Intranet Strategy:Shaping the future of your intranetSam Marshallsam@clearboxconsulting.co.uk+44 1244 458746@sammarshall on twitterwww.clearboxconsulting.co.uk
Sam MarshallDirector of ClearBox ConsultingFormer global intranet manager at UnileverIntranet Benchmarking Forum  Associate (ibforum.com)Intranet and SharePoint training with Melcrum.comClearBox ConsultingIntranet strategy
Intranets for effective communication
Enterprise 2.0
Effective team collaboration
Online communitieswww.clearboxconsulting.co.uk
AgendaPart 1What does an effective intranet strategy look like? Strategy as a documentMapping benefitsPart 2Strategy as a processMeasurementsStakeholdersPractical issues
Current, documented strategyNo strategy
Do you have an intranet strategy?“No one asked for one”“Intranet too dynamic, grows organically”“Too many stakeholders”“No clear central ownership/governance”“Too time consuming, little benefit”
Why have an intranet strategy?Given two possible routes, a good intranet strategy will help you decide which way to goEnsure alignmentCommunicate what will happen
What does an Intranet Strategy look like?
Two perspectives  on strategyStrategy as a documentStrategy as a process
Strategy & ValueIntranet FrameworkCommunication & EngagementCollaboration & KnowledgeUsabilityApplication IntegrationTechnologyProcess & Management
Strategy vs. governanceStrategy:Governance:What the destination looks likeWhy do itWhen it will happenHow it will be executedBoundariesProcessesPeople
Strategy as a document
Strategy as a document
Strategy Pattern : Employee EngagementPurpose:  Our primary communication channelEnsure everyone gets single version of the truthConnect leaders with our peopleGoals:Support sense of ‘one’ organisationEnsure all employees have accessFirst port of call for informationMeasures: Unique visitors\article; %workforce access monthly; employee survey; #locations represented by sitesImplementation:Year 1: All business units; Year 2: Local sites per countryEncourage internal networking and 2-way communicationPersonalization to target news by profile
Strategy Pattern : CollaborationPurpose:  The hub of our digital workplacePlace to go to work with colleagues, irrespective of time & placeEnable flexible workingGoals:Support goal to reduce office space by 20%Improve knowledge sharing across divisionsMeasures: #active team sites, wikis and blogs#seats in offices reducedImplementation: what will change in next 1-3 years?Training on how to collaborate effectivelyIntegration of team sites with real time collaboration toolsPresence and microblogging
Purpose and goals
Purpose: The business-driven viewCommunicationsImprove employee engagementPromote “one company” cultureOperations and finance:Save costs by reducing office space and travelReduce cost of HR servicesMarketing and salesKeep staff up to date with new products, services and  customersRe-use good practice
ExerciseWhat are your organisation’s goals for:CommunicationsCollaborationEfficiencyDon’t reference your intranet at this stage!
The Digital Workplace Maturity ModelCommunity & CollaborationServicesBaseLowMidHighExcelStructureCommunication & Informationsee: www.ibforum.com
Community & CollaborationServicesBaseLowMidHighExcelStructureCommunication & Information
ExerciseCommunity & CollaborationServicesWhat profile does your organisation have now?Given your organisation’s goals, what profile does it needMap out both profiles on the worksheetWhen done, talk it through with the person next to youBaseLowMidHighExcelStructureCommunication & Information
Purpose: The employee-driven viewOften intranet biggest impact is on day-to-day workInefficienciesFrustrationsOpportunitiesGoalsEmployee SatisfactionDrive intranet adoption
Understanding the employee-driven viewFocus groupsSurveysObservationEmployee representatives
Mapping benefits and goals
The Benefits TreeHow is that better?Which goal does it help?How does it help a strategic goal?What does this let someone do?Tangible Feature on the intranet“One” OrganisationAll employees see same msg.Single identityCompany-wide Comms Single CMSStrategic GoalsOutcomeDeliversFeatureBenefit
The Benefits TreeSingle identityAll employees see same msg.Corp-Wide CommsSingle CMSEmployee engagement“One” OrganisationLess churn2-way comms channelSocial mediaProject SpacesSingle place to collaborateFlexible project resourcingBest people on a taskCustomer satisfactionTime savingsResponse times fasterFewer outagesBetter stock controlQuicker access to dataERP DashboardStrategic GoalsBenefitOutcomeDeliversFeature
The Benefits TreeDeliversBenefitOutcomeStrategic GoalsFeature
WorksheetHave a go at a benefits mapping treePut 1-2 strategic goals for your organization List on the rightPut 3-4 tangible features of your intranetList on the leftFill in the intermediate “delivers” boxes What do the features directly enable?What elements of your Communications strategy does it support?Add in the benefits an outcomeWhy is it good to have these delivered?Try to articulate the outcomeHow does this help realise the strategic goal?
RoleplayPair up with someone newOne person should explain the value of their intranet using the benefits mapThe other person should take the role of a potential sponsor – question and challenge!Spend 5 minutes then swap roles
ClearBox ConsultingTalk to us about strategy, governance and implementation:Intranets
SharePoint
Collaboration
Enterprise 2.0Sam MarshallDirector	sam@clearboxconsulting.co.uk+44 (0)1244 458746@sammarshall on twitterwww.clearboxconsulting.co.uk
Back
AgendaPart 1What does an effective intranet strategy look like? Strategy as a documentMapping benefitsPart 2Implementation & PrioritiesStrategy as a processMeasurementStakeholdersPractical issues
Implementation & Priorities
Strategy & ValueIntranet FrameworkCommunication & EngagementCollaboration & KnowledgeUsabilityApplication IntegrationTechnologyProcess & Management
Framework Scoring
Value – Ease MatrixMostly Org. ChangeMostly Process ChangeMostly Tech ChangeNot recommendedValueEmployee Self-ServiceOnline custom processesSearch2-Way CommsTeam WikisPeople Directory & OrgDept. Working SpacesReplace Intranet  Platform& re-structureHR Services Suite.Project Working SpacesInstant MessagingForumsExternal AccessBest Practice \ Lessons Learned systemNews presentation & External ContentExpert LocatorIntranet AwarenessEnterprise Document Mgmnt.e-procurementE-mail accessMeeting bookingOnline travel & expensesEase
www.clearboxconsulting.co.ukRoad Map ExampleForm Strategic Steering GrpStrategy & ValueAgree “Golden Rules”Agree VisionSoft RelaunchForm Working GroupDesign BrandingDesign Common TemplatesMigrate existing sitesUsabilityDesign Navigation v 2.1Doc Library spring cleanContent maint.  procs.Process & MgmntNew procedures for site creationCollabora-tionIntroduce Team Collaboration sitesDevelop virtual team training materialComms & EngagePilot Discussion BoardsLaunch Discussion BoardsChairman’s BlogCompetitor News ServiceIndustry News ServiceUpgrade CMS to V1.2TechnologyUpgrade Storage CapacityImplement Disaster RecoveryApplication IntegrationIntegrate eLearning SystemQ4Q3Q1Q2
Strategy as a process
Strategy as a processMeasurementTrack progressSponsors and steering groupsDetermine and execute strategyKeeping strategy on trackGovernance and communication
Measurement
Input vs Outcome MeasuresGoal: Reduce fear of crimeInputOutcomeNumber of police officersNumber of arrestsPublic consultationsCrimes reportedOpinion pollsPeople on streets late at night
Example Input MeasuresPenetration %employees with intranet access (Goal: 90%)Saturation%employees logging in every day (Goal: 50%)CollaborationNumber of active team sites (Goal: 0.1 per employee)2-way communicationNumber of comments on news stories (Goal: Avg 2)
Example Outcome MeasuresEfficiencyReduced costs per self-service transaction (Goal: 50% reduction)Redesign intranet to make 5 most common tasks quicker (Goal: 10% improvement)Employee satisfaction with intranetSurvey (Goal: Increase from 40% to 75%)
Case Study: SodexNetYear on year measures Usagethose never using dropped from 19% to 1%Rated “valuable resource” by stafffrom 74 to 84%Registered users who visit monthlyfrom 55 to 90%Return on investmentwhere possibleMost visited pages
career center, HR, health care, phone book, and search
Most searched terms
forms, recipe collection, performance appraisalSource: intranetblog.blogware.com/blog/_archives/2006/1/11/1658534.html
ExerciseUsing the benefits tree you did earlierWhat would 2 input measures be?Think about things you can directly influence on the left sideWhat would 2 outcome measures be?What would be a measure in the ‘Benefits’ or ‘Outcome’ columns?With the person next to you:Explain the measuresDiscuss: how might you go about collecting the data?
The Benefits TreeSingle identityAll employees see same msg.Corp-Wide CommsSingle CMSEmployee engagement“One” OrganisationLess churn2-way comms channelSocial mediaProject SpacesSingle place to collaborateFlexible project resourcingBest people on a taskCustomer satisfactionTime savingsResponse times fasterFewer outagesBetter stock controlQuicker access to dataERP DashboardStrategic GoalsBenefitOutcomeDeliversFeature
Steering and sponsors
Who is your main sponsor?NobodyCommsKMITIt’s complicatedFinance
Who should be your sponsor?Discussion: Who is your sponsor right now?What brought them there?What keeps them there?What makes a good sponsor?
Who should be your sponsor?
Intranet  people structuresCentralisedHybridFederated
CentralisedSteering group \ Customer ForumIT DirectorCommunications DirectorIT Tech TeamIntranet ManagerDivision Site ManagerDivision Site ManagerDivision Site ManagerDivision Site Manager
FederatedLocal ITLocal ITLocal ITSub-site ownerSub-site owner
HybridSponsorComms. DirectorSteering groupIT DirectorIntranet ManagerDivision Site TeamDivision Site TeamDivision Site TeamDivision Site TeamIT Tech Team

Intranet Strategy workshop Sam Marshall ClearBox Intrateam 2011

  • 1.
    Intranet Strategy:Shaping thefuture of your intranetSam Marshallsam@clearboxconsulting.co.uk+44 1244 458746@sammarshall on twitterwww.clearboxconsulting.co.uk
  • 3.
    Sam MarshallDirector ofClearBox ConsultingFormer global intranet manager at UnileverIntranet Benchmarking Forum Associate (ibforum.com)Intranet and SharePoint training with Melcrum.comClearBox ConsultingIntranet strategy
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
    AgendaPart 1What doesan effective intranet strategy look like? Strategy as a documentMapping benefitsPart 2Strategy as a processMeasurementsStakeholdersPractical issues
  • 9.
  • 10.
    Do you havean intranet strategy?“No one asked for one”“Intranet too dynamic, grows organically”“Too many stakeholders”“No clear central ownership/governance”“Too time consuming, little benefit”
  • 11.
    Why have anintranet strategy?Given two possible routes, a good intranet strategy will help you decide which way to goEnsure alignmentCommunicate what will happen
  • 12.
    What does anIntranet Strategy look like?
  • 13.
    Two perspectives on strategyStrategy as a documentStrategy as a process
  • 14.
    Strategy & ValueIntranetFrameworkCommunication & EngagementCollaboration & KnowledgeUsabilityApplication IntegrationTechnologyProcess & Management
  • 15.
    Strategy vs. governanceStrategy:Governance:Whatthe destination looks likeWhy do itWhen it will happenHow it will be executedBoundariesProcessesPeople
  • 16.
  • 17.
  • 18.
    Strategy Pattern :Employee EngagementPurpose: Our primary communication channelEnsure everyone gets single version of the truthConnect leaders with our peopleGoals:Support sense of ‘one’ organisationEnsure all employees have accessFirst port of call for informationMeasures: Unique visitors\article; %workforce access monthly; employee survey; #locations represented by sitesImplementation:Year 1: All business units; Year 2: Local sites per countryEncourage internal networking and 2-way communicationPersonalization to target news by profile
  • 19.
    Strategy Pattern :CollaborationPurpose: The hub of our digital workplacePlace to go to work with colleagues, irrespective of time & placeEnable flexible workingGoals:Support goal to reduce office space by 20%Improve knowledge sharing across divisionsMeasures: #active team sites, wikis and blogs#seats in offices reducedImplementation: what will change in next 1-3 years?Training on how to collaborate effectivelyIntegration of team sites with real time collaboration toolsPresence and microblogging
  • 20.
  • 21.
    Purpose: The business-drivenviewCommunicationsImprove employee engagementPromote “one company” cultureOperations and finance:Save costs by reducing office space and travelReduce cost of HR servicesMarketing and salesKeep staff up to date with new products, services and customersRe-use good practice
  • 22.
    ExerciseWhat are yourorganisation’s goals for:CommunicationsCollaborationEfficiencyDon’t reference your intranet at this stage!
  • 23.
    The Digital WorkplaceMaturity ModelCommunity & CollaborationServicesBaseLowMidHighExcelStructureCommunication & Informationsee: www.ibforum.com
  • 24.
  • 25.
    ExerciseCommunity & CollaborationServicesWhatprofile does your organisation have now?Given your organisation’s goals, what profile does it needMap out both profiles on the worksheetWhen done, talk it through with the person next to youBaseLowMidHighExcelStructureCommunication & Information
  • 26.
    Purpose: The employee-drivenviewOften intranet biggest impact is on day-to-day workInefficienciesFrustrationsOpportunitiesGoalsEmployee SatisfactionDrive intranet adoption
  • 27.
    Understanding the employee-drivenviewFocus groupsSurveysObservationEmployee representatives
  • 28.
  • 29.
    The Benefits TreeHowis that better?Which goal does it help?How does it help a strategic goal?What does this let someone do?Tangible Feature on the intranet“One” OrganisationAll employees see same msg.Single identityCompany-wide Comms Single CMSStrategic GoalsOutcomeDeliversFeatureBenefit
  • 30.
    The Benefits TreeSingleidentityAll employees see same msg.Corp-Wide CommsSingle CMSEmployee engagement“One” OrganisationLess churn2-way comms channelSocial mediaProject SpacesSingle place to collaborateFlexible project resourcingBest people on a taskCustomer satisfactionTime savingsResponse times fasterFewer outagesBetter stock controlQuicker access to dataERP DashboardStrategic GoalsBenefitOutcomeDeliversFeature
  • 31.
  • 32.
    WorksheetHave a goat a benefits mapping treePut 1-2 strategic goals for your organization List on the rightPut 3-4 tangible features of your intranetList on the leftFill in the intermediate “delivers” boxes What do the features directly enable?What elements of your Communications strategy does it support?Add in the benefits an outcomeWhy is it good to have these delivered?Try to articulate the outcomeHow does this help realise the strategic goal?
  • 33.
    RoleplayPair up withsomeone newOne person should explain the value of their intranet using the benefits mapThe other person should take the role of a potential sponsor – question and challenge!Spend 5 minutes then swap roles
  • 34.
    ClearBox ConsultingTalk tous about strategy, governance and implementation:Intranets
  • 35.
  • 36.
  • 37.
    Enterprise 2.0Sam MarshallDirector sam@clearboxconsulting.co.uk+44(0)1244 458746@sammarshall on twitterwww.clearboxconsulting.co.uk
  • 38.
  • 39.
    AgendaPart 1What doesan effective intranet strategy look like? Strategy as a documentMapping benefitsPart 2Implementation & PrioritiesStrategy as a processMeasurementStakeholdersPractical issues
  • 40.
  • 41.
    Strategy & ValueIntranetFrameworkCommunication & EngagementCollaboration & KnowledgeUsabilityApplication IntegrationTechnologyProcess & Management
  • 42.
  • 43.
    Value – EaseMatrixMostly Org. ChangeMostly Process ChangeMostly Tech ChangeNot recommendedValueEmployee Self-ServiceOnline custom processesSearch2-Way CommsTeam WikisPeople Directory & OrgDept. Working SpacesReplace Intranet Platform& re-structureHR Services Suite.Project Working SpacesInstant MessagingForumsExternal AccessBest Practice \ Lessons Learned systemNews presentation & External ContentExpert LocatorIntranet AwarenessEnterprise Document Mgmnt.e-procurementE-mail accessMeeting bookingOnline travel & expensesEase
  • 44.
    www.clearboxconsulting.co.ukRoad Map ExampleFormStrategic Steering GrpStrategy & ValueAgree “Golden Rules”Agree VisionSoft RelaunchForm Working GroupDesign BrandingDesign Common TemplatesMigrate existing sitesUsabilityDesign Navigation v 2.1Doc Library spring cleanContent maint. procs.Process & MgmntNew procedures for site creationCollabora-tionIntroduce Team Collaboration sitesDevelop virtual team training materialComms & EngagePilot Discussion BoardsLaunch Discussion BoardsChairman’s BlogCompetitor News ServiceIndustry News ServiceUpgrade CMS to V1.2TechnologyUpgrade Storage CapacityImplement Disaster RecoveryApplication IntegrationIntegrate eLearning SystemQ4Q3Q1Q2
  • 45.
  • 46.
    Strategy as aprocessMeasurementTrack progressSponsors and steering groupsDetermine and execute strategyKeeping strategy on trackGovernance and communication
  • 47.
  • 48.
    Input vs OutcomeMeasuresGoal: Reduce fear of crimeInputOutcomeNumber of police officersNumber of arrestsPublic consultationsCrimes reportedOpinion pollsPeople on streets late at night
  • 49.
    Example Input MeasuresPenetration%employees with intranet access (Goal: 90%)Saturation%employees logging in every day (Goal: 50%)CollaborationNumber of active team sites (Goal: 0.1 per employee)2-way communicationNumber of comments on news stories (Goal: Avg 2)
  • 50.
    Example Outcome MeasuresEfficiencyReducedcosts per self-service transaction (Goal: 50% reduction)Redesign intranet to make 5 most common tasks quicker (Goal: 10% improvement)Employee satisfaction with intranetSurvey (Goal: Increase from 40% to 75%)
  • 51.
    Case Study: SodexNetYearon year measures Usagethose never using dropped from 19% to 1%Rated “valuable resource” by stafffrom 74 to 84%Registered users who visit monthlyfrom 55 to 90%Return on investmentwhere possibleMost visited pages
  • 52.
    career center, HR,health care, phone book, and search
  • 53.
  • 54.
    forms, recipe collection,performance appraisalSource: intranetblog.blogware.com/blog/_archives/2006/1/11/1658534.html
  • 55.
    ExerciseUsing the benefitstree you did earlierWhat would 2 input measures be?Think about things you can directly influence on the left sideWhat would 2 outcome measures be?What would be a measure in the ‘Benefits’ or ‘Outcome’ columns?With the person next to you:Explain the measuresDiscuss: how might you go about collecting the data?
  • 56.
    The Benefits TreeSingleidentityAll employees see same msg.Corp-Wide CommsSingle CMSEmployee engagement“One” OrganisationLess churn2-way comms channelSocial mediaProject SpacesSingle place to collaborateFlexible project resourcingBest people on a taskCustomer satisfactionTime savingsResponse times fasterFewer outagesBetter stock controlQuicker access to dataERP DashboardStrategic GoalsBenefitOutcomeDeliversFeature
  • 57.
  • 58.
    Who is yourmain sponsor?NobodyCommsKMITIt’s complicatedFinance
  • 59.
    Who should beyour sponsor?Discussion: Who is your sponsor right now?What brought them there?What keeps them there?What makes a good sponsor?
  • 60.
    Who should beyour sponsor?
  • 61.
    Intranet peoplestructuresCentralisedHybridFederated
  • 62.
    CentralisedSteering group \Customer ForumIT DirectorCommunications DirectorIT Tech TeamIntranet ManagerDivision Site ManagerDivision Site ManagerDivision Site ManagerDivision Site Manager
  • 63.
    FederatedLocal ITLocal ITLocalITSub-site ownerSub-site owner
  • 64.
    HybridSponsorComms. DirectorSteering groupITDirectorIntranet ManagerDivision Site TeamDivision Site TeamDivision Site TeamDivision Site TeamIT Tech Team