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Overview 79

assessment phase, however, consider this activity
beforehand. This will help with shaping the “Readiness”
approach. Typical inputs are the questions related to
cooperation, from the IMM or change capacity
assessments, or determinations that the business needs to
consider workflow from the readiness assessment.
Tasks 1. Determine the assessment’s scope. Does it include:
a. Websites and content
b. Documents and sharing
c. Seeking and identifying existing communities of
practice or interest
d. Workflow
e. Collaborative products
f. Contemporary facilities like instant messaging,
texting, Twitter, or Facebook
2. Determine assessment approach—interviews,
document reviews, surveys, or a combination.
3. Collect existing standards, procedures, and policies for
document sharing, workflow, internal wikis, blogs,
etc., for review.
4. Collect inventory of SharePoint, Notes, or other work-
share facilities.
5. Determine scope of survey instrument.
6. Select or develop a survey scale.
7. Identify all participants by name and group, if
necessary.
8. Orient respondents on importance and anonymity.
9. Identify interviews of focus group participants, if
necessary.
10. Agree on survey delivery (online, written, focus
group).
11. Produce final form for delivery.
12. Deploy survey instrument.
13. Monitor online survey OR
14. Distribute and monitor written version OR
15. Prepare and deliver focus session(s).
16. Collect and evaluate data from surveys, documents,
and meetings.
17. Develop collaborative readiness statement based on
predetermined scale.
18. Prepare findings for presentation.
Techniques Interviews, surveys (online preferred), and facilitated
sessions are techniques of choice.
Tools On rare occasions, large organizations may actually track
work and content use through their intranet, and this data
may be available. Otherwise, Excel and Word are the
tools in use here.
Outputs The readiness information from this assessment is used to
shape the DG vision, in that collaboration may be a new
topic for many organizations. DG can be an impetus to
cross functional accomplishments.
Outcome This step is done when the assessment is reviewed and
accepted by the DG leadership.
FIGURE 7-8
(Continued)