1. Include All Relevant Stakeholders: Don't make collaboration an IT-driven decision; make sure you have broad organizational input and support.
  2. Use A Benchmark Assessment: Define the right strategy by implementing a structured assessment tool based on best practices from multiple industries.
  3. Start With The Business: Identify key business objectives, and build the rest of your plan from there. Without a known and measurable goal, you will never know if your investment is adding value.
  4. Determine Who Needs What: Cut costs by provisioning the correct level of capabilities for each segment of a heterogeneous workforce.
  5. Create a comprehensive "personal responsibility" policy: Instead of creating a different use policy for various collaboration platforms, create a single context-specific policy that focuses on the responsibilities of each individual.
  6. Evaluate Collaboration Technology Across Four Categories: Information-sharing, communications, social networking and an integrated user experience across all tools.
  7. Identify Key Metrics: To link technology investment to business impact, a collaboration strategy will mandate metrics on adoption, use and impact.
  8. Gauge Service Delivery: Prioritize and assess gaps concerning global operations, regional deployments and local administrators.
  9. Establish A Change Management Strategy: This will help pinpoint the technology requirements of unique workforces and ensure proper adoption.
  10. Line Up Your Collaboration Strategy With Strategic Vendor Relationships: Not only could pricing and licensing terms be attractive, but benefits may also accrue in the areas of service and support.

ROB KOPLOWITZ [www.forrester.com] is a principal analyst at Forrester Research, where he serves information and knowledge management professionals. He will be presenting at Forrester's IT Forum 2010, May 26-28 in Las Vegas, Nevada.

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