The document provides an overview of key considerations for developing a strategic plan, including defining the scope, understanding the context and audience, focusing on usability and training, establishing metrics and feedback mechanisms, and ensuring the plan takes the organization to where it needs to be. The summary highlights people, technology, processes, navigation, and metrics as essential elements to address at a high level.

1. Tell Me Why Give Me The Big Picture
What’s The Who Cares Are We There Yet
Scope About
Details

2. Tell Me Why
Reduce
Expenses
Take
New Competitive
Ground Advantage

3. Tell Me Why
Reduce
Expenses
Take Balance Sheet
New Competitive
Ground Advantage
SWOT Diagram
Strategic Plan

4. Give Me The
Management Big Picture
Systems
People
Technology

5. Give Me The
Management Big Picture
Systems
• Internal
• External
People •
•
Legal
Government
• Who
• Position
•
•
Project Role
Why Involved
Context Diagram
Technology
• Expectations • Enterprise Architecture
• Products
Persona Worksheet • Versions
Roadmap

6. What’s The
Approvals Scope
Management
Navigation
Processes
Presentatio
n

7. What’s The
Approvals Scope
Management
Processes Navigation
• Intuitive
•
•
•
•
Who
What
When
•
•
Consistent
Contextual
Relevant
Presentatio
•
•
Where
How Wireframe n
• Menu
Swim Lane Diagram • Layouts
• Styles
• Colors
• Fonts
Template

8. Context
Approvals About Details
Management
Who Cares
Usability
User
Audience Training

9. Context
Approvals About Details
Management
Who Cares
Usability
• Intuitive Labels
• Intuitive Navigation
• Familiar Topics
• Easy to Find, Search
User Audience
•
•
Easy to Filter, Sort
Easy to Consume Training
• Easy to Reference • Topics
• Audience Personas
• Easy to Tag • Audiences
• User Scenarios
• Easy to Share • Media
• Use Cases
• Roles • Instructional
• Self-Paced
• Webinars
• Schedule

10. Context
Approvals
Management
Are We
Search There Yet
Metrics
Communicatio Feedback
n

11. Context
Approvals
Management
Are We
Search There Yet
Metrics
• Site Statistics
o Hits by Role
o Hits by Content Type
o Content with no Hits
Communicatio
n
• KPI / ROI
o Increase X by Y % Feedback
o Decrease X by Y % • Content
• Audience Personas o Breakeven o Visible Owner
• Management Story o Current / Trust
• Media o Organization
• Timing • Search
• Message o Relevancy
• Action Points o Keywords
• Recurrence o Facets / Groups