharing
All Hands (Broadcasts or Live events)
Calling

Collaboration

Does your organization have a User Adoption and ☐ Yes

Change Management team?
☐ No

How do you currently measure success for

technology rollouts like Skype for Business/Teams?

What percentage of your user base would you say

has adopted Skype for Business/Teams?

☐ Good
What is user sentiment around Skype for
Business/Teams? ☐ Neutral

Which of the following best describes the rollout
strategy used for your Skype for Business/Teams
deployment?
☐ Bad
☐ Broad reach: Email campaign with
links to training
☐ Expanded: Broad reach plus a variety
of awareness campaigns (posters,
events, champions) and training
(videos, user guides, in-person)

☐ Tailored: Expanded, plus targeted

messaging and training by persona

☐ Other (Note the details in the

Comments column.)