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5ish ways not to
fail your users
WHAT I’D DO BETTER NEXT TIME
@lisariemers #IntranetNow
@lisariemers Original source – Lippitt, M., 1987, The Managing Complex Change Model, Enterprise Management #IntranetNow
Intranet success factors
Vision
Strategy
Sponsor
Skills
Technical
Comms
Incentives
Business
objectives
User
benefits
Resource
s
Technolog
y
Team
Plan
Action
plan
Comms
plan
Governance
@lisariemers #IntranetNow
WIIFU?
WHAT’S IN IT FOR US? AND THE
USERS?
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
WIIFM?
SO WHAT’S IN IT FOR ME?
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
MVP
WHAT IS A MINIMUM “VIABLE”
PRODUCT ANYWAY?
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
WAYMISH?
WHY ARE YOU MAKING IT SO HARD
FOR ME TO USE THIS SITE?
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
It doesn’t work for
me
ACCESSIBILITY, COMPATIBILITY,
NETWORK
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
I can’t use it
THIS PICTURE LOOKS FINE TO ME…
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
Whose responsibility
is it anyway?
NOTHING TO DO WITH ME…
@lisariemers #IntranetNow
Vision Skills Incentives
Resources
s
Plan
So what DOES
success look like?
WELL, IT DEPENDS…
@lisariemers #IntranetNow
Potential success metrics
• Subjective - If the CEO likes it? Satisfaction surveys?
• User behaviour - Visits/views/interactions/contributions
• Benchmark - Against previous site and/or industry
• Efficiency - Time saved/calls reduced/servers removed
• Qualitative – anecdotes and tangible examples
@lisariemers #IntranetNow
It’s (probably) not
as bad as you think
SELL YOUR SUCCESSES
@lisariemers #IntranetNow
The best intranet
TICKED ALL THE BOXES?
@lisariemers #IntranetNow
STAY IN TOUCH!
@lisariemers #IntranetNow
You are
not alone

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5ish ways not to fail your users - Intranet Now 2017 presentation

Editor's Notes

  1. I’ve worked in and around intranets and digital projects for several years and I’ve been reflecting on what has gone well, what didn’t work so well, and what I’d do better next time - the three questions to ask in any retrospective. The title of my talk is 5ish ways not to fail. It was nearly called 5ish ways to fail your intranet project – but I’d already fallen into the trap of thinking of an intranet as a project, rather than an ongoing product which needs time, attention and nurturing to continue to evolve to meet the needs of its users.
  2. As I was comparing projects, I started drawing out a model, and then came across this in my LinkedIn feed. If you’re a change manager it’s something you may have seen before. There are endless variations of this model on the internet – the most common one cited is from a teacher’s conference (which, is interesting in itself and coincidentally is where I started too) but originates from Dr Mary Lippitt, Founder and President of Enterprise Management, Ltd back in 1987. Noone likes reinventing the wheel – so I’ve adapted this adaptation and will show how it applies to intranets.
  3. In my experience there’s not (usually) just one point of failure in practice – but these are the elements needed to succeed. That includes having a strategy which links to business, owned at a sufficiently senior level, with the right mix of technical and comms skills (including leadership and advocacy), a business AND end user case, the tech, team and TIME and a plan to make it happen, including governance to make sure responsibilities are understood.
  4. Looking at the strategic vision and business incentives, why are we doing this in the first place? And how does that translate to meaningful use cases on your intranet? If you don’t have any clearly defined, it may be an uphill struggle. Speak to your users and make sure they’re involved in the process. I was once recruited as a community manager, with key objectives to “increase engagement” and “monetise the network” for a super niche, closed (but external) community. A clear example of where the business objectives didn’t match user needs. And it had become expensive, bloated and buggy. I closed the separate network site, keeping only the bits that WERE useful. Achieving future cost savings, and improving overall customer experience.
  5. Helping people understand HOW but more importantly WHY they should use your site is vital. Even the most seemingly engaged people in your organisation may need help understanding what’s in it for them. <hands up who’s on Facebook? Keep your hands up if you remember when you signed up to it. Keep your hands up if you did it after being either pestered or shown how to by someone you know? I’m a pretty heavy user of social media now, but I’m not an early adopter. I needed to hear from someone who already understood WHY I’d want to bother before I signed up. You can’t sit with everyone in your organisation. Go out and find your early adoptors, ask first for volunteers who will be your champions (or pioneers/disciples) and help you spread the word.
  6. You may have heard Agile evangelists enthuse about the Minimum. Viable. Product. Viable isn’t just something that you can get away with, or the smallest piece of work that looks done from a distance. If your intranet launches with skeleton content and nothing of any use to anyone then people aren’t likely to come back anytime soon. Prioritise those useful features, seed that content and don’t stop after launch day.
  7. I once heard an excellent presentation when I was attending a sales conference about WAYMISH – why are you making it so hard for me. Whether you’re talking about customers buying your services or interacting with your intranet http://www.waymish.com/) make it as easy as possible for users to do the things they need most often – don’t bury useful stuff past corporate content, as people will find a shortcut to get there, or go elsewhere. Pick a couple of top use cases, perhaps split between universal and something particularly dear to your sponsors to keep your budget - and make it as easy as possible to do those things.
  8. Whether it’s an ageing desktop, thin client or your CEO’s smartphone, know the tech you’re dealing with. Can users access it from their device? Engage IT early on to make sure you have the infrastructure to cope so that your tool is accessible to everyone, and where there are limitations that you can’t change, plan how you’ll get around them, ask awkward questions of your suppliers (or go back to the drawing board!)
  9. The horror of distorted imagery and multicolour text still haunts me… Do your content managers have digital understanding? Can they create and edit their content? Do they understand how to write for the web and use a spell check? Do they have the tools they need, and the training? Are you going to need an approval workflow or model? Is there a style guide? Consider the skills in your organisation, and plan accordingly!
  10. Who IS accountable for that department’s area anyway if they have messed up their content? Who SHOULD be issuing launch communications, and making sure the IT helpdesk knows what’s coming? What do you do if someone is on leave, changes role, or leaves? The politics of projects that go across organisations and departments has the potential to de-rail your programme. Involve your key players early and often, agree a responsibility matrix and governance model that works – not just at a high level project plan, but who owns and is responsible for the product after go live. At a department, not just individual level.
  11. Success will depend entirely on your organisation’s objectives, your particular set-up and the KPIs that link with your strategy.
  12. Success may be entirely subjective – but there are ways you can prove if your intranet is successful. This isn’t an exhaustive list, but a few starting points - if your CEO thinks it was a success then that’s brilliant news for your project team, but is that still the case months on? Look at user behaviour – and measure it against your previous site, if you have access to that, along with industry benchmarks. There might be specific tasks or outcomes you can measure – or examples of shared information and equipment. Keep a note of them and share where possible! Real anecdotes can help tell your story, even when you might not have the stats to back it up just yet. The important thing is to get consensus what you ARE going to measure, and as early as possible, so you are able to gauge whether you’re meeting your objectives.
  13. Remember, when comparing your company to others you’re unlikely to find an exact match, so don’t beat yourself up if the metrics don’t seem as high. Don’t be afraid to shout about your successes– it may not come naturally. Recognise contributors, share successes with your superiors. If something hasn’t gone so well, be open and transparent about what happened, and what you’re doing to fix or improve it. And aim not to do that next time!
  14. One of the best intranets I worked on met all the factors within the model. It was endorsed by CEO, owned by director, it wasn’t simply a box-ticking exercise, but had a (revised) realistic time frame that allowed for internal approvals. I went out to present at lots of operational meetings, department meetings, making sure the intranet had a place on EVERYONE’s agenda. It had ownership before, during and after launch, without an end point, with some genuinely useful tools (site locator, people search and a brand new ESN to get excited about). Conversely, at the same organisation, an ideation platform didn’t go so well – with a critical part missing – ME. Not me. But SOMEONE given the ownership, mandate and time to respond. The most popular idea ended up being “we should all get a 10% pay-rise” closely followed by “we should all get another day’s holiday” with no justification. if you want to chat over lunch I’d love to share my teaspoon theory
  15. I always felt as though I was the only one doing what I do as an intranet manager in the organisation. Events like this are great, to learn from people in a similar position – although stay connected with people inside. Make connections and keep talking – don’t let yourself get isolated in a project bubble. Aim to get out to sites, phone, email, message, like and contribute to your own community to help your intranet flourish!