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Planning IT Strategy | TechExpress.co

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Planning IT Strategy | TechExpress.co

  1. 1. Quick Start: Planning IT Strategy Manage competing demands with a rough and ready IT strategy.
  2. 2. Articulating a clear IT strategy that aligns with business objectives is the most important activity an IT manager can do for the department. Introduction Managers who want to develop a strategic plan. IT departments that are ready to move out of firefighting mode and begin planning their strategic direction. IT departments that want a time and resource- efficient process to carry out IT strategic planning. Mature IT departments looking to optimize their process.  Get longer term funding for multi-year initiatives.  Understand the critical steps and key players in the strategy planning process.  Create an effective short- and long-term IT strategy using best practice methods. This Research Is Designed For: This Research Will Help You:
  3. 3. The IT Strategy Toolbox will provide clear direction to your IT strategy. Executive Summary Many IT departments focus on initiatives and services that don't support business goals or align with organizational priorities. Strategic misalignment occurs when IT departments misunderstand management requirements, or when they don’t collect the data that the business needs to make key decisions. In these cases, IT fails to support the projects and deliverables that will deliver the most value to the organization, which can strain relationships between the business and IT. An IT Strategy will help you cope with competing demands, make the most of limited resources, and meet organizational needs. An IT Strategy lays out roadmaps to establish and maintain the systems, infrastructure and services necessary for the business to achieve long-term objectives. The tools and template in the IT Strategy Toolbox can help you:  Align business and IT initiatives  Build an infrastructure roadmap  Build an application roadmap  Establish an operational direction for IT  Build an IT investment roadmap The IT Strategy Toolbox gathers all the tools you need to clearly demonstrate the business value of IT, and establish milestone commitments to deliver business solutions. They will help you develop a clear picture of what systems and services are needed, when new investments are required, and how they all contribute to the success of the company. This guide will provide you with a brief introduction to some of the tools in the toolbox and how to use them.
  4. 4. Make IT a Source of Business Value An IT Strategy is a roadmap that lays out an investment plan for the infrastructure, applications, and services necessary to meet the long- term objectives of the business. Without an IT strategy, the shop  Won’t take a systematic approach to improving customer experience  Will focus on IT initiatives and services that don’t support business goals or align with organizational priorities  Will make investments that don’t support those projects and deliverables that will deliver the most value Build a rough and ready IT strategy Develop a basic IT strategy to understand the priorities of your IT shop and how they align with the goals of the organization. Use the IT Strategy Toolbox to align business and IT, build roadmaps for applications, infrastructure, and operations, and make an IT investment plan. The IT Strategy Toolbox can help you:  Clearly articulate organizational goals and the role IT must play in achieving them.  Evaluate how well current infrastructure, applications, and staffing meets your needs.  Define the projects you need to strengthen existing capabilities to meet future needs. Quick Start: Planning an IT Strategy Some of the tools you will access: Align Business and IT  Enterprise Strategy and Goals Template  IT Vision and Mission Templates  IT Service Model Alignment  IT Strategy Budget Impact  Business Case Template  Communication Plan Applications  Application topology  Application roadmap tool Infrastructure  Infrastructure Components Inventory  Infrastructure Assessment  Network diagram primer  Infrastructure roadmap tool Organization  IT Staffing and Skills Worksheets  Initiative Prioritization  Investment Roadmap Your IT Strategy Toolbox
  5. 5. Perform an initial assessment of the benefit you expect from the project. Begin building the business case now to improve executive support for your initiative and measure its success You can’t report what you don’t measure  Planning and implementing a right-sized IT strategy will help you cope with conflicting priorities, avoid missed commitments, and plan strategic IT investments that maintain your capacity to deliver IT services to the organization.  Initial measurements of mission-critical IT processes will highlight the benefits you expect from the project, generate support for your initiative, and help measure its success.  Info-Tech recommends using the following KPIs to assess the impact of your initiative. The specific KPIs you use will depend on the operational goals of your organization, and which tools and templates from the toolbox you deploy. Start with metrics that address specific issues in your organization. How to complete this task 1. Estimate the work hours involved in the project. 2. Define the KPIs in simple, meaningful language.  Example: customer satisfaction = the % of customers satisfied or very satisfied with how IT services.  Example: revenue per IT FTE = revenue in $ per full-time employee in IT 3. Record initial measurements of the two KPIs. 4. Measure your KPIs again once the project is done to assess its impact on your organization. $ per Full-Time IT Employee Revenue per IT FTE Satisfaction % Customer Satisfaction
  6. 6.  The first step in building an IT strategy is assessing the current state of IT, and understanding corporate strategy. Use Stakeholder Guidelines and Analysis and Visioning Working Sessions. Use the Business Executive Interview Guide to structure fact-finding meeting with key stakeholders in your organization.  Use the IT Vision and Mission Statement to articulate the purpose, scope, and objectives of the IT. The Technology Monitor can help track and evaluate how new technologies might be of value to business operations.  Finally, an IT steering committee is an excellent tool for making the business accountable for desired IT investment decisions. The IT Steering Committee Charter, Meeting Agenda, and Challenge Assessment Tool can help establish and run an effective IT steering committee to govern new IT initiatives. Visioning working sessions can give you a sense of corporate goals and how they affect IT
  7. 7. Build roadmaps to identify gaps and opportunities, assess alignment, and determine when you need to invest  Roadmaps are essential to determine when and if technical components can be retired, evolved or added to create new opportunities for the organization. Use the Infrastructure, Applications, and Operational Roadmaps to assess alignment, identify relevant gaps, and turn them into opportunities for IT.  Use the FastTrack Tool: IT Organization Direction to assess and improve the organizational structure of IT. The FastTrack Tool will help you conduct an IT skills inventory, assess organizational gaps, and identify opportunities for improvement.  Use the Investment Roadmap to define and prioritize strategic initiatives. Once you have a good idea of the value of each project and how it will be delivered, the Investment Roadmap can help you integrated each with projects that are already on your agenda. This will help you establish a timetable for your strategy, and set when to make key contributions to business objectives.
  8. 8. Other tools and templates in Quick Start: Planning IT Strategy Explore the other tools and templates in Quick Start: Planning IT Strategy. Here are suggested tools and templates to help improve your IT strategy planning processes. Section 1: Align Business and IT Use the tools in this section to document the goals and strategies of the organization, take stock of IT initiatives, and assess how well they contribute to business success. Section 2: Build an Application Roadmap Build a roadmap that will allow the organization to leverage apps management resources more efficiently, and extract maximum value from the organization’s application portfolio. Section 3: Build an Infrastructure Roadmap Determine when technical components can be retired, evolved or added to create new opportunities. The tools assist in evaluating components to determine when each must be replaced. Section 4: Establish a Direction for IT Organization Use the tools in this section to help assess and improve the organizational structure of IT. Section 5: Build an IT Investment Roadmap Define and prioritize strategic initiatives, and establish a timeline for you strategy to determine when your organization will deliver its contribution to business objectives.

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