The strategy for reorganizing Harbour's SharePoint page is a comprehensive plan that focuses on enhancing navigation and accessibility. It begins with a user needs assessment, where surveys and focus groups are employed to gather detailed feedback on the current layout. This process helps in mapping out user journeys to understand how varying roles interact with SharePoint, enabling the definition of key metrics for improvement. By understanding user challenges and requirements through analytics and user personas, the main areas for enhancement are identified.
In the second phase, a new SharePoint layout is designed. This involves creating wireframes based on user feedback, ensuring easy navigation and logical structure. Features such as breadcrumb trails and intuitive menus support users in accessing documents seamlessly, while visual aids and responsive design enhance accessibility. A prototype is developed for user feedback to ensure the new layout meets their needs.
Finally, the new layout is implemented and tested. A project plan outlines timelines and responsibilities, with testing sessions to identify any usability issues. The layout is rolled out in phases and adjusted based on user feedback. Training and continuous feedback channels are established for continuous improvement, monitoring usage against metrics to evaluate success.
The strategies
⛳️ Strategy 1: Conduct a user needs assessment
- Survey users to identify their main needs and challenges with the current SharePoint layout
- Conduct focus groups to gather detailed feedback on users’ experiences and expectations
- Map out user journeys to understand how different roles interact with SharePoint
- Define key metrics for navigation and accessibility that will guide improvements
- Gather analytics data on page visits and document access to determine usage patterns
- Identify any current categories or documents that are redundant or can be merged
- Evaluate accessibility tools and standards that could be implemented
- Create user personas to better understand diverse user requirements
- Document the common tasks users perform on the SharePoint site
- Summarise findings and identify main areas for improvement
⛳️ Strategy 2: Design a new SharePoint layout
- Create a wireframe of the new SharePoint layout incorporating user feedback
- Ensure the layout supports easy navigation by having a clear and logical structure
- Develop categories for documents and resources based on user needs assessment
- Implement breadcrumb trails to help users maintain their context
- Incorporate search features that allow easy document retrieval by users
- Include an intuitive menu that allows quick access to frequently used pages
- Add visual aids and icons to assist users in identifying categories and sections
- Ensure all documents are tagged correctly for easy categorisation and retrieval
- Incorporate responsive design principles to ensure mobile accessibility
- Develop a prototype and gather feedback from a select group of users
⛳️ Strategy 3: Implement and test the new layout
- Develop a project plan including timelines and responsibilities for implementation
- Set up a test environment to implement the new layout without affecting live operations
- Regularly update stakeholders on progress and gather their feedback during implementation
- Conduct testing sessions with users to identify any usability issues
- Roll out the new layout in phases, starting with a less critical section to manage risks
- Collect feedback from initial users of the new layout to understand its efficacy
- Make necessary adjustments based on feedback before full rollout
- Provide training sessions to help users adapt to the changes
- Establish a channel for ongoing user feedback and a process for continuous improvement
- Monitor usage post-implementation to evaluate success against defined metrics
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
