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Planning Components
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Situation Analysis: Description of where we are today, internal and external, business and IT
perspectives
Strategy formulation: Description of where we want to be, business and IT
perspectives
Strategy implementation: Plans how we are going to get there from
an IT standpoint
Gap Analysis
Planning Components
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Future Business
Operating Vision
IT Mission, Goals
IT Strategies Computing
Architecture
Current System
Assessment
Planning Processes
• Business direction and business requirements drives the IT direction and computing architecture.
• IT strategic plan can be developed whether the organization doesn´t have a formal business plan.
• If this would be the case, you can use other components such as key objectives, vision, mission, values, key initiatives, budgets and so forth.
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Phases of the Planning Process
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Visioning Phase
Analysis Phase
Direction Phase
Recommen dation Phase
Phases of the Planning Process
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• Initiate and manage the project
•Understand business situation and vision
•Document and confirm the business analysis
Visioning Phase
Phases of the Planning Process
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Initiate Project
Visioning Phase
• Establish objectives, goals & scope.
• Identify Resources, roles & responsibilities, interview participants
• Confirm deliverables & work plan.
• Draft deliverables templates
• Announce the Project, conduct project orientation
• Establish ongoing project governance, communications, status report
Phases of the Planning Process
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Business Review
Visioning Phase
• Review business documentation
• Develop business interview questions, surveys, workshop structure.
• Schedules business interviews & workshops
• Conduct business interviews, workshops & surveys
• Document business interviews, workshops & surveys
Phases of the Planning Process
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Analyze Business
Visioning Phase
• Document current business description, Vision, Values, goals, strategies, direction, operating vision, business projects & initiatives.
• Document industry business trends, business and customer requirements.
• Document business strengths, weakness, opportunities and threats.
• Document business impact on IT.
Phases of the Planning Process
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•Understand current IT situation.
•Analyze current IT situation.
•Develop recommendations, solution alternatives.
Analysis Phase
Phases of the Planning Process
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IT Review
Analysis
Phase
• Review IT documentation.
• Develop IT interview questions, surveys, workshop structure.
• Schedule IT interviews & workshops.
• Conduct IT interviews & workshops & surveys
• Document IT interviews & workshops & surveys
• Document current IT situation
Phases of the Planning Process
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Solutions
Analysis
Phase • Develop business application options,
recommendations
• Develop infrastructure options, recommendations
• Develop organizational options, recommendations
• Develop IT process options, recommendations
Phases of the Planning Process
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•Develop IT Vision and Direction.
•Develop IT Plan
• Identify IT Projects
Direction Phase
Phases of the Planning Process
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IT Vision
Direction Phase
• Develop IT Vision, Mission.
• Develop IT goals, strategies.
• Determine IT balanced scorecard, metrics
Phases of the Planning Process
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IT Projects
Direction Phase
• Identify IT Projects (business applications, infrastructure, organization & process).
• Develop IT Budget
• Identify business benefits
• Prioritize IT projects
Phases of the Planning Process
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•Develop Roadmap.
•Develop Business Case.
•Communicate the Plan.
Recommendation Phase
Phases of the Planning Process
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Roadmap
Recommen dation Phase
• Document detailed roadmap.
• Summarize costs
• Summarize organizational impact.
• Identify risks, concerns, risk mitigation, readiness assessment
Phases of the Planning Process
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Business Case
Recommen dation Phase
• Summarize business benefits, business case for action.
• Develop communication plan, presentation summary.
• Develop on-going planning process, steering committee
Phases of the Planning Process
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Communication
Recommen dation Phase
• Finalize detailed plan document
• Develop summary presentation
Plan Contents Sample
• Executive Summary • Current Business
Situation – Information – Direction – Operating Vision – SWOT Analysis
• Business/IT Link – IT Implications – Key Business Measures – Key Business Requirements – Business Process
Improvements
• Current IT Situation – Business Application – Technical Infrastructure – Organization – Processes – Budget
• IT Industry – IT Industry trends – Benchmark
Statistics – Competitive
Profiles
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Plan Contents Sample
• IT Assessment
– Strengths
– Weakness
– Opportunities
– Threats
– Scorecard
– Survey Results
– Recommendations
• IT High Level Direction
– Vision
– Mission
– Goals
– Strategies
– Scorecard, Metrics
– E-business direction
– Prioritization Process
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Plan Contents Sample
• IT Direction – Business Application
– Technical Infrastructure
– Organization
– Processes
• Implementation Plan – Projects
– Roadmap
– Costs, investments
– Organizational impact
– Business Case, Financial Funding Model
– Next Steps
– Communication Plan
– Planning Process
• Appendix
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Plan Development
• The length of time it takes to develop an IT Strategic Plan varies depending of the following factors:
• Depth of Plan – The level of detail and components included in the plan
document impact the length of time to develop the plan. – The plan must be detailed enough to provide the
necessary direction and rationale for the direction.
• Number of the individuals interviewed – However, involving more people increases the ownership
of the plan, involvement of the organization and visibility. – Plan to interview the executive management team,
members of IT steering committee, key users within the organization.
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Plan Development
• Involvement of the organization – The more involved the organization is in the process,
the less time the planning process takes as sections can be developed simultaneously.
• Focus and priority of the effort – If the strategic planning process is not a priority for
the organization, it will take significantly longer than if it is a key priority for the entire organization.
– Dedicate at least one full-time individual (consultant or employee) to the planning process to get it completed.
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