Step 2: Gather Your Team

The first step in planning is to gather together your team. This may sound easy, but depending on your corporate climate, this could prove to be the most challenging step for you. If your company has a lot of red-tape, or seemingly takes “forever” to make a decision about IT, you’ll need to muster your selling skills on this step.

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Step 3: Assess Your Needs

The next step in the Planning process is to determine what you have that is “useful” within your organization today, as well as what you lack. Find out what servers contain critical information, where the users store their favorite “stash” of repeatedly used data, what storage bins, servers, email folders, servers, graphs, charts and doohickeys are still relevant and useful.

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Step 6: Set Initial Goals

Meeting #2:  Set initial portal goals. Collect the feedback from the Committee surveys and aggregate the results into a single file (databse, Spreadsheet, table – whatever works).  Bring the Portal Committee back together and review the responses to the survey, one question at a time.  Discuss how many questions had the same responses.  Discuss how…

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