1 Communication Plan For Content Management Elements of myHalliburton.com May 21, 2003 (updated)

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Presentation transcript:

1 Communication Plan For Content Management Elements of myHalliburton.com May 21, 2003 (updated)

2 Overview This communication plan for the myHalliburton.com content management project, contains clear, concise guidance for sponsors, content administrators and content owners. The purpose of this communication plan is to provide an effective roadmap for communicating changing processes and technology enablers associated with this overall project. This plan will help ensure a smooth and well-paced transition which reduces the depth and duration of the disruption to the business caused by changes. This plan also helps to mitigate any issues which may lead to resistance to change (e.g., history of failed attempts, faulty or missing organizational enablers, doubts about the strength of sponsorship, technology that was not accepted). This plan was created through meetings with Melissa Jersey and Jan Mozingo. This plan will not “go into effect” until it is reviewed and agreed to by Brandon Lackey, Project Sponsor. Note: The scope of this plan focuses on the content management elements of this project. In a longer-term, there will be a need to address the portal side of the plan. This will involve a wider network of stakeholders associated with myHalliburton.com.

3 We followed the following steps in creating this communication plan. Time Communication Strategy Identify Stakeholders Stakeholder Responsibilities Final Action Planning Complexity Change Management For myHalliburton.com Four Phases: Preparation Support Review Delivery Execution Iteration & Follow-up

4 Communication Channels This table summarizes the Formal and Informal channels we will use for communicating project details. Table 1: Formal and Informal Channels Communication Strategy Formal ChannelsInformal Channels Quarterly Meetings with Content Owners* Interwoven Working Sessions*: Content Administrators -- Jan and Melissa – April 9 14 Content Owners – May 7 Possible Later Sessions w/COs Taxonomy Challenge 2003 Surveys* (possibly consider at a later date with wider audience) Training Manual (ready for May 7 training session) Regular communication between Content Administrators to Content Owners: Telephone and face to face conversations* Voice mail* * (including key announcements – more formal) Appreciation notes Note: an asterisk indicates that there are opportunities for a feedback.

5 Stakeholder Groups For the content management communication plan, there are three key stakeholders/groups Identify Stakeholders Table 2: Stakeholder Groups Group One: Sponsor Group Two: Core Team Members Group Three: Active Members Group Four: Peripheral Project Sponsor: Brandon Lackey Content Administrators: Melissa Jersey and Jan Mozingo Content Owners – about 14 people in 8 PSLs None at this point

6 Defined Stakeholder Responsibilities Stakeholder Responsibilities Table 3: Template for Stakeholder Participation N/A for this Plan We created this table to define stakeholder participation across formal and informal communication channel. A “1” indicates that this is a primary source of information and a “2” indicates that this is a secondary source of information for stakeholders. Potential feedback loops are marked with an asterisk (*). Formal and Informal ChannelsProject TeamSponsorCoreActive Peripheral Quarterly Meetings w/Content Owners* 211 Interwoven Working Sessions* (including more formal session later) 111 Training Manual (customized) 121 Taxonomy Challenge Appreciation Notes 221 Telephone/ face-to-face conversations/one-on-one s* 221 (including key announcements)* 221 Surveys (consider later)* 121 N/A for this Plan

7 Communication Plan Final Action Planning Communication TypeMediaLead Person(s)ParticipantsFrequency/ Dates Quarterly Meetings w/Content Owners* Face to Face Content Administrators AllQuarterly Interwoven Working Sessions* (including later possible training) Face to Face Content Administrators and Project Team All Ongoing for CAs May 7 for COs Later Training – date TBD Training Manual (customized) Written Materials Content Administrators and Project Team AllReady by May 7 Taxonomy Challenge 2003 Ongoing Competition Content Administrators and Project Team All (focused on content owners and existing content) Began May 7 Finish – June 20 Appreciation Notes s and/or hard copy letters Sponsor and CAsAllAs needed Telephone/ face-to-face conversations/one-on-one s* Face to Face Content Administrators AllAs needed (including key announcements) Sponsor and CAsAllAs needed Surveys (consider later)* /PortalSponsor and CAsAll (others as defined) TBD Table 4: Communication Plan for myHalliburton.com

8 May 7 CMS Working Session TimeItemFacilitation 8:30 – 8:35Kick-off and Safety Moment by Brandon Lackey, Project SponsorBrandon Lackey 8:35 – 9:00Introductions and Expectation Setting, Ice Breaker, and Parking Lot (share and review training manual) Barbara 9:00 – 10:00Using Interwoven (from perspectives of Content Administrators and Content Owners)  Benefits and Challenges of CMS (Interwoven)  Review, Tag, Approve – your role  Overcoming Challenges and Emphasizing Benefits  Content Overview Page (Brandon) Brandon, Melissa, Jan, Barbara 10:00 – 10:15BREAK--- 10:15 – 11:00Taxonomy Review  Facets (including new – Location & Organization)  Metatagger  Maintenance Ron Daniel, David Smith 11:00-11:30Facet Exercise with your taxonomy guide – highlight the tags you are likely to be usingDavid Smith 11:30 – 12:45LUNCH (Ice Breaker Results)--- 12:45 – 3:00Working Session: Content Administrators work w/ s from Jan & Melissa – focus:  Live Review of TeamSite  Review  Tag (Metatagger and Dates)  Approve (or reject documents) and Show how documents pushed to Portal Jan, Melissa, Barbara 3:00 – 3:15BREAK--- 3:15 – 4:30Mass Tagging, Review of current CMS tags Review Taxonomy Challenge 2003 Jan, Melissa, Barbara 4:30 – 5:00Closing Comments  Questions  Review action items (parking lot) and Expectations  Next steps Brandon, Barbara

9 Next Steps Next Steps for Communication Plan Creation and Execution: Step 1 – Melissa Jersey and Jan Mozingo reviewed and approved plan – April 2003; then sent copy to Brandon Lackey Step 2 – Brandon Lackey reviewed and approved plan – early May 2003 Step 3 – Melissa and Jan working with Project Team to implement approved plan; update plan as needed; measure progress of the plan Some of the best means for measuring the Communication Plan: -- Project team feedback -- Senior management feedback -- User feedback -- User satisfaction surveys (as necessary) -- Increased work efficiency for core and active team members -- Timeliness of delivery of change management elements -- Hits to the portal -- Number of times documents accessed -- Results in overcoming “old challenges”

10 Taxonomy Challenge 2003

11 Evolution of Content Tagging Tagging Quality/Content Presentation Time 100% 50% 80% 5/76/30 Content Migration DMS to CMS CMS Lifecycle 6/20 Content Owner Help Taxonomy Challenge days Taxonomy Challenge 2003 – general guidelines to get started:  Organize Team Meeting  Review Tagging Spreadsheet  Review Taxonomy Guide  Select asp files to review with Team Leader  Set up schedule to complete tagging reviews by June 20  Follow-up sessions as needed

12 Taxonomy Challenge 2003 Tagateers  Jan – Team Leader  TTTCP – Robert  CPS – Aileen/David  L&P – Javier  SS – Pamela Faceteers  Melissa– Team Leader  BAR – Sandie  CEM – Monte  SDBS – Christine  P/E – Walt  IS/IT – Cindy 1st Prize – $100 Pappas Restaurant Certificate 2nd Prize – $50 Pappas Restaurant Certificate

13 Details of Taxonomy Challenge 2003 Following these steps:  Initial s to your teams  CO’s review their spreadsheets and start filling in the tags that should be added  Jan and Melissa meet with their teams to review how to log into WebDesk and mass-tag documents  Content Owners begin tagging and approving files using WebDesk  Jan and Melissa follow up with their teams with words of encouragement, tips of the week, etc.