Tag Archives: Digital success or digital disaster

Governance’s growing importance

During 2016 I have heard more and more people talking about:

  • the importance of good governance,
  • the need for a sound foundation,
  • clear roles and responsibilities,
  • publishing standards

that underpin and help their intranets and digital workplaces to be well-managed and successful.

It has been heartening this year to go to conferences and see examples demonstrated of good governance principles being applied successfully.

Governance is not a phrase or concept but something critical and practical that needs to be applied correctly so your intranet and digital workplace can succeed.

We work in different:

  • organisations that may be large, complex matrixes or small, simple structures
  • cultures that may be open and democratic or central and autocratic
  • publishing models with a central team or decentralised so everyone can publish content
  • publishing technology that needs to be managed and meet your requirements

How your intranet and digital workplace is managed is critical to its success.  Your requirements are understood by senior managers.  Your priorities are clear and accepted..

But where the problems start is knowing how to achieve this.  That is where the examples shown by intranet professionals help guide people.  They help to explain the ‘how’.

It is something I have worked on in different roles for the last 20 years.  There is no ‘one way’ to do this.  My book sets out different approaches and my blog posts also help shed light on what you could do.

I hope as we start to look forward to 2017 that you find the best way you can improve your intranet and digital workplace.  By finding relevant practical examples that meet your requirements you can make the improvements you want.

A roadmap for SharePoint governance

A ‘well-managed SharePoint intranet‘ is a phrase you rarely hear.  Why?  It is because SharePoint’s complexity can overwhelm you. What are the right steps to managing all the SharePoint features you need to use?

There are many publications on how well SharePoint can be managed, but few written by people with first-hand experience who achieved this. As the former BT Intranet manager, I implemented and managed a SharePoint intranet and, since leaving BT, help clients with their SharePoint challenges.

Using examples from my book ‘Digital Disaster or Digital Success‘ I will show you how the right strategy, governance framework and smart publishing standards give you a well-managed SharePoint intranet. I will help you avoid the most common mistakes people make. I will also show the benefits you gain from taking the right approach.

At SharePoint Congress 2016 on 22 September in Utrecht my keynote presentation ‘The secret of a SharePoint intranet‘ will cover what you need for a well-managed SharePoint intranet. After my keynote I will hold a breakout session to explain the next steps you need to take in ‘A roadmap for SharePoint governance’.

This session will explain how you take the right steps that help you to manage SharePoint permissions, roles and responsibilities, features like Master Pages, Content Types and SharePoint Designer. Developing a governance framework that covers all of these will help you discover the secret to a well-managed SharePoint intranet.

I hope to see you at SharePoint Congress 2016. It is a fantastic chance for you to find out more about SharePoint from some great speakers. If you can’t attend, then you can find out more about managing SharePoint intranets successfully from my book.

 

How to get the right balance for governance

To make sure you get the right balance and gain the full benefits of an intranet or digital workplace, you need a clear strategy and purpose for how well it is managed.  By following the direction set by your strategy and principles defining its purpose the next steps are to develop the governance framework.

Defining the scope of your governance framework creates clarity for people in your organisation on what is included or excluded.  This is important if your intranet transforms into a digital workplace. As your intranet changes in its size and scope, so your governance framework will need to change to reflect this.

Create confidence that you have a clear purpose for the intranet.  Show how it supports yourorganisation’s goals.  This will make it easier for you to make the changes needed to the way your intranet is managed and developed. Your organisation should be clear about the reasons for these changes.  It will then be confident they will improve its effectiveness, and benefit people using the intranet.  Sharing your strategy and governance framework with your stakeholders will reassure them why they are supporting you.

You need to define your publishing model.  You should design it to provide the right conditions for a consistently good experience.  This applies whether people are publishing or accessing information or applications on your intranet.

It may be that you start with one model and then change to another in the future.  This will depend on your organisation and your intranet’s needs. Here are four examples of publishing models for you to decide which is most likely to meet your requirements:

  1. Centralised
  2. Decentralised
  3. Outsourced
  4. Hybrid

Once you have chosen the publishing model that will meet your requirements, you should follow the principles for good governance, as you develop a governance framework that includes:

  1. Scope
  2. Purpose
  3. Roles and responsibilities
  4. Publishing standards
  5. Publishing support

When developing your governance framework, consider including the different types of content – accredited and collaborative – and applications.  You should also factor in how people use the intranet when implementing your framework.

Once you have your scope and purpose outlined, you need to ensure everyone is clear about their responsibilities.  Having a hierarchy that links all the roles together and shows their responsibilities creates that clarity.  It also helps everyone to understand clearly how their activities affect other people.  Making it available on the intranet also gives it transparency and can prevent any confusion or misunderstandings.

Your governance hierarchy should have three levels.  Firstly, the strategic level for roles responsible for setting the direction for your intranet.  The intranet owner, champion, stakeholder and a steering group are all roles who can have responsibility for your strategy.

At the hub level, the intranet manager is the conduit in the governance hierarchy between the strategic and operational levels.  This role implements the decisions made about strategy, direction and timing of implementation.  Good communication channels and decision-making help everyone to understand what is happening and how they may be affected.

Lastly, at the operational level, you have the intranet team members and the wider publishing community.  These roles are responsible for implementing the strategy operationally, with day-to-day activities of publishing, editing, managing, reviewing, updating and removing content.

Book cover - Digital success or digital disastersFind out more about practical best-practice examples in ‘Digital success or digital disaster?‘.  Why not read the introductory chapter?

Why you need good principles for good governance

Always remember why you are developing your governance framework. With this framework, your strategy has clear direction, relevance, and resources needed to continue the momentum created. The framework is essential for a well-managed intranet from which your organisation benefits and which provide a consistently good experience. This is what people love to find and will encourage them to use it more to help them more with their work.

The purpose of a governance framework is to ensure you balance business needs with the user experience. Every intranet is different depending on the size, type, and culture
of the organisation it supports. However, there are some key governance principles that are common to their success.  These principles are:

  1. Know your organisation
  2. Define the scope
  3. Put people first
  4. Achieve the maximum
  5. Compare and benchmark
  6. Do what you say you will do
  7. Keep it legal

You can find a detailed explanation of each principle in this post with slides.

While these principles will vary in importance to you when you develop your approach to good governance, they are all important. In particular, you ignore the first at your peril. It is critical that you know your organisation well so you can plan and prioritise as you develop your governance framework.

Once you are clear on the first principle, you can follow through the other six and apply them appropriately depending on what you require for good governance. Keeping to these principles will help you to set the right direction you need to take and adapt to any changes that affect your organisation.

It may take more time and effort to follow these principles when creating the governance framework. However, when you set this against time saved in future if your framework is awed, it will feel a wise investment. Having a firm foundation in place at the outset will give you the confidence to move forward in the right direction and with the right approach.

Book cover - Digital success or digital disastersMy next post will cover how to develop a governance framework.  If you can’t wait for this, you can find out now about how to develop the right governance framework.  For practical best-practice examples try ‘Digital success or digital disaster?‘.  Read the introductory chapter to find out more.

The right intranet strategy in 6 steps

In my first post in this series ‘What are the benefits of good governance?’ I said that intranets are now at a jumping off point to become digital workplaces. With an increasingly complex set of information, collaboration tools and applications developing your intranet, setting your strategy in the right direction is critical.  Your governance framework needs to support this strategy and manage everything in your intranet.

1. Understanding

You need to develop a clear strategy that will set the direction and pace of improvement for your intranet. Firstly, you need to have a good understanding of what type of organisation you work in and where it is going. Once you know and understand the strategy of your organisation, you will be able to set the right direction for your intranet, ensuring that it supports the organisation’s strategic priorities.

2. Alignment

If you want your intranet to be relevant and valued, this must happen. It must also align with other strategies for business areas and functions that may affect your strategy e.g. IT and Communications. The strategy will set out the scope it covers and help you to develop the right governance framework you need for the intranet.

3. Governance

The strategy also needs to show that governance on a day-to-day basis will be at the heart of your plans, to help keep your strategy on course and in the right direction. It will be the firm foundation for you to build your improvements needed for the intranet to meet your organisation’s needs in the future.

4. Priorities

You can group the activities needed around the quick wins you can gain in the short term; the bigger achievements in the medium term that may take more resources as well as time to meet; with strategic benefits you can deliver in the longer term. Be realistic about the amount of benefits you can deliver so you do not raise expectations too high. You also need to be clear how you will measure these benefits to demonstrate the changes. This is critical to your integrity with stakeholders’ views and opinions on you and your intranet.

5. Understanding

You need to aim for a strategy that ts with your organisation’s values and purpose, not just its priorities. It is no good trying to get everyone to run before walking. You need to understand what the intranet needs most and how you can deliver that. Getting that right makes it much easier to apply the best governance that is most appropriate and will help.

6. Communication

Lastly, your stakeholders have to agree and adopt your strategy. To increase your chance of success, make sure you present your strategy in a way they can easily understand. Your approach should be to invest as much time connecting with your stakeholders as aligning your strategy with their plans and policies. Follow this approach and you will be more successful in gaining approval for your strategy and requests for funding with business cases.

Book cover - Digital success or digital disastersIf you can’t wait for my next post, you can find out now about how to develop the right governance framework.  For practical best-practice examples try my book ‘Digital success or digital disaster?‘.  Read the introductory chapter to find out more.

What is the right governance for a digital workplace?

My recent posts ‘What exactly is a digital workplace?‘ and ‘What is the difference between a digital workplace and an intranet?‘ generated some good discussions on Twitter and LinkedIn.  I want to stay with the digital workplace theme for my last post of 2015 and bring in how you manage it.

What is the right governance model for a digital workplace?  We know that a digital workplace is different from an intranet, even an advanced intranet, so how does that affect the way it is managed?

Maybe even more importantly is how you manage the transformation from an intranet to a digital workplace so you gain all the benefits and none of the drawbacks as it happens.

Who develops and implements the strategy?

Digital workplace principles need to be put into your own organisational context.  A group of senior stakeholders, representing key business areas and functions across the organisation, can steer your digital workplace strategy.  This enables a fuller, more complete picture of what is needed, the right direction to set, and who should lead, to be agreed and accepted.

What should everyone expect from a digital workplace?

Everyone should gain from a digital workplace although they will have different expectations depending on their roles and responsibilities.  This can vary from being more productive because all the applications and information are now accessible through to finding news and discussions with people who can help you solve work problems online.

Being able to connect whenever and wherever you need to from whatever device you have also reduces stress, avoids delays and improve your quality of working life.

What standards are needed for a digital workplace?

A governance framework is needed with publishing standards forming a key part.  Standards are needed for:

  • Legal requirements: accessibility, personal information available
  • Business requirements: usability, design, navigation, findability, ownership and information retention
  • Employee needs: terms and conditions that encourage people to want to work in a digital workplace
  • Security needs: confidential information protected, permissions model adopted
  • Technical support: platform functionality, server support, agreed levels of service.

Gaining confidence working in a digital workplace

Anyone who plans to work remotely, especially if they are the first person in that team, wants to have the same or better experience than where they currently work.  You gain confidence when the information and tools you need for work are always available to use.  You feel confident that your personal information is there for you (and only you) to use still.  You don’t feel any discrimination because you are working remotely from your manager, team, customers and other employees.

Only through consistently good experiences like this will it happen.

More informationBook cover - Digital success or digital disasters

For more information on how to develop the right strategy or governance framework I offer some great, practical advice, to help you in my book ‘Digital success or digital disaster?‘.  You can try it first by reading the introductory chapter to find out more.

What exactly is a digital workplace?

Recently several people have asked me what exactly is a digital workplace.  I start by defining the digital workplace as:

Work is what you do, not where you go to.”

While the digital workplace will vary depending on each organisation’s size, culture and structure, you will be able to all of these:

  1. Work in any location:  At home, in your own or anyone else’s office, on the train, or ideally anywhere that suits you at the time you need to.
  2. Complete tasks work online:  Make a room booking, checking a person’s contacts details, searching for information you need, or reading the latest news.
  3. Use any device:  Use your laptop, a shared PC, a smartphone  or tablet anytime, anywhere.
  4. Share information:  Be able to use collaboration tools to help other people.
  5. Solve problems: Ask for help from people you may not know in discussion forums and shared workspaces.
  6. Search:  From one place across all the places where information is and you have permission to access.

Of course, how your digital workplace is managed with a governance framework is critical to how good and integrated the experience will be.  You can find more here on how to get it right.

I will post next about the difference between an intranet and a digital workplace.