This section of the playbook provides a quick checklist of the key steps required to build a successful digital workplace strategy and solution. 

Planning Checklist



Information & research validation

Validate the data and insights you've collected from key stakeholders.
  • Who owns the strategy and execution?
  • Where are you in the process?
  • What business challenges are you trying to solve?
  • What are the expected outcomes?
  • What are the timelines?
  • What are the required resources, and how will you gain access to them?

Goals & objectives

Validate that all goals and objectives have been agreed to, as well as prioritized with owners, outcomes, and timelines.

Desired outcomes

Summarize and confirm the desired outcomes, timelines, and measures of success.
  • Increasing productivity
  • Driving innovation
  • Creating competitive advantage
  • Improving communications
  • Driving corporate culture
  • Improving knowledge sharing
  • Enhancing team collaboration

Key business challenges

Validate the business challenges you're trying to solve by implementing the digital workplace strategy.
Ensure it aligns with the strategy, goals, and desired outcomes.
Solution Categories
  • Corporate culture
  • Corporate communications
  • Team collaboration
  • Knowledge sharing
  • Social engagement
  • Business processes

Digital infrastructure

Validate your enterprise architecture, digital infrastructure, productivity tools, and required integrations.
  • Enterprise platforms (e.g. HRIS, ERP, CRM, MARCOM, and more)
  • Productivity tools
  • Line-of-business (LOB) applications
  • Devices (e.g. smartphones, tablets, PCs, laptops, kiosks, and more)
  • Cloud services
  • Analytics and reporting tools
  • Security infrastructure
  • Search
  • AI

Timelines & deliverables

Validate timelines for the various phases of the project.

Resources, skills & abilities

Validate resources (e.g. knowledge, skills, and abilities) and availability based on the timelines outlined above.

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