Every SharePoint project starts with a loose idea of "Let's create a great intranet!". As quickly as possible, this needs to funnel down to a clear strategy, concrete scope and informative design. This presentation by James Robertson, author of "Essential intranets: inspiring sites that deliver business value" outlines a practical methodology for SharePoint intranet projects of all sizes.

1. How to create successful
SharePoint intranets
James Robertson, Step Two Designs
jamesr@steptwo.com.au // @s2d_jamesr

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store.steptwo.com.au

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We help organisations answer
the ‘why’ and ‘what’ questions
(before others get stuck into the
‘how’ of implementation)

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Intranets:
the possibilities are
endless

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NewsLimited

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IMF

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Prophet

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Coles

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Telstra

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Aurecon

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HansenYuncken

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HansenYuncken

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Coca-ColaEnterprises

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BarclaysBank

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How much is it
going to cost?
QUESTIONS
(you have plenty)
What are we going
to use SharePoint for?
Do we go
social?
What features will
we turn on (or off)?
Do we need standard
or enterprise CALs?
Build in-house or
get help?
How do we ensure adoption?
What’s worked
for others?
Do we customise
and develop? What’s the
business case?
Do we need a
mobile solution?
How do we
ensure success?

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“Failing to plan
is planning to fail”

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Four practical principles
1. Have a clear plan for success
2. Reduce uncertanties early
3. Make sure it will work for staff
4. Extract the full benefits

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“We need a new intranet”
Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Funnel down
to the right solutionPlanning
& design
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
“We’re live, and
they love it!”
Build a successful
& sustainable outcomeExecution

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Staff
interviews
Stakeholder
discussions
Field
research
Analysis of
current state

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Strategy
workshops
Planning
sessions
Best
practices
Strategic
thinking

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Creating an “intranet concept”
www.steptwo.com.au/papers/km
c_intranetconcept
6x2: a new approach to planning
www.steptwo.com.au/papers/km
c_6x2

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Content Comms
Collaboration
& social
Culture Activity
& bus solns
Putting information to work:
the five purposes of modern intranets
(free report)
store.steptwo.com.au/product/five-intranet-purposes

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Content
Communication
Collaboration
Culture
Activity

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Content
Communication
Collaboration
Activity
Culture

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Content
Communication
Collaboration
Activity
Culture

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
UX
techniques
Information
architecture
Wireframes Visual
design
& branding

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Stockland

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Stockland

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Stockland

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Skills &
capabilities
Business
criteria
Evaluation
process

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Covered by the other great
talks at this conference!

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Comms
& change
Governance Ongoing
resources
Planning
next phase

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Coca-ColaEnterprises

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StandardChartered

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PwCAustralia

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A practical approach:
size to fit your
circumstances

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1. Have a clear plan for success
2. Reduce uncertanties early
3. Make sure it will work for staff
4. Extract the full benefits

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It doesn’t have to be
bigger than ben hur!

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Staff & business needs
Strategy & roadmap
Project scope
Structure
& design
Partner
selection
Technical
requirements
Technical
solution
Solution development
& deployment
Launch & governance
Talk with operational staff (2 days) plus stakeholders (2 days)
Business goals and clear purpose (3 page doc)
What we’re doing, and what we’re not
(5 page doc using 5 purposes)
Sketches of key pages (plus details of content)
Very clear brief and structured evaluation process
Clear ownership and responsibilities (plus ongoing plan)

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SharePoint is a great platform for
delivering business solutions
The clearer you are on what you
want, the greater the benefits

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Funnel down, from a vague
desire to a concrete plan, scope,
design and approach.
Then start building with
confidence!

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James Robertson
Step Two Designs
www.steptwo.com.au
jamesr@steptwo.com.au
(We’ve published the single
largest collection of intranet
articles in the globe – all free!)