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Develop Infrastructure & Operations Policies and Procedures

Document what you need to document and forget the rest.

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Contributors

  • Carole Fennelly, Owner, cFennelly Consulting
  • Marko Diepold, IT Audit Manager, audit2advise
  • Martin Andenmatten, Founder & Managing Director, Glenfis AG
  • Myles F. Suer, CIO Chat Facilitator, CIO.com/Dell Boomi
  • Peter Sheingold, Portfolio Manager, Cybersecurity, Homeland Security Center, The MITRE Corporation
  • Robert D. Austin, Professor, Ivey Business School
  • Ron Jones, Director of IT Infrastructure and Service Management, DATA Communications
  • Scott Genung, Executive Director of Networking, Infrastructure, and Service Operations, University of Chicago
  • Steve Weil, CISSP, CISM, CRISC, Information Security Director, Cybersecurity Principal Consultant, Point B
  • Tony J. Read, Senior Program/Project Lead & Interim IT Executive, Read & Associates

  • Time and money are wasted dealing with mistakes or missteps that should have been addressed by procedures or policies.
  • Standard operating procedures are less effective without a policy to provide a clear mandate and direction.
  • Adhering to policies is rarely a priority, as compliance often feels like an impediment to getting work done.
  • Processes aren’t measured or audited to assess policy compliance, which makes enforcing the policies next to impossible.

Our Advice

Critical Insight

  • Document what you need to document and forget the rest. Always check to see if you can use a previously approved policy before you create a new one. You may only need to create new guidelines or standards rather than approve a new policy.

Impact and Result

  • Start with a comprehensive policy framework to help you identify policy gaps. Prioritize and address those policy gaps.
  • Create effective policies that are reasonable, measurable, auditable, and enforceable.
  • Create and document procedures to support policy changes.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should change your approach to developing Infrastructure & Operations policies and procedures, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Identify policy and procedure gaps

Create a prioritized action plan for documentation based on business need.

Guided Implementations

This guided implementation is a five call advisory process.

Guided Implementation #1 - Identify policy and procedure gaps

Call #1 - Assess current policies, operational challenges, and gaps.
Call #2 - Mitigate significant risks.

Guided Implementation #2 - Create and review policies

Call #1 - Modify and review policy templates with an Info-Tech analyst.

Guided Implementation #3 - Create and review procedures

Call #1 - Workflow procedures, using templates wherever possible.
Call #2 - Review documentation best practices.
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