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Build and Deliver an Optimized IT Update Presentation

Show IT’s value and relevance by dropping the technical jargon and speaking to the business in their terms.

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  • Bob Osmond, Director of the Information Technology Division, Virginia Department of Transportation
  • Kristen Duus, CIO, Office of Information Services at the Oregon Department of Human Services and Oregon Health Authority
  • Dr. Edward Aractingi, CIO, Marshall University
  • Steve Reinhardt, Director of Information Systems, University Technology, [U]Tech Office of Research Administration, Case Western Reserve University
  • Shawn Dunn, Director of Information Technology, MicroPort Orthopedics
  • Gavin Lyons, Director, Information Services, Translational Research In Oncology
  • David Schwindt, Manager, IM/IT, Federal Economic Development Agency for Southern Ontario
  • Baird Miller, CIO, Washington State Department of Ecology
  • Several anonymous contributors

Your Challenge

  • IT update presentation success comes with understanding the business and the needs of your stakeholders. It often takes time and effort to get it right.
  • Many IT updates are too technically focused and do not engage nor demonstrate value in the eyes of the business.
  • This is not the time to boast about technical metrics that lack relevance.
  • Too often IT updates are prepared without the necessary pre-discussions required to validate content and hone priorities.

Our Advice

Critical Insight

  • CIOs need to take charge of the IT value proposition, increasing the impact and strategic role of IT.
  • Use your IT update to focus decisions, improve relationships, find new sources of value, and drive credibility.
  • Evolve the strategic partnership with your business using key metrics to help guide the conversation.

Impact and Result

  • Build and deliver an IT update that focuses on what is most important.
  • Achieve the buy-in you require while driving business value.
  • Gain clarity on your scope, goals, and outcomes.
  • Validate IT’s role as a strategic business partner.

Research & Tools

Start here – read the Executive Brief

Read our Executive Brief to find out how an optimized IT update presentation is your opportunity to drive business value.Review Info-Tech’s methodology and understand how we can support you in completing this project.

1. Scope and goals

Confirm the “why” of the IT update presentation by determining its scope and goals.

2. Assess and build

Confirm the “what” of the presentation by focusing on business requirements, metrics, presentation creation, and stakeholder validation.

3. Deliver and inspire

Confirm the “how” of the presentation by focusing on engaging your audience, getting what you need, and creating a feedback cycle.

Guided Implementations

This guided implementation is a six call advisory process.

Guided Implementation #1 - Scope and goals

Call #1 - Drive clarity around scope and goals – time, audience, content, and outcomes.

Guided Implementation #2 - Assess and build

Call #1 - Identify the business context and requirements data gathering.
Call #2 - Analyze metrics and validate against business needs and requirements.
Call #3 - Review methods to optimize presentation deliverables.
Call #4 - Review pre-delivery preparation.

Guided Implementation #3 - Deliver and inspire

Call #1 - Review presentation outcomes and open issues.

Onsite Workshop

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Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Scope, Goals, and Requirements

The Purpose

  • Determine the IT update’s scope and goals and identify stakeholder requirements

Key Benefits Achieved

  • IT update scope and goals
  • Business stakeholder goals and requirements




Determine/validate the IT update scope

  • Documented IT update scope

Determine/validate the IT update goals

  • Documented IT update goals

Business context analysis

  • Validated business context

Determine stakeholder needs and expectations

  • Stakeholder requirements analysis

Confirm business goals and requirements

  • Confirmed business goals and requirements

Module 2: Validate Metrics With Business Needs

The Purpose

  • Analyze metrics and content and validate against business needs

Key Benefits Achieved

  • Selection of key metrics
  • Metrics and content validated to business needs




Analyze current IT metrics

  • Identification of key metrics

Review industry best-practice metrics

  • Finalization of key metrics

Align metrics and content to business stakeholder needs

  • Metrics and content validated to business stakeholder needs

Module 3: Create an optimized IT update

The Purpose

  • Create an IT update presentation that is optimized to business needs

Key Benefits Achieved

  • Optimized IT update presentation




Understand the audience and how to best engage them

  • Clarity on update audience

Determine how to present the pertinent data

  • Draft IT update presentation

IT update review with key business stakeholders

  • Business stakeholder feedback

Final edits and review of IT update presentation

  • Finalized IT update presentation

Pre-presentation checklist

  • Confirmation on IT update presentation readiness

Member Testimonials

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After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.




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