Elm Children's Centre Staff Intranet Discovery Questionnaire

It has been a little while since we last discussed the staff intranet project, so we would like to confirm a few details before we finalize the project plan and schedule the work. This questionnaire is intended to make sure the portal reflects how your team actually works and that we have the right information before implementation begins.

1. Project Contacts & Timing

Who should be our primary contact for this project?

Who should approve the final staff portal before launch?

Is there a preferred timeframe for launching the staff portal?

Are there any upcoming events, staff meetings, hiring periods, or operational changes we should consider when planning the launch?

2. Staff Accounts & Access

Phase 1 currently includes Microsoft 365 accounts for approximately 28 staff members. We will use this information to confirm the account and licensing requirements.

Approximately how many employees will need access to the staff portal at launch?

Do all employees need their own individual Microsoft 365 login?

Please provide the staff list we should use to create accounts.

You can upload a spreadsheet or document containing employee names and, if available, their preferred email address or naming format.

Are there staff members who should NOT have access to the intranet?

Will any managers or administrators require different access than regular staff?

3. Portal Content & Structure

Which areas should be included in the staff portal at launch?

Are there any additional pages, sections, or resources you would like included in Phase 1?

What are the most important items you want staff to see when they first open the portal?

Where are your current schedules, meeting notes, policies, forms, and staff resources stored today?

Please upload any documents, screenshots, or examples that would help us understand the content you want available in the portal.

4. Permissions & Content Ownership

Should all staff be able to view the same information, or are there areas that should be restricted?

If some content should be restricted, please describe what it is and who should have access.

Who should be responsible for updating staff schedules?

Who should be responsible for posting staff news or announcements?

Who should be responsible for maintaining employee resources and internal documents?

Would you like more than one person to be able to manage the staff portal?

5. Branding, Website Link & Staff Experience

Do you have current logos, brand colours, or images you would like us to use for the staff portal?

What wording would you like used for the Staff Login button on your Wix website?

Where on the Wix website would you like the staff login link to appear?

Are there any specific concerns about staff using Microsoft 365, signing in, or setting up MFA?

Would you like a short staff walkthrough or launch session in addition to the written MFA/setup guide?

Has anything changed since we last discussed this project that may affect the scope or how you would like the staff portal to work?

Is there anything else you would like us to know before we finalize the project plan?

Thank you. Once we receive this information, Reliable Technology Services can confirm the Phase 1 plan, identify any changes to the original scope, and coordinate the next steps with you.