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Sam Marshall
Director of ClearBox Consulting
 15 years intranet and digital
workplace
 Former global portal manager
at Unilever
 Consulted on & benchmarked
over 70 intranets
 Comms, KM & IT background
sam@clearbox.co.uk
@sammarshall
In the beginning…
1. Disappearing
sponsor
Getting it right…
 Cultivate 2-3 champions
 Maintain a business case even if you’re not
asked
 Measure the ‘before’ so you can show the ‘after’
@sammarshall
Who leads your intranet?
Organisation Need Intranet Flavour Sponsor
Improve communication
2-way, same message for all
Communication Comms  Corp Affairs
Work effectively across silos Collaboration HR  IT
Reduce operating costs Services Finance
"One Company" initiatives Communication Comms  Corp Affairs
Improve Capability of a
Function (e.g. Marketing,
Sales, R&D)
Knowledge
Management
Head of Function
Support flexible working Digital Workplace HR
See: www.clearbox.co.uk/what-flavour-is-your-intranet/
Intranets need leaders not managers
 Enthusiasm counts as much as role
 They need to understand the benefit early
 They can help you across the ‘delivery gulf’
 They are in the right meetings to champion the
intranet as a solution
2. Over-personalizing
Things on an intranet
home page
Things people want from
an intranet
Message from
CEO
Quarterly results
Pictures of SVPs
Stock price
Mission statement
Weather
Things on an intranet
home page
Things people want from
an intranet
Message from
CEO
Quarterly results
For sale
& wanted
My own
documents
Bonus
calculation
Rumours
Expense
forms
Photos of office
party
Phone numbers
Pictures of SVPs
Stock price
Mission statement
Weather
Things on an intranet
home page
Things people want from
an intranet
Message from
CEO
Quarterly results
Lunch
menu
For sale
& wanted
My own
documents
Bonus
calculation
Rumours
Expense
forms
Photos of office
party
Phone numbers
Pictures of SVPs
Stock price
Mission statement
Weather
Home
London Paris Rome
Global
Rome
GlobalGlobal
ParisLondon
Global
Profile
Location = London
London
Global
Rome
Profile
Location = Rome
Getting it right…
Getting it right…
Getting it right…
Getting it right…
3. Carried away with design principles
All we asked
for was fish
and chips??
Credit: https://www.flickr.com/photos/yandle
Some of your intranet should
look like your org chart
 Intranets should reflect how an organisation works
 If the company does a re-org, is it such a big deal
to change the intranet?
 Employee services are the exception
 If in doubt, test!
Getting it right…
Department Sites
Department
About
Us for
others
Info by
us for
others
Info by
us for
us
Brochure
• What we do
• Who to contact
Services
• Raise a
purchase order
• Request a
laptop
• Hiring process
Our work
• Announcements
• Templates
• Team members
• Specialist
resources
Department Sites
Department
About
Us for
others
Info by
us for
others
Info by
us for
us
Structure by task
Structure by org chart
Structure by
how we work
4. Forgetting the late-adopters
Dear Jeremy
I work for a national charity with about 4,000 employees across
a range of UK sites. The organisation has recently told all staff
they must complete a "personal profile" with headings such as,
"What's important to me" and, "How best to support me" which
will be available on the intranet to all its employees.
Team leaders and site managers know staff very well at my site,
and I can reasonably guess this is true at other sites, so the
rationale seems invalid.
A manager has said it's mandatory to complete this, but if I feel
uncomfortable doing so, can they enforce this?
I think it's a nerve for an employer to ask for this kind of thing.
Who the hell do they think they are?!
They're probably planning to get rid of some employees and are
using this to decide who to boot out. Be very careful how you
answer the questions.
When you have completed your fictional profile, with the
appropriate bullshit bingo words, do make sure to make use of
everyone else's profile, by asking them for assistance in your
work of taxidermy of parrots, banging in little metal bottle tops
on floors etc. Then make a point of contacting management on
a regular basis to tell them how helpful you have found the new
system. Try to use their profiles more than anyone else's.
Experi-
mental
Will try
because its
new
Like to feel
exclusive
Thought
leaders
Pragmatic
Want proven
benefits
Do what is
‘normal’
Risk
averse
Trend
must be
very
visible
Listen to
laggards
Focus on risk above
all else (and may be
right!)
Need to feel in control
Show off
latest
features
Pilot
access
Let them
experiment
Exclusive
preview
Showcase
their good
work
Recruit as
champions
Widespread
comms –
buzz
Leaders set
example
Help &
support
Make it
easier
(reduce
features)
low-risk
Talk to
current
adopters
Refine based on
earlier adoption
lessons
Give control over how
& when
‘No commitment’ trial
Take time to answer
objections
Next time…
 Don’t rely on a business case that demands high
adoption levels everywhere
 Don’t assume enthusiastic pilots scale linearly
 Focus on specific communities and grow from
there
Getting it right…
5. Over-zealous governance
You only need a 100 page
governance document if you
plan to hit somebody with it as
a means of enforcement
Next time….
 Governance is about changing behaviour not a set
of rules
 Define the basic principles
 Governance is also about encouragement,
modelling & conversation
Getting it right…
5 levers of governance
Steering
Policy
Constraints
Monitoring
Comms /
Training
sam@clearbox.co.uk www.clearbox.co.uk
@sammarshall
Credits Original cartoons commissioned
by ClearBox from: Duncan Scott
Learn more about our Intranet CMS,
Evoq Intranet
Evoq: An Intranet CMS from DNN

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Getting Your Intranet Right: 5 Common Pitfalls to Avoid

  • 1.
  • 2. Sam Marshall Director of ClearBox Consulting  15 years intranet and digital workplace  Former global portal manager at Unilever  Consulted on & benchmarked over 70 intranets  Comms, KM & IT background sam@clearbox.co.uk @sammarshall
  • 4.
  • 6. Getting it right…  Cultivate 2-3 champions  Maintain a business case even if you’re not asked  Measure the ‘before’ so you can show the ‘after’ @sammarshall
  • 7. Who leads your intranet? Organisation Need Intranet Flavour Sponsor Improve communication 2-way, same message for all Communication Comms Corp Affairs Work effectively across silos Collaboration HR IT Reduce operating costs Services Finance "One Company" initiatives Communication Comms Corp Affairs Improve Capability of a Function (e.g. Marketing, Sales, R&D) Knowledge Management Head of Function Support flexible working Digital Workplace HR See: www.clearbox.co.uk/what-flavour-is-your-intranet/
  • 8. Intranets need leaders not managers  Enthusiasm counts as much as role  They need to understand the benefit early  They can help you across the ‘delivery gulf’  They are in the right meetings to champion the intranet as a solution
  • 10. Things on an intranet home page Things people want from an intranet Message from CEO Quarterly results Pictures of SVPs Stock price Mission statement Weather
  • 11. Things on an intranet home page Things people want from an intranet Message from CEO Quarterly results For sale & wanted My own documents Bonus calculation Rumours Expense forms Photos of office party Phone numbers Pictures of SVPs Stock price Mission statement Weather
  • 12. Things on an intranet home page Things people want from an intranet Message from CEO Quarterly results Lunch menu For sale & wanted My own documents Bonus calculation Rumours Expense forms Photos of office party Phone numbers Pictures of SVPs Stock price Mission statement Weather
  • 20.
  • 22. 3. Carried away with design principles All we asked for was fish and chips??
  • 24.
  • 25. Some of your intranet should look like your org chart
  • 26.  Intranets should reflect how an organisation works  If the company does a re-org, is it such a big deal to change the intranet?  Employee services are the exception  If in doubt, test! Getting it right…
  • 27. Department Sites Department About Us for others Info by us for others Info by us for us Brochure • What we do • Who to contact Services • Raise a purchase order • Request a laptop • Hiring process Our work • Announcements • Templates • Team members • Specialist resources
  • 28. Department Sites Department About Us for others Info by us for others Info by us for us Structure by task Structure by org chart Structure by how we work
  • 29. 4. Forgetting the late-adopters
  • 30. Dear Jeremy I work for a national charity with about 4,000 employees across a range of UK sites. The organisation has recently told all staff they must complete a "personal profile" with headings such as, "What's important to me" and, "How best to support me" which will be available on the intranet to all its employees. Team leaders and site managers know staff very well at my site, and I can reasonably guess this is true at other sites, so the rationale seems invalid. A manager has said it's mandatory to complete this, but if I feel uncomfortable doing so, can they enforce this?
  • 31. I think it's a nerve for an employer to ask for this kind of thing. Who the hell do they think they are?! They're probably planning to get rid of some employees and are using this to decide who to boot out. Be very careful how you answer the questions. When you have completed your fictional profile, with the appropriate bullshit bingo words, do make sure to make use of everyone else's profile, by asking them for assistance in your work of taxidermy of parrots, banging in little metal bottle tops on floors etc. Then make a point of contacting management on a regular basis to tell them how helpful you have found the new system. Try to use their profiles more than anyone else's.
  • 32.
  • 33. Experi- mental Will try because its new Like to feel exclusive Thought leaders Pragmatic Want proven benefits Do what is ‘normal’ Risk averse Trend must be very visible Listen to laggards Focus on risk above all else (and may be right!) Need to feel in control
  • 34. Show off latest features Pilot access Let them experiment Exclusive preview Showcase their good work Recruit as champions Widespread comms – buzz Leaders set example Help & support Make it easier (reduce features) low-risk Talk to current adopters Refine based on earlier adoption lessons Give control over how & when ‘No commitment’ trial Take time to answer objections
  • 35. Next time…  Don’t rely on a business case that demands high adoption levels everywhere  Don’t assume enthusiastic pilots scale linearly  Focus on specific communities and grow from there Getting it right…
  • 37. You only need a 100 page governance document if you plan to hit somebody with it as a means of enforcement
  • 38.
  • 39. Next time….  Governance is about changing behaviour not a set of rules  Define the basic principles  Governance is also about encouragement, modelling & conversation Getting it right…
  • 40. 5 levers of governance Steering Policy Constraints Monitoring Comms / Training
  • 41.
  • 42.
  • 44. Credits Original cartoons commissioned by ClearBox from: Duncan Scott
  • 45. Learn more about our Intranet CMS, Evoq Intranet Evoq: An Intranet CMS from DNN