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Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
Intranet Governance
Toby Ward & Michael Rudnick
April 13, 2016
Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
Governance
Defines the ownership and management model
• Management team
• Roles & responsibilities
• Decision making process
• Policies & standards
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www.Slideshare.Net/Prescient
Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
Introductions
• Toby Ward – President
• Michael Rudnick – Managing Partner
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About Prescient Digital
• Worlds’ leading intranet consulting firm
– Strategy, design, implementation, support
• Recognized thought leaders
• First to define & study “social intranet”
• Trusted 14+ year track record
• Clients across industries, global geographies, functional areas
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Representative Clients
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@tobyward
Twitter hashtag
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Intranet Insight > PrescientDigital.com
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Poll
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Detailed Governance Model?
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Think About…
• Who owns the intranet?
• Does everyone know who the owner is?
• Does the owner have real intranet authority?
• Do other groups want ownership?
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Typical Intranet
• Lacking an executive champion
• Middle managers in communications and IT
• Limited budget and influence
• Limited plan or vision – often not aligned to business strategy
• Silos & sprawl lead to user frustration & waste
• Conflict ensues
• Stalls – often for years
• Throwing new technologies at the problem won’t solve it
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C-level champion
C-level Power
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The Champion
• C-level executive
• The champion should have influence
• Understands the value of the intranet & the business potential
• Needs to be involved, but not on a day-to-day basis
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Talk The Talk
• What are your company’s business goals?
• What does your organization value?
• Success is more than dollars & cents
– Customer / employee satisfaction
– User productivity
– Awareness / message retention
• ROI is more than just hard cost savings
– Productivity benefits
– Time to market
– Culture change
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Talk The Talk
Walk the Walk
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First Ever Intranet Methodology
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Deliver The Plans & Design
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Intranet Planning Pyramid © 2011 – 2015 Prescient Digital Media
Vision
Mission
Objectives
Goals (KPIs)
Functions (Applications)
User Tasks (Behavior)
Scope
Detail
Strategic Planning
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The Whole Business
• The intranet is not just a tool – it represents your whole business
• Silos kill intranets – no group/function can operate in isolation
• Employees demand consistency and continuity
– In messages
– In navigation
– In user interface
– In the overall experience (no matter what the device)
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Governance Models
• Decentralized (common in larger organizations)
• No single “owner”
• Driven by policies and guidelines
• Organic growth, often leads to site sprawl
• Centralized (common in small organizations)
• Single owner (usually department)
• Bureaucratic
• Highly controlled
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Governance Models
• Collaborative / Federated
• Executive champion
• Steering Committee / Council
• Decentralized content ownership; centralized platform
• Centralized Hybrid
• Single owner (usually department)
• Bureaucratic
• Highly controlled
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Collaborative Governance (Healthcare)
Editor-in-Chief
(Director of Communications)
Editorial Committee
(Content Owners)
Communications
Committee
Development
Committee
Finance
Hospital
TBD
• Planned Giving
• Annual Fundraising
• Major Giving
• Operations
Hospital
Communications
Technical
• Depts
Content Authors
• Depts
Internet Council
(Internal & External Participation)
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Case Study: Collaborative/Federated
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Centralized Hybrid
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NCR Governance
Intranet Team Responsibilities
Role Responsibilities
Corporate Core Team Provide governance and program management
Online Content Managers Oversee the daily running of the intranet and
activities such as:
• Publish approvals (where required)
• Upload corporate collateral
• Train and support content owners
Content Owners • Update content and ensure consistency
• Can delegate some part of the updates or
changes to other members of the
team/department by making them editors
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Content Management System
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Case Study: Hybrid, Centralized
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Content Area Owners
Editor in Chief
Intranet Advisory
Council
Intranet OwnerIT Support
Government
Services
DiversityHealthcare
Services/
Laundry
Finance
Education
Market
Corporate
Services
Key
Geographies
Co-Champions
Steering Committee
HR
Supply
Management
Marketing
Law
IS&T
Communications
Centralized, Hybrid
Content Contributors
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Sample Structure – Centralized Hybrid
• Champions: Chief Operating Officer, CIO
• Owner: SVP, Internal Communications
• Steering Committee:
– Representation from: IT, HR, Internal Communications, Europe,
USA, UK
– Members must be representative of the global organization
• Editor-in-Chief: Employee Communications
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Day-to-day Management
• Home page, corporate content & news owned by Editor-In-Chief
• Training of the content owners done by IT
• Content owners adhere to standardization policy and ensure their
content is:
– Up to date
– Written in web format
– Appropriate for their target audience
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Champions
• Champions will participate in:
– Supporting owner and committee
– Representing intranet to senior executive
– Source of funding
– Trouble-shooting and conflict resolution
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Owner
• Maintains the intranet vision & mandate
• Manages policy development
• Approves project prioritization
• Monitors performance against objectives
• Allocates resources and budgets
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Intranet Steering Committee
• Chaired by Intranet Owner
• Includes HR, IT, Comms, and sometimes divisional representatives
• Brings insight from the whole organization
• Discusses policy, evolution of site and drives future enhancements
• Provides input, reviews and signs off on plans & policies
• Troubleshooting
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Policies & Standards
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Standards & Policies
Explicitly defined and documented standards & polices are a CRITICAL
NECESSITY to...
• create a uniform user experience
• protect and secure information and intellectual property
• contain sprawl and reduce associated costs
• ensure accuracy and consistency of content
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Policies
• Editorial policy defining:
– Content types: front-page news vs. static content
– How content is developed, formatted, presented
– Limitations on technical and graphic elements
– Roles and responsibilities of publishers, editor etc.
• Standardization Policy
– Compliance details for platform, templates and style guide
• Email Usage Guidelines & Policy
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Taxonomy
• Editor-in-Chief to implement a complete corporate taxonomy
guided by business and function need for:
– storing, cataloguing and ‘tagging’ content
• A taxonomy ‘rule book’ in tandem with a new Content
Management System will ensure effective meta tagging and content
categorization by all publishers
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SharePoint Considerations
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SharePoint Adoption
70%Apprx. Adoption in Med-Large size
Organizations
55% For social media
20% To power main
intranet or portal
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Sprawl
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BT SharePoint Collaboration
Source: Richard Dennison, BT
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BT SharePoint Collaboration
Source: Richard Dennison, BT
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Transfield Team Sites
Source: Intranet Innovation Awards / Transfield Services, Step Two
1. Request a Team Site
2. Learn “When” & “What” to use a team site for
3. Read the Quick Reference Guide
4. Review the Team Site user guidelines
5. Checklist for establishing a new site
6. Enroll in a Team Site workshop
7. Watch a Team Site video tutorial
8. Follow a Team Site user tour
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Third-Party Applications for SharePoint
57%Have augmented SP 2010 with
additional products such as
Jive, AvePoint, Nintex, etc.
Gartner, “SharePoint Adoption”
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Poll
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Topic for the next webinar?
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Next webinar
Intranet Design
May 18, 12:30 EST
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Intranet Insight > PrescientDigital.com
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www.IntranetGlobalForum.com
October 19-20, 2016
New York City
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Questions?
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Q & A
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Toby@prescientdigital.com
Michael.Rudnick@prescientdigital.com
www.IntranetBlog.com
416.986.2226
www.PrescientDigital.com

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Intranet Governance Model

  • 1. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Intranet Governance Toby Ward & Michael Rudnick April 13, 2016
  • 2. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Governance Defines the ownership and management model • Management team • Roles & responsibilities • Decision making process • Policies & standards
  • 3. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution www.Slideshare.Net/Prescient
  • 4. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Introductions • Toby Ward – President • Michael Rudnick – Managing Partner
  • 5. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution About Prescient Digital • Worlds’ leading intranet consulting firm – Strategy, design, implementation, support • Recognized thought leaders • First to define & study “social intranet” • Trusted 14+ year track record • Clients across industries, global geographies, functional areas
  • 6. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Representative Clients
  • 7. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution @tobyward Twitter hashtag
  • 8. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Intranet Insight > PrescientDigital.com
  • 9. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Poll
  • 10. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Detailed Governance Model?
  • 11. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Think About… • Who owns the intranet? • Does everyone know who the owner is? • Does the owner have real intranet authority? • Do other groups want ownership?
  • 12. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Typical Intranet • Lacking an executive champion • Middle managers in communications and IT • Limited budget and influence • Limited plan or vision – often not aligned to business strategy • Silos & sprawl lead to user frustration & waste • Conflict ensues • Stalls – often for years • Throwing new technologies at the problem won’t solve it
  • 13. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution C-level champion C-level Power
  • 14. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution The Champion • C-level executive • The champion should have influence • Understands the value of the intranet & the business potential • Needs to be involved, but not on a day-to-day basis
  • 15. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Talk The Talk • What are your company’s business goals? • What does your organization value? • Success is more than dollars & cents – Customer / employee satisfaction – User productivity – Awareness / message retention • ROI is more than just hard cost savings – Productivity benefits – Time to market – Culture change
  • 16. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Talk The Talk Walk the Walk
  • 17. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution First Ever Intranet Methodology
  • 18. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Deliver The Plans & Design
  • 19. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Intranet Planning Pyramid © 2011 – 2015 Prescient Digital Media Vision Mission Objectives Goals (KPIs) Functions (Applications) User Tasks (Behavior) Scope Detail Strategic Planning
  • 20. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution The Whole Business • The intranet is not just a tool – it represents your whole business • Silos kill intranets – no group/function can operate in isolation • Employees demand consistency and continuity – In messages – In navigation – In user interface – In the overall experience (no matter what the device)
  • 21. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Governance Models • Decentralized (common in larger organizations) • No single “owner” • Driven by policies and guidelines • Organic growth, often leads to site sprawl • Centralized (common in small organizations) • Single owner (usually department) • Bureaucratic • Highly controlled
  • 22. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Governance Models • Collaborative / Federated • Executive champion • Steering Committee / Council • Decentralized content ownership; centralized platform • Centralized Hybrid • Single owner (usually department) • Bureaucratic • Highly controlled
  • 23. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Collaborative Governance (Healthcare) Editor-in-Chief (Director of Communications) Editorial Committee (Content Owners) Communications Committee Development Committee Finance Hospital TBD • Planned Giving • Annual Fundraising • Major Giving • Operations Hospital Communications Technical • Depts Content Authors • Depts Internet Council (Internal & External Participation)
  • 24. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Case Study: Collaborative/Federated
  • 25. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
  • 26. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution 26Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Centralized Hybrid
  • 27. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
  • 28. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution NCR Governance Intranet Team Responsibilities Role Responsibilities Corporate Core Team Provide governance and program management Online Content Managers Oversee the daily running of the intranet and activities such as: • Publish approvals (where required) • Upload corporate collateral • Train and support content owners Content Owners • Update content and ensure consistency • Can delegate some part of the updates or changes to other members of the team/department by making them editors
  • 29. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Content Management System
  • 30. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Case Study: Hybrid, Centralized
  • 31. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution 31Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Content Area Owners Editor in Chief Intranet Advisory Council Intranet OwnerIT Support Government Services DiversityHealthcare Services/ Laundry Finance Education Market Corporate Services Key Geographies Co-Champions Steering Committee HR Supply Management Marketing Law IS&T Communications Centralized, Hybrid Content Contributors
  • 32. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Sample Structure – Centralized Hybrid • Champions: Chief Operating Officer, CIO • Owner: SVP, Internal Communications • Steering Committee: – Representation from: IT, HR, Internal Communications, Europe, USA, UK – Members must be representative of the global organization • Editor-in-Chief: Employee Communications
  • 33. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Day-to-day Management • Home page, corporate content & news owned by Editor-In-Chief • Training of the content owners done by IT • Content owners adhere to standardization policy and ensure their content is: – Up to date – Written in web format – Appropriate for their target audience
  • 34. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Champions • Champions will participate in: – Supporting owner and committee – Representing intranet to senior executive – Source of funding – Trouble-shooting and conflict resolution
  • 35. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Owner • Maintains the intranet vision & mandate • Manages policy development • Approves project prioritization • Monitors performance against objectives • Allocates resources and budgets
  • 36. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Intranet Steering Committee • Chaired by Intranet Owner • Includes HR, IT, Comms, and sometimes divisional representatives • Brings insight from the whole organization • Discusses policy, evolution of site and drives future enhancements • Provides input, reviews and signs off on plans & policies • Troubleshooting
  • 37. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Policies & Standards
  • 38. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Standards & Policies Explicitly defined and documented standards & polices are a CRITICAL NECESSITY to... • create a uniform user experience • protect and secure information and intellectual property • contain sprawl and reduce associated costs • ensure accuracy and consistency of content
  • 39. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Policies • Editorial policy defining: – Content types: front-page news vs. static content – How content is developed, formatted, presented – Limitations on technical and graphic elements – Roles and responsibilities of publishers, editor etc. • Standardization Policy – Compliance details for platform, templates and style guide • Email Usage Guidelines & Policy
  • 40. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Taxonomy • Editor-in-Chief to implement a complete corporate taxonomy guided by business and function need for: – storing, cataloguing and ‘tagging’ content • A taxonomy ‘rule book’ in tandem with a new Content Management System will ensure effective meta tagging and content categorization by all publishers
  • 41. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution SharePoint Considerations
  • 42. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution SharePoint Adoption 70%Apprx. Adoption in Med-Large size Organizations 55% For social media 20% To power main intranet or portal
  • 43. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Sprawl
  • 44. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution BT SharePoint Collaboration Source: Richard Dennison, BT
  • 45. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution BT SharePoint Collaboration Source: Richard Dennison, BT
  • 46. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
  • 47. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Transfield Team Sites Source: Intranet Innovation Awards / Transfield Services, Step Two 1. Request a Team Site 2. Learn “When” & “What” to use a team site for 3. Read the Quick Reference Guide 4. Review the Team Site user guidelines 5. Checklist for establishing a new site 6. Enroll in a Team Site workshop 7. Watch a Team Site video tutorial 8. Follow a Team Site user tour
  • 48. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Third-Party Applications for SharePoint 57%Have augmented SP 2010 with additional products such as Jive, AvePoint, Nintex, etc. Gartner, “SharePoint Adoption”
  • 49. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
  • 50. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
  • 51. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Poll
  • 52. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Topic for the next webinar?
  • 53. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Next webinar Intranet Design May 18, 12:30 EST
  • 54. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Intranet Insight > PrescientDigital.com
  • 55. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution
  • 56. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution www.IntranetGlobalForum.com October 19-20, 2016 New York City
  • 57. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Questions?
  • 58. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Q & A
  • 59. Strictly Confidential © 2016 Prescient Digital Media Not For Distribution Toby@prescientdigital.com Michael.Rudnick@prescientdigital.com www.IntranetBlog.com 416.986.2226 www.PrescientDigital.com