KPIs and baselining your intranet - Bryan Robertson

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The old axiom applies to intranets too: what gets measured gets done. Learn from analytics expert Bryan Robertson how to establish metrics that can be used to measure success and establish a baseline to measure intranet performance going.

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© OpenRoad Communications 2010 / 2011

Bryan Robertson

Sr. Analyst OpenRoad

Establishing KPIs /

Baselining Your Intranet

© OpenRoad Communications 2010 / 2011

DEFINITIONS

PP Digital – (CC)

Benchmarking

comparing one's business processes

and performance metrics to industry

bests Flickr Creative Commons - Dawn Endico – http://www.flickr.com/photos/candiedwomanire/36075713/

Baseline

initial known value which is used for

comparison with later data

Flickr Creative Commons - Justin Scott Campbell – http://www.flickr.com/photos/29143375@N05/4948013233/

KPI – Key Performance Indicator

“(KPIs) are simply a tool for assessing the impact

of a particular project or activity.

While these are often numeric in nature („improve

sales by 20%‟) they can also be qualitative

(„improve staff satisfaction levels‟).

In either case, metrics provide clear and tangible

goals for a project, and criteria for project

success.”

-- James Robertson “Metrics for knowledge

management and content management”

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© OpenRoad Communications 2010 / 2011

MEASUREMENT PROCESS

© OpenRoad Communications 2010 / 2011

Measurement Process

Clear strategyWell formed

KPIsSound

implementation

Measurement & Improvement

Process

© OpenRoad Communications 2010 / 2011

Measurement Process

Clear strategyWell formed

KPIsSound

implementation

Measurement & Improvement

Process

Clear Strategy

Flickr Creative Commons – Christian V. - http://www.flickr.com/photos/shyald/409601105/

© OpenRoad Communications 2010 / 2011

Measurement Process

Clear strategyWell formed

KPIsSound

implementation

Measurement & Improvement

Process

© OpenRoad Communications 2010 / 2011

KPI DEVELOPMENT

Define Success

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© OpenRoad Communications 2010 / 2011

Physical

AttitudinalExperiential

Technical

Behavioural

Financial

Success Evidence

© OpenRoad Communications 2010 / 2011

Success Examples

Financial Spend less money on paper

Behavioural Employees store proposal documents

in SharePoint instead of the LAN

folders

Technical Intranet pages will load more quickly

than the old CMS

Attitudinal Employees express satisfaction with

the intranet

Experiential Time required to submit expenses is

reduced

Physical Intranet users exhibit lower symptoms

of stress

© OpenRoad Communications 2010 / 2011

Draft KPIs

© OpenRoad Communications 2010 / 2011

Metric Examples

Spend less on paper • Monthly paper spend

• Monthly paper spend per employee

Proposals stored in

SharePoint

• SharePoint proposal folders created per month

• Ratio of SharePoint to non-SharePoint proposal

folders

Intranet page load • Weekly average page load time

• Daily maximum page load time

Employee

satisfaction

• Average employee intranet satisfaction rating

(survey)

Expenses task time • Average monthly time to submit expenses

Fewer stress

symptoms

• Average resting heart rate per shift

© OpenRoad Communications 2010 / 2011

Review KPIs

it

orm

unction

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© OpenRoad Communications 2010 / 2011

Review KPI Fit

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© OpenRoad Communications 2010 / 2011

Review KPI Form

“ Use rates, ratios, percentages and averages

instead of raw numbers

Leverage tachometers and thermometers and

stoplights instead of pie charts and graphs

Provide temporal context and highlight change

instead of presenting tables of data

Drive business-critical action”

-- Eric T Peterson “The Big Book of Key

Performance Indicators”

© OpenRoad Communications 2010 / 2011

Review KPI Function

On strategy?

Have buy-in?

Mission critical?

Flickr Creative Commons - Jarek Pelczynski – http://www.flickr.com/photos/xjara69/3387985048/

© OpenRoad Communications 2010 / 2011

Measurement Process

Clear strategyWell formed

KPIsSound

implementation

Measurement & Improvement

Process

© OpenRoad Communications 2010 / 2011

IMPLEMENTATION

Sound

© OpenRoad Communications 2010 / 2011

Design to measure

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© OpenRoad Communications 2010 / 2011

Measurement Project

Planning

Development

Processes

Testing

ppdigital – (CC)

© OpenRoad Communications 2010 / 2011

Measurement Process

Clear strategyWell formed

KPIsSound

implementation

Measurement & Improvement

Process

© OpenRoad Communications 2010 / 2011

MEASUREMENT

© OpenRoad Communications 2010 / 2011

Data points for trend

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© OpenRoad Communications 2010 / 2011

Determine baseline

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© OpenRoad Communications 2010 / 2011

Reporting

© OpenRoad Communications 2009

© OpenRoad Communications 2010 / 2011

Action

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© OpenRoad Communications 2010 / 2011

SUMMING UP

© OpenRoad Communications 2010 / 2011

Measurement Process

Clear strategyWell formed

KPIsSound

implementation

Measurement & Improvement

Process

Flickr Creative Commons - mandiberg – http://www.flickr.com/photos/theredproject/3302110152/

© OpenRoad Communications 2010 / 2011

Bryan Robertson

bryanr@thoughtfarmer.com

604.694.0554 x105

twitter.com/bryantrobertson

thoughtfarmer.com/blog

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