Build a Business-Aligned IT Strategy

Success depends on IT initiatives clearly aligned to business goals, IT excellence, and driving technology innovation.

Onsite Workshop

Three-quarters of surveyed CEOs value tech leaders with experience fostering operational stability and strategic business alignment; however:

  • The CIO is seen as an order taker by business executives. This usually results in the demands on IT far outstripping the IT budget.
  • Projects and initiatives are not prioritized around business objectives. Synergies and dependencies are recognized too late. Projects are often late or put on hold because of sudden changes to business requirements.

Follow Info-Tech’s approach to developing a strong IT strategy:

  • Use Info-Tech’s industry-focused approach to discern the business context.
  • Clearly communicate to business executives how IT will support the organization’s key objectives and initiatives using the IT Strategy Presentation Template.
  • Use Info-Tech’s IT Strategy Workbook to help make project decisions in a holistic manner that allows for the selection of the most valuable initiatives to become part of the IT strategic roadmap.

Module 1: Pre-Workshop: Elicit Business Context

The Purpose

Conduct analysis and facilitate discussions to uncover what business needs mean for IT and how IT plans to support the business.

Key Benefits Achieved

Build an understanding of what business needs mean for IT, the business strategy, and a clear alignment between the two.

Activities: Outputs:
1.1 Identify business context and business goals.
  • Business Context and Business Goals
1.2 Customize your organization’s capability map.
  • Customized Capability Map
1.3 (Optional) Compile and prioritize IT success stories.

Module 2: Establish Scope and Review IT Performance

The Purpose

Define statements, principles, and goals to establish the scope of your IT strategy and assess IT’s past performance.

Key Benefits Achieved

Identify and document the scope of your IT strategy and the successes from IT’s past performance (business value realized, key milestones and successful projects, etc.).

Activities: Outputs:
2.1 Create the IT vision statement, IT mission statement, and identify IT guiding principles.
  • IT Vision Statement
  • IT Mission Statement
2.2 Define the IT strategy scope.
  • IT Guiding Principles and Scope
2.3 Determine business value realized from the last fiscal year.
  • Business Value Realized
2.4 Evaluate diagnostic data and evaluate IT performance.

Module 3: Build Your Key Initiative Plan

The Purpose

Identify high-priority key initiatives to support the business, enable IT excellence, and drive technology innovation.

Key Benefits Achieved

Build your key initiative plan along with your goals cascade visual to clearly communicate business alignment back to your key initiatives.

Activities: Outputs:
3.1 Determine goals cascade from business goals to IT goals, including required IT capabilities, IT initiatives, and IT goals.
  • List of IT Initiatives
  • Goals Cascade

Module 4: Build Your Key Initiative Plan (Continued)

The Purpose

Identify high-priority key initiatives to support the business, enable IT excellence, and drive technology innovation.

Key Benefits Achieved

Build your key initiative plan along with your goals cascade visual to clearly communicate business alignment back to your key initiatives.

Activities: Outputs:
4.1 Prioritize your IT initiatives.
  • IT Initiative One-Pagers (Sample)
4.2 Build your roadmap.
  • IT Roadmap
4.3 Develop business-focused sunshine diagram.

Module 5: Define Your Operational Strategy

The Purpose

Evaluate the key components on an operational strategy that will help your team execute on your key strategic initiatives.

Key Benefits Achieved

Build a strong operational strategy to ensure IT can deliver what they promise and put in place the mechanisms to govern your journey.

Activities: Outputs:
5.1 Identify metrics and targets per IT goal.
  • IT Metrics and Targets
5.2 Establish stakeholder communication approach.
  • Stakeholder Communication Plan
5.3 Identify organizational changes required.
  • IT Resourcing Changes
5.4 Identify IT’s target budget.

Module 6: Next Steps and Wrap-Up

The Purpose

Complete your strategy by building a highly visual and compelling presentation that enables easy customization and executive-facing content.

Key Benefits Achieved

Simple, appealing, and inspirational communication of your strategy to all key stakeholders is a must to ensure IT’s success.

Activities: Outputs:
6.1 Discuss next steps and wrap-up.
  • IT Strategy Presentation
6.2 Complete in-progress deliverables from previous four days.
6.3 Set up review time for workshop deliverables.

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