2. Info-Tech Research Group 2
Introduction
The IT Governance workshop has one goal: Optimize your IT governance
structure and processes to enable faster, more effective decision making and
monitoring.
CIOs who want to optimize their IT governance
structures and processes to increase IT efficiency.
Set target metrics for measuring the success of IT
governance.
Create an IT governance structure and committees to
meet business and IT objectives.
Identify the roles and responsibilities for committee
participation, cadence, and create an agenda for
committees.
Build an effective IT governance process to ensure
effective decision making.
Develop a transition plan to implement the IT
governance changes.
This Research Is Designed For: This Research Will Help You:
3. Info-Tech Research Group 3
Beyond Practical Research – Workshops Get You To Results
Workshops: Leverage Best Practices Research and Get to Action
• Unlike other Research firms, Info-Tech believes it’s important to help our members as they work on process improvements.
• We offer a 40-hour workshop, which guides you to make systematic improvements to your core processes.
• Workshops are designed to help focus attention, create alignment, and ensure best practices are put to work at your organization.
• Our workshops help you get to immediate impact and results and are tailored to your situation and needs.
Workshops: Focused on You Implementing Improvements
• The goal of each Capability Optimization Workshop is to create tangible benefits
and clear improvements through process improvement guidance.
• Specific deliverables, goals, metrics, and outcomes are established for
each workshop.
• Successful workshops will leverage our years of analyst experience and
written research to provide an engaging experience which focuses
on getting you to measurable results.
• Each workshop begins by diagnosing the current state, and then
focuses on providing guidance and analysis to lead you to high impact improvements
based on best practice research.
• Three and six month follow-ups will occur to guide you as you realize benefits.
Info-Tech Workshops provide the best practices and guidance necessary
to help you build a World Class Operation
Capability
Optimization
Workshop
Diagnose
Current
State
Right-
Sizing
Process
Process
Design
Measuring
Benefits
Guidance &
Support
4. Info-Tech Research Group 4
Unmanaged and ad-hoc approaches to IT governance cause:
Long decision-making cycles.
Conflicting guidance around prioritization.
Absent or incomplete management of portfolios – no lifecycle approach.
Undocumented, incomplete knowledge and information, and no formal knowledge transfer.
Duplicated effort and technology redundancies between departments.
Shutting IT out of key IT decisions, and increased likelihood of “shadow IT.”
Having effective IT governance structure and processes will:
Provide a formalized process for managing organizational decision-making.
Save time and money by ensuring that time spent in meetings is effective, that the right people are in
those meetings, and preserve IT’s ability to make the most appropriate decision.
Foster a culture of accountability for decision-making, identifying and resolving issues, and foster
communication throughout the organization.
Optimize risk by ensuring proper risk thresholds are understood, targeted, and ultimately managed.
Optimize your resource allocation by reducing wasteful activities through proper allocation of authority
through defined, documented, and communicated roles and responsibilities.
Why do you need to optimize IT governance?
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The program provides a comprehensive IT Governance with a
focus on setting up governance to meet corporate objectives
Define the Corporate Value
Discipline, set IT Governance
objectives
Identify IT Governance
roadblocks, and set
metrics to demonstrate
governance value
Build IT Governance
Committees designed to
achieve corporate goals
Build an IT Governance process
to enable faster decision making
Establish an ongoing
implementation plan and
roadmap to ensure IT
Governance success
Begin the optimization of IT governance
Set
expectations
Current
state analysis
Build Committees
Build the IT
Governance
Process
Implement
and
communicate Assess
Build
Implement
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Info-Tech’s IT Governance Workshop guides you through the
process of setting up an effective structure in four days
Set
expectations
Current
state analysis
Build Committees
Build the IT
Governance
Process
Assess
Build
Implement
• Understand IT Governance
• Conduct a SWOT analysis
• Set objectives and metrics
• Identify current
structure road blocks
• Committee charter
• Participation & cadence
• Agenda and responsibilities
• Process flow
• Inputs & outputs
• Decision making thresholds
• Define policies
• Training
• Communication
• Implementation timelines
Key Workshop deliverables
IT Governance objectives and metrics
IT Governance committees
IT Governance roles and responsibilities
IT Governance decision making process
Complete implementation and communication program
Implement
and
communicate
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Workshop Outline
Name Learn How to: List of deliverables
Module
1
Assess the
current state
• Establish the current state of
your IT governance structure
• Prioritize IT objectives
• SWOT analysis and list of current
pain points
• Success target metrics
Module
2
Design the future
state
• Build the IT governance
structure and committees.
• IT governance roadblocks
• IT governance target state structure
• Committee purpose, agenda, RACI,
and procedures
Module
3
Draft and test the
IT Governance
process for two of
the five
governance
areas
• Effectively run governance
committees, ensuring that each
committee responsibility is
actionable and has defined
inputs and outputs.
• Build IT Governance Processes
• Validate IT governance structure
and processes
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Workshop Outline
Name Learn How to: List of deliverables
Module
4
Build a
Communication
and Action Plan
• Communicate the rationale for
the change in the IT
Governance structure using
practical communication plans.
• Communications Management Plan
Template
• IT Governance Stakeholder and
Communication Planning Template
• IT Governance Action Plan
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AM PM
Module 1: Assess the current state
1.1 Set Expectations
1.1.1 About
Governance
1.1.2 Set Objectives
1.2 Identify Objectives
1.2.1 Identify the key
business drivers
1.2.2 Determine your
organization’s focus
1.3 Assess Current
State
1.3.1 Conduct a SWOT
Analysis
1.3.2 Identify IT
Governance problems
1.4 Define Success
Metrics
1.4.1 Identify KPI for IT
Governance
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Module 2: Design the future state
PM
2.3 Draft your IT
Steering committee
documentation
2.3.1 Define your IT
Steering Committee
Purpose
2.3.2 Define and
document IT Steering
Committee RACI
2.3.3 Define and
document IT Steering
Committee agenda &
Cadence
AM
2.1 Formulate your
“current state” IT
Governance
Structure
2.1.1 Identify current
committees at each
tier
2.1.2 Identify
characteristics of
each current
committee
2.1.3 Identify success
and roadblocks in the
current process
2.2 Build your
“future state” IT
Governance
Structure
2.2.1 Review
proposed structure
2.2.2 Define
responsibilities of
each suggested
committee
2.2.3 Define roles
within each
suggested committee
2.1.4 Identify success
metrics
2.4 Draft a second
Committees
documentation
2.4.1 Define and
document committee
Purpose
2.4.2 Define and
document committee
RACI
2.4.3 Define and
document committee
agenda and cadence
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Module 3: Draft and test the IT Governance process for two of
the five governance areas
AM
3.1 Draft a governance
process for
governance area 1
3.1.1 Build your
governance process
3.1.2 Establish
thresholds
PM
3.2 Test governance
process and
committee structure
3.2.1 Conduct
governance scenario
testing
3.2.2 Review and
address governance
pain points
3.3 Draft a second
governance process
for governance area 2
3.3.1 Build a
governance process for
the second governance
area
3.3.2 Establish project
thresholds for the
selected governance
area
3.4 Test your
governance process
and committee
structure
3.4.1 Conduct
governance scenario
testing
3.4.2 Review and
address governance
pain points
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Module 4: Build a Communication and Action Plan
PM AM
4.1 Identify stakeholders
4.1.1 Identify and analyze
stakeholders
4.2 Build the
communication plan
4.2.1 Define the IT
Governance vision statement
4.2.2 Create a stakeholder
management plan
4.3 Next steps
4.3.1 Process
implementation
considerations
4.2.3 Create a
communication plan
4.3.2 Action Plan
4.3.3 Workshop debrief
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IT Governance Workshop Primary Deliverables
IT Governance objectives and metrics
IT Governance committees
IT Governance roles and responsibilities
IT Governance decision making process
Complete implementation and communication
program
IT Governance Reference
Book
IT Governance Action Plan
IT Governance Structure
Selection Tool
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IT Governance Workshop Core Deliverables
Five key deliverables will be completed during the workshop:
IT Governance Reference Book: Complete this
template to provide stakeholders with key information
regarding:
1. The overall IT governance structure
2. IT governance metrics
3. Governance Committee Charters for each committee
4. IT governance high level processes
The IT Governance Reference book should be used as an
information source throughout the organization.
IT Governance Structure Selection Tool: Use this tool
to identify the optimal IT governance structure for your
organization based on your top IT objectives. The tool
provides details on the optimal committees and the
responsibilities and participants for each.
Stakeholder Communication planning and tracking
template: Use Info-Tech’s Stakeholder
Communication Tracking and Planning template to
help plan communication of the organizational
changes.
1
2
3
4
IT Governance Action Plan Tool: Use this tool to
assign accountability and schedule key steps in the
implementation of your optimized governance
structure. Include scheduling details for
communication, completion of building the structure
and processes, training, retirement of previous
committees and responsibilities, and launch.
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IT Governance Workshop:
Built on World Class Research, Experience, and Standards
Research Process
COBIT Driven
• Grounded in open international
standards.
• Team with over 25 years experience.
• Over 2,800 hours of research.
• Based on primary and in-field
research.
Tools & Templates
• IT Governance Structure
Selection Tool
• IT Governance Reference Book
• Communications Management
Plan Template
• IT Governance Stakeholder and
Communication Planning
Template
• IT Governance Action Plan
• 169 page Research Report
• 31 in-depth activities and exercises
