CIO Organizational Paper

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week_6_assignment_-_cio_paper.pdf

3/29/2014 1

CIO Organization Memo

Before you begin this assignment, be sure you have read the “Wobbly Wheels Case Study,” as well as Chapter 21, Service Management, and Chapter 22, Balancing IT’s Workload. You will also need to review

any feedback you received on your IT Strategic Plan assignments.

Purpose of this Assignment

This assignment gives you the opportunity to apply the course concepts to address the organizational changes needed to evolve the information technology (IT) department into a true CIO organization to

support the Wobbly Wheels Distribution Company (WW). This assignment specifically addresses the following course outcome to enable you to:

 explain the roles and responsibilities of an information technology department to support an

organization’s IT strategy

CIO Organization Memo

For this assignment, you will assume the role of the Chief Information Officer (CIO) at WW (i.e., you are

Carol). Since you are WW’s first CIO, the Chief Financial Officer (CFO) has asked you for a plan for the organizational changes you need to make. One of the first things you realize is that the organization that

exists is just an ‘IT Department’ and you know that what WW needs, and has hired you to do, is to create an organization that fulfills the broad responsibilities of a Chief Information Officer. You know that your

proposal needs to be convincing to the CFO in order for you to get the resources you need.

Assignment

You will develop a memorandum addressed to the CFO that explains how you want to change your IT

Department into a CIO organization and why. Your memo will address each of the topics listed below, and should be written so that it flows well from one section to the next. Each of the topics to be included

is covered in the textbook readings assigned thus far; use the Index to locate specific relevant portions of the text, and to locate additional ideas that may be included in chapters not yet assigned. In addition to

the course materials, at least one external resource (resource other than those provided in the class)

must be used. A separate References page should be included. Remember to use the APA formatting rules and correctly cite and reference your sources with APA format. Use the Grading Rubric to be sure

you have covered everything. Submit your memo in a Microsoft Word memo format, or a document that can be read using Word that uses a memorandum format, with your last name included in the

filename.

Please include the following in your memorandum, ensuring that each section flows well to the next, and that the overall memo creates a compelling justification for your new organizational structure.

 Introduction and Purpose – Open your memo with a brief (2 or 3 sentences) explanation of why

you are writing it.

 Leadership Philosophy – Since you are the CIO and a member of the senior leadership team of

WW, it is important for the other members of the team to understand your leadership philosophy and the management style you will use to meet the company’s needs. This should be a short

paragraph that ties to the priorities and/or issues outlined in the Case Study, and lays the foundation for the organizational structure you will propose below. This is a good area in which

to do some external research.

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 Internal IT Strategies – To show how your IT organization will support WW, you will present and explain five internal IT strategies. For Part 2 of your IT Strategic Plan, you provided at least one

example of an internal IT strategy. Here you will add four more internal IT strategies, so that

you have a total of five. The strategies you develop must address: people, process and technology – at least one strategy for each. Describe each of the five strategies and explain how

they will help improve the organization’s effectiveness. Refer to Chapter 9. For an explanation of internal and external IT strategies, see the portion of the text just prior to Table 9.2.

 Current IT Department Structure – Use the information provided in the Case Study to draw an

organization chart depicting the current roles and responsibilities. You may take some liberties in how you align the staff that is described in the Case Study, but all IT staff positions or groups

must be included in the structure. Be sure to introduce or explain your org chart in the memo. Figure 9.2 in Chapter 9 shows one version of an IT organization chart. You may use the Shapes

tool or the SmartArt tool to develop your organizational hierarchy chart, or you may paste in your

chart from another drawing tool.

 New CIO Organization – Explain in a paragraph or two how a CIO organization is different from

an IT Department. Be sure to create a transition from the previous section. This may be an area for you to do some external research.

 Key Services – List and explain at least five key services that need to be included in your new

CIO organizational structure. You may eliminate functions or positions from your current organizational structure if you believe it will improve your effectiveness and/or efficiency; these

should be explained. You should also add (and explain) any functions that you will need in your new organization. Be sure these services are appropriate to your IT strategies.

 New CIO Organization Structure – Briefly explain what changes you will make and why. Draw an

organization chart depicting your new CIO organizational structure. Be sure that the key services you listed are covered by the new organizational structure. (Follow the guidelines for drawing the

organization chart given above for the current organization.)

 Key Milestones – Your memo should include at least five key milestones (tasks or events)

associated with accomplishing the changes that you see are needed to change the IT

Department into a CIO organization. Each milestone should be briefly described (in a sentence or two) and a target completion date should be shown. In addition, for each milestone you

should identify at least one issue or concern you have with accomplishing it. An example using a milestone not related to the organization might be: The milestone is to consolidate all servers

into a new data center by Oct 2014. Some issues might be: (1) a secure data center must be

located, (2) it will require significant downtime for the corporate servers, and (3) the initial cost will be high.

 Conclusion – Provide an appropriate closing to your memo.

The "right" and "wrong" answers have to do with whether or not you correctly incorporated the course

concepts and vocabulary from the textbook and addressed all parts of the assignment. You need to do some external research on at least one aspect of the assignment - your choice - and incorporate it and

cite/reference it in APA format in your response. The organizational structure you propose is not as important as that it makes sense in light of the course content and the Case Study. Use the Rubric below

to be sure you have covered all aspects of the assignment.

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GRADING RUBRIC:

Criterion 90-100% Far Above

Standards

80-89% Above

Standards

70-79% Meets

Standards

60-69% Below

Standards

< 60% Well Below

Standards

Total Possible

Points

Introduction and Purpose

5 Points

Introduction and

purpose of the memo are clear

and concise and set the stage for

the remainder of the memo;

clearly tied to the

Case Study; demonstrate

understanding of course concepts,

analysis and

critical thinking.

4 Points

Introduction

and purpose of the memo are

clear and concise, set the

stage for the remainder of

the memo, and

are tied to the Case Study.

3.5 Points

Introduction and

purpose provide explanation of

why the memo is being written.

3 Points

Introduction

and purpose may not be as

clear, concise, or set the stage

for the remainder of

the memo.

0-2 Points

Introduction

and purpose are not

provided; and/or are not

appropriate to the Case

Study; or

provide too little

information.

5

Leadership

Philosophy

9-10 Points

CIO leadership

philosophy and

management style are well

defined with reference used to

support

explanation; explicitly tied to

the priorities and/or issues in

the Case Study;

and lay the foundation for

the organizational structure

proposed in the memo.

8 Points

CIO leadership

philosophy and

management style are well

defined; are tied to the

priorities

and/or issues in the Case Study;

and lay the foundation for

the

organizational structure

proposed in the memo.

7 Points

CIO leadership

philosophy and

management style are

discussed and are tied to the

Case Study.

6 Points

CIO leadership

philosophy and

management style may be

partially defined; and/or

partially tied to

the priorities and/or issues in

the Case Study.

0-5 Points

Leadership

philosophy

and management

style are not included; are

clearly not tied

to the Case Study; and/or

provide too little

information.

10

Internal IT

Strategies

9-10 Points

Five IT strategies

are presented,

fully described and a full and

convincing explanation given

as to how each will improve the

organization’s

effectiveness; IT

8 Points

Five IT

strategies are

presented, fully described and a

full and a good explanation

given as to how each will

improve the

organization’s

7 Points

Five IT

strategies are

presented, described and

an explanation given as to how

each will improve the

organization’s

effectiveness; IT

6 Points

Fewer than five

IT strategies

are presented; descriptions

and explanations

are partially complete or

accurate;

strategies are

0-5 Points

Internal IT

Strategies are

not included; are not tied to

the Case Study; and/or

provide too little

information.

10

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strategies are very appropriate

for the Case Study. There is

at least one

strategy for each of: people,

process, and technology;

demonstrates

strong understanding of

course vocabulary and

concepts, analysis and

critical thinking.

effectiveness; IT strategies

are appropriate for the Case

Study. There is

at least one strategy for

each of: people,

process, and

technology; demonstrates

understanding of course

vocabulary and concepts.

strategies are appropriate for

the Case Study. There is at least

one strategy for

each of: people, process, and

technology.

not appropriate for the Case

Study; and or do not cover

people, process

and technology.

Current IT Department

Structure

9-10 Points

A well-written

introduction to this section is

followed by an organizational

chart that includes all of the

current positions

and groups of the IT staff; is highly

relevant to the Case Study.

Organization

chart is very professionally

presented; uses a logical and easily

understandable

structure, and spelling is

correct.

8 Points

An appropriate

introduction to this section is

followed by an organizational

chart that includes all of

the current

positions and groups of the

IT staff; is relevant to the

Case Study;

organization chart is

professionally presented;

uses a logical

structure, and spelling is

correct.

7 Points

An introduction

to this section is followed by an

organizational chart that

includes all of the current

positions and

groups of the IT staff; is relevant

to the Case Study;

organization

chart uses a logical

structure, with very few spelling

errors.

6 Points

The

introduction is somewhat

applicable, or missing; the

organizational chart does not

include all

current positions and

groups of the IT staff; chart

is not relevant

to the Case Study; chart

does not use a logical

structure;

and/or contains several spelling

errors.

0-5 Points

Current IT

Department organization

chart is not included or is

extremely poorly

presented,

contains many spelling errors

and/or does not convey the

information.

10

New CIO

Organization

9-10 Points

Detailed explanation of

the differences between an IT

Department and

a CIO organization is

well written with reference used to

support

explanation;

8 Points

Explanation of the differences

between an IT Department

and a CIO

organization is complete, well

written and demonstrates

good

understanding

7 Points

An explanation of the

differences between an IT

Department and

a CIO organization is

provided. Transition from

previous

sections is

6 Points

Explanation of the differences

between an IT Department

and a CIO

organization may not be

accurate or complete;

transition may be missing or

0-5 Points

Explanation of differences

between an IT Department

and a CIO

organization is not included,

or extremely minimal in

content or accuracy; little

10

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discussion is tied to previous

sections with good transition;

demonstrates

thorough understanding of

course vocabulary and

concepts,

analysis and critical thinking.

of course vocabulary and

concepts, analysis and

critical thinking.

A smooth transition ties

this section to previous

sections.

provided.

ineffective. effort shown.

Key Services 14-15 Points

More than five

key services are listed and

explained in

detail, including new services;

elimination of functions or

positions no longer needed

are convincingly

explained; services are

highly appropriate to

the IT Strategies

provided above and are

applicable to the Case Study;

demonstrates

understanding of course

vocabulary and concepts,

analysis and critical thinking.

12-13 Points

Five key

services are listed and fully

explained, including new

services;

elimination of functions or

positions no longer needed

are explained

well; services are appropriate

to the IT Strategies

provided above and are

applicable to

the Case Study; demonstrates

understanding of course

vocabulary and

concepts, analysis and

critical thinking.

10-11 Points

Five key services

are listed and explained,

including new services;

eliminated

services are explained. All

services are appropriate to

IT Strategies

above.

9 Points

Fewer than 5

key services are listed or

explained; and/or

explanations

are incomplete; and/or

eliminated functions are

not explained;

and/or services are not

appropriate to IT Strategies

above and/or may not be

applicable to

the Case Study.

0-8 Points

Key Services

are not included, or

are too few and

incompletely

explained; and/or are not

at all appropriate to

the IT

Strategies above and/or

the Case Study.

15

New CIO

Organization Structure

9-10 Points

Explanation of

organizational

changes is complete, well

justified and explicitly tied to

the Case Study.

The chart of the new organization

clearly includes

8 Points

Explanation of

organizational

changes is complete and

tied to the Case Study. The

chart of the new

organization

clearly includes

7 Points

Explanation of

organizational

changes is provided with

rationale for each. Chart of

new organization

includes all key

services listed

6 Points

Explanation of

organizational

changes is inadequate or

incomplete and/or partially

justified; chart of new

organization

chart does not

0-5 Points

Explanation of

organizational

changes is missing or

incomplete; chart of new

organization is not included

or is extremely

poorly

10

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the key services listed above, and

is professionally presented using a

logical and easily

understandable structure, with

correct spelling.

the key services listed

above, and is professionally

presented

using a logical structure, with

correct spelling.

above and uses a logical

structure, with very few spelling

errors.

include all key services listed

above; and/or chart does not

use a logical

structure and/or contains

several spelling errors.

presented, contains many

spelling errors and/or does

not convey the

information.

Key

Milestones

9-10 Points

More than five

key milestones

are listed, fully described and

have reasonable target dates;

more than one issue or concern

is provided for

each. Milestones are relevant to

the changes that need to be made,

as discussed in

the memo, are clearly tied to the

Case Study, and demonstrate

understanding of course

vocabulary and

concepts, and critical thinking.

8 Points

Five key

milestones are listed, fully

described and

have reasonable

target dates; more than one

issue or

concern is provided for

some milestones.

Milestones are relevant to the

changes that

need to be made, as

discussed in the memo, and

are relevant to

the Case Study.

7 Points

Five key

milestones (tasks or events)

associated with

accomplishing the

organizational changes are

listed, briefly

described, and show a target

completion date. For each

milestone at least one issue

or concern is

presented.

6 Points

Fewer than five

key milestones are listed and

described;

target dates are missing or

are not reasonable; at

least one issue

or concern is not provided

for each; and/or

milestones are not relevant to

the changes

that need to be made or to the

Case Study.

0-5 Points

Key

Milestones, descriptions,

target dates,

issues and concerns are

missing or incomplete.

10

Conclusion 5 Points

The closing

section of the memo is

appropriate,

relevant, effective and meaningful.

4 Points

The closing

section of the memo is

appropriate and

relevant.

3.5 Points

The closing

section of the memo is

relevant.

3 Points

The closing

section of the memo is

somewhat

effective and/or relevant.

0-2 Points

The closing

section is extremely

incomplete or

not included.

5

External

Research

5 Points

Two or more

sources other than the class

materials are incorporated, are

substantive and

are used effectively.

Sources used are

4 Points

At least one

source other than the class

materials is incorporated

and used

effectively. Source(s) are

relevant and

3.5 Points

At least one

source other than the class

materials is used and properly

incorporated

into the text. Reference is

cited using APA

3 Points

A source other

than the class materials may

be used, but is not properly

incorporated,

and/or is not relevant or

timely; and/or

0-2 Points

No external

research is incorporated

or reference listed is not

cited within

text.

5

3/29/2014 7

relevant and timely, contribute

to the analysis and support

conclusions.

References are appropriately

incorporated and cited using APA

style.

contribute to the analysis.

References are appropriately

incorporated

and cited using APA style.

style. APA style for references and

citations is not followed.

Memo Format

9-10 Points

Memo format is used and content

is very well

organized; appropriate

transitions are included from

one section to

the next; correct sentence

structure, grammar and

spelling; presented in a

professional

format; uses sophisticated

writing and demonstrates

understanding of

course concepts and vocabulary.

8 Points

Memo format is used and

reflects

effective organization;

appropriate transitions are

included from

one section to the next;

correct sentence

structure, grammar and

spelling;

presented in a professional

format.

7 Points

Memo has some organization;

may have some

errors in sentence

structure, grammar and

spelling.

6 Points

Memo format is somewhat

followed; is not

well organized; does not use

appropriate transitions;

and/or does

not use correct sentence

structure, grammar and

spelling.

0-5 Points

Report is extremely

poorly written,

has many grammar

and/or spelling errors, or does

not convey the

information.

10

TOTAL

Possible Points

100