When it comes to your users, you can never communicate too much. Be
aware that small system changes you might think are practically
unnoticeable could very well completely confuse the administrative
assistant in Human Resources.
The method by which you communicate with your users can vary
according to your organization. Some organizations use email; others,
an internal website. Still others may rely on Usenet news or IRC. A
sheet of paper tacked to a bulletin board in the breakroom may even
suffice at some places. In any case, use whatever method(s) that work
well at your organization.
In general, it is best to follow this paraphrased approach used in
writing newspaper stories:
Tell your users what you are going to do
Tell your users what you are doing
Tell your users what you have done
The following sections look at these steps in more depth.
Make sure you give your users sufficient warning before you do
anything. The actual amount of warning necessary varies according to
the type of change (upgrading an operating system demands more lead
time than changing the default color of the system login screen), as
well as the nature of your user community (more technically adept
users may be able to handle changes more readily than users with
minimal technical skills.)
At a minimum, you should describe:
The nature of the change
When it will take place
Why it is happening
Approximately how long it should take
The impact (if any) that the users can expect due to the
change
Contact information should they have any questions or
concerns
Here is a hypothetical situation. The Finance department has been
experiencing problems with their database server being very slow at
times. You are going to bring the server down, upgrade the CPU module
to a faster model, and reboot. Once this is done, you will move the
database itself to faster, RAID-based storage. Here is one possible
announcement for this situation:
System Downtime Scheduled for Friday Night
Starting this Friday at 6pm (midnight for our associates in
Berlin), all financial applications will be unavailable for a period
of approximately four hours.
During this time, changes to both the hardware and software on
the Finance database server will be performed. These changes should
greatly reduce the time required to run the Accounts Payable and
Accounts Receivable applications, and the weekly Balance Sheet
report.
Other than the change in runtime, most people should notice no
other change. However, those of you that have written your own SQL
queries should be aware that the layout of some indices will change.
This is documented on the company intranet website, on the Finance
page.
Should you have any questions, comments, or concerns, please
contact System Administration at extension 4321.
A few points are worth noting:
Effectively communicate the start and duration of any downtime
that might be involved in the change.
Make sure you give the time of the change in such a way that
it is useful to all users, no matter where
they may be located.
Use terms that your users understand. The people impacted by
this work do not care that the new CPU module is a 2GHz unit with
twice as much L2 cache, or that the database is being placed on a
RAID 5 logical volume.
This step is primarily a last-minute warning of the impending
change; as such, it should be a brief repeat of the first message,
though with the impending nature of the change made more apparent
("The system upgrade will take place TONIGHT."). This is also a good
place to publicly answer any questions you may have received as a
result of the first message.
Continuing our hypothetical example, here is one possible
last-minute warning:
System Downtime Scheduled for Tonight
Reminder: The system downtime announced this past Monday will
take place as scheduled tonight at 6pm (midnight for the Berlin
office). You can find the original announcement on the company
intranet website, on the System Administration page.
Several people have asked whether they should stop working early
tonight to make sure their work is backed up prior to the downtime.
This will not be necessary, as the work being done tonight will not
impact any work done on your personal workstations.
Remember, those of you that have written your own SQL queries
should be aware that the layout of some indices will change. This
is documented on the company intranet website, on the Finance
page.
Your users have been alerted; now you are ready to actually do the
work.
After you have finished making the changes, you
must tell your users what you have done. Again,
this should be a summary of the previous messages (invariably someone
will not have read them.)
However, there is one important addition you must make. It is
vital that you give your users the current status. Did the upgrade
not go as smoothly as planned? Was the new storage server only able
to serve the systems in Engineering, and not in Finance? These types
of issues must be addressed here.
Of course, if the current status differs from what you
communicated previously, you should make this point clear and describe
what will be done (if anything) to arrive at the final
solution.
In our hypothetical situation, the downtime had some problems.
The new CPU module did not work; a call to the system's manufacturer
revealed that a special version of the module is required for
in-the-field upgrades. On the plus side, the migration of the
database to the RAID volume went well (even though it took a bit
longer than planned due to the problems with the CPU module.
Here is one possible announcement:
System Downtime Complete
The system downtime scheduled for Friday night (refer to the
System Administration page on the company intranet website) has been
completed. Unfortunately, hardware issues prevented one of the
tasks from being completed. Due to this, the remaining tasks took
longer than the originally-scheduled four hours. Instead, all
systems were back in production by midnight (6am Saturday for the
Berlin office).
Because of the remaining hardware issues, performance of the AP,
AR, and the Balance Sheet report will be slightly improved, but not
to the extent originally planned. A second downtime will be
announced and scheduled as soon as the issues that prevented
completion of the task have been resolved.
Please note that the downtime did change some database indices;
people that have written their own SQL queries should consult the
Finance page on the company intranet website.
Please contact System Administration at extension 4321 with any
questions.
With this kind of information, your users will have sufficient
background knowledge to continue their work, and to understand how the
changes impact them.