intranet planning and design

Intranet Planning & Design

Toby Ward

© 2015 Prescient Digital Media Not for distribution

Agenda

• Business case

• Business requirements

• Employee research

• Planning

• Design

• Q & A

#intranet2

@tobyward @intranet2

About Us

2/18/2015 Confidential © 2012 Prescient Digital Media

World Leading Intranet Experts

• 14 years

• Dozens of Fortune 500 Clients

• 200+ intranets

Clients

First ever intranet methodology

First to define & study “social intranet”

PrescientDigital.com

• Hundreds of articles

• Dozens of white papers & reports

• Dozens of case studies & videos

• Access to multiple social media channels

The Business Case


More than ROI

• A business case should weave a complete story

– Cost / benefits

– Return on investment

– Opportunities created

Identify the problems / needs

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

• 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

• 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

How do you rate your intranet?

Poll

1-5

Planning


Perspective

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

Where are you at?

Poll

Redesign?

First ever intranet methodology

Deliver the plans & design

272

• Strategic planning

• Governance & policies

• Business case & ROI

• Functional planning

• Information architecture

• Wireframing

• Design

• Content management

• Change management

Planning Stages

292

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.

303

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

Governance

Defines the ownership and management model.

o Management team

o Roles & responsibilities

o Decision making process

o Policies & standards

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

Collaborative

Editor-in-Chief

(Director of Communications)

Editorial Committee

(Content Owners)

Communications

Committee

Development

Committee

Finance

Hospital

• Planned Giving

• Annual Fundraising

• Major Giving

• Operations

Hospital

Communications

Technical

• Corporate Depts

Content Authors

• Business Unit Depts

Internet Council

(Internal & External Participation)

Hybrid Centralized

Information Architecture

Wireframes

Deliver the plans & design

Design



Design by committee

Creative Brief

• Review & incorporate brand guidelines

• Determine color palette

• Determine font types, sizes, headers, etc

• Use of images / icons

• Technical parameters / limitations

Design Concepts

• Review creative brief with brand guidelines

• Apply colors, style and images to wireframes

• Review concepts and fine tune

• Get approvals

Key lessons

• Active executive sponsors

• Explicit governance model

• Business driven design

• No design by committee

• People and process before technology

Next webinar

Your Vote

March 18, 12:30 EST

Intranet Insight > PrescientDigital.com

www.IntranetGlobalForum.com

Questions?

[email protected]

www.PrescientDigital.com

www. IntranetBlog.com

@TobyWard

416.986.2226

60

Toby Ward