ISM645 Strategic Information Technology Planning v1.1

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ISM645 Strategic Information Technology Planning v1.1
ISM645 Information Technology Strategic Plan
Template
V1.8
Introduction: How to Use This Tool
This template is developed for small and mid-sized enterprises (SMEs) that do not have the
resources to perform full IT governance to develop a complex IT strategy. This tool provides an
outline that allows CIOs to develop a simple, yet effective IT strategic plan.
Complete all the sections, using the instructions provided. Each section contains an example that
can be removed once the document is complete.
[Insert Company Name] IT Strategic Plan
Author: [Insert Name]
Created on: [Insert Date]
Last Modified on: [Insert Date]
Executive Introduction (Summary) & Thesis Statement
Introduce the IT Strategic Plan. Give a summary of what is in the document. The Execuvtive
Summary should be a 30 second read and give a clear understanding of what is in the document.
In the last paragraph, include a thesis statement.
Example: This IT Strategic Plan lays out the one, two, and three year plans for MarkO Ltd, with
regards to IT Areas of Applications Development, Networking, Operating Systems, Databases,
Organization, and Hardware; and the ability for this plan to support the business initiatives of the
company.
Strategic IT Mission, IT Vision, and Horizon Statements
Include the IT Mission and IT Vision Statement here. Also, specify the time periods to which this
plan pertains.
Example:
“The mission of this company is to …..”
“This Company will be the ….”
“This plan is expected to cover the period from 01/Sept/2013 to 31/Aug/2015, with strategic plans
for each year noted.”
Purpose of Plan
Indicate the reason for creating this IT strategic plan. Specify what the plan will accomplish.
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ISM645 Strategic Information Technology Planning v1.1
Example:
The purpose of this plan is to help our company achieve its IT Strategy. It is meant as a guide to
decision making in IT. Incoming tasks to IT will be prioritized and executed (as much as possible)
using this plan as a guide. While exceptions may occur, they should be exceptions, not the
everyday rule.
Corporate Strategy
Describe the strategy of the enterprise. Obtain this information from the CEO or a publication
from top executives.
Example:
Our business strategy is to retain existing customers through continuing to improve our existing
product line as well as gain new customers though aggressive marketing campaigns. We may
also expand the spending of our existing customers by developing other related product lines.
Business Initiatives to Support Corporate Strategy
List the business initiatives that are planned for the period that will support the business strategy.
Example:
Strategy Name Business Initiative Target Completion
Date
Expected
Impact
Retain Existing
Customers
Loyalty Campaign Q1 +10%
Renewal
Rate
Mail Out Satisfaction Survey Q3 + 1%
Renewal
Rate
“10% Off New Purchase”
Campaign
Q3 + $1M
Expanded
Revenue
Gain New Customers Expand into Asia Q2 + $10M
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ISM645 Strategic Information Technology Planning v1.1
New
Revenue
Divide Existing Sales
Territories
Q3 + $1M
New
Revenue
Expand Current
Customer Spending
Develop Related Product X Q4 + $5
Expanded
Revenue
Strategy Name Business Initiative Target
Completion Date
Expected
Impact
IT Strategy
Briefly describe your IT strategy. The IT strategy should have the business strategy as its basis.
Spend at least a paragraph on each element below stating your IT Strategy:
Questions to consider:
• What kind and style of Organizataion will carry out the IT Strategy?
• What is the organization’s operational profile?
• What is the organization’s risk profile?
• Is the organization cost conscious?
• Is IT development or purchase focused?
Your strategy should address the following IT categories:
• Application development
• Hardware and infrastructure acquisition
• Data center builds and adjustments
• Security
• Compliance and governance
• Networks
• Data (Including Databases, Data Warehouses, Data sources and Big Data)
Example:
To enable our corporate strategy, our IT Strategy is to assist our marketing campaigns by
enhancing our toolset in order to derive insight on brand and product performance by market
segment and geography. Additionally, we will strengthen our product development support
structure by automating product production capabilities.
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ISM645 Strategic Information Technology Planning v1.1
IT Strategic Plan to Support Business Initiatives
List the IT systems that are required to support the planned business initiatives. Ensure to include
any necessary notes.
Example:
Business
Initiative
IT System
Required
Year(s) this
project will
take place
Ball Park Estimates
Time Resources Cost Approved
Loyalty
Campaign
E-mail
Distribution
System
2014 n/a n/a n/a Yes
Mail Out
Satisfaction
Survey
E-mail
Distribution
System
2014
(See note 1)
40
days
2 FTE $10,000 No
10% Off
“New
Purchase”
Campaign
E-mail
Distribution
System
2015
(See note 2)
20
days
1 FTE $5,000 Yes
All
Campaigns
Campaign
Reporting
System
2014-2016
(See note 3)
200
days
2 FTE $10,000 Yes
Expand into
Asia
Servers,
Workstation
s
2016 40
days
3 FTE $50,000 Yes
Develop
Related
Product X
Product X 2016 200
days
10 FTE $100,000 Yes
Related Notes:
1. Survey Capable. Our current e-mail distribution system is not capable of handling in-line
survey questions. We will need to add support for this capability. We are assuming we
will go with the simplest solution (link to a survey Web page) and will create our own
survey instead of purchasing a survey package.
2. Coupon Capable. Our current e-mail distribution system is not capable of handling
attachments or coupons. We will need to add support for this capability. We are
assuming we will go with the simplest solution (embedding the coupon in the e-mail).
3. The new Campaign Reporting system will consist of the following project components:
a. Define brand/product performance metrics
b. Develop data warehouse architecture
c. Design/build data warehouse/data marts
d. Design/build ETL mechanisms
e. Design/build dashboards, queries, and reports
Business
Initiative
IT System
or
Initiative
Required
Year(s) this
project will
take place
Ball Park Estimates
Time
(# Days)
Resources
(# FTE)
Cost
($)
Approved
(Y/N)
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ISM645 Strategic Information Technology Planning v1.1
Key Performance Indicators
Insert a series of metrics on how you will measure the success of your plan. Metrics can be
constructed in many different ways. Some things to consider however in any metric is: Ease of
Read, Accuracy, Clarity of Terms & Meaning, and Take Aways. Using a red, green, yellow color
indicator along with a printed percentage and name tag, can give a lot of information in a small
space. Stay away from the use of approximations unless the metric is for estimations in general.
Try to use acronyms only if the audience will clearly and quickly understand them. Consider the
take away effect of the report…when the person sees this, what will they remember when they
walk away?
Example:
Here is a sample of a monthly project update. There is a lot of information on this one page.
However, in a 10 second time period, the viewer can determine if the project is on track, where it
is in the schedule, whether the cost plan is on track, and who is in charge.
IT Strategic Plan – Roadmap Chart
Insert a Roadmap Flow Chart (or some other graphical representation of your plan) to depict the
schedule for implementing the approved IT systems. This plan ensures that resources are
available for the projects at the time they are required. Categorize your plan into 1, 2, and 3 year
strategy.
Confidential Property of Schneider Electric 2
Project Gemini
Project Manager:
Richard Morten
Business Transformation Leader:
John Williamson
Project Sponsor:
Ted Kleem
Program:
North America IT
DMT PR Number:
PR-22051
Funded Amount:
$13M
bridge SAP conversion of US Legacy
ReSale ,Inventory Management and
Distribution Systems supporting Athens
TX and Mechanicsburg PA HVDCs.
6 Primary functions in scope : CCC,
Distribution, FiCO, Inventory
Management ReSale and Transportation
Project Objective
IT Project Schedule Segment
Go-live Date : Baseline September 1, 2015, Rescheduled to Oct 18th
Location / Functions : Athens, Dolwick, Raleigh – CCC, FICO, Logistics Resale
Next Milestones: Solution Acceptance Sept 21st, CutOver Gate Review Oct 5th
Status
• 92 of 101 ChR developments delivered (81 of 101 Tested and Validated),
• LQT (local qualification testing) Completed (Validated and Closed 140 TCS), 3 week FIT (final integration testing) campaign conducted
with 106 Scenarios run, 67% validated
• Completed Purchase Order and Sales Order Dry Run migration tests
• Trial Conversion /TC3 Data Load completed
• Completed Train The Trainer Training Campaign
• Added Batch Management to Scope for Country of Origin configuration and testing completed
-Completed Oct Physical inventory plan with FiCO and Athnes to accommodate the revised Go Live date
Accomplished
• Deliver and test remaining change requests– Sep 18th, 5 ChRs to be delivered 9/14, 4 to be delivered post go live
• Fix and retest remaining 5 open FIT Defects
• Kick Off End User training – Sep 8th
• Complete FIT validation and solution acceptance (Steering Committee Validation Sept 21st)
Next Steps
• CompleteBusiness Go-Live Readiness Assessment – Site readiness checklist and domain SIM meetings initiated
• Development delivery and quality, 114 defects vs 60 ChRs
• Outbound EDI mapping and development incomplete, hybrid
architecture and hard coded legacy logic is delaying progress,
• SAP customer data inaccuracies requires unplanned clean up
effort and to reestablish the governance/run process
• Compressed cutover schedule
• QA test environment issues and constraints (Q2C QA isnt sized
for DC volumes, Cordys QA outages, SAP config transports)
Risks
• Working with development leads to expedite development
• Global and external experts added to team to confirm
architecture and complete mapping, dedicated GD
development capacity assisted
• Dedicated data correction team assembled, run state
governance process being reestablished in May
• Detailed planning and extensive dry run testing where possible
• Know and accepted risk, delays partially mitigated by 2 weeks
of LQT contingency
Mitigation
Reporting Period: 08 2015
Q2
2014
Q3
2014
Q4
2014
Q1
2015
Q2
2015
Q3
2015
Q4
2015
Q1
2016
Q2
2016
Q3
2016
Go-live Athens
Go-live HVDC
Hypercare
Anticipation Completion Hypercare
Foundation
Go-live Mechanicsburg Foundation
HVDC
Schedule
Business Case On Cost Plan
Resources Risk
CutOver
Completion
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ISM645 Strategic Information Technology Planning v1.1
Example:
Figure 1: Roadmap Chart of IT Projects in support of the Corporate Strategic Horizon
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ISM645 Strategic Information Technology Planning v1.1
IT Strategy Execution Plan
How will you communicate the new IT Strategy to the Company? List the actions you will take
with a brief detail of how you will implement the IT Strategy.
Example:
Figure 2: Execution Plan for the IT Strategic Plan
1. Every board member and member of management should get a copy of the plan.
2. Consider distributing all (or highlights from) the plan to everyone in the organization. It’s
amazing how even the newest staff member gains quick context, appreciation, and meaning from
review of the strategic plan.
3. Post your mission and vision and values statements on the walls of your main offices. Consider
giving each employee a card with the statements (or highlights from them) on the card.
4. Publish portions of your plan in your regular newsletter, and advertising and marketing
materials (brochures, ads, etc.).
5. Train board members and employees on portions of the plan during scheduled orientations.
6. Include portions of the plan in policies and procedures, including the employee manual.
7. Consider copies of the plan for major stakeholders, for example, funders/investors, trade
associations, potential collaborators, vendors/suppliers, etc.
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ISM645 Strategic Information Technology Planning v1.1
IT Strategic Plan Summary
In a one to three paragraph summary, describe what it took to develop and write the IT Strategic
Plan. What information was helpful? What information was missing or would have been importan
to know?
Signatures:
CIO/IT Manager: Date:
___________________________ _____________________________
CEO/President: Date:
___________________________ _____________________________
_____________________________________________________