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Extranet Development Checklist
Purpose

The purpose of this tool is to provide a checklist for developing your extranet. Improving the
usability, quality, and ownership of extranet content will lead to increased user adoption &
satisfaction, and result in reduced support costs.


 Done Description of Task                                                      Date
        Read our Best Practices Report: Supporting Stakeholders with
        Extranets

        Discuss extranet solution with senior management to determine
        feasibility.

        Develop extranet Project Charter to document background research,
        project goals & timelines, communications plans, and cost/benefit
        analysis.

        Identify stakeholder needs with a Business Requirements document

        Evaluate key mid-market vendors and build extranet Business Case

        Work with your I/T department to select and configure your extranet
        system

        Consider security measures that control user access rights and
        privileges

        Assess extranet content to determine if up-to-date, accurate,
        relevant, etc.

        Document what needs to be updated, created, refined, or taken off
        extranet

        Assign content ownership and distribute Project Request Forms to all
        staff

        Organize extranet contents into a hierarchy with logical navigation
        paths
Design a Homepage with FAQ section, links to each section and a
Search

Send out email communication to stakeholders regarding launch of
extranet

Conduct extranet user-training sessions for employees and
stakeholders to reinforce adoption rates and ensure return on your
investment

Deliver monthly extranet reminder email highlighting new content
and resolutions to common support calls to communicate cost-
savings of extranet

Survey extranet usage 3 months after re-launch to monitor project
success

Conduct an extranet Post-Project Evaluation to assess results

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Extranet Development Checklist

  • 1. Extranet Development Checklist Purpose The purpose of this tool is to provide a checklist for developing your extranet. Improving the usability, quality, and ownership of extranet content will lead to increased user adoption & satisfaction, and result in reduced support costs. Done Description of Task Date Read our Best Practices Report: Supporting Stakeholders with Extranets Discuss extranet solution with senior management to determine feasibility. Develop extranet Project Charter to document background research, project goals & timelines, communications plans, and cost/benefit analysis. Identify stakeholder needs with a Business Requirements document Evaluate key mid-market vendors and build extranet Business Case Work with your I/T department to select and configure your extranet system Consider security measures that control user access rights and privileges Assess extranet content to determine if up-to-date, accurate, relevant, etc. Document what needs to be updated, created, refined, or taken off extranet Assign content ownership and distribute Project Request Forms to all staff Organize extranet contents into a hierarchy with logical navigation paths
  • 2. Design a Homepage with FAQ section, links to each section and a Search Send out email communication to stakeholders regarding launch of extranet Conduct extranet user-training sessions for employees and stakeholders to reinforce adoption rates and ensure return on your investment Deliver monthly extranet reminder email highlighting new content and resolutions to common support calls to communicate cost- savings of extranet Survey extranet usage 3 months after re-launch to monitor project success Conduct an extranet Post-Project Evaluation to assess results