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  1. 1. Strategy Plan This document prepared and owned by [Business Owner, Business Transition Manager or Appointed Reviewer (name & position)] [Agency/Organization/Division Name] [PROJECT NAME] VERSION: [VERSION NUMBER] REVISION DATE: [DATE] This document serves to further detail the project Business Case. Essentially, the strategy document details the approved solution (as outlined in the business case). The strategy includes the charter, scope, and general concept, method, processes, activities, and philosophy of managing this endeavor through planning, executing, and closing – detailing the resources (time, money, personnel, et al.) necessary for success. Approval of the Strategy Plan indicates an understanding and acceptance that are outlined in the business case. By signing this deliverable, each individual agrees the information accurately conveys project delivery results and is ready to be forwarded to organization lead and appropriate governance teams. Executive Sponsor and/or Business Owner [Name] [Email] [Telephone] Signature: Date: Project Manager and/or Business Transition Manager [Name] [Email] [Telephone] Signature: Date: Other (CIO/DCIO) [Name] [Email] [Telephone] Signature: Date: Other (Business Manager/Chair of Oregon Leadership Committee) [Name] [Email] [Telephone] Signature: Date:
  2. 2. Table of Contents Executive Summary......................................................................................3 Problem Statement.......................................................................................3 Solution.........................................................................................................3 Benefits.....................................................................................................3 Costs.........................................................................................................3 Assumptions..............................................................................................3 Risk Assessment and Mitigation Strategy ................................................3 Measures and Metrics: .............................................................................3 Business and Operational Impact.................................................................4 Scope & Charter...........................................................................................4 Requirements...............................................................................................4 Peer State & Industry Best Practices...........................................................4 Project Organization ....................................................................................4 Membership, Resources, and Authority.......................................................5 Method..........................................................................................................5 Conclusions and Recommendations............................................................5 Next Steps: ...............................................................................................5 Document Information Page.........................................................................6 Amendment History......................................................................................6 /home/pptfactory/temp/20100513073945/template1856.docPage 2 of 6
  3. 3. Executive Summary <Pull from Business Case Summary and Background – to the next section header – describe the current state of the business and pressures to change – need for this business case and the potential for a project> <include here the team structure, a clear understanding of project requirement categories (business, technical, facility, personnel, etc.), and major project phases and deliverables> Problem Statement <Pull from the Business Case and outline the problem(s) or business opportunity relative to goals, objectives, and otherwise desired future state.> Solution <This section should outline different alternative solutions for addressing the problem or business opportunity Benefits <Pull from the Business Case and add brief Benefits Plan.> Costs <Pull from the Business Case and add brief Cost Plan and Personnel needed.> Assumptions <Pull from the Business Case and add brief Assumptions.> Risk Assessment and Mitigation Strategy <Pull from the Business Case and add brief Risk Assessment and Mitigation Strategy.> Measures and Metrics: <If approved, what are the expected results? Detail important measures and metrics (financial, operational, customer, employee, etc.).> /home/pptfactory/temp/20100513073945/template1856.docPage 3 of 6
  4. 4. Business and Operational Impact <Clearly indicate the impact of the problem/opportunity including the impact of the proposed solution. Note if the impact is technology, process, practice, law, personnel, structure, et al.> Scope & Charter <Detail the proposed solution to the problem statement. Address the benefits, costs, personnel, and time needed to proceed through the next phase of work and estimates for the entire solution (included fully loaded costs). Indicate at a high level the alternative solutions considered prior to making this solution.> Requirements <List the requirements • Business Process • Technology • Facility • ……. • …….> Peer State & Industry Best Practices <List key peer states and contact information.> Project Organization <Illustrate and describe the roles, responsibilities, and expectations of the project and business teams.> /home/pptfactory/temp/20100513073945/template1856.docPage 4 of 6
  5. 5. Membership, Resources, and Authority <List by name, e-mail, phone number, and authority> Method <Describe the manner or procedure that will be followed (use of PMBOK or other lifecycle approach) throughout the project.> Conclusions and Recommendations <The subsections below address issues that were raised initially in the Purpose and Background Section of this business case. Much of what has previously been presented has been information without much analysis. Now, interpret the numbers and information and connect them to objectives, problems, opportunities, decisions, and actions. Next Steps: <outline next major work effort, who is responsible, and when it will be complete (for next decision).> /home/pptfactory/temp/20100513073945/template1856.docPage 5 of 6
  6. 6. Document Information Page Required Information Definition Document: [insert document name] Document ID: [insert document control number or unique ID] Version: [insert version number] Approval Date: [insert approval date here] Location: [insert document file location] Owner: [insert document owner] Author: [insert document author] Approved by: [insert document approver] Amendment History Document Approval Date Modified By Section, Page(s), Text Version # Modified [insert version [insert approval date [insert document author] [outline sections modified] number] here] [insert version number] /home/pptfactory/temp/20100513073945/template1856.docPage 6 of 6

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