Strategic Planning One Assignment FOR KIM WOODS ONLY
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strategic_1_assignment.pdf
3/29/2015 1
IT Strategic Plan, Part 1
Before you begin this assignment, be sure you have read the “Wobbly Wheels Case Study” and the following chapters in the textbook: Chapters 8, 9, 12 and 14 (as assigned in class).
Purpose of this Assignment
This assignment gives you the opportunity to apply the course concepts to begin development of an Information Technology Strategic Plan (ITSP) to support the strategic direction of Wobbly Wheels
Distribution Company (WW). This assignment specifically addresses the following course outcomes to enable you to:
identify, define, and explain the concepts of information technology governance and
management
IT Strategic Plan for Wobbly Wheels Distribution Company
Carol, the new CIO at WW, has asked you to write an IT Strategic Plan that she can use to guide the
direction for her organization. The ITSP will be developed in two parts. This assignment covers Part 1; Part 2 will be covered in the next class assignment. Together, they will form an ITSP that has been
tailored to the course material covered in this class. You may work for an organization that has an ITSP, and it would be a good idea for you to take a look at it, but it will likely be structured a little differently
from this one. Each organization develops an ITSP that will work for them.
Assignment
You will develop Part 1 of the ITSP for Wobbly Wheels, using the outline below. Each of the topics to be
included in your outline 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. Two or more cited references will earn top credit. Use a separate References page to list just the references you have cited. 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 paper as a Microsoft Word document, or a
document that can be read using Word, with your last name included in the filename.
Please use this outline to build your IT Strategic Plan. Use the numbering and headings shown below.
Part One 1. Business Statement – Summarize in one paragraph the business of WW. Refer to Case Study.
2. Business Strategic Objectives - From the information in the Case Study, list the three strategic objectives. Next add a new strategic objective of your own - one that you consider important to
the current and future health of WW’s business. It should be a statement of how the management team would improve the business of WW.
3. IT Vision and Mission Statement – Write one paragraph with a vision and mission statement for the Information Technology Department at WW. Use what you learn from the case study to
create your own idea for the vision statement; and use the case study situation at WW to write the mission statement for the IT department. Refer to Chapter 9, Step 2 “Define Your Future
Vision.” If you need help on a mission statement, do a little research on the web; you will find many examples of IT mission statements.
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4. Governance – Using the textbook and the case study, describe in two or three paragraphs how the IT governance process should work for WW. Carol wants to engage the other senior leaders,
so include: who the participants are, what their roles are (why they are members of the governance body), what governance methodology should be established, what responsibilities
the governance body would have, and how they would prioritize IT projects. Refer to the Table
of Contents for the textbook, and look in the Index under G – Governance for multiple resources in the textbook.
5. Inventory of Current IT Projects – Using the information in the Case Study, you will use the table
provided to describe the current systems in use and the IT resources allocated to their support.
Copy and complete the table below, creating additional rows as needed to cover all current systems at WW, then write a brief introductory paragraph to the table. The paragraph should
come first in your ITSP, to explain what the table is providing. Refer to the Index of the textbook, I – IT Portfolio Management/Inventory of Projects.
Current System Function/
Description
Strategic
Goal
aligned to
Business
unit/
department
Business
Benefits
IT
Resources
(people, equipment)
The "right" and "wrong" answers have to do with whether or not you correctly incorporated the course concepts 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 content of the mission and vision statements you create 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.
GRADING RUBRIC:
Criterion 90-100%
Far Above Standards
80-89%
Above Standards
70-79%
Meets Standards
60-69%
Below Standards
< 60%
Well Below Standards
Possible
Points
Business
Statement
5 Points
The summary
description of the business in
the Case Study
is complete, clear and
concise and sets the stage for the
remainder of the
ITSP; demonstrates
understanding of course
concepts, analysis and
4 Points
The summary
description of the business
in the Case
Study is clear and concise
and sets the stage for the
remainder of
the ITSP.
3.5 Points
A summary
description of the business in
the Case Study
is provided.
3 Points
The summary
description of the business in
the Case Study
is unclear, not concise, and/or
does not set the stage for the
remainder of the
ITSP.
0-2 Points
Little or no
summary description of
the business in
the Case Study is included.
5
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Criterion 90-100%
Far Above Standards
80-89%
Above Standards
70-79%
Meets Standards
60-69%
Below Standards
< 60%
Well Below Standards
Possible
Points
critical thinking.
Business Strategic
Objectives
9-10 Points
Three business
strategic objectives are
listed and fully stated. One
new objective,
highly relevant to the Case
Study, is listed, also fully stated,
and clearly relates to how
the
management team will
improve the business; work
demonstrates
understanding of course
concepts, analysis and
critical thinking.
8 Points
Three
business strategic
objectives are listed and are
fully stated.
One new objective,
relevant to the Case Study, is
listed; it clearly relates
to how the
management team will
improve the business.
7 Points
Three business
strategic objectives from
the Case Study are listed. One
new objective,
relevant to the Case Study, is
listed; it relates to how the
management team will
improve the
business.
6 Points
Fewer than 3
business strategic
objectives are listed or they
are not drawn
from the Case Study; the new
strategic objective is not
relevant to the Case Study;
and/or new
strategic objective does
not relate to how the
management
team will improve the
business.
0-5 Points
Few or no
business strategic
objectives are listed; a new
objective is not
added; and/or objectives are
not related to the Case Study.
10
IT Vision and Mission
Statement
18-20 Points
IT Vision and Mission
Statements are
clearly written and highly
relevant to the Case Study; and
demonstrate
strong understanding
of course concepts,
analysis and critical thinking.
16-17 Points
IT Vision and Mission
Statements
are clearly written and
relevant to the Case Study;
demonstrate
understanding of course
concepts, analysis and
critical thinking.
14-15 Points
IT Vision and Mission
Statements are
both included and are relevant
to the Case Study.
12-13 Points
IT Vision and Mission
Statement do
not cover both vision and
mission, are not relevant to the
Case Study, or
are lacking in demonstration
of understanding
of course concepts,
analysis and/or
critical thinking.
0-11 Points
One or both of the IT Vision
and Mission
Statements are not included,
and/or do not relate to the
Case Study;
and/or are poorly written
and do not convey the
information.
20
Governance 23-25 Points
The Governance Section presents
a well– supported and
20-22 Points
The Governance
Section presents a
18-19 Points
The Governance Section
addresses how the CIO will
15-17 Points
Governance section does not
include all required content
0-14 Points
Little or none of the required
information is presented in
25
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Criterion 90-100%
Far Above Standards
80-89%
Above Standards
70-79%
Meets Standards
60-69%
Below Standards
< 60%
Well Below Standards
Possible
Points
convincing
explanation of a governance
process for the business in the
Case Study that
engages other senior leaders in
the organization. This section
includes a
thorough discussion of:
participants, roles of
participants, what
governance
methodology should be
established, responsibilities
of the
governance body, and the
prioritization process for IT
projects; is highly applicable
to and
appropriate for the Case Study;
and demonstrates
understanding
of course concepts,
analysis and critical thinking.
good
explanation of a governance
process for the business
in the Case
Study that engages other
senior leaders in the
organization.
This section includes a
clear discussion of:
participants, roles of
participants,
what governance
methodology should be
established,
responsibilities of the
governance body, and the
prioritization process for IT
projects; and
is clearly applicable to
and appropriate
for the Case
Study.
engage the
other senior leaders, and
includes: who the participants
are, what their
roles are (why they are
members of the governance
body), what
governance methodology
should be established,
what responsibilities
the governance
body would have, and how
they would prioritize IT
projects.
(participants,
roles, methodology,
responsibilities, and prioritization
process for IT
projects); is not applicable to or
appropriate for the Case Study.
the Governance
section; and/or it is not
relevant to the Case Study.
Inventory of Current
IT Projects
18-20 Points
This section includes an
effective and
well-written introductory
16-17 Points
This section includes an
appropriate
introductory paragraph
14-15 Points
This section includes an
introductory
paragraph that applies to the
12-13 Points
This section is somewhat
incomplete
(lacking in introduction or
0-11 Points
Little or no information is
provided on the
Inventory of Current IT
20
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Criterion 90-100%
Far Above Standards
80-89%
Above Standards
70-79%
Meets Standards
60-69%
Below Standards
< 60%
Well Below Standards
Possible
Points
paragraph that
is applicable to the Case Study
and the table that follows.
The completed
table contains all required
information accurately
extracted from
the Case Study; demonstrates
thorough understanding
of course concepts,
analysis and
critical thinking.
that is
applicable to the Case
Study and the table that
follows. The
completed table contains
all required information
accurately
extracted from the Case
Study; demonstrates
understanding of course
concepts,
analysis and critical
thinking.
Case Study.
The completed table contains all
required information
extracted from
the Case Study.
required table,
or table content is incomplete);
is not applicable to the Case
Study; or is
lacking in demonstration
of understanding
of course
concepts, analysis and/or
critical thinking.
Projects; table
is missing; and/or
information presented does
not apply to
the Case Study.
External Research
9-10 Points
Two or more sources other
than the class materials are
incorporated,
are substantive and are used
effectively. Sources used
are relevant and
timely, contribute to the
analysis and support
conclusions.
References are appropriately
incorporated and cited using
APA style.
8 Points
At least one source other
than the class materials is
incorporated
and used effectively.
Source(s) are relevant and
contribute to
the analysis. References
are appropriately
incorporated
and cited using APA
style.
7 Points
At least one source other
than the class materials is used
and properly
incorporated into the text.
Reference is cited using APA
style.
6 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
APA style for
references and citations is not
followed.
0-5 Points
No external research is
incorporated or reference listed
is not cited
within text.
10
Report Format
9-10 Points
Report is very well organized
and is easy to
read. Very few or no errors in
8 Points
Report reflects effective
organization;
has few errors in sentence
7 Points
Report has some organization;
may have some
errors in sentence
6 Points
Report is not well organized,
and/or contains
several grammar and/or spelling
0-5 Points
Report is extremely
poorly written,
has many grammar
10
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Criterion 90-100%
Far Above Standards
80-89%
Above Standards
70-79%
Meets Standards
60-69%
Below Standards
< 60%
Well Below Standards
Possible
Points
sentence
structure, grammar, and
spelling; presented in a
professional
format.
structure,
grammar, and spelling;
presented in a professional
format.
structure,
grammar and spelling.
errors. and/or spelling
errors, or does not convey the
information.
TOTAL
Possible
Points
100
