Define Your IT Strategy

1. Define Your IT Strategy World Class Operations - Impact Workshop

2. Beyond Practical Research – Workshops Get You To Results Workshops: Leverage Best-Practices Research and Get to Action • Unlike other Research firms, we believe it’s important to help our members implement improvements. • An onsite 40-hour workshop, which allows you to make systematic improvements to your core processes. • Workshops are designed to help focus attention, create alignment, and ensure best practices are put to work at your organization. • Our workshops help you get to immediate impact and results and are tailored to your situation and needs. Workshops: Focused on You Implementing Improvements • The goal of each Capability Optimization Workshop is to create tangible benefits and clear improvements as a direct result of the workshop. • Specific deliverables, goals, metrics, and outcomes are established for each workshop. • Successful workshops will leverage our years of analyst experience and written research to provide an engaging experience which focuses on implementing and getting to measurable results. • Each workshop begins by diagnosing the current state, and then focuses on designing high impact improvements based on best-practices research. • Three and six month follow-up will occur to ensure benefit realization. ITRG Workshops provide the best-practices and implementation support necessary to help an IT leader build a World Class IT Operation Diagnose Current State Capability Optimization Workshop Right-Sizing Process Measuring Benefits Process Design Implementation Support

3. What is IT strategy? Immature or non-existent strategy causes: Wasted investments on non-critical IT initiatives. Low operational efficiency relative to competitors, within IT and business operations. Poor IT agility and prolonged time-to-market for products and services. Low levels of business satisfaction with IT service and performance. Dissatisfaction and poor morale within the IT department. A formalized IT strategy process results in: Clear understanding of the business strategy and objectives. Specific criteria for assessing the relevance of IT investments to business objectives. Documented and prioritized list of IT initiatives for the coming year. Rigorous evaluation of the benefits and costs of upcoming initiatives, relative to corporate objectives. Awareness of the key risks in the coming year, potential costs, and steps to mitigate. Aggressive, but achievable performance standards for the IT department and staff. A set of IT initiatives that will align the capabilities of the IT department with the goals of the business.

4. Workshop Schedule & Core Deliverables

5. Day 1: Understand the Corporate Strategy 1.1 Determine the Corporate Goals 1.2 Identify the Macro Trends 1.3 Conduct a Needs Assessment Whiteboard the corporate goals. Whiteboard the macro environmental changes. Identify business capabilities required. Identify market goals. Identify changes in the technological environment, and complete an Emerging Trends Assessment. Identify supporting programs required. Identify operations goals. Evaluate the current status of capabilities and programs. Identify changes in the political environment. Identify IT goals. Identify changes in the economic environment. Identify other enterprise goals. Identify changes in the social environment.

6. Day 2: Assess the Current State of IT 2.1 Assess the IT Organization 2.2 Rate IT’s Performance by Business Unit 2.3 Select and Prioritize Needed Changes and Improvements Rate IT process maturity. Generate a list of business units supported by IT. Prioritize needed changes and improvements. Rate IT service delivery across the organization. Rate IT’s support for each business unit. Link changes and improvements to business goals. Whiteboard specific areas of need. Whiteboard specific areas of need for each business unit. Prioritize the areas that could benefit from increased IT support and innovation. Prioritize the business units that could benefit from increased IT support and innovation.

7. Day 3:Define Targets and Gaps 3.2 Visualize and Plan Organizational Goals 3.1 Visualize and Plan IT-Business Goals Create a detailed action plan for Applications. Define top IT-Business goals. Create a detailed action plan for Infrastructure. Assess the benefits and cost drivers. Create a detailed action plan for Service Desk. Create detailed action plans. Create a detailed action plan for the Project Management Office. Create a detailed action plan for Overall IT.

8. Day 4: Define the Roadmap 4.1 Estimate Costs and Benefits 4.2 Assess Risks 4.3 Create the Strategic Roadmap Identify synergies and dependencies between initiatives. Investigate purchasing costs for software licenses and hardware. Brainstorm risks to target IT capabilities. Link the IT initiatives to business capabilities and goals. Estimate implementation, maintenance, and labor costs. Assess magnitude and likelihood of risks. Determine sequence of initiatives and assign dates. Find risk mitigation strategies. Estimate return on investment. Create an implementation roadmap for IT initiatives. Estimate benefits.

9. Day 5: Communicate the IT Strategy 5.4 Maintain the IT Strategy 5.2 Create a Communication Plan 5.3 Determine the Metrics 5.1 Review the Final Deliverable Determine the expected outcomes. Assess the frequency of refreshes. Identify the key groups for communication. Summarize the workshop findings. Assess appropriate metrics for each. Create a report and refresh plan. Plan the format of each communication. Review the final deliverables. Create a metric evaluation plan. Create a strategic communication plan. Assess whether questions have been answered.

10. Client Testimonials We know how to do tactical initiatives… but what I can now do is get the conscious corporate buy-in because I can show them the relationship of their Strategic Plan to mine. I will look really good when I present this. -Manufacturing Company This week allowed me to fill in the gap between the corporate strategy….and the tactical initiatives that I will need. -Hospital

11. IT Strategy Workshop Primary Deliverable:Communicate your IT strategy to the business with clear visuals. • Assessment of top Corporate goals and IT’s readiness to advance these. • Detailed analysis of current state, including IT process capabilities and services delivery. • Identification of which Big Bets IT must make to support the overall Strategy. • Implementation planning for all key IT initiatives, including Organizational improvements required to deliver on the Strategy. Ensure IT & Business Alignment Define Your IT Priorities Create an IT Strategic Roadmap

12. IT Strategy Workshop Core Deliverables • Nine Key Deliverables will be completed during the Workshop: Corporate Goals and Target State Analysis • Assess the alignment of IT with the enterprise strategy and broader trends. • Tie IT initiatives to specific business goals. • Create your IT strategy as a plan to align IT with the business direction. • Create documentation that IT can use for showcasing its engagement with the business strategy. • Emerging Trends Assessment • Identify the major trends and macroeconomic factors affecting the industry. • Determine the impact of the emerging trends on the IT areas of need. • IT Self-Assessment Scorecard • Rate the performance of the IT organization for each IT program and service. • Determine which areas of the IT organization require attention in the IT strategy. • Detailed Action Plan for Goals • Define IT-Business goals and describe their costs and benefits. • Create an action plan for goals that meet IT-Business needs. • IT Organizational Plan • Assess five key areas of the IT organization, and create a strategy for each. 1 3 4 2 5

13. IT Strategy Workshop Core Deliverables • Nine Key Deliverables will be completed during the Workshop: • IT Target Capability Cost/Benefit Analysis • Analyze costs for each target capability. • Estimate time for return on investment. • Determine hard and soft benefits for each target capability. • Target Capability Risk Assessment • Ensure that all Initiatives have been assessed for key risks. • Prepare high level, initial direction as a starting point for more comprehensive risk assessment by the eventual project team. • IT Strategic Roadmap • Identify synergies and dependencies between IT initiatives. • Determine success metrics for each. • Determine a sequence for the implementation of initiatives and assign dates for pilots and launches. • Create an implementation roadmap. • Communication Plan • Create a plan for communicating the IT strategy to stakeholders. • Run through the key stakeholder groups that the participants need to communicate with. 8 6 7 9

14. IT Strategy Workshop:Built on World Class Research, Experience, and Standards • 140 page Research Report • 16 in-depth activities and exercises • Ability to prioritize IT initiatives • Visual roadmap of IT Strategy and links to target business capabilities Research Process Tools & Templates • Team with over 30 years experience. • Over 2,800 hours of research. • Based on primary and in-field research. • PEST Analysis of Macro Trends • Goals and Target State Analysis • IT Self-assessment Scorecard • Need Selection and Prioritization • Emerging Trends Assessment • IT Target Capability Cost/Benefit Analysis • IT Target Capability Risk Assessment • IT Strategy Communication Plan COBIT Driven • Grounded in open international standards.