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Microsoft Teams project plan to roll out teams

Microsoft has created a ready-made project plan to easily and properly roll out Teams . this plan is based on the 2 main scenarios.

Chat, teams, channels and applications


meetings and conferencing! Read all the other 25 Microsoft Teams implementation blogs here!

Source: https://docs.microsoft.com/en-us/MicrosoftTeams/teams-overview

General preparation

You can read the 5 preliminary steps before getting started with Teams here.

If you have not yet Office 365 tenant have one. Then create a tenant .

2 preselected scenario plans were developed being:

Chat, teams, channels and apps

Meetings and meetings

To get started, we are going to activate these 2 plans so that they become available in a Microsoft Teams site.

Browse to: https://admin.teams.microsoft.com/teams-deployment

You will enter the control panel to deploy workloads.

Follow the instructions below to activate these 2 workloads. This process creates 2 teams-sites with all the content you need to get started.


Select the top workload. click next.


You don't do a teams implementation alone. Add your embassador and click create.

Right now, 2 things are being prepared.

A planner task list of the rollout.

A forms for NPS scores for later.

Repeat these steps for Meetings and Conferencing

Once you have activated these 2 scenarios you are done with the preparation steps.

Go back to your Microsoft Teams Windows application.

Scenario 1: Microsoft Teams Chat, teams, channels and apps

  • Navigate to your Microsoft Teams implementation team.
  • From this console you have a complete overview of the teams rollout. All actions are described here.

Phase 1: Project kick-off

step 1: project kick-off

  • Start with the project kick-off. You have read the introduction to this plan "Chat, teams, channels. You have completed all the preparatory tasks.

Now you are ready to hold a kick-off meeting for your Teams rollout project. The project leader should schedule this meeting with all members of the project team, including the executive sponsor and anyone who is assigned a task or contributes to the project. Make sure all these people are added to the rollout team so they are fully connected to the project.

Here is a recommended agenda for your kick-off meeting:

  1. Project Overview
  2. Review of project plan in Planner including owners and start and end dates
  3. Set project frequency (daily/weekly/monthly)

Estimated time to complete: 2 hours


Phase 2: Internal preparation

step 1. Learn more about implementing Teams

Project Management: The project manager should read the article 'Teams rollout' to become familiar with the recommended paths for rolling out Teams. Use these guidelines to plan your implementation project for Teams . It will help clarify how to achieve your business goals by following recommended procedures for your organization's success.

As you learn more about the default settings of Teams, make notes about any settings you need to change. Most organizations find that the default settings work for them, so hopefully this is a short list!

You will make changes as part of the task 'Teams configure and validate settings'.

Checklist 0/3

  • Watch instructions for rolling out Teams (30 min)
  • Watch the Teams Foundations video (1 hour)
  • Start by identifying Teams settings that you need to change from the defaults
  1. How to roll out teams
  2. Teams Foundations - Basic components

Step 2. Define usage scenarios.

Project Management Commissioning: Scenarios addresses the ways your users use Microsoft Teams to address business challenges and achieve organizational, cultural, tangible or individual adoption outcomes.

Make sure you understand the business projects or scenarios that qualify for this phase of your implementation. Microsoft has provided sample scenarios and quick wins that would be great candidates for early adopters of Teams.

After reviewing potential scenarios, meet with business stakeholders to confirm the initial focus of Teams . Then spend time measuring impact and difficulty to help understand which scenarios have the fastest impact and which require more planning.

Estimated time to complete: 1-2 days

Checklist 0 / 6

  • Determine if audio conferencing service is available at all your locations
    Evaluate sample scenarios from Teams
  • Select business scenarios to try out on your early adopters and champions
  • Interview business stakeholders to confirm selection
  • Map and prioritize scenarios based on impact versus difficulty
  • Defining criteria for success
  • Example usage scenarios for Teams

step 3. Teams-configure and validate settings

Identify any changes you need to make to the default Teams settings. If you do not need to change any settings for an item in the checklist, mark it as completed.

Use the attachments below to guide you through each item and decide if you need to make configuration changes. If you need to change settings, do so now and mark the item as completed.

Checklist 0 / 8

  • Teams-policy
  • Policy for messages
  • App permissions and settings policies
  • External access (federation)
  • Guest access
  • Organization-wide institutions for Teams
  • Teams-install clients
  • Create and run a test plan for any settings you have changed

step 4. Have your help desk ready to support Teams

Make sure your help desk has the tools and information they need to provide your users with great Teams-support. Check out the attached articles below.

Determine what your help desk team members should have access to so they can perform troubleshooting tasks and assign appropriate roles to them. Review and provide access to support articles from Microsoft help desk staff to ensure they can support users and resolve their issues as they arise.

Estimated time to complete: 4 hours

Phase 3: Roll out to Early Adopters

step 1. Create the acceptance plan for Teams

Deployment: A successful rollout of Teams requires a well-thought-out adoption plan to help your users transition to Teams and get the most out of it from the start.

Use our acceptance guidance to create a plan for your initial Teams-implementation of the chat, teams, channels and apps workload. You will repeat this plan later when you implement other workloads, such as meetings and conferences.

Checklist 0 / 4

  • Plan your Teams pilot using the article Getting Started
  • Evaluate organizational readiness with the article Teams commissioning
  • Identify champions and early adopters of Teams
  • Assess end-user readiness
  1. Getting started with a Teams pilot
  2. Teams take up

step 2. roll out Teams for prototype users

To get started quickly with Teams, we recommend creating two or three teams and channels for a select group of early adopters. By first rolling out Teams on a small scale, you will learn to use Teams and gain valuable insight into how to deploy Teams throughout your organization.

step 3. enable Teams for pilot users

Use the instructions in the article below to enable Teams when the next group of test users can get started with Teams!

step 4. Monitor usage and feedback

  • You can facilitate this through Microsoft Forms!

Phase 4: Implementation at the organizational level.

step 1. Update the underwriting plan as necessary.

Use the knowledge gained from your Teams pilot and update your adoption plan as necessary to get ready for your organization-wide Teams implementation. Use the guidelines in the 'Teams deploy' appendix below to help you do this.

step 2. Roll out chat, teams, channels and apps to the next group of users

Use the "Chat, teams, channels and apps" guidelines in the appendix below to guide your implementation.

Repeat this task until you have completed your organization-wide Teams implementation.

step 3. Teams enable

Use the instructions in the article below to enable Teams when the next group of test users can get started with Teams!

step 4. Monitor use of Teams and feedback

  • You can facilitate this through Microsoft Forms!

Also read other tips and tricks

In these blogs you can find articles around activating services within Microsoft teams.

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