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Plan An Intranet Your Team Will Actually Use

6 Sept 20263 min read

An orange desk organiser holding neatly separated cream folders.

“Which version of the form should I use?” “Where is the policy?” “Who approves this request?”

If these questions keep returning, an intranet may help. But moving a pile of documents into a new portal will not, on its own, make the answers easier to find.

A useful intranet starts with everyday work: what people need, where they get stuck and who is responsible for keeping the information right.

Watch The Tasks Before Planning The Features

Speak to people from different roles and locations. Ask them to show you how they find a document, complete a request or learn about a company update today.

Look for repeated obstacles: conflicting copies, unclear approval routes, missing contact details or information held by one person.

Choose a small set of tasks the first release should improve. “Find the current expense form and submission instructions” is a clearer requirement than “build a modern employee portal”.

Include staff who do not spend their day at a desk. Their devices, working conditions and access needs may differ from those of the project team.

Check What You Already Have

List the tools used for documents, HR requests, communication and approvals. Decide which information belongs in the intranet and which should remain in its existing system.

Sometimes the intranet should provide a clear route to a service rather than recreate it.

Microsoft's intranet planning guidance starts with business outcomes and existing content. That is a useful planning principle even if your organisation chooses a different platform.

Be wary of adding another place to update the same information unless someone can explain how the copies will stay consistent.

Give Every Important Page An Owner

A policy needs more than a file name. Staff should be able to tell whether it is current, who owns it and where to ask a question.

Agree who can draft, approve, publish and retire information. Set review dates that suit the content and decide what happens when an owner changes role.

Keep superseded material out of normal search results where appropriate, while following your organisation's retention requirements.

The project is not finished when the documents have been uploaded. Someone needs time and responsibility to maintain them. Microsoft's planning guide also treats governance as part of making an intranet sustainable.

Organise Around What Staff Need To Do

Department names can be useful, but they should not be the only way in. A new employee may not know which department owns a task.

Use clear labels such as “Claim Expenses”, “Request IT Help” or “Find A Policy”. Let people reach the task without understanding the organisation chart first.

Test search using the words employees actually use, including common abbreviations. A successful search should lead to the right current answer, not several indistinguishable copies.

Keep instructions beside the relevant form or link so people do not have to assemble the process themselves.

Plan Access With The Right People

Not every document belongs in a company-wide library. Work with the responsible business and IT owners to decide who should see, edit and approve each type of information.

Include arrangements for new starters, role changes and leavers. Check that search results and shared links respect the intended access rules.

Do not use real confidential employee records as casual test content. Prepare safe examples for testing and training.

An intranet should make authorised work easier without making private information more widely available.

Launch A Useful First Version

Start with a manageable set of complete tasks and invite staff to try them without coaching. Observe where they hesitate, use the wrong term or choose the wrong result.

Fix those issues before adding more features. Give content owners practical training and make the help route easy to find.

After launch, combine usage information with staff feedback and repeated support questions. A frequently opened page may be useful, confusing or simply mandatory; the count alone does not tell you which.

The aim is a place staff trust for the right information, with a clear way to keep it right. That matters more than launching a large portal full of content nobody owns.

Web ApplicationsCMS & PlatformsUser Experience

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