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Rapidly Develop a Visual IT Strategy

Break the cycle of outdated and unread IT strategies.

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Contributors

  • Luis Ramón Ramos Espinoza, Chief Information Officer, Suramericana
  • Kyle Saverance, Chief Information Officer, Coker College
  • Scott Ross, SVP Omni-Channel Technologies, Lowe’s Companies
  • Max Min, Director, Waterloo City Centre
  • Philip D’Aurelio, Development Solutions Supervisor, City of Hamilton
  • Michael Dieckmann, Chief Operating Offier, Florida Virtual Campus
  • Joe Evers, Consulting Principal, JcEvers Consulting Corporation
  • Ken Piddington, Chief Information Officer, MRE Consulting
  • 2 anonymous contributors

Your Challenge

  • The speed of business is faster than ever before. This means that IT has a limited amount of time to consider business plans, understand their implications, and adapt.
  • Most IT departments lack the skill to develop an IT strategic plan, resulting in a staggering 92% of IT departments surveyed claiming their IT strategies were less than adequate.
  • Organizations spends enormous amounts of money on IT but cannot see its ROI nor the value that IT adds to the organization.

Our Advice

Critical Insight

  • Create a strategy based on business needs – not just intuition.
  • Move away from a superfluous strategic plan to clearly visualize the target state.
  • Articulate in terms that the business uses to ensure comprehension and compliance.

Impact and Result

  • Develop the IT strategy based on the business context. Use Info-Tech’s Implications Checklist to discern IT implications from the business context.
  • Clearly demonstrate how IT will meet the changing needs of the organization by showing where IT is and where IT wants to be to its stakeholders using Info-Tech’s IT Strategy Current and Target State Template.
  • Show the clear alignment of the IT strategy to the organizational goals using Info-Tech’s IT Strategy Template.

Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should create a visual IT strategy, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Identify the target state

Identify the IT organization target state using the business context to ensure IT also satisfies business needs.

2. Assess the current state

Conduct an assessment of the IT organization current state to understand where IT currently stands.

3. Bridge the gap and create the strategy

Analyze the difference between the current state and target state on a capability perspective, then brainstorm initiatives to bridge the gap and secure approval for the IT strategy.

Guided Implementations

This guided implementation is a six call advisory process.

Guided Implementation #1 - Identify the target state

Call #1 - Identify the business context status and IT implications.
Call #2 - Create components of the IT target state.

Guided Implementation #2 - Assess the current state

Call #1 - Assess current IT capabilities, initiatives, and budget.
Call #2 - Examine additional factors impacting IT and identify the current IT maturity.

Guided Implementation #3 - Bridge the gap and create the strategy

Call #1 - Assess the gaps to the target state.
Call #2 - Work toward IT strategy approval.

Info-Tech Academy

Get Info-Tech Certified

Train your staff and develop a world-class IT team.

New to Info-Tech Academy? Learn more here

IT Strategy Course

Develop a data-driven, fit-for-purpose plan with a strong link to execution.
This course makes up part of the Strategy & Governance Certificate.

Course information:

  • Title: IT Strategy Course
  • Number of Course Modules: 4
  • Estimated Time to Complete: 2-3 hours
  • Featured Analysts:
  • David Yackness, Sr. Research Director, CIO Practice
  • James Alexander, SVP CIO Practice
  • Now Playing: Executive Brief

Onsite Workshop

Discuss This Workshop

Book Your Workshop

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: Identify IT Implications and Strategy Scope

The Purpose

  • Conduct analysis and facilitate discussions to uncover what business needs mean for IT and, based on the business mandate, set out the IT strategy scope.

Key Benefits Achieved

  • An understanding of what business needs mean for IT. Additionally, the IT strategy scope sets out the coverage of the IT strategy.

Activities

Outputs

1.1

Review the business context.

  • Implications on IT from the business context
1.2

Identify IT implications from the documented business context.

1.3

Group the IT implications into themes from seven perspectives.

1.4

Define the IT strategy scope.

  • IT Strategy Scope

Module 2: Define the IT Target State

The Purpose

  • Define statements, principles, goals, and target state maturity to get a sense of where IT needs to go. Clearly understand where IT needs to go by defining the target state IT capabilities.

Key Benefits Achieved

  • Identifies and documents, at a high level, IT’s target state. Additionally, the list of target state capabilities defines in more detail and clarity how the target state will look.

Activities

Outputs

2.1

Create the IT vision and mission statements, and identify IT guiding principles.

  • IT vision statement
  • IT mission statement
  • IT guiding principles
2.2

Define IT goals.

  • IT goals
2.3

Indicate the target state IT maturity.

2.4

Review Management and Governance Diagnostic results.

2.5

Identify target state IT capabilities.

  • Target state IT capabilities

Module 3: Assess the IT Current State

The Purpose

  • Gauge where the IT organization currently stands to get a baseline so that gaps can be identified between the current and target state.

Key Benefits Achieved

  • Provides an assessment of the current state in terms of capabilities, planed initiatives, factors impacting IT, budget, and current state maturity.

Activities

Outputs

3.1

Assess current IT capabilities.

  • Documented current IT capabilities
3.2

Assess in-flight initiatives.

  • Documented in-flight initiatives
3.3

Identify relationship between current initiatives and capabilities.

  • Documented relationships between capabilities and initiatives
3.4

Review current IT budget.

3.5

Conduct IT SWOT.

  • IT SWOT analysis
3.6

Review CIO Business Vision Diagnostic results.

3.7

Identify current-state maturity.

Module 4: Bridge the Gap and Create the Strategy

The Purpose

  • Identify the gaps between the current and target states, and brainstorm initiatives to address the gaps. Set out next steps to reach IT strategy approval.

Key Benefits Achieved

  • Identifies the projects needed to reach the target state from the current state.
  • Link how the projects support IT capabilities, IT goals, and the business context.

Activities

Outputs

4.1

Assess the gaps between current- and target-state capabilities.

  • Current to target state gap assessment
4.2

Brainstorm initiatives to address the gaps in capabilities.

  • List of initiatives to reach the target state
4.3

Create initiative profiles.

  • Documented relationship between IT goals, capabilities, initiatives to the business
4.4

Identify IT strategy risks.

  • IT strategy risks
4.5

Identify required IT budget.

  • IT strategy roadmap (post work)
4.6

Present executive presentation.

Member Testimonials

Schedule Analyst Call

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.

Client

$ Saved

Days Saved

Testimonial

Anschutz Entertainment Group

N/A

N/A

Bermuda Monetary Authority

$45,932

15

Very, very informative and excellent transfer of knowledge.

Cincinnati Public Schools

N/A

N/A

As far as organization and facilitation goes, it was an absolutely wonderful experience. Both facilitators where very thoughtful and insightful. They picked up on things that are specific to our industry as if they had been doing it for years. What's resonating with me is that it was very valuable to get the facilitators' perspective. As they were facilitating with us they were really digging into our work and our projects and even our role at the organization. I really appreciated getting their fresh eyes and hearing positive things they noticed about our work and our organization and our work within the organization. It was just nice to get a fresh perspective from guys who've done this many times with many different organizations

City of Brighton, Colorado

$32,808

90

Process was concise and the deliverables were as expected.

City of North Vancouver

N/A

N/A

Best: Good knowledge of municipal environment. Worst: travel costs.

City of Santa Fe

$13,123

N/A

Having an experienced and neutral facilitator for the IT strategy development is the best aspect of the experience. The facilitator has such a pleasant personality, he challenges in a respectful way and engages the participants in a positive way. Now we have a document that we can reference and that's helpful. The workshop was an effective way to get a high level strategic roadmap. You can spend months and lots of time developing the perfect strategic plan and of course it's out of date as soon as you put it on paper. Now we have a high level plan that we can drill down into and communicate, which is exactly what I wanted to get.

District Municipality Of Muskoka

N/A

15

The overall experience was excellent. I now need to move forward with the outputs, which will be the difficult part. I look forward to more engagements with Info-Tech.

Fernco Inc.

$65,617

30

Flexibility of the Info-Tech facilitators and willingness to tailor the templates to create practical approaches to develop an IT Strategy for a small IT staff.

GreatAmerica Financial Services

$1

N/A

I dislike the dollar question because this survey is sent too soon after the engagement to put an effective number here. That said, the exercise did provide guidance and value. My leadership team has a better understanding of where we should be heading as a department.

Pekin Insurance

$32,808

15

Best: We got a very good document for discussion with our leadership. Worst: It seemed that some of the exercises were a little play it by ear. Was hoping they would have synthesized more of the reports we had prior to the start.

Sonepar Canada Inc.

N/A

30

Nothing negative. Still need to validate workshop results though.

Southwest Care Center

$26,247

15

Ross and Emanuel were very professional and provided excellent guidance, and wordsmithing to prepare the PowerPoint presentation for our executives and board members.

Tulalip Data Services

$98,524

N/A

TDS Management became energized and departmental relationships were strengthened. There were no 'worst' aspects of this strategy workshop!

Client

Facilitator(s) effectiveness

INFO & materials effectiveness

Overall experience

Understanding of next steps

Testimonial

San Francisco Health Plan

10.0

8.5

9.0

6.0

Dead River

8.5

6.0

7.5

8.0

Toronto District School Board

9.0

8.5

8.5

8.0

Bendigo Kangan

9.5

10.0

9.5

9.0

Vopak North America

9.0

9.0

9.0

9.0

The Bahamas Telecommunications Company

9.0

10.0

9.0

8.0

Saskatchewan Workers Compensation Board

9.5

8.5

9.0

9.0

Oxford Industries Inc

8.0

10.0

8.5

7.0

The workshop agenda and approach were all laid out very well. The materials were indicative of that. I thought it was really clever that there's a shell, you're not creating everything from scratch, and that helped us get through the workshop very efficiently. We stuck to the script if you will, but it was built so that it's layer upon layer upon layer of information; it builds and grows on itself from the beginning to the end of the workshop. I thought that was very effective. The materials that were used and the work products that came out were all relevant -- it was all related.

Bay Cove Human Services Inc.

9.0

7.0

8.0

5.0

Niagara College

10.0

9.0

9.0

9.0

Customers Bank

8.0

9.5

8.0

8.0

Kadlec Regional Medical Center

10.0

10.0

10.0

10.0

We got to the end of the week and had achieved 100% of what we had anticipated. I accomplished my goals of trying to create the strategic pillars and having a structure that would live on for years to come, as well as getting into the weeds on the things we want to get very specific on for the next three years. With Info-Tech's help, we accomplished both. The exercises were extraordinarily useful. Any time you have a platform like Info-Tech provided us, it's always easier to then build on that platform and keep it going. None of us were really that familiar with COBIT. The time we spent with Info-Tech examining that framework and our reaction to it was very helpful. It was something new to us that might actually change our direction. We think this framework might fit our vertical better.

Canadian Red Cross

8.5

9.0

9.0

9.0

The Corporation of the City of Timmins

9.0

8.0

9.0

8.0

It is significant that the entire Senior Management Team participated in this workshop for a full day. With so many other demands on them I was actually surprised that they were able to attend the whole session. The ITRG facilitator was extremely proficient at helping the business unit executives grasp the impact of IT on their operations and recognize how an IT Strategic Plan could support their business unit's strategic initiatives.

World Trade Organization

9.0

7.0

9.0

7.0

Emerson Climate Technologies

8.0

9.0

9.0

9.0

Manitoba Liquor & Lotteries

8.0

6.0

8.0

5.0

Children's Hospitals and Clinics

10.0

10.0

10.0

8.0

Phri

9.0

9.0

9.0

6.0

Ameren Services Company, Inc

9.0

8.0

9.0

7.0

Butler Community College

9.0

10.0

9.0

10.0

Kele

8.0

9.0

8.0

City of Yorkton

8.0

8.0

8.0

AtlaGas Utiliites Inc.

9.0

8.0

9.0

9.0

Search Code: 58869
Published: June 27, 2013
Last Revised: October 23, 2017