Info-Tech Research Group 1 Define Your IT Strategy World Class Operations - Impact Workshop
Jan 08, 2016
Info-Tech Research Group 1
Define Your IT StrategyWorld Class Operations - Impact Workshop
Info-Tech Research Group 2
Beyond Practical Research – Workshops Get You To Results
Workshops: Leverage Best-Practices Research and Get to Action
• Unlike other Research firms, we believe it’s important to help our members implement improvements.
• An onsite 40-hour workshop, which allows 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 as a direct result of the workshop.
• 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 implementing and getting to measurable results.
• Each workshop begins by diagnosing the current state, and then
focuses on designing high impact improvements based on
best-practices research.
• Three and six month follow-up will occur to ensure benefit realization.
ITRG Workshops provide the best-practices and implementation support necessary to help an IT leader build a World Class IT Operation
Capability Optimization
Workshop
Diagnose Current State
Right-Sizing
Process
Process Design
Measuring Benefits
Implementation Support
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Immature or non-existent strategy causes:
Wasted investments on non-critical IT initiatives.
Low operational efficiency relative to competitors, within IT and business operations.
Poor IT agility and prolonged time-to-market for products and services.
Low levels of business satisfaction with IT service and performance.
Dissatisfaction and poor morale within the IT department.
A formalized IT strategy process results in:
Clear understanding of the business strategy and objectives. Specific criteria for assessing the relevance of IT investments to business objectives. Documented and prioritized list of IT initiatives for the coming year. Rigorous evaluation of the benefits and costs of upcoming initiatives, relative to corporate objectives. Awareness of the key risks in the coming year, potential costs, and steps to mitigate. Aggressive, but achievable performance standards for the IT department and staff.
What is IT strategy?
A set of IT initiatives that will align the capabilities of the IT department with the goals of the business.
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Workshop Schedule & Core Deliverables
Name Goal Core Deliverable
Day 1
Understand the Corporate Strategy
Understand the goals of the organization and changes occurring in the environment.
• Corporate Goals Analysis• PEST Analysis of Macro Trends• Emerging Trends Assessment• Goals and Target State Analysis
Day 2
Assess the Current State of IT
Determine how well the IT organization is performing at the service level and with supporting business units.
• IT Self-Assessment Scorecard• IT Performance by Business Unit• Prioritize Top Areas of Need
Day 3
Define Targets and GapsDetermine how IT can improve its support of the current and future business needs.
• Top Business-IT Goals• Goals Analysis• Detailed Action Plan for Goals• IT Organizational Plan
Day 4
Define the RoadmapPlan out the IT strategy as a series of initiatives.
• IT Target Capability Cost Analysis• IT Target Capability Risk Assessment• IT Strategic Roadmap
Day 5
Communicate the IT Strategy
Plan the specific communications needed to put the plan into action.
• Communication Plan• Key Strategy Metrics• IT Strategy Reporting and Refresh Plan
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Day 1: Understand the Corporate Strategy
1.1 Determine the Corporate Goals
Whiteboard the corporate goals.
Identify market goals.
Identify operations goals.
1.2 Identify the Macro Trends
Whiteboard the macro environmental changes.
Identify changes in the political environment.
Identify changes in the economic environment.
1.3 Conduct a Needs Assessment
Identify business capabilities required.
Identify changes in the social environment.
Identify IT goals.
Identify supporting programs required.
Evaluate the current status of capabilities and
programs.
Identify other enterprise goals.
Identify changes in the technological environment, and complete an Emerging
Trends Assessment.
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Day 2: Assess the Current State of IT
2.1 Assess the IT Organization
Rate IT service delivery across the organization.
Prioritize the areas that could benefit from
increased IT support and innovation.
2.2 Rate IT’s Performance by Business Unit
Generate a list of business units supported
by IT.
Rate IT’s support for each business unit.
Prioritize the business units that could benefit
from increased IT support and innovation.
Whiteboard specific areas of need.
Whiteboard specific areas of need for each business
unit.
2.3 Select and Prioritize Needed Changes and
Improvements
Prioritize needed changes and improvements.
Link changes and improvements to business
goals.
Rate IT process maturity.
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Day 3: Define Targets and Gaps
3.1 Visualize and Plan IT-Business Goals
Define top IT-Business goals.
Assess the benefits and cost drivers.
Create detailed action plans.
3.2 Visualize and Plan Organizational Goals
Create a detailed action plan for Applications.
Create a detailed action plan for Infrastructure.
Create a detailed action plan for Service Desk.
Create a detailed action plan for the Project
Management Office.
Create a detailed action plan for Overall IT.
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Day 4: Define the Roadmap
Identify synergies and dependencies between
initiatives.
4.3 Create the Strategic Roadmap
Determine sequence of initiatives and assign
dates.
Create an implementation roadmap
for IT initiatives.
Link the IT initiatives to business capabilities and
goals.
4.1 Estimate Costs and Benefits
Investigate purchasing costs for software
licenses and hardware.
Estimate implementation,
maintenance, and labor costs.
Estimate return on investment.
4.2 Assess Risks
Brainstorm risks to target IT capabilities.
Assess magnitude and likelihood of risks.
Find risk mitigation strategies.
Estimate benefits.
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Day 5: Communicate the IT Strategy
5.2 Create a Communication
Plan
Identify the key groups for
communication.
Plan the format of each
communication.
Create a strategic communication
plan.
5.3 Determine the Metrics
Determine the expected
outcomes.
Assess appropriate
metrics for each.
Create a metric evaluation plan.
5.4 Maintain the IT Strategy
Assess the frequency of refreshes.
Create a report and refresh plan.
5.1 Review the Final Deliverable
Summarize the workshop findings.
Review the final deliverables.
Assess whether questions have been answered.
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Client Testimonials
This week allowed me to fill in the gap between
the corporate strategy….and the
tactical initiatives that I will need.
-Hospital
We know how to do tactical initiatives…
but what I can now do is get the conscious
corporate buy-in because I can show
them the relationship of their Strategic Plan
to mine. I will look really good when I
present this.
-ManufacturingCompany
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IT Strategy Workshop Primary Deliverable:Communicate your IT strategy to the business with clear visuals.
• Assessment of top Corporate goals and IT’s readiness to advance these.
• Detailed analysis of current state, including IT process capabilities and services delivery.
• Identification of which Big Bets IT must make to support the overall Strategy.
• Implementation planning for all key IT initiatives, including Organizational improvements required to deliver on the Strategy.
Define Your IT Priorities Create an IT Strategic Roadmap
Ensure IT & BusinessAlignment
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IT Strategy Workshop Core Deliverables
Nine Key Deliverables will be completed during the Workshop:
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Corporate Goals and Target State Analysis
• Assess the alignment of IT with the enterprise strategy and broader trends.
• Tie IT initiatives to specific business goals.
• Create your IT strategy as a plan to align IT with the business direction.
• Create documentation that IT can use for showcasing its engagement with the business strategy.
Emerging Trends Assessment• Identify the major trends and macroeconomic factors
affecting the industry.• Determine the impact of the emerging trends on the
IT areas of need.
IT Self-Assessment Scorecard• Rate the performance of the IT organization for
each IT program and service.• Determine which areas of the IT organization
require attention in the IT strategy.
Detailed Action Plan for Goals
• Define IT-Business goals and describe their costs and benefits.
• Create an action plan for goals that meet IT-Business needs.
IT Organizational Plan• Assess five key areas of the IT organization, and
create a strategy for each.5
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IT Strategy Workshop Core Deliverables
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Nine Key Deliverables will be completed during the Workshop:
IT Target Capability Cost/Benefit Analysis
• Analyze costs for each target capability.
• Estimate time for return on investment.
• Determine hard and soft benefits for each target capability.
Target Capability Risk Assessment
• Ensure that all Initiatives have been assessed for key risks.
• Prepare high level, initial direction as a starting point for more comprehensive risk assessment by the eventual project team.
IT Strategic Roadmap
• Identify synergies and dependencies between IT initiatives.
• Determine success metrics for each.
• Determine a sequence for the implementation of initiatives and assign dates for pilots and launches.
• Create an implementation roadmap.
Communication Plan
• Create a plan for communicating the IT strategy to stakeholders.
• Run through the key stakeholder groups that the participants need to communicate with.
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IT Strategy Workshop:Built on World Class Research, Experience, and Standards
Research Process
COBIT Driven
• Grounded in open international standards.
• Team with over 30 years experience.• Over 2,800 hours of research.• Based on primary and in-field
research.
Tools & Templates
• 140 page Research Report• 16 in-depth activities and exercises• Ability to prioritize IT initiatives• Visual roadmap of IT Strategy and links to target business
capabilities
• PEST Analysis of Macro Trends• Goals and Target State Analysis• IT Self-assessment Scorecard• Need Selection and Prioritization• Emerging Trends Assessment• IT Target Capability Cost/Benefit
Analysis• IT Target Capability Risk Assessment• IT Strategy Communication Plan