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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.

2Confidential Property of Schneider Electric

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 5thS

ta tu

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• 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

A c c o m

p lis

h e d

• 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) • Complete Business Go-Live Readiness Assessment – Site readiness checklist and domain SIM meetings initiatedN

e x t S

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s

• 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)

R is

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• 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

M itig

a tio

n

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

CompletionAnticipation Hypercare

Foundation

Go-live MechanicsburgFoundation

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: ___________________________ _____________________________

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