Training and change management for rolling out SharePoint and OneDrive – SharePoint in Microsoft 365

Microsoft Technical Article






Change Management and Training Strategy for SharePoint and OneDrive Rollouts

1. Overview

Deploying Microsoft SharePoint and OneDrive within an enterprise environment involves more than a simple technical migration; it requires a structured change management strategy to ensure high user adoption and operational continuity. For IT Administrators, the success of the rollout is often measured by how seamlessly users transition from legacy file shares or third-party cloud storage to the Microsoft 365 ecosystem.

The core of this transition lies in understanding “user journeys”—the specific, repeatable workflows employees perform daily. By mapping these journeys to SharePoint and OneDrive functionalities, admins can develop targeted training resources that address real-world business processes. A proactive approach to change management minimizes productivity loss during the migration and ensures that security and compliance standards are maintained as users move their data.

2. Key Technical Details

To facilitate an effective rollout, IT Admins should focus on the following technical and operational pillars:

Workflow Mapping & Core Competencies

  • Personal vs. Collaborative Storage: Users must be clearly instructed on the distinction between OneDrive (intended for individual work files and private drafts) and SharePoint (intended for departmental resources, shared projects, and intranet content).
  • External Sharing Protocols: Documentation should detail the organization’s specific policies for sharing data with external stakeholders, including how to manage guest access and expiration links.
  • Provisioning Collaboration Spaces: If self-service site creation is enabled, users need guidance on when to deploy a Communication Site (for broad information broadcasting) versus a Team Site (for active collaboration).

Migration & Data Integrity

  • Mover Transfer Wizard: For users transitioning from other cloud providers or personal accounts, the Mover Transfer Wizard serves as a primary tool for migrating data into the corporate OneDrive environment.
  • Sync Client Management: Admins must ensure users understand the status icons of the OneDrive sync client, specifically regarding “Files On-Demand” to manage local disk space effectively.

Support and Training Infrastructure

  • Support Channels: Implement dedicated “Office Hours” or specific helpdesk tiers to handle migration-related inquiries during the initial weeks of the rollout.
  • Documentation “Quick Hits”: Create high-impact, one-page reference guides that compare the “Old Way” (e.g., mapped network drives) with the “New Way” (e.g., SharePoint Document Libraries).
  • Viva Learning Integration: Leverage Microsoft Viva Learning to centralize training content within Microsoft Teams. This allows admins to curate specialized learning paths from Microsoft’s library alongside custom internal training videos.

3. Impact

The implementation of a comprehensive training and change management plan has a direct impact on both the IT department and the end-user base:

  • For IT Administrators: A well-informed user base significantly reduces the volume of “how-to” tickets, allowing the team to focus on governance and infrastructure. It also ensures that data is stored in the correct locations, simplifying discovery and backup procedures.
  • For End-Users: Effective training reduces the “change fatigue” associated with new software. When users understand the “why” behind the move—such as co-authoring capabilities, version history, and mobile access—they are more likely to embrace the platform and utilize its advanced collaboration features.
  • For the Organization: Systematic adoption ensures that the company realizes the full value of its Microsoft 365 investment, fostering a more agile and digitally literate workforce.