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Bringing the organisation with
you
Care UK intranet case study
13 October 2015
Susan Quain - @susan_quain | #IntranetNow
Who is Care UK?
@susan_quain | #IntranetNow
A few facts about Care UK
• Largest independent provider of outsourced health care
services to the NHS.
• In the top five care home operators in the United Kingdom,
measured by the number of beds available.
• Across over 70 locations, our health services are concentrated
in two service lines: Primary care which spans GP medical
practices, out-of-hours centres, offender health, urgent care
centres and the 111 non-emergency helpline.
• Operates almost 300 facilities across the United Kingdom and
employs approximately 24,000 people including surgeons,
GPs, nurses and care workers.
@susan_quain | #IntranetNow
Why do we need a new intranet?
@susan_quain | #IntranetNow
Why do we need a new intranet?
@susan_quain | #IntranetNow
Key dates leading to restructure
• Intranet project lead appointed - April 2014
• Agency appointed - July 2014
• Discovery phase - September 2014
• Design phase - October 2014
• First round of restructure –
November/December 2014
– 4,000 jobs lost
• Intranet due to launch March 2015
@susan_quain | #IntranetNow
Getting senior management buy in… again
@susan_quain | #IntranetNow
Objectives rethink:
People and content
@susan_quain | #IntranetNow
@susan_quain | #IntranetNow
@susan_quain | #IntranetNow
Getting the organisation on board…
again
@susan_quain | #IntranetNow
Critical factors for success
• Greater emphasis – to launch a site that is accessible anytime,
anywhere and by anyone based on direction of the business.
• To build a digital workplace to help staff complete key tasks for their
company; and help to address skills gap.
• To establish the digital workplace as a business tool that creates
greater efficiencies in the business.
• To engage the workforce better through improve internal
communications – with workforce more widely spread and fewer at
management level to cascade information.
• Greater emphasis to boost morale - To foster a sense of community
(and a bit of fun) through the use of news and social media so hard-
to-reach employees feel more connected to the business.
@susan_quain | #IntranetNow
Rebuild steering group
Director of
Marketing -
Sponsor
Chief
Information
Officer
IT Director
HR Director
Head of HR
Operation
Directors x3
Regional
directors x 1
Head of
Quality and
Governance
Head of
Digital
Head of PR
Intranet
Project Lead
@susan_quain | #IntranetNow
Representative project team
@susan_quain | #IntranetNow
Make the project
count
@susan_quain | #IntranetNow
Maintain momentum
• Devise a project plan that delivers in the short
term, not just the long term.
• Use the project team, stakeholders and digital
workplace champions
– Give mixture of, short, medium and long-term targets
• Assign leads to the different components with
reporting responsibilities into PM
• Link to the engagement strategy so milestones
are clear and communicated
@susan_quain | #IntranetNow
Rebuild your engagement strategy
Produce communications plan
Make the scope of the project clear
Recruit business champions
Create informal networks
Revisit and revise
comms plan often
@susan_quain | #IntranetNow
Monitor and measure your progress
• Using the success criteria, set a number of targets
to achieve throughout the project
– Set project milestones against this (and track them
with the relevant tools/software)
– Get them signed off by the project board.
• Keep the project user focused - consult staff and
subject matter experts throughout project to
ensure objectives are what’s expected and will
provide real benefits
• Use the staff engagement programme – again
and again
@susan_quain | #IntranetNow
Engagement hotspots
Discovery Design
Implement
ation
Rollout Evaluation Closedown
@susan_quain | #IntranetNow
The outcomes
• Mobile intranet for improved access
• New content management system to scale with the business
• Task-based content for employees to get to key content faster
• New policy database to improve the management of policies
• New employee directory
• New powerful search and metadata
• Engaging space for internal communication using social media
• New governance procedures to improve intranet
management long term
@susan_quain | #IntranetNow
@susan_quain | #IntranetNow
@susan_quain | #IntranetNow
@susan_quain | #IntranetNow
Thank you!
• I am available for any questions during the
group discussions.
@susan_quain | #IntranetNow

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Bringing the organisation with you - Susan Quain - Intranet Now

  • 1. Bringing the organisation with you Care UK intranet case study 13 October 2015 Susan Quain - @susan_quain | #IntranetNow
  • 2. Who is Care UK? @susan_quain | #IntranetNow
  • 3. A few facts about Care UK • Largest independent provider of outsourced health care services to the NHS. • In the top five care home operators in the United Kingdom, measured by the number of beds available. • Across over 70 locations, our health services are concentrated in two service lines: Primary care which spans GP medical practices, out-of-hours centres, offender health, urgent care centres and the 111 non-emergency helpline. • Operates almost 300 facilities across the United Kingdom and employs approximately 24,000 people including surgeons, GPs, nurses and care workers. @susan_quain | #IntranetNow
  • 4. Why do we need a new intranet? @susan_quain | #IntranetNow
  • 5. Why do we need a new intranet? @susan_quain | #IntranetNow
  • 6. Key dates leading to restructure • Intranet project lead appointed - April 2014 • Agency appointed - July 2014 • Discovery phase - September 2014 • Design phase - October 2014 • First round of restructure – November/December 2014 – 4,000 jobs lost • Intranet due to launch March 2015 @susan_quain | #IntranetNow
  • 7. Getting senior management buy in… again @susan_quain | #IntranetNow
  • 8. Objectives rethink: People and content @susan_quain | #IntranetNow
  • 11. Getting the organisation on board… again @susan_quain | #IntranetNow
  • 12. Critical factors for success • Greater emphasis – to launch a site that is accessible anytime, anywhere and by anyone based on direction of the business. • To build a digital workplace to help staff complete key tasks for their company; and help to address skills gap. • To establish the digital workplace as a business tool that creates greater efficiencies in the business. • To engage the workforce better through improve internal communications – with workforce more widely spread and fewer at management level to cascade information. • Greater emphasis to boost morale - To foster a sense of community (and a bit of fun) through the use of news and social media so hard- to-reach employees feel more connected to the business. @susan_quain | #IntranetNow
  • 13. Rebuild steering group Director of Marketing - Sponsor Chief Information Officer IT Director HR Director Head of HR Operation Directors x3 Regional directors x 1 Head of Quality and Governance Head of Digital Head of PR Intranet Project Lead @susan_quain | #IntranetNow
  • 16. Maintain momentum • Devise a project plan that delivers in the short term, not just the long term. • Use the project team, stakeholders and digital workplace champions – Give mixture of, short, medium and long-term targets • Assign leads to the different components with reporting responsibilities into PM • Link to the engagement strategy so milestones are clear and communicated @susan_quain | #IntranetNow
  • 17. Rebuild your engagement strategy Produce communications plan Make the scope of the project clear Recruit business champions Create informal networks Revisit and revise comms plan often @susan_quain | #IntranetNow
  • 18. Monitor and measure your progress • Using the success criteria, set a number of targets to achieve throughout the project – Set project milestones against this (and track them with the relevant tools/software) – Get them signed off by the project board. • Keep the project user focused - consult staff and subject matter experts throughout project to ensure objectives are what’s expected and will provide real benefits • Use the staff engagement programme – again and again @susan_quain | #IntranetNow
  • 19. Engagement hotspots Discovery Design Implement ation Rollout Evaluation Closedown @susan_quain | #IntranetNow
  • 20. The outcomes • Mobile intranet for improved access • New content management system to scale with the business • Task-based content for employees to get to key content faster • New policy database to improve the management of policies • New employee directory • New powerful search and metadata • Engaging space for internal communication using social media • New governance procedures to improve intranet management long term @susan_quain | #IntranetNow
  • 24. Thank you! • I am available for any questions during the group discussions. @susan_quain | #IntranetNow

Editor's Notes

  1. Highlight the issues that are letting the business down Sell the benefits of what the new system could do for the business – revise success criteria in line with the restructure. Eg: 2 policy managers made redundant. How will this process/content be managed on the new intranet.
  2. Policy manager template to allow owners to manage all their policies in one place. Most used area and important to make as self-sufficient as possible, given the cuts.
  3. Template for owners to add new policy.
  4. Present the necessary research to ‘evidence’ reasons for new intranet Benchmark intranet with similar organisations (Worldwide intranet challenge) Network and attend relevant industry groups that will inform and inspire you Create allies and surround yourself (where possible) with respected employees who support your view Align your evidence with the corporate strategy
  5. Original slide of the steering group, with strikethrough to show staff who lost their jobs. Set up a project board and team – select your members from a cross section of the organisation Assign responsibilities to each member Get your project management documentation in place.
  6. One of the success criteria was to reach operational employees who didn’t have access to old intranet. People —nurses, doctors, caregivers, chefs Working in: residential care homes Treatment centres Walk-in-surgeries 111 call centres
  7. Stakeholder engagement plan
  8. Produce a communications plan at the start of project – a good comms plan is needed to launch your engagement strategy. Share it with heads of department colleagues across the business. Get them to input and sign it off. Make scope of project crystal clear - Make sure you quantify and qualify with colleagues what the project will (and won’t!) deliver and get them to sign off. Manage expectations! Unclear scope will lead to lack of faith in the project and engagement will take a hit. Recruit business champions - Who are the influencers (come allies) in the business and how can they help you achieve the main aims of your project? Eg. Mobile platform will lead to digital transformation of the business. Create informal networks and get different areas talking about and selling the benefits in their team meetings, internal newsletters etc. Get them to sell the benefits of what’s coming and the impact it will have on the business. Eg: social media features creating the opportunity to open up social media in the organisation and loosen some of the existing restrictions. Create champions across the business Get sign off from the board!
  9. Discovery - Try to involve a cross section of the organisation and pick your participants carefully. Initiation – Take on board what is realistic from Discovery, industry best practice and known issues. Manage expectations! Design – Set up a sign off committee at the beginning of the project and the time devoted to sign off. Implementation – Make sure a senior person is on the project board. IT may slow you down and put stumbling blocks in your way. Content migration is the time where people get very territorial about their content. Rollout – Agree a plan early with internal communications colleagues. Allows you to keep the lines of communication open throughout the project. Evaluation - Despite your best efforts, all project will have their issues. Ensure this is captured in the evaluation which will lead to a lessons learned for the project and the business. Closedown – you’ve probably lost most of your stakeholders by this point. But it’s important to ensure all requirements are met for the project so it’s signed off by senior management as fit for purpose. Discovery – Great chance to engage. Try to involve a cross section of the organisation and pick your participants carefully. Some of the participants may be your allies. Your discovery report needs to stand up to scrutiny throughout the project. Some of this work may have been carried out to make the business case, but there may be more focus group work that can be done to allow people to express their views, vent and turn their input into a discovery report that can be quoted throughout the project. It’s important to manage people’s expectations during the discovery phase, and not promise the world. Remember your budget! The intranet project can become a catalyst for everyone’s issues with the organisation. Everyone will have an opinion about what they think the intranet should do. Once this phase is over, share this Discovery report with the Board and tailor it to what needs doing, a bit more to show progressiveness, and anything else that doesn’t fit your budget, de-scope. Initiation – you’ve taken on board what is realistic from Discovery, industry best practice and the known issues. It’s time to make the scope of the project very clear to the organisation and get the Board on board with you by agreeing and signing off the scope of the project as part of a project initiation. This is a good time to tell the organisation what change they should expect, such as changes in governance, and what is expected from them at key stages of the project. Eg: content migration. To put it firmly in place, set up a dedicated area on the current intranet with all your feedback mechanisms and publish the documents for you to refer them to consult when questions about the project start flooding in. Use the research as back up for the way forward, and quote people who have taken part. Project approach – as part of initiation, decide on your approach to implementation. Phasing is best as this allows you to introduce new features and get people on board, especially if the organisation is resistant to change. Design – Signing off the design. Phase that captures the imagination of those who haven’t been engaged previously. Those who didn’t ‘understand’ the wireframes. Set up a sign off committee at the beginning of the project and the time devoted to sign off. Build – Good chance to engage with some of the people who gave you a hard time at the beg Implementation – content migration is the time where people get very territorial about their content Rollout – launch plan. It may not be possible to add this to the communications plan until implementation but you should try to communicate as much of what you want to do as early as possible. How will you promote the new intranet? How will different departments/functions promote it. Use your champions for this. Evaluation
  10. Create user profile: Once accounted created, colleague will be receive personal greeting, and will need to create user ‘LinkedIn’ style profile. These details will be used to build the colleague directory and location directory. Important to be completed as content will be targeted to colleagues as appropriate from their dedicated divisional home page.
  11. Homepage 1.Content will be tagged to colleagues by their division. Homepage content consists of carousel content, latest news, policies, Oi Mike (or Oi Exec), jobs, and video content. 2. My dashboard is a floating feature which will stay with them wherever they are on the site. It will contain a mixture of task based content with self-service content added by the intranet admin for the whole business. The remaining slots will allow colleagues to add their own favourite content. 3. There will also be a number of ‘pods’ such as a policy pod, news pod, and location pod (next to carousel) which is a cross-promotional feature added anywhere in the site. 4. My notifications – Facebook style alert to take pressure off of email. Can be used to notify colleagues about IT information, new policy, Fire alarm testing and Munchies have arrived. 5. Navigation is not finalised, explanations of unclear tags – Policy manager, Directory, Collaboration (forums and social media content), Your Care UK – (corporate content such as org charts and content you’d expect to find in an About Us section). 6. Footer contains universal content available across the site.
  12. Teams page / divisional landing page: One click from the homepage. ‘Division’ name will be changed to division colleague selected at registration. Page can be used as a ‘shop front’ by divisional leads to promote content to the business not promoted from the homepage such as a campaign, awards, new initiative.