Planning and Redesigning a Social Intranet presented by Toby Ward at The Intranet Global Forum 2015 in New York City, Oct. 23, 2015.

2. Planning & Redesigning
A Social Intranet
Toby Ward
© 2015 Prescient Digital Media Not for distribution

3. Agenda
• Business case
– Business requirements
– Employee research
• Planning
• Design
• Q & A

4. #intranetforum
@tobyward

5. About Us
10/28/201
5
Confidential © 2012 Prescient Digital Media

6. World Leading Intranet Experts
• 15 years
• Dozens of Fortune 500 Clients
• 200+ intranets

7. Clients

8. First ever intranet methodology

9. First to define & study “social intranet”

10. PrescientDigital.com
• Hundreds of articles
• Dozens of white papers & reports
• Dozens of case studies & videos
• Access to multiple social media channels

11. The Business Case
© 2013 Prescient Digital Media Not for distribution

12. More than ROI
• A business case should weave a complete story
– Cost / benefits
– Return on investment
– Opportunities created

13. Identify the problems / needs

14. Business Requirements
• 10 interviews = good sample
• Circulate questionnaire before interview
• Know the situation before going in
Analysis
• Write up notes as soon after as possible
• Look for trends & themes

15. • Approximately 20 questions
– Multiple choice and open text
– Qualitative and quantitative
• Provide survey intro with
– Project overview
– Details on participation incentive if any
Analysis
• Synopsis of each question
• Trends
Employee Survey

17. 17
• By employee type, geographic location, business unit
• 8 people = good session (10+ = too many)
• Ask questions, promote discussion
• Use screen shots from similar industry and company size
if possible
Analysis
• Paragraph format with quotes
• Bar graph for screen shot ratings
– Averaged overall rating graph
Focus Groups

18. Assessment Scoring © 2002 – 2013 Prescient Digital Media
© 2012 Prescient Digital Media© 2013 Prescient Digital Media Not For Distribution

20. POLL
Rate your intranet 1- 10

21. © 2013 Prescient Digital Media Not for distribution

23. Planning
© 2013 Prescient Digital Media Not for distribution

24. Perspective
• 1/3 of IT projects exceed budgets and schedules by almost
100% in small to mid-size companies (Gartner)

25. POLL
Are you planning a redesign?

26. First ever intranet methodology

27. Deliver the plans & design

28. • Strategic planning
• Governance & policies
• Business case & ROI
• Functional planning
• Information architecture
• Wireframing
• Design
• Content management
• Change management
Planning Stages

29. Intranet Planning Pyramid © 2011 – 2015 Prescient Digital Media
Vision
Mission
Objectives
Goals
(KPIs)
Functions (Applications)
User Tasks (Behavior)
Scope
Detail

30. Mission Statements
• Our mission is to connect people with the ultimate
places to play.
• To improve organizational effectiveness &
communications by enabling employees to access
timely, relevant info & applications where, when &
how they need it.

31. Objectives & Goals - Definitions
• Goals
– Qualitative
– Something worked toward, or striven for
– Something toward which effort is directed
• Objectives
– Quantitative
– End result of an endeavor/effort
– SMART
• Specific, Measurable, Attainable, Realistic, Time Defined

33. DISCUSSION
Do you have a strategic plan?

34. Governance
Defines the ownership and management model.
o Management team
o Roles & responsibilities
o Decision making process
o Policies & standards

35. The champion
• C-level executive
• The champion should have power and influence
• Understands the value of the website & the potential
• Needs to be involved, but not on a day-to-day basis
• Only attend an occasional meeting

36. Hybrid Centralized

37. Information Architecture

42. The Process: Implement
Confidential: See restrictions on cover.

43. Confidential: See restrictions on cover.

44. Wireframes

45. Deliver the plans & design

46. Design
© 2013 Prescient Digital Media Not for distribution

47. © 2013 Prescient Digital Media Not for distribution
Design by committee

48. Creative Brief
• Review & incorporate brand guidelines
• Determine color palette
• Determine font types, sizes, headers, etc
• Use of images / icons
• Technical parameters / limitations

50. Design Concepts
• Review creative brief with brand guidelines
• Apply colors, style and images to wireframes
• Review concepts and fine tune
• Get approvals

51. © 2014 IBM All rights reserved.

60. Key lessons
• Active executive sponsors
• Explicit governance model
• Business driven design
• No design by committee
• People and process before technology

61. DISCUSSION
What design works for your
employees?

62. Intranet Insight > PrescientDigital.com

63. Questions?

64. toby@prescientdigital.com
www.PrescientDigital.com
www. IntranetBlog.com
@TobyWard
416.986.2226
64
Toby Ward