key roles succession planning tool

Build an IT Succession Plan

Blueprint: CIO

Key roles hold an organization’s most valued knowledge and skills. In the worst cast scenario, a key employee’s departure results in loss of valuable knowledge, core business relationships, and profits. Most organizations are unprepared for the loss of employees who hold key roles. Planning and...

Key Roles Succession Planning Tool

Tool: CIO

Use this tool to document key roles, incumbents, potential successors, and associated readiness and risk points.

Critical Role Identifier

Tool: CIO

Use this tool to evaluate and classify roles to facilitate workforce planning decisions.

Role Profile Template

Templates And Policies: CIO

Use this tool to outline the minimum requirements for your critical roles.

Role Transition Plan Template

Templates And Policies: CIO

Many role transitions are characterized by low productivity and lost opportunities. As one employee exits a role and the successor takes over, a clear checklist-based plan will help ensure a smooth and rapid transition.

The Complete Manual for Layoffs

Blueprint: CIO

When the economy is negatively influenced by factors beyond any organization's control, the impact can be felt almost immediately on the bottom line. This decline in revenue as a result of a weakening economy will force organizations to reconsider every dollar they spend.

Knowledge Transfer Job Aid

Templates And Policies: McLean & Company

Use this tool to determine how to facilitate a transfer of knowledge between a role incumbent and a successor of a critical role.

Competency Development Plan

Tool: CIO

Use this tool to document development planning priorities, action plans, and progress to develop the priority competencies you have identified through your assessments or through feedback you have received.

Competency Development Plan. tool. CIO. Career planning career development career leadership development career path Career Assessment leadership career progression leadership brand competencies. development planning priorities action plans priority competencies tool progress assessments feedback. Use this tool to document development planning priorities, action plans, and progress to develop the priority competencies you have identified through your assessments or through feedback you have received. . Use this tool to document development planning priorities, action plans, and progress to develop the priority competencies you have identified through your assessments or through feedback you have received. .

Don’t Allow Software Licensing to Derail Your M&A

Blueprint: Vendor Management

Many organizations are unaware of the implications of software licensing and the critical role IT plays during a merger, acquisition, or divestiture. Early involvement in the process provides an improved view of risks during due diligence, improving the ease of post-M&A integration.

M&A Software Asset RACI Template

Tool: Vendor Management

This template will help you assign responsibilities to staff on your cross functional audit team.

Whiteboard: Build a Better Product Owner

Video: Applications

Strengthen the product owner role in your organization by focusing on core capabilities and proper alignment.

Whiteboard: Build a Better Product Owner. whiteboard. video. Applications. Strengthen the product owner role in your organization by focusing on core capabilities and proper alignment. .

Close the InfoSec Skills Gap: Develop a Technical Skills Sourcing Plan

Blueprint: Security

The cybersecurity skills gap is an ever-growing challenge that all organizations will eventually face. To circumvent the problem, actively plan for the shortage by assessing future initiative skill needs and sourcing them strategically.

Skills Gap Prioritization Tool

Tool: Security

Use this tool to prioritize future security initiative skill needs.

Improve OT Governance to Drive Business Results

Blueprint: Industry Coverage

This blueprint provides a high-level analysis, insights, tools, and recommendations for implementing and maintaining an OT governance methodology that will drive business value and ensure the company can safely scale and maintain equipment across the business.

OT Business SWOT Analysis Template

Tool: Industry Coverage

Use this tool to gain competitive advantage as it feeds into your strategic planning process.

Staff the PMO for Resilience

Blueprint: Project & Portfolio Management

Accountability is something that is not clearly defined for many activities that flow through the PMO. Business leaders, project workers, and PMs are rarely as aligned as they need to be. This blueprint will help you determine your PMO staffing needs and create meaningful job descriptions.

PMO Job Description Builder Workbook

Tool: Project & Portfolio Management

This tool will help you assess staffing requirements to facilitate project management, business analysis, and organizational change management outcomes.

IT Management & Governance Diagnostic

Diagnostic: Strategy & Leadership

IT Management & Governance Diagnostic. cio. diagnostic. Strategy & Leadership. Based in COBIT and ITIL this Diagnostic program will give you a customized report highlighting your organization's most pressing opportunities to help you create a repeatable and systematic plan to improve IT processes and management..

Improve Your IT Recruitment Process

Blueprint: CIO

In today’s talent landscape IT leaders need to be highly strategic about how they recruit new talent to the organization. Follow this blueprint to help you improve the number of applicants, expand your search criteria, and optimize the interview experience will all directly impact your talent...

Improve Your IT Recruitment Process Workbook

Tool: CIO

Use this tool in conjunction with the Improve Your IT Recruitment Process Capstone Deck to document your action plans.

Streamline Your Workforce During a Pandemic

Blueprint: CIO

COVID-19 is showing the true impacts that our volatile, uncertain, complex, and ambiguous (VUCA) world can have. The world has been forced to respond, with a pandemic triggering record-breaking market volatility, causing organizations to face very hard decisions. Not knowing what a new day will...

Short-Term Survival Segment Evaluation Tool

Tool: Infrastructure & Operations

Use this tool to evaluate employee segments like roles or departments and determine which are most important to the organization's short and/or long-term viability.

CIO Business Vision

Diagnostic: Strategy & Leadership

CIO Business Vision. cio. diagnostic. Strategy & Leadership. Stakeholder management is a critical aspect of running a successful IT department. Info-Tech’s CIO Business Vision program is a low effort, high impact program that will give you detailed report cards on the organization's satisfaction with IT’s core services..

Take Advantage of Big Tech Layoffs

Blueprint: CIO

Tech layoffs have been making the news over the past year. After years of record low unemployment in IT, many leaders are looking to take advantage of these layoffs to fill their talent gaps. With economic uncertainty, IT leaders need to determine their response – wait and see the impact...

IT Talent Acquisition Optimization Tool

Tool: CIO

Use this tool to document the current and future talent acquisition process.

Design Your Cloud Operations

Blueprint: Infrastructure & Operations

Assess your current cloud maturity and your readiness and fit for new ways of working involved in cloud operations. Design a cloud operations organizational framework that aligns cloud work to the right work areas. Communicate your cloud operations design to key stakeholders to...

It’s “day two” in the cloud. Now what?

Assess your current cloud maturity and your readiness and fit for new ways of working involved in cloud operations. Design a cloud operations organizational framework that aligns cloud work to the right work areas. Communicate your cloud operations design to key stakeholders to gain buy-in. . It’s “day two” in the cloud. Now what? .

Build an IT Risk Management Program

Blueprint: CIO

Managing risk has never been more important. Ensure that your organization has an established and manageable way of governing a process related to identifying, assessing, responding, monitoring, and reporting on IT risks.

Mitigate the IT risks that could negatively impact your organization.

Drive Business Value With a Right-Sized Project Gating Process

Live Webinar:

Use gating to get projects done right the first time.

That means there needs to be clear roles and responsibilities in the framework, and it must give the governing group clear authority to deny passage to the next gate if the project team cannot clearly demonstrate the requirements of the current gate.
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