A workshop on "Planning and redesigning a social intranet" as presented by Toby Ward, President, Prescient Digital Media, at the Intranet Global Forum in New York City on October 22, 2015.

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

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

3. #intranetforum
@tobyward

4. About Us
10/22/201
5
Confidential © 2012 Prescient Digital Media

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

6. Clients

7. First ever intranet methodology

8. First to define & study “social intranet”

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

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

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

12. Identify the problems / needs

13. 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

14. • 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

16. 16
• 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

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

19. POLL
Rate your intranet 1- 10

20. © 2013 Prescient Digital Media Not for distribution

22. Planning
© 2013 Prescient Digital Media Not for distribution

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

24. POLL
Are you planning a redesign?

25. First ever intranet methodology

26. Deliver the plans & design

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

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

29. 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.

30. 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

32. DISCUSSION
Do you have a strategic plan?

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

34. 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

35. Hybrid Centralized

36. Information Architecture

41. Wireframes

42. Deliver the plans & design

43. Design
© 2013 Prescient Digital Media Not for distribution

44. © 2013 Prescient Digital Media Not for distribution
Design by committee

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

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

48. © 2014 IBM All rights reserved.

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

56. DISCUSSION
What design works for your
employees?

57. Intranet Insight > PrescientDigital.com

58. Questions?

59. toby@prescientdigital.com
www.PrescientDigital.com
www. IntranetBlog.com
@TobyWard
416.986.2226
59
Toby Ward