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Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Intranet Governance
Toby Ward, CEO, Prescient Digital Media
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Governance
Defines the ownership and management model.
• Management team
• Roles & responsibilities
• Decision making process
• Policies & standards
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Highly effective intranets
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
World Leading Intranet Experts
• 14 years of profitable history
• Dozens of Fortune 500 Clients
• World-Renowned Thought Leaders
• 200+ intranet projects
• First to define & study “social intranet”
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Select clients
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
@Intranet2
Twitter hashtag
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Poll
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Detailed governance model?
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Think about…
• Who owns the intranet?
• Does everyone know who the owner is?
• Does the owner have real intranet authority?
• Do other groups want ownership?
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Typical intranet
• No senior champion
• Middle managers in communications and IT
• Limited budget and power
• No plan or vision
• Silos & sprawl lead to user frustration & waste
• Conflict ensues
• Stalls – often for years
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
C-level Power
C-level champion
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
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
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Talk the talk
• What does your organization value?
• Success is more than dollars
– Customer / employee satisfaction
– User productivity
– Awareness / Message retention
• ROI is more than just hard cost savings
– Productivity benefits
– Time to market
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Walk the walk
Talk the talk
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
First ever intranet methodology
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Deliver the plans & design
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Intranet Planning Pyramid © 2011 – 2015 Prescient Digital Media
Vision
Mission
Objectives
Goals (KPIs)
Functions (Applications)
User Tasks (Behavior)
Scope
Detail
Strategic Planning
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
The whole business
• The intranet is not just a tool – it represents the whole business
• Silos kill – no group can operate in isolation
• Employees demand consistency
– Consistent message
– Consistent navigation
– Consistent interface
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Governance Models
• Decentralized (most common in larger orgs.)
• No single owner
• Driven by policies and guidelines
• Organic growth, often leads to site sprawl
• Centralized (more common in small orgs.)
• Single owner (usually department)
• Bureaucratic
• Highly controlled
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Governance Models
• Collaborative / Federated
• Executive champion
• Steering Committee / Council
• Decentralized content ownership; centralized platform
• Centralized Hybrid
• Single owner (usually department)
• Bureaucratic
• Highly controlled
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Collaborative Governance (Healthcare)
Editor-in-Chief
(Director of Communications)
Editorial Committee
(Content Owners)
Communications
Committee
Development
Committee
Finance
Hospital
TBD
• Planned Giving
• Annual Fundraising
• Major Giving
• Operations
Hospital
Communications
Technical
• Depts
Content Authors
• Depts
Internet Council
(Internal & External Participation)
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Case Study: Collaborative/Federated
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Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 24Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Centralized Hybrid
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 25Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
NCR Governance
Intranet Team Responsibilities
Role Responsibilities
Corporate Core Team Provide governance and program
management
Online Content Managers Oversee the daily running of the intranet
and activities such as:
• Publish approvals (where required)
• Upload corporate collateral
• Train and support content owners
Content Owners • Update content and ensure consistency
• Can delegate some part of the updates or
changes to other members of the
team/department by making them
editors
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Content Management System
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Case study: Hybrid, centralized
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 29Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Content Area Owners
Editor in Chief
Intranet Advisory
Council
Intranet OwnerIT Support
Government
Services
DiversityHealthcare
Services/
Laundry
Finance
Education
Market
Corporate
Services
Key
Geographies
Co-Champions
Steering Committee
HR
Supply
Management
Marketing
Law
IS&T
Communications
Centralized, Hybrid
Content Contributors
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Sample structure – Centralized Hybrid
• Champions: Chief Operating Officer, CIO
• Owner: SVP, Internal Communications
• Steering Committee:
– Representation from: IT, HR, Internal Communications,
Europe, USA, UK
– Members must be representative of the global organization
• Editor-in-Chief: Employee Communications
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Day-to-day Management
• Home page, corporate content & news owned by Editor-In-Chief
• Training of the content owners done by IT
• Content owners adhere to standardization policy and ensure
their content is:
– Up to date
– Written in web format
– Appropriate for their target audience
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Champions
• Champions will participate in:
– Supporting owner and committee
– Representing intranet to senior executive
– Source of funding
– Trouble-shooting and conflict resolution
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Owner
• Maintains the intranet vision & mandate
• Manages policy development
• Approves project prioritization
• Monitors performance against objectives
• Allocates resources and budgets
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Intranet Steering Committee
• Chaired by Intranet Owner
• Includes HR, IT, Comms, and sometimes divisional representatives
• Brings insight from the whole organization
• Discusses policy, evolution of site and drives future enhancements
• Provides input, reviews and signs off on plans & policies
• Troubleshooting
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Policies & Standards
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Standards & Policies
Explicitly defined and documented standards & polices are a
CRITICAL NECESSITY to...
• create a uniform user experience
• protect and secure information and intellectual property
• contain sprawl and reduce associated costs
• ensure accuracy and consistency of content
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Policies
• Editorial policy defining:
– Content types: front-page news vs. static content
– How content is developed, formatted, presented
– Limitations on technical and graphic elements
– Roles and responsibilities of publishers, editor etc.
• Standardization Policy
– Compliance details for platform, templates and style guide
• Email Usage Guidelines & Policy
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Taxonomy
• Editor-in-Chief to implement a complete corporate taxonomy
guided by business and function need for:
– storing, cataloguing and ‘tagging’ content
• A taxonomy ‘rule book’ in tandem with a new Content
Management System will ensure effective meta tagging and
content categorization by all publishers
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
SharePoint considerations
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
SharePoint Adoption
70%Aprx. Adoption in Med-Large
size Organizations
55% For social media
20% To power main
intranet or portal
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Sprawl
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
BT SharePoint Collaboration
Source: Richard Dennison, BT
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
BT SharePoint Collaboration
Source: Richard Dennison, BT
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
1. Request a Team Site
2. Learn “When” & “What” to use a team site for
3. Read the Quick Reference Guide
4. Review the Team Site user guidelines
5. Checklist for establishing a new site
6. Enroll in a Team Site workshop
7. Watch a Team Site video tutorial
8. Follow a Team Site user tour
Transfield Team Sites
Source: Intranet Innovation Awards / Transfield Services, Step Two
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Third-Party Applications for SharePoint
57%Have augmented SP 2010 with
additional products such as
Jive, AvePoint, Nintex, etc
Gartner, “SharePoint Adoption,” 2011
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Poll
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Topic for the next webinar?
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Next webinar
Intranet Case Study
May 23, 12:30 EST
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Intranet Insight > PrescientDigital.com
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
www.IntranetGlobalForum.com
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Questions?
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
Q & A
Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
toby@prescientdigital.com
www.PrescientDigitalMedia.com
www.IntranetBlog.com
416.986.2226
@tobyward
Toby Ward

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Intranet Governance

  • 1. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Intranet Governance Toby Ward, CEO, Prescient Digital Media
  • 2. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Governance Defines the ownership and management model. • Management team • Roles & responsibilities • Decision making process • Policies & standards
  • 3. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Highly effective intranets
  • 4. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution World Leading Intranet Experts • 14 years of profitable history • Dozens of Fortune 500 Clients • World-Renowned Thought Leaders • 200+ intranet projects • First to define & study “social intranet”
  • 5. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Select clients
  • 6. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution @Intranet2 Twitter hashtag
  • 7. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Poll
  • 8. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Detailed governance model?
  • 9. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Think about… • Who owns the intranet? • Does everyone know who the owner is? • Does the owner have real intranet authority? • Do other groups want ownership?
  • 10. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Typical intranet • No senior champion • Middle managers in communications and IT • Limited budget and power • No plan or vision • Silos & sprawl lead to user frustration & waste • Conflict ensues • Stalls – often for years
  • 11. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution C-level Power C-level champion
  • 12. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 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
  • 13. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Talk the talk • What does your organization value? • Success is more than dollars – Customer / employee satisfaction – User productivity – Awareness / Message retention • ROI is more than just hard cost savings – Productivity benefits – Time to market
  • 14. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Walk the walk Talk the talk
  • 15. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution First ever intranet methodology
  • 16. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Deliver the plans & design
  • 17. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Intranet Planning Pyramid © 2011 – 2015 Prescient Digital Media Vision Mission Objectives Goals (KPIs) Functions (Applications) User Tasks (Behavior) Scope Detail Strategic Planning
  • 18. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution The whole business • The intranet is not just a tool – it represents the whole business • Silos kill – no group can operate in isolation • Employees demand consistency – Consistent message – Consistent navigation – Consistent interface
  • 19. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Governance Models • Decentralized (most common in larger orgs.) • No single owner • Driven by policies and guidelines • Organic growth, often leads to site sprawl • Centralized (more common in small orgs.) • Single owner (usually department) • Bureaucratic • Highly controlled
  • 20. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Governance Models • Collaborative / Federated • Executive champion • Steering Committee / Council • Decentralized content ownership; centralized platform • Centralized Hybrid • Single owner (usually department) • Bureaucratic • Highly controlled
  • 21. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Collaborative Governance (Healthcare) Editor-in-Chief (Director of Communications) Editorial Committee (Content Owners) Communications Committee Development Committee Finance Hospital TBD • Planned Giving • Annual Fundraising • Major Giving • Operations Hospital Communications Technical • Depts Content Authors • Depts Internet Council (Internal & External Participation)
  • 22. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Case Study: Collaborative/Federated
  • 23. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
  • 24. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 24Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Centralized Hybrid
  • 25. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 25Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
  • 26. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution NCR Governance Intranet Team Responsibilities Role Responsibilities Corporate Core Team Provide governance and program management Online Content Managers Oversee the daily running of the intranet and activities such as: • Publish approvals (where required) • Upload corporate collateral • Train and support content owners Content Owners • Update content and ensure consistency • Can delegate some part of the updates or changes to other members of the team/department by making them editors
  • 27. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Content Management System
  • 28. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Case study: Hybrid, centralized
  • 29. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 29Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Content Area Owners Editor in Chief Intranet Advisory Council Intranet OwnerIT Support Government Services DiversityHealthcare Services/ Laundry Finance Education Market Corporate Services Key Geographies Co-Champions Steering Committee HR Supply Management Marketing Law IS&T Communications Centralized, Hybrid Content Contributors
  • 30. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Sample structure – Centralized Hybrid • Champions: Chief Operating Officer, CIO • Owner: SVP, Internal Communications • Steering Committee: – Representation from: IT, HR, Internal Communications, Europe, USA, UK – Members must be representative of the global organization • Editor-in-Chief: Employee Communications
  • 31. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Day-to-day Management • Home page, corporate content & news owned by Editor-In-Chief • Training of the content owners done by IT • Content owners adhere to standardization policy and ensure their content is: – Up to date – Written in web format – Appropriate for their target audience
  • 32. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Champions • Champions will participate in: – Supporting owner and committee – Representing intranet to senior executive – Source of funding – Trouble-shooting and conflict resolution
  • 33. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Owner • Maintains the intranet vision & mandate • Manages policy development • Approves project prioritization • Monitors performance against objectives • Allocates resources and budgets
  • 34. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Intranet Steering Committee • Chaired by Intranet Owner • Includes HR, IT, Comms, and sometimes divisional representatives • Brings insight from the whole organization • Discusses policy, evolution of site and drives future enhancements • Provides input, reviews and signs off on plans & policies • Troubleshooting
  • 35. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Policies & Standards
  • 36. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Standards & Policies Explicitly defined and documented standards & polices are a CRITICAL NECESSITY to... • create a uniform user experience • protect and secure information and intellectual property • contain sprawl and reduce associated costs • ensure accuracy and consistency of content
  • 37. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Policies • Editorial policy defining: – Content types: front-page news vs. static content – How content is developed, formatted, presented – Limitations on technical and graphic elements – Roles and responsibilities of publishers, editor etc. • Standardization Policy – Compliance details for platform, templates and style guide • Email Usage Guidelines & Policy
  • 38. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Taxonomy • Editor-in-Chief to implement a complete corporate taxonomy guided by business and function need for: – storing, cataloguing and ‘tagging’ content • A taxonomy ‘rule book’ in tandem with a new Content Management System will ensure effective meta tagging and content categorization by all publishers
  • 39. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution SharePoint considerations
  • 40. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution SharePoint Adoption 70%Aprx. Adoption in Med-Large size Organizations 55% For social media 20% To power main intranet or portal
  • 41. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Sprawl
  • 42. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution BT SharePoint Collaboration Source: Richard Dennison, BT
  • 43. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution BT SharePoint Collaboration Source: Richard Dennison, BT
  • 44. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
  • 45. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution 1. Request a Team Site 2. Learn “When” & “What” to use a team site for 3. Read the Quick Reference Guide 4. Review the Team Site user guidelines 5. Checklist for establishing a new site 6. Enroll in a Team Site workshop 7. Watch a Team Site video tutorial 8. Follow a Team Site user tour Transfield Team Sites Source: Intranet Innovation Awards / Transfield Services, Step Two
  • 46. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Third-Party Applications for SharePoint 57%Have augmented SP 2010 with additional products such as Jive, AvePoint, Nintex, etc Gartner, “SharePoint Adoption,” 2011
  • 47. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
  • 48. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
  • 49. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Poll
  • 50. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Topic for the next webinar?
  • 51. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Next webinar Intranet Case Study May 23, 12:30 EST
  • 52. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Intranet Insight > PrescientDigital.com
  • 53. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution
  • 54. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution www.IntranetGlobalForum.com
  • 55. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Questions?
  • 56. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution Q & A
  • 57. Strictly Confidential © 2015 Prescient Digital Media Not For Distribution toby@prescientdigital.com www.PrescientDigitalMedia.com www.IntranetBlog.com 416.986.2226 @tobyward Toby Ward