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Intranet Strategy Workshop Template

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This workshop template will help your team collaboratively create a vision for what the intranet will achieve within your organization, and a strategic direction for achieving that vision. This template is based off an intranet strategy webinar presented by the VP of Strategy at ThoughtFarmer, Gordon Ross. To view the recording visit: https://www.thoughtfarmer.com/blog/upcoming-webinar-how-to-create-an-effective-intranet-strategy/. The questions used in this workshop are loosely based off "Bringing Science to the Art of Strategy." To read this article visit: https://hbr.org/2012/09/bringing-science-to-the-art-of-strategy

Publicado en: Empresariales

Intranet Strategy Workshop Template

  1. 1. #tfwebinar Strategic Workshop Template
  2. 2. Why are we here? Strategic Workshop Goals: • Collaboratively create a vision for what the intranet will achieve inside our organization. • Determine a strategic direction for achieving that vision. • Walk away with a steering plan and a list of to-do items to make that vision come to life.
  3. 3. Strategic Workshop Who: Core team / steering committee (7 to 12) Duration: Half-day to full-day Format: Large boardroom, lots of wall space, food, coffee Tools: Sharpies, post-it notes, digital camera, poster paper, tape Resources: Company strategic plan; mission/vision/values; intranet charter
  4. 4. Workshop Format To begin, hand out post-it notes and sharpies to participants. There are five questions they will need to write responses to. One answer per post-it note. Once all questions have been answered, the facilitator will organize the post-it notes into a table like the one below. Objectives Conditions Enablers (TODO’s) Barriers Mitigations (TODO’s)
  5. 5. Let’s begin!
  6. 6. Question One What are the goals or objectives we have set for the new intranet?
  7. 7. Question Two What conditions are needed in order for our team to meet the objectives we have established for your intranet?
  8. 8. Question Three What is needed in order to make these conditions a reality?
  9. 9. Sample Barriers as a lack of a condition 1. Access (inability to access the intranet due to device or network connectivity) 2. Content (lack of useful, valuable content) 3. Culture (lack of openness to innovation, aversion to risk) 4. Information design (consensus on a meaningful information design, process to determine successful IA) 5. Leadership (lack of engagement from leadership, upper management, top-down support) 6. Motivation (lack of willingness to participate, what's in it for me, self-interest) 7. Permission (lack of clarity around what's permissible, where am I able to collaborate) 8. Skills (lack of training, lack of practical knowledge and applied know-how) 9. Technology (lack of connecting parts to allow for systems integration, self-service (e.g. single sign-on)) 10. Time (not enough time in the day, competing priorities) 11. Value proposition (lack of understanding of the value, lack of real & perceived benefits)
  10. 10. Question Four What are the potential barriers to achieving these conditions?
  11. 11. Question Five What is the plan to deal with potential barriers? What do we need to do in order to avoid or mitigate them?
  12. 12. Once all responses have been recorded and organized, the chart should look something like this
  13. 13. Workshop Output Objectives Conditions Enablers (TODO’s) Barriers Mitigations (TODO’s)
  14. 14. Dot Vote/Star Vote The final workshop step is completing a cost/benefit analysis or an effort/impact type analysis. Ask the group: • What is going to yield the biggest results? • What is going to take the most effort, be the most difficult to do? Done silently, get participants to vote on what they think the biggest benefit is, what the easiest/hardest tasks are to complete, and what is the most costly.
  15. 15. Once all votes have been tallied, the chart should look something like this
  16. 16. Workshop Output: Dot Star/Star Vote Objectives Conditions Enablers (TODO’s) Barriers Mitigations (TODO’s)
  17. 17. To Finish Up What has emerged from this workshop are two major to-do lists: - Enablers - Mitigations • Wrap up with some discussion about the intranet and reflect on your findings • Assign a scribe to capture the results • We recommend taking a photo and recording the workshop output into a spreadsheet to track your progress - See next slide for a sample table
  18. 18. Keeping Tabs on Your Progress Possibility Initiative Action Outcome Measure Milestone Engagement Access: From Home Ensure all staff can securely access the intranet from home on their desktop computer. Staff have the ability to login and use the intranet 24/7 % Active Users (number of uniquely identified users / total staff headcount) Expressed as percentage. Q2 2016 Engagement Access: On Mobile Ensure staff have secure access to the intranet from their corporately issued mobile phone / tablet device Staff have the ability to login and use the intranet when on the road and not located in a corporate office to get the information and services they need % mobile visits (visits from mobile devices / total visits) Expressed as a percentage. (source: intranet stats) Active mobile users by department (count of uniquely identified users from mobile / devices segmented by division / group and ranked) Q3 2016
  19. 19. Next Steps The person responsible for presenting the strategy has lots of content to work with. There will likely be an editorial process that needs to take place, synthesizing themes and actionable items. We recommend following up with people to determine how easy or hard some of the items are. Also, put the draft strategy into a PowerPoint and run it past a sponsor or your steering committee. The goal is to get people who matter to pay attention to what you are trying to do.
  20. 20. Good luck!

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