Copyright 1997-2001 The Info-Tech Research Group Inc. All Rights Reserved. D1-1 by James M. Dutcher...

Copyright 1997-2001 The Info-Tech Research Group Inc. All Rights Reserved.

D1-1

by

James M. Dutcher

Strategic IT Planning

&Governance

Creation

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D1-2

The ChallengeThe Challenge

IT planning can be difficult in today’s rapidly changing environment;however, it is the key to successfully meeting new organization objectives and achieving success for the overall (higher education) organization.

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D1-3

The SymptomsThe Symptoms

Is IT often the last group consulted about a technology decision? Or told what to do after the fact?

Are you being told to create business cases but are unsure where to start?

Does your department tend to think and act for today versus looking to the future?

Do you know what your department will look like or where it will fit in the corporation in the next few years?

Do you want a seat at the decision making table?

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D1-4

What? What?

This presentation will provide you with an understanding of the IT Strategic Planning & Governance creation processes, disciplines and tools so you can answer the following key questions: What is IT strategy all about?

What does it mean to me and my organization?

What should I do?

How should I do it?

When should I do it?

How does it fit with the overall college/university strategy?

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D1-5

Why the need for Strategic Planning? Why the need for Strategic Planning?

The ChangeThe Change

(A)Where are

you today?

(B)Where do you

want to be?

(C)

How do you plan to get to where you want

to be?

(E)

How will you know when you get to where you want to be?

(D)

What will help & hinder you getting to where

you want to be?

(A) Situation(A) Situation

(D) Drivers & Restraints(D) Drivers & Restraints(E) Key Goal

Indicators(E) Key Goal

Indicators

(B) Vision(B) Vision(C) Strategy(C) Strategy

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D1-6

Organization

Strategy

Organizational

Unit

Strategy/Tactics

IT

Strategy

IT

Tactical

Plans

IT

Operational

Plans

IT

Application

Architecture

IT

Technical

Infrastructure

IT

Staffing

IT

Funding

Organizational Strategy is the Driver for IT Organizational Strategy is the Driver for IT Strategy Strategy

(and also all IT activities)

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D1-7

Key DeliverablesKey Deliverables

As a result of this presentation, you will have a framework to gain senior management consensus and commitment on IT priorities as well as a better roadmap for future planning.

The key activities to note are:

IT Strategy Education

IT Vision Statement

An “as is” list

A “to be” list

Prioritized list of opportunities

Set of recommendations on next steps

Presentation of findings and recommendations

Strategic IT Planning Methodology development

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D1-8

Strategic IT Planning & Governance Creation Strategic IT Planning & Governance Creation Stages Stages

Stage 1: Plan the Plan

Stage 2: Document Your Business Strategy

Stage 3: Assess the Current IT Situation

Stage 4: Propose a New IT Situation

Stage 5: Perform a Gap Analysis

Stage 6: Propose a Strategic Vision and Governance Model

Stage 7: Build a Strategic Decision Making Framework

Stage 8: Publish, Promote, and Maintain Your Strategy

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D1-9

Stage 1: Plan the PlanStage 1: Plan the Plan

Stage 1: Plan the Plan

• 1.1 - Set Strategic Planning Goals

• - Deliverable: 1.1.1 Scope Statement Worksheet

• - Deliverable: 1.1.2 Project Goal Statement

• - Deliverable: 1.1.3 Planning Constraints

• 1.2 - Establish a Planning Group

• - Deliverable: 1.2.1 Identify Stakeholders Document

• - Deliverable: 1.2.2 Stakeholder Analysis Tool

• - Deliverable: 1.2.3 Letter(s) to Key Stakeholders

• 1.3 - Hold a Kick-Off Meeting

• - Deliverable: 1.3.1 Kickoff Meeting Agenda

• - Deliverable: 1.3.2 Kickoff Meeting Action Items List (Responsible Party, Resolution, Due Date)

• 1.4 - Create a Preliminary Report

• - Deliverable: 1.4.1 Convergence of Technology and Core Organizational Strategy

• - Deliverable: 1.4.2 Timeline/Schedule

• - Deliverable: 1.4.3 Project Definition Statement

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Stage 2: Document Organization StrategyStage 2: Document Organization Strategy

Stage 2: Document Organization Strategy

• 2.1 - Describe the Company and Its Background

• - Deliverable: 2.1.1 Company Background and Description

• 2.2 - Conduct and Higher Education Industry Analysis

• - Deliverable: 2.2.1 Higher Education Industry Definition

• - Deliverable: 2.2.2 Priorities of the Higher Education Industry

• - Deliverable: 2.2.3 PEST Analysis- Political, Economic, Social, Technological factors

• 2.3 - Document Vision, Mission, and Core Values

• - Deliverable: 2.3.1 Core Values Defined

• - Deliverable: 2.3.2 College/University Mission and Vision statements

• 2.4 - Define Core Business and Its Boundaries

• - Deliverable: 2.4.1 Core Business and Its Boundaries Definition

• - Deliverable: 2.4.2 IT Business Unit Core and Goals Definition

• 2.5 - Create a Financial Picture

• - Deliverable: 2.5.1 College/University Financial Statement

• - Deliverable: 2.5.2 College/University IT Business Unit Financial Statement

• 2.6 - List Strategic Objectives

• - Deliverable: 2.6.1 College/University Strategies & Goals Defined

• - Deliverable: 2.6.2 College/University IT Business Unit Strategies & Goals Defined

• - Deliverable: 2.6.3 Key Success Factor Analysis

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Stage 3: Assess the Current IT SituationStage 3: Assess the Current IT Situation

Stage 3: Assess the Current IT Situation

• 3.1 - Document Your IT Organizational Structure

• - Deliverable: 3.1.1 Organizational Structure Diagram

• - Deliverable: 3.1.2 IT Organization SWOT

• - Deliverable: 3.1.3 Skills Mapping (As Is)

• 3.2 - Document Your Hardware and Software Infrastructure

• - Deliverable: 3.2.1 Network Diagram

• - Deliverable: 3.2.2 Vendor Contact Information

• - Deliverable: 3.2.3 Software Inventory

• - Deliverable: 3.2.4 Hardware Inventory

• 3.3 - Audit Current IT Budget, Programs, and Projects

• - Deliverable: 3.3.1 Current Budget Analysis

• - Deliverable: 3.3.2 Current IT Projects Defined (Business Case, Current Financial Snapshot)

• - Deliverable: 3.3.3 Current IT Projects Scope Statement Defined

• - Deliverable: 3.3.4 OIT Department Budget Analysis

• - Deliverable: 3.3.5 Higher Education IT (industry) Trends Analysis

• - Deliverable: 3.3.6 Customer Profiles & Assessments

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D1-12

Stage 4: Propose a New IT Situation Stage 4: Propose a New IT Situation

Stage 4: Propose a New IT Situation

• 4.1 - Focus Discussions

• - Deliverable: 4.1.1 Future Scenarios

• - Deliverable: 4.1.2 Future IT Options Questionnaire & Analysis

• - Deliverable: 4.1.3 Focus Questions & Responses Analysis

• - Deliverable: 4.1.4 IT Governance Maturity Model Proposal

• - Deliverable: 4.1.5 (New) IT Organizational Alignment Definition

• 4.2 - Analyze IT Strengths and Weaknesses

• - Deliverable: 4.2.1 SWOT Analysis (IT Governance & New IT Organization)

• 4.3 - Brainstorm Technology Opportunities

• - Deliverable: 4.3.1 Brainstorming Sessions & Analysis

• 4.4 - Document Your Results

• - Deliverable: 4.4.1 Summary of Strategic Objectives

• - Deliverable: 4.4.2 Summary of Strategic Directions

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Stage 5: Perform a Gap Analysis Stage 5: Perform a Gap Analysis

Stage 5: Perform a Gap Analysis

• 5.1 - Analyze Alignment Gaps

• - Deliverable: 5.1.1 IT Alignment Assessment

• - Deliverable: 5.1.2 OIT Skills Assessment (To-Be) Strategy Review

• 5.2 - Analyze Infrastructure Gaps

• - Deliverable: 5.2.1 IT Infrastructure GAP Analysis

• 5.3 - Summarize and Resolve Gaps

• - Deliverable: 5.3.1 Recommendations to Resolve Strategic Gaps

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Stage 6: Propose a Strategic Vision & Governance Stage 6: Propose a Strategic Vision & Governance Model Model

Stage 6: Propose a Strategic Vision and Governance Model

• 6.1 - Hold a Vision Meeting with Stakeholders

• - Deliverable: 6.1.1 IT Vision Presentation (Meeting w/ Agenda)

• 6.2 - Establish a Strategic IT Vision

• - Deliverable: 6.2.1 IT Strategic Goals/Objectives Definition

• - Deliverable: 6.2.2 IT Core Values Statement

• - Deliverable: 6.2.3 IT Vision/Mission Statement

• 6.3 - Propose a Governance Structure

• - Deliverable: 6.3.1 IT Steering Committee Charter

• - Deliverable: 6.3.2 IT Steering Committee Member List

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Stage 7: Build a Strategic Decision Making Stage 7: Build a Strategic Decision Making Framework Framework

Stage 7: Build a Strategic Decision Making Framework

• 7.1 - Set Strategic Goals and Measures

• - Deliverable: 7.1.1 IT Strategic Goals List Document

• - Deliverable: 7.1.2 IT Tactical Plans

• - Deliverable: 7.1.3 Balancing IT Measures

• 7.2 - Perform a Budget Analysis

• - Deliverable: 7.2.1 IT Budget Analysis

• 7.3 - Identify Your Options

• - Deliverable: 7.3.1 Options Analysis (with Budget Summary & Recommendations)

• 7.4 - Prioritize Your Projects

• - Deliverable: 7.4.1 IT Business Case Template

• - Deliverable: 7.4.2 Comprehensive IT Project List (with Business Case Template Applied)

• - Deliverable: 7.4.3 IT Project Ranking Framework

• - Deliverable: 7.4.4 Prioritized Project List

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Stage 8: Publish, Promote, and Maintain Your Stage 8: Publish, Promote, and Maintain Your Strategy Strategy

Stage 8: Publish, Promote, and Maintain Your Strategy

• 8.1 - Build Your Strategic Plan Documentation

• - Deliverable: 8.1.1 Strategic IT Planning Notes & Template

• 8.2 - Present Your Plan to Senior Management

• - Deliverable: 8.2.1 Strategic IT Planning Presentation Notes & Template

• 8.3 - Communicate and Manage Change

• - Deliverable: 8.3.1 Communications List

• - Deliverable: 8.3.2 Change Control Procedures Document & Communications

• - Deliverable: 8.3.3 Communications Plan Template

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D1-17

SummaryThis presentation is used to help colleges and universities bridge the gap between IT and the business. You now have a definitive understanding of what the IT Strategy and Governance creation process is.

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Copyright 1997-2001 The Info-Tech Research Group Inc. All Rights Reserved. D1-1 by James M. Dutcher...

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Transcript of Copyright 1997-2001 The Info-Tech Research Group Inc. All Rights Reserved. D1-1 by James M. Dutcher...