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Developing a best
practice intranet policy
By Jeremy Balius
www.JeremyBalius.com
@JeremyBalius
Agenda
• What’s it for
• How to approach
• Framework and structure
• Guidelines and processes
• Roles and responsibilities
• Related documents
• Ownership and review
• Publish and communicate
@JeremyBalius 2
What’s the intranet policy for?
• Ensures best practice governance
• Infuses a common understanding of your
intranet’s purpose
• Guides all intranet users in the ongoing
use and maintenance of the intranet
• Provides a framework for how needs are
identified, how decisions are made and
how changes are implemented
• Ascribes responsibilities and mitigates
risks
@JeremyBalius 3
How to approach
1. No one-size-fits-all solution – what does your organisation
and stakeholder audiences need?
2. Focus on accessibility and usability
3. Define purpose and scope of intranet and intranet policy
4. Ensure all policy applies to all materials published on the
intranet, including any third party materials that may be
hosted on the intranet domain
5. Communicate that all site owners and site publishers must
comply with this policy and associated guidelines. This
includes all staff and contractors who are authorised to
publish to submit content for approval and publication to
the intranet
@JeremyBalius 4
Framework and structure
• Outline overall approach to structuring content
around staff (define common personas if
possible)
• Is navigation intuitive?
• Don’t just replicate divisional structure of the
organisation – focus on what staff need
• Determine if different teams and divisions will
be high touch with intranet
• If multiple news channels throughout intranet,
consider RSS subscriptions to integrate with
email
@JeremyBalius 5
Guidelines and processes
Identify whether a separate intranet usage and
compliance procedure document is required
@JeremyBalius 6
Content
management
Standards
Moderating
Monitoring
and review
Roles and responsibilities
@JeremyBalius 7
Intranet
owner
Super
users
Subsite
champions
Content
authors
Style
approver
Content
publisher
Vendor
relationship
manager
Training
Related documents
@JeremyBalius 8
• Privacy Policy
• Copyright Policy
• Employee Code of Conduct
• Website & Social Networking Policy
• IT Policy
Examples of
internal
documents
• Copyright Act 1968 (Cth)
• Information Privacy Act 1992 (Cth)
• Disability Discrimination Act 1992 (Cth)
• Racial Discrimination Act 1975 (Cth)
• Sex Discrimination Act 1984 (Cth)
Examples of
Australian
legislative
documents
Link to any related documents, including internal policies,
procedures, guidelines and legislative documents
Ownership and review
@JeremyBalius 9
Define an owner or
sponsor of your
Intranet Policy. This
may be an individual
role or a committee.
Ensure your policy
document is reviewed
annually and presented
to your Board if
changes are required
Remember to be
diligent with version
control
Publish and communicate
@JeremyBalius 10
Once approved by
Board or policy
committee, ensure
document is
published to
appropriate
document manager
Communicate the
policy’s existence
and content to all
internal stakeholders
via internal
communications
channels
Include or reference
policy document in
on-boarding and
training processes
Questions
@JeremyBalius 11

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Developing a best practice intranet policy

  • 1. Developing a best practice intranet policy By Jeremy Balius www.JeremyBalius.com @JeremyBalius
  • 2. Agenda • What’s it for • How to approach • Framework and structure • Guidelines and processes • Roles and responsibilities • Related documents • Ownership and review • Publish and communicate @JeremyBalius 2
  • 3. What’s the intranet policy for? • Ensures best practice governance • Infuses a common understanding of your intranet’s purpose • Guides all intranet users in the ongoing use and maintenance of the intranet • Provides a framework for how needs are identified, how decisions are made and how changes are implemented • Ascribes responsibilities and mitigates risks @JeremyBalius 3
  • 4. How to approach 1. No one-size-fits-all solution – what does your organisation and stakeholder audiences need? 2. Focus on accessibility and usability 3. Define purpose and scope of intranet and intranet policy 4. Ensure all policy applies to all materials published on the intranet, including any third party materials that may be hosted on the intranet domain 5. Communicate that all site owners and site publishers must comply with this policy and associated guidelines. This includes all staff and contractors who are authorised to publish to submit content for approval and publication to the intranet @JeremyBalius 4
  • 5. Framework and structure • Outline overall approach to structuring content around staff (define common personas if possible) • Is navigation intuitive? • Don’t just replicate divisional structure of the organisation – focus on what staff need • Determine if different teams and divisions will be high touch with intranet • If multiple news channels throughout intranet, consider RSS subscriptions to integrate with email @JeremyBalius 5
  • 6. Guidelines and processes Identify whether a separate intranet usage and compliance procedure document is required @JeremyBalius 6 Content management Standards Moderating Monitoring and review
  • 7. Roles and responsibilities @JeremyBalius 7 Intranet owner Super users Subsite champions Content authors Style approver Content publisher Vendor relationship manager Training
  • 8. Related documents @JeremyBalius 8 • Privacy Policy • Copyright Policy • Employee Code of Conduct • Website & Social Networking Policy • IT Policy Examples of internal documents • Copyright Act 1968 (Cth) • Information Privacy Act 1992 (Cth) • Disability Discrimination Act 1992 (Cth) • Racial Discrimination Act 1975 (Cth) • Sex Discrimination Act 1984 (Cth) Examples of Australian legislative documents Link to any related documents, including internal policies, procedures, guidelines and legislative documents
  • 9. Ownership and review @JeremyBalius 9 Define an owner or sponsor of your Intranet Policy. This may be an individual role or a committee. Ensure your policy document is reviewed annually and presented to your Board if changes are required Remember to be diligent with version control
  • 10. Publish and communicate @JeremyBalius 10 Once approved by Board or policy committee, ensure document is published to appropriate document manager Communicate the policy’s existence and content to all internal stakeholders via internal communications channels Include or reference policy document in on-boarding and training processes