FOR KIM WOODS ONLY 3
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cio_organization_assignment.pdf
3/29/2015 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. 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 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. Identify your internal IT strategy from the ITSP #2
assignment, then 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, identify if they address people, process or technology 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 (more than five will earn top credit) 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 and note how each relates in your discussion.
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) (more
than five will earn top credit) 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 as well as how it relates to the corresponding key service noted above. 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
8 Points
Five IT strategies are
presented, fully described and a
full and a good
explanation given as to how
each will
7 Points
Five IT strategies are
presented, described and
an explanation
given as to how each will
improve the
6 Points
Fewer than five IT strategies
are presented; descriptions
and
explanations are partially
complete or
0-5 Points
Internal IT Strategies are
not included; are not tied to
the Case
Study; and/or provide too
little
10
3/29/2015 4
organization’s effectiveness; IT
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.
improve the organization’s
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.
organization’s effectiveness; IT
strategies are appropriate for
the Case Study.
There is at least one strategy for
each of: people, process, and
technology.
accurate; strategies are
not appropriate for the Case
Study; and or
do not cover people, process
and technology.
information.
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
8 Points
Explanation of the differences
between an IT
Department and a CIO
organization is complete, well
written and
demonstrates
7 Points
An explanation of the
differences
between an IT Department and
a CIO organization is
provided.
Transition from
6 Points
Explanation of the differences
between an IT
Department and a CIO
organization may not be
accurate or complete;
0-5 Points
Explanation of differences
between an IT
Department and a CIO
organization is not included,
or extremely minimal in
10
3/29/2015 5
support explanation;
discussion is tied to previous
sections with
good transition; demonstrates
thorough understanding of
course
vocabulary and concepts,
analysis and critical thinking.
good understanding
of course vocabulary and
concepts,
analysis and critical thinking.
A smooth transition ties
this section to
previous sections.
previous sections is
provided.
transition may be missing or
ineffective.
content or accuracy; little
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
8 Points
Explanation of organizational
changes is complete and
tied to the Case Study. The
chart of the
new
7 Points
Explanation of organizational
changes is provided with
rationale for each. Chart of
new
organization
6 Points
Explanation of organizational
changes is inadequate or
incomplete and/or partially
justified; chart
of new
0-5 Points
Explanation of organizational
changes is missing or
incomplete; chart of new
organization is
not included
10
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new organization clearly includes
the key services listed above, and
is professionally
presented using a logical and easily
understandable structure, with
correct spelling.
organization clearly includes
the key services listed
above, and is
professionally presented
using a logical structure, with
correct spelling.
includes all key services listed
above and uses a logical
structure, with
very few spelling errors.
organization chart does not
include all key services listed
above; and/or
chart does not use a logical
structure and/or contains
several spelling
errors.
or is extremely poorly
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
4 Points
At least one
source other than the class
materials is
incorporated and used
effectively.
3.5 Points
At least one
source other than the class
materials is used
and properly incorporated
into the text.
3 Points
A source other
than the class materials may
be used, but is
not properly incorporated,
and/or is not
0-2 Points
No external
research is incorporated
or reference
listed is not cited within
text.
5
3/29/2015 7
effectively. Sources used are
relevant and timely, contribute
to the analysis
and support conclusions.
References are appropriately
incorporated and
cited using APA style.
Source(s) are relevant and
contribute to the analysis.
References are
appropriately incorporated
and cited using APA style.
Reference is cited using APA
style.
relevant or timely; and/or
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
