1. Define the Business Context: "Defining collaboration as synchronous or asynchronous is not enough. Typically the best approach to deploying any collaboration technology is having a focused business context in mind. Multi-purpose collaboration platforms offer many features and capabilities. Part of a solid strategy is having a focused business context around social networking, team spaces, communities of practice, crowd sourcing, project management, knowledge management, business process management, etc…
You need to demonstrate real business value and evangelize that throughout your organization to further drive adoption and create a perception of collaboration technology as a productivity tool."
2. Identify the Degree of Openness: "Is the collaboration external, internal, global or regional, or line of business focused (depending on how your organization is structured)? Security and user access also come to mind here as it’s easy to create a mess of information within these eco-systems combining confidential information with more public content. Identifying the degree of openness also includes defining your audience, the type of information you plan to collaborate on, and the overall scope of the collaboration."
3. Establish Goals and Objectives: "Often times when planning projects, goals and objectives tend be high level and don’t really provide a concrete definition of success. Setting the right goals and objectives will ensure stakeholders, decision makers and users are on the same page when determining if the collaboration strategy is a success."