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3 strategies and tactics for Navigation

What is Navigation strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal Navigation strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Navigation strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Navigation strategy examples

You will find in the next section many different Navigation tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for reorganising Harbour's SharePoint Page

  • ⛳️ 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
navigationaccessibilityuser-experience-analystproject-managerdesign-teamimplementation-team
Implement these strategies

Strategies and tactics for improving patient and staff navigation and accessibility

  • ⛳️ Strategy 1: Conduct a comprehensive facility analysis

    • Assess current facility layout for navigation challenges
    • Gather feedback from patients and staff on navigation issues
    • Identify high-traffic areas that may need more signage or guidance
    • Evaluate accessibility for individuals with disabilities
    • Review emergency evacuation plans for efficiency
    • Examine technology use in aiding navigation
    • Identify areas lacking in intuitive wayfinding cues
    • Determine potential bottlenecks in patient flow
    • Conduct timed walkthroughs to identify delays
    • Research best practices from similar facilities

  • ⛳️ Strategy 2: Implement effective wayfinding systems

    • Design clear and consistent signage for all areas of the facility
    • Use colour-coded paths to guide patients and staff
    • Install digital kiosks with interactive maps
    • Integrate mobile app support for navigation
    • Provide information brochures at entry points
    • Train staff to assist with navigation queries
    • Evaluate and upgrade existing directional signs
    • Implement audio navigation support for visually impaired
    • Regularly update navigation information
    • Test and obtain feedback on wayfinding systems

  • ⛳️ Strategy 3: Enhance training and resource allocation

    • Conduct staff training sessions on best navigation practices
    • Allocate staff to key areas for providing navigational assistance
    • Develop a volunteer programme to guide patients
    • Implement role-play scenarios to practice guidance skills
    • Ensure adequate staffing during peak operational hours
    • Create an internal communication channel for navigation updates
    • Establish a feedback system to capture navigation issues
    • Monitor and iterate the training processes regularly
    • Recognise and reward staff for exceptional navigational assistance
    • Routinely evaluate training effectiveness through surveys
navigationaccessibilityfacility-managerwayfinding-specialistpatient-servicesfacilities-management
Implement these strategies

Strategies and tactics for finding Specific Words

  • ⛳️ Strategy 1: Utilise digital search functions

    • Open the document or website where you need to find the word
    • Press 'Ctrl + F' on your keyboard in Windows or 'Cmd + F' on a Mac to open the search tool
    • Type the specific word you're looking for in the search box
    • Use the arrows in the search bar to navigate through occurrences of the word
    • Ensure the entire document or page is scanned by not limiting the search to a specific section
    • Use case-sensitive options in the search tool if the exact case is required
    • Check browser settings to ensure any pop-up blockers aren't affecting search capabilities
    • Utilise advanced search operators if applicable, such as enclosing phrases in quotes
    • Adjust the zoom level of the page to better locate the highlighted words
    • Save the search results if needed for later reference

  • ⛳️ Strategy 2: Leverage search engines effectively

    • Open your preferred search engine (Google, Bing, etc.)
    • Enter the word or phrase in quotes to search for exact matches
    • Use additional keywords to narrow down the search scope
    • Utilise advanced search options like filetype and site specific queries
    • Set up alerts for the word using Google Alerts for continuous monitoring
    • Refine results using search engine filters like date, region, or language
    • Review search results critically to ensure relevance and credibility
    • Bookmark pages that are frequently used or useful
    • Explore related search suggestions to broaden your understanding
    • Regularly update your search strategy based on changing needs or data

  • ⛳️ Strategy 3: Organise and review printed materials

    • Gather all necessary documents or books where the word might occur
    • Utilise index or glossaries to find references of the word quickly
    • Organise your materials in a logical order to ease the search process
    • Use highlighters to mark occurrences of the word as you find them
    • Create a summary or a list of pages where the word appears
    • Discuss with peers or colleagues about where they might have found the word
    • Set a timer to limit how long you spend on searching in one session
    • Consider scanning the important sections into a digital format for ease of searching
    • Document any new words or context found during the search that might help further
    • Allocate time for regular reviewing of highlighted sections to reinforce knowledge
search-toolsdocument-navigationresearchercontent-analystcontent-managementinformation-retrieval
Implement these strategies

How to track your Navigation strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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