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Intranet & SharePoint Governance

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                                  Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   1
Highly effective intranets & websites




                      Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   2
Who is Prescient?
  o 11 years of rich history
  o World-class intranet experts
  o Strategic Internet & intranet consulting, planning & design
    services to many Fortune 500 & big brand clients, small
    and medium-size leaders
  o More intranet engagements & clients than any firm (class)
  o A well defined and proven methodology




                                Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   3
Listen. Understand. Deliver.
  o   We treat each client as unique;
       • We listen to their needs, goals and challenges;
       • Understand a client’s requirements and potential; and
       • Deliver highly effective and innovative website &
         intranet plans, designs & solutions.




                                 Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   4
Clients include…




                   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   5
Intranet Methodology




                   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   6
Twitter hashtag




@tobyward   @awasserman

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Governance Overview




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Do you have a comprehensive governance model?



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Think about…
 o   Who owns the intranet?
 o   Does everyone know who the owner is?
 o   Does the owner have real intranet authority?
 o   Do other groups want ownership?




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




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Typical intranet
 o   No senior champion
 o   Middle managers in communications and IT
 o   Limited budget and power
 o   No plan or vision
 o   Silos & sprawl lead to user frustration & waste
 o   Conflict ensues
 o   Stalls – often for years




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C-level Power




                                 C-level champion

                Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   13
The champion
o   C-level executive
o   The champion should have power and influence
o   Understands the value of the website & the potential
o   Needs to be involved, but not on a day-to-day basis
o   Only attend an occasional meeting




                                    Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   14
Talk the talk
o What does your organization value?
o Success is more than dollars
   • Customer / employee satisfaction
   • User productivity
   • Awareness / Message retention
o ROI is more than just hard cost savings
   • Productivity benefits
   • Time to market




                                   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   15
Walk the walk




                                                Talk the talk
                Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   16
Nexus of Intranet Success




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Intranet Methodology




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The whole business
o The intranet is not just a tool – it represents the whole business
o Silos kill – no group can operate in isolation
o Employees demand consistency
   • Consistent message
   • Consistent navigation
   • Consistent interface




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Governance Models
 o Decentralized (most common in larger orgs.)
        - No single owner
        - Driven by policies and guidelines
        - Organic growth, sometime leading to site sprawl
 o Centralized (more common in small orgs.)
        - Single owner (usually department)
        - Bureaucratic
        - Highly controlled




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Governance Models
 o Collaborative / Federated
        - Executive champion
        - Steering Committee / Council
        - Decentralized content ownership; centralized platform
 o Centralized Hybrid
        - Single owner (usually department)
        - Bureaucratic
        - Highly controlled




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Collaborative Governance (Healthcare)

 Communications                                                                                        Hospital
   Committee                                                                                            TBD
                                          Internet Council
  Development                    (Internal & External Participation)
   Committee
                      •   Planned Giving                                                             Hospital
                      •   Annual Fundraising                                                      Communications
    Finance           •   Major Giving
                      •   Operations

                                           Editor-in-Chief                                            Technical
                                   (Director of Communications)



                                        Editorial Committee
                                         (Content Owners)

                  • Depts                        • Depts

                                                                                                  Content Authors




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Collaborative Governance (Energy)
                         Co-Champions

                           CIO & VP



     Advisory Group    Intranet Council




       Corporate        Editor-In-Chief                        Human Resources
     Communications




                      Editorial Committee




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Centralized, Hybrid (Financial Svcs)




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Case Study: Collaborative/Federated




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Collaborative




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Case study: Hybrid, centralized




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Centralized, Hybrid
                                         Co-Champions




        IT Support                   Intranet Owner                                  Steering Committee




                                                         Intranet Advisory
                       Editor in Chief
                                                              Council




                 Content Area Owners
                                                                                         Communications

  Corporate   Government   Supply                    Finance
   Services    Services  Management              HR          IS&T

              Healthcare         Key              Diversity
  Education
   Market     Services/       Geographies           Law
               Laundry
                                                  Marketing
                     Content Contributors
                                              Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   29
Sample structure – Centralized Hybrid
 o Champions: Chief Operating Officer, CIO
 o Owner: SVP, Internal Communications
 o Steering Committee:
    • Representation from: IT, HR, Internal Communications,
       Europe, USA, UK
    • Members must be representative of the global organization
 o Editor-in-Chief: Employee Communications




                                 Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   30
Day-to-day Management
o Home page, corporate content & news owned by Editor-In-Chief
o Training of the content owners done by IT
o Content owners adhere to standardization policy and ensure
  their content is:
   • Up to date
   • Written in web format
   • Appropriate for their target audience




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Champions
o Champions will participate in:
   • Supporting owner and committee
   • Representing intranet to senior executive
   • Source of funding
   • Trouble-shooting and conflict resolution




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Owner
 o   Maintains the intranet vision & mandate
 o   Manages policy development
 o   Approves project prioritization
 o   Monitors performance against objectives
 o   Allocates resources and budgets




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Intranet Steering Committee
o   Chaired by Intranet Owner
o   Includes HR, IT, Comms, and sometimes divisional representatives
o   Brings insight from the whole organization
o   Discusses policy, evolution of site and drives future enhancements
o   Provides input, reviews and signs off on plans & policies
o   Troubleshooting




                                    Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   34
Policies & Standards




                  Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   35
Standards & Policies
Explicitly defined and documented standards & polices are a
CRITICAL NECESSITY to...
   o create a uniform user experience
   o protect and secure information and intellectual property
   o contain sprawl and reduce associated costs
   o ensure accuracy and consistency of content




                                Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   36
Policies
o 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.
o Standardization Policy
   • Compliance details for platform, templates and style guide
o Email Usage Guidelines & Policy




                                   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   37
Taxonomy
o Editor-in-Chief to implement a complete corporate taxonomy
  guided by business and function need for:
   • storing, cataloguing and ‘tagging’ content

o 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 © 2012 Prescient Digital Media   Not For Distribution   38
SharePoint considerations




                Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   39
How many use SharePoint?



              Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   40
SharePoint Adoption




70%
 Aprx. Adoption in Med-Large
                                          55% For social media
                                          20% To power main
                                          intranet or portal



      size Organizations



                           Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   41
Sprawl




         Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   42
BT SharePoint Collaboration




   Source: Richard Dennison, BT   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   43
BT SharePoint Collaboration




   Source: Richard Dennison, BT   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   44
Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   45
Transfield Team Sites
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
 Source: Intranet Innovation Awards / Transfield Services, Step Two




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Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   47
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Third-Party Applications for SharePoint
Gartner, “SharePoint Adoption,” 2011




                              57%
                                Have augmented SP 2010 with
                                 additional products such as
                                  Jive, AvePoint, Nintex, etc


                                                Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   49
Key lessons
 o   Involve management
 o   Engage employees
 o   Develop a detailed plan
 o   Expect resistance
 o   Steep learning curve
 o   Learning over time
 o   Prepare to spend above budget




                                 Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   50
Think about…
 o   Who owns the intranet?
 o   Does everyone know who the owner is?
 o   Does the owner have real intranet authority?
 o   Do other groups want ownership?




                                   Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   51
www.PrescientDigital.com




Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   52
Reading
o   IntranetBlog.com
o   SharePoint Governance White Paper - www.PrescientDigital.com


Consulting Help
o   Governance Workshop - www.PrescientDigital.com




                                 Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   53
www.PrescientDigital.com




Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   54
Q & A / Free consulting




                 Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   55
56




Contact Us


prescient@prescientdigital.com
www.PrescientDigital.com
www. IntranetBlog.com

www.Twitter.com/intranet2
www.Communexions.com
416.926.8800

                            Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   56
Strictly Confidential © 2012 Prescient Digital Media   Not For Distribution   57

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Intranet and SharePoint Governance

  • 1. Intranet & SharePoint Governance Watch the webinar video instead Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 1
  • 2. Highly effective intranets & websites Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 2
  • 3. Who is Prescient? o 11 years of rich history o World-class intranet experts o Strategic Internet & intranet consulting, planning & design services to many Fortune 500 & big brand clients, small and medium-size leaders o More intranet engagements & clients than any firm (class) o A well defined and proven methodology Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 3
  • 4. Listen. Understand. Deliver. o We treat each client as unique; • We listen to their needs, goals and challenges; • Understand a client’s requirements and potential; and • Deliver highly effective and innovative website & intranet plans, designs & solutions. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 4
  • 5. Clients include… Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 5
  • 6. Intranet Methodology Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 6
  • 7. Twitter hashtag @tobyward @awasserman Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 7
  • 8. Governance Overview Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 8
  • 9. Do you have a comprehensive governance model? Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 9
  • 10. Think about… o Who owns the intranet? o Does everyone know who the owner is? o Does the owner have real intranet authority? o Do other groups want ownership? Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 10
  • 11. Governance Defines the ownership and management model. o Management team o Roles & responsibilities o Decision making process o Policies & standards Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 11
  • 12. Typical intranet o No senior champion o Middle managers in communications and IT o Limited budget and power o No plan or vision o Silos & sprawl lead to user frustration & waste o Conflict ensues o Stalls – often for years Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 12
  • 13. C-level Power C-level champion Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 13
  • 14. The champion o C-level executive o The champion should have power and influence o Understands the value of the website & the potential o Needs to be involved, but not on a day-to-day basis o Only attend an occasional meeting Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 14
  • 15. Talk the talk o What does your organization value? o Success is more than dollars • Customer / employee satisfaction • User productivity • Awareness / Message retention o ROI is more than just hard cost savings • Productivity benefits • Time to market Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 15
  • 16. Walk the walk Talk the talk Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 16
  • 17. Nexus of Intranet Success Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 17
  • 18. Intranet Methodology Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 18
  • 19. The whole business o The intranet is not just a tool – it represents the whole business o Silos kill – no group can operate in isolation o Employees demand consistency • Consistent message • Consistent navigation • Consistent interface Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 19
  • 20. Governance Models o Decentralized (most common in larger orgs.) - No single owner - Driven by policies and guidelines - Organic growth, sometime leading to site sprawl o Centralized (more common in small orgs.) - Single owner (usually department) - Bureaucratic - Highly controlled Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 20
  • 21. Governance Models o Collaborative / Federated - Executive champion - Steering Committee / Council - Decentralized content ownership; centralized platform o Centralized Hybrid - Single owner (usually department) - Bureaucratic - Highly controlled Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 21
  • 22. Collaborative Governance (Healthcare) Communications Hospital Committee TBD Internet Council Development (Internal & External Participation) Committee • Planned Giving Hospital • Annual Fundraising Communications Finance • Major Giving • Operations Editor-in-Chief Technical (Director of Communications) Editorial Committee (Content Owners) • Depts • Depts Content Authors Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 22
  • 23. Collaborative Governance (Energy) Co-Champions CIO & VP Advisory Group Intranet Council Corporate Editor-In-Chief Human Resources Communications Editorial Committee Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 23
  • 24. Centralized, Hybrid (Financial Svcs) Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 24
  • 25. Case Study: Collaborative/Federated Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 25
  • 26. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 26
  • 27. Collaborative Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 27
  • 28. Case study: Hybrid, centralized Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 28
  • 29. Centralized, Hybrid Co-Champions IT Support Intranet Owner Steering Committee Intranet Advisory Editor in Chief Council Content Area Owners Communications Corporate Government Supply Finance Services Services Management HR IS&T Healthcare Key Diversity Education Market Services/ Geographies Law Laundry Marketing Content Contributors Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 29
  • 30. Sample structure – Centralized Hybrid o Champions: Chief Operating Officer, CIO o Owner: SVP, Internal Communications o Steering Committee: • Representation from: IT, HR, Internal Communications, Europe, USA, UK • Members must be representative of the global organization o Editor-in-Chief: Employee Communications Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 30
  • 31. Day-to-day Management o Home page, corporate content & news owned by Editor-In-Chief o Training of the content owners done by IT o 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 © 2012 Prescient Digital Media Not For Distribution 31
  • 32. Champions o Champions will participate in: • Supporting owner and committee • Representing intranet to senior executive • Source of funding • Trouble-shooting and conflict resolution Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 32
  • 33. Owner o Maintains the intranet vision & mandate o Manages policy development o Approves project prioritization o Monitors performance against objectives o Allocates resources and budgets Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 33
  • 34. Intranet Steering Committee o Chaired by Intranet Owner o Includes HR, IT, Comms, and sometimes divisional representatives o Brings insight from the whole organization o Discusses policy, evolution of site and drives future enhancements o Provides input, reviews and signs off on plans & policies o Troubleshooting Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 34
  • 35. Policies & Standards Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 35
  • 36. Standards & Policies Explicitly defined and documented standards & polices are a CRITICAL NECESSITY to... o create a uniform user experience o protect and secure information and intellectual property o contain sprawl and reduce associated costs o ensure accuracy and consistency of content Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 36
  • 37. Policies o 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. o Standardization Policy • Compliance details for platform, templates and style guide o Email Usage Guidelines & Policy Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 37
  • 38. Taxonomy o Editor-in-Chief to implement a complete corporate taxonomy guided by business and function need for: • storing, cataloguing and ‘tagging’ content o 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 © 2012 Prescient Digital Media Not For Distribution 38
  • 39. SharePoint considerations Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 39
  • 40. How many use SharePoint? Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 40
  • 41. SharePoint Adoption 70% Aprx. Adoption in Med-Large 55% For social media 20% To power main intranet or portal size Organizations Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 41
  • 42. Sprawl Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 42
  • 43. BT SharePoint Collaboration Source: Richard Dennison, BT Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 43
  • 44. BT SharePoint Collaboration Source: Richard Dennison, BT Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 44
  • 45. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 45
  • 46. Transfield Team Sites 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 Source: Intranet Innovation Awards / Transfield Services, Step Two Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 46
  • 47. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 47
  • 48. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 48
  • 49. Third-Party Applications for SharePoint Gartner, “SharePoint Adoption,” 2011 57% Have augmented SP 2010 with additional products such as Jive, AvePoint, Nintex, etc Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 49
  • 50. Key lessons o Involve management o Engage employees o Develop a detailed plan o Expect resistance o Steep learning curve o Learning over time o Prepare to spend above budget Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 50
  • 51. Think about… o Who owns the intranet? o Does everyone know who the owner is? o Does the owner have real intranet authority? o Do other groups want ownership? Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 51
  • 52. www.PrescientDigital.com Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 52
  • 53. Reading o IntranetBlog.com o SharePoint Governance White Paper - www.PrescientDigital.com Consulting Help o Governance Workshop - www.PrescientDigital.com Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 53
  • 54. www.PrescientDigital.com Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 54
  • 55. Q & A / Free consulting Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 55
  • 57. Strictly Confidential © 2012 Prescient Digital Media Not For Distribution 57