P02 planning process

The Planning Process

MBA Luigi Lizza Mendoza

[email protected]

Agenda

• Planning Components

• Planning Process

• Plan Contents

• Plan Development

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PLANNING COMPONENTS

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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

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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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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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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

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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

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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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Questions?

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