Category: Blog

15 top intranet best practices

What is the best way to manage an intranet? What are some of the intranet best practices that we should follow? These are typical questions that we get asked during an intranet project. Of course, there is no right or wrong or even definitive answer as every intranet and organisation is slightly different. However, over the years we’ve seen a LOT of successful intranet projects and there are a range of common approaches, techniques, tactics that work well time and time again. In this post we’re going to explore fifteen essential intranet best practices that will help to drive adoption and value on your intranet. Of course, some best practices will be more relevant to particular intranet teams than others. You might also not agree with us, and we can’t absolutely guarantee that an intranet best practice will work for you. However, we’re pretty confident that if you follow all fifteen of these suggestions that you’ll have a successful site. Let’s explore 15 essential intranet best practices. 1. Always have an intranet strategy based on user research An intranet delivers benefits at multiple levels across your organisation. It supports communications, delivers change management, drives productivity, underpins learning and knowledge sharing, improves processes, minimises risk and more. It’s a strategic-level benefit and it is important to get it right. It’s imperative to have an intranet strategy that will help to drive value and adoption. Having a well-thought-through overview of what you are trying to achieve with your intranet that aligns with your overall company strategy is essential. Having an accompanying plan and roadmap of how you’re going to achieve it also allows you to maintain focus, prioritise efforts, win over stakeholders, unite different team members around the same goals and ensure your intranet keeps moving in a strategic direction. An intranet strategy will also provide the framework for much of the detail around design, features, content and more. A successful intranet strategy must focus on the needs of users and be wrapped around the way they work. This can only be achieved with a thorough understanding of your employees, their respective needs and their pain points. Undertaking user research and discovery exercise to fully understand the needs of different groups is key. You cannot formulate an intranet strategy and build an effective solution based on assumptions.  I f you’re going act on only one intranet best practice from this article, then this is probably the most important! 2. Involve cross-functional stakeholders from across the organisation Intranets impact an entire organisation and also need input from a wide variety of different business functions and departments. Creating an intranet and ensuring it remains valuable and has good adoption, requires input and ongoing involvement from a range of stakeholders including HR, IT, Internal Comms, Business Operations, and more. These cross-functional stakeholders not only provide critical feedback into the direction of your intranet but will also be responsible for important content and possibly some of the systems that you may want to integrate into your intranet experience. Stakeholder involvement should usually be reflected in some kind of ongoing governance structure such as representation on an intranet steering committee or as part of an intranet working group. When different stakeholders from varying functions are continually involved in your intranet, it has more buy-in, relevance and value. 3. Focus on content governance An intranet is only as good as the content published within it. Great content is purposeful, relevant, accurate, up to date, engaging and on-brand. Intranets often launch with content that has been refreshed so it ticks all these boxes, but then that content quality is not maintained, and the intranet starts to decline in value over time. A key intranet best practice is to ensure that you have a content governance framework in place that will help to maintain the quality of your intranet content over time. This is particularly important if you work with a devolved publishing model with content owners and authors from right across your organisation. A content governance framework will consist of a number of different elements including: Clear ownership of content, down to the page level. A set of clear publishing standards. Having clear content owner training, guidance and support. Providing site and page templates. Having regular reviews of content. Using automated reminders for page owners to review their content. 4. Ensure your users shape your intranet The best intranets are often shaped by direct input from the users.  Involving users through research, iteration and testing when creating your intranet will help to ensure it is user-centric, and also gives your intranet more legitimacy in the eyes of employees. Another intranet best practice is to gather and act upon employee feedback regularly to inform changes. This not only provides hugely valuable data so you can tweak and improve your intranet, but it also lets employees know that their opinions are valued, emphasising the role of the intranet as a truly user-centric channel. There are various techniques to support gathering feedback, including creating a regular user group, running polls and surveys, and creating feedback mechanisms via the intranet itself. 5. Leverage digital and intranet champions for launch Invariably central intranet teams tend to be quite small, and sometimes can be just one-person or two-person teams. This can be challenging when launching an intranet across a large organisation. Many intranet teams find that leveraging a network of voluntary digital and intranet champions is an excellent way to launch an intranet and drive adoption. Champions provide a local point of contact to let different teams know about the new intranet, answer any questions, relay any feedback and provide any support. They may also promote ongoing changes and potentially play some kind of coordinating role with content. Digital champions provide additional value by being trusted by their peers and also by providing context about the role of the intranet with reference to local working practices and needs. 6. Make your intranet the front door to the wider digital workplace A primary role of

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Top 7 Microsoft 365 updates from #M365Con

This week kicks off the start of Microsoft’s annual community event M365Conf, which sees experts from across the Microsoft 365 community come together to showcase the different MS products and announce what’s coming soon. The conference this year takes place for the first time in Orlando, Florida at the world-famous Walt Disney Resort and is headlined by influential people at Microsoft such as Jeff Teper – President of Microsoft Collaborative Apps and Platforms. As always, we at Content Formula keep a close eye on events like this and follow closely the announcements made by Microsoft. Here are 7 of the things we’re most excited for in 2024 for Microsoft 365: 1. A simpler authoring canvas for SharePoint page creators Microsoft have made massive improvements to the editing experience in SharePoint over the last 5 years and we’re excited to now see even less barriers for people to create great content on SharePoint. An interesting announcement is the ability to co-author SharePoint Pages. This is an interesting concept and we will watch this closely to see if this eliminates the age-old problem of leaving pages checked out and having to discard peoples changes! https://wus-streaming-video-rt-microsoft-com.akamaized.net/ef5e2ee7-5026-4889-b2eb-77ce19d2619e/b94792af-5740-47c8-967e-c5fb0a61_6750.mp4 2. Permission state reports in SharePoint For as long as we can remember, oversharing / mismanagement of permissions in SharePoint has been an issue. It has been an IT administrator’s nightmare trying to understand who has access to what, and if people had access to things they shouldn’t. Well with the introduction of a Permission State Report coming soon to the SharePoint Data Access Governance dashboards, this will hopefully make all that a thing of the past. Using the new permission state report, SharePoint admins can get details on sites that are permissioned for greater than X users, say >5000 users. This report includes files and folders that broke inheritance from site permission. This report can be run for OneDrive and SharePoint sites. 3. Microsoft Copilot, in general! As announced back in February, Copilot is being made available in more and more places. Soon you will be able to create pages in SharePoint with it, create and summarise documents in OneDrive and even build your own Copilots in Copilot Studio. All of that, tied in with the latest announcements of multilingual capabilities, integration with Viva Learning and access to Copilot on the go, you’re going to see AI in more and more places in Microsoft 365. https://wus-streaming-video-rt-microsoft-com.akamaized.net/26d9035e-a0ea-4a9f-bb4e-d5ece1f97350/2c830a68-914e-4afe-9dbf-055f4c5a4310.mp4 4. Calendar notifications inside of Teams You’ve now got no reason at all to ever miss a meeting again! Notifications for events in your calendar now appear within Teams – whenever you receive an invite, a meeting is updated / cancelled or about to begin, Teams will let you know about it. 5. SharePoint eSignature integrates with DocuSign and Adobe Sign Pretty much what the title says! You’ll soon (if you’re a US customer at least!) be able to integrate with SharePoint document signing workflows with DocuSign and Adobe Sign, allowing you to store signed documents in one location, use the extra security and compliance policies that SharePoint and Microsoft 365 offer, and minimise the chances of data breaches.   And here is how that will start to look for signature requests: 6. Custom group chat profile pictures A simple one, but something long missing in the Teams app – the ability to set custom profile pictures on group chats. 7. The developer roadmap for SharePoint will allow for even more extensibility The Microsoft developer ecosystem has been great over the past few years, with more and more endpoints being added to Microsoft Graph all the time, the SharePoint Framework becoming more mature and on top of that, the fantastic Microsoft 365 developer community. There has never been a better time to extend your Microsoft 365 environment. A whole host more features have also been announced by the team at Microsoft including more SharePoint page extensibility options, Copilot integration with SPFx and even more Graph endpoints to take advantage of. We hope you have found this article useful! If you have any questions, or would like to know more about anything else in Microsoft 365, reach out to us at hello@contentformula.com

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