Microsoft Teams project plan to roll out teams

Microsoft Teams project plan to roll out teams

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

Chat, teams, channels and applications


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


General preparation

You can readthe 5 preparatory steps before getting started with Teams here.

If you have not yet Office 365 tenant have one. Please create an tenant .

Two pre-selected scenario plans have been worked out:

Chat, teams, channels and apps

Meetings and conferences

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


You will enter the control panel to implement 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 on next.


A teams implementation is not something you do alone. Add your embassador and click on create.

At the moment, two things are being prepared.

A planner's task list from the roll-out.

A form for the NPS scores for later.

Repeat these steps for Meetings and Conferences

If you have activated these 2 scenarios, you have completed the preparatory 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 roll-out. 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 'Chatting, teams, channels'. You have performed all preparatory tasks.

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

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

  1. Project Overview
  2. Assessment of the project plan in Planner including owners and start and finish dates
  3. Determine the project frequency (daily/weekly/monthly)

Estimated time to complete: 2 hours


Phase 2: Internal preparation

step 1. More information on implementing Teams

Project management: The project leader 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 you clarify how to achieve your business goals by following recommended procedures for the success of your organisation.

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

You will make changes as part of the task 'Configure and validateTeams settings'.

Checklist 0/3

  • Watch the 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 default values
  1. How to roll out teams
  2. Teams Foundations - Basic components

Step 2. Defining usage scenarios

Project management deployment: Scenarios cover the ways your users use Microsoft Teams to address business challenges and achieve organisational, cultural, tangible or individual adoption results.

Make sure you understand the business projects or scenarios that might be considered 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, consult with business stakeholders to confirm the initial focus of Teams . Then spend time measuring impact and difficulty to help understand which scenarios have the quickest impact and which require more planning.

Estimated time to complete: 1-2 days

Checklist 0 / 6

  • Determine whether the audio meeting 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 prioritise 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 whether you need to make any configuration changes. If you need to change any settings, do so now and mark the item as completed.

Checklist 0 / 8

  • Teams-policy
  • Message policy
  • App permissions and settings policy
  • External access (federation)
  • Guest access
  • Organisation-wide institutions for Teams
  • Teams-install clients
  • Create and run a test plan for all the settings you have changed

step 4. Have your helpdesk ready to support Teams

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

Determine what your help desk team members need 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 personnel 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. Drawing up the acceptance plan for Teams

Deployment: A successful roll-out of Teams requires a well thought-out adoption plan to help your users make the 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 with the help of the article Getting Started
  • Evaluate the organisational readiness with the article Teams commissioning
  • Identify champions and early adopters of Teams
  • Assess the readiness of the end user
  1. Getting started with a Teams pilot
  2. Teams commissioning

step 2. Teams rollout to 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 organisation.

step 3. Teams enable 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 via Microsoft Forms!

Phase 4: Implementation at the organisational level

step 1. Update the acceptance plan if necessary

Use the knowledge gained from your Teams pilot and update your adoption plan if necessary to get ready for your organisation-wide Teams implementation. Use the guidelines in the annex below, 'Teams go live', to help you do this.

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

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

Repeat this task until you have completed your organisation-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 the use of Teams and feedback

  • You can facilitate this via Microsoft Forms!

Also readother tips and tricks

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



Welcome to On this website you can read articles and experiences about Office 365 with focus on Microsoft Teams. Feel free to ask me a question and I will answer it in a blog post. Help others by giving feedback at the bottom of the articles. This blog is made in Dutch. The multilingual website is offered with best-effort machine translation.
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