Thinking tool to facilitate the understanding and decision on the intent, baseline, gaps, action and resources in planning strategically e-services in government.

1. Doing E-Services Strategic Planning
Critical Phases:
The Doing E-Services Strategic Planning agrees on the execution of the four critical phases as described by Anita
Cassidy in her book, A Practical Guide to Information Systems Planning
Phases Description
Conceptual Phase In this stage the organization defines the vision, mission, purpose,
processes and scope of the strategic plan.
Analytic Phase In this stage the organization performs the internal and external
scanning of the environment in order to provide the information to
guide the strategic planning effort.
Planning Phase In this stage the organization develops the objectives, strategies,
options, priorities, resources, and recommendations in order to
achieve the expected end results.
Monitoring and Evaluation Phase In this stage the organization defines metrics to control
implementation, and to provide input for continual improvement and
adjustment of the defined strategic plan.
The approval of the e-services strategic plan instantiates implementation.
Implementation In this stage the organization executes the objectives, supplies the
inputs necessary to deliver the key performance indicators,
institutionalizes the processes of change, performs documentation,
makes adjustment on the implementation plan.
1.3 Test of Effective Strategy
THE TESTS THE INDICATORS
Goodness of Fit Test The strategy has to be well matched to industry and competitive conditions, market
opportunities and threats, and other aspects of the enterprise's external
environment. It has to be tailored to the company's resource strengths and
weaknesses, competencies, and competitive capabilities.
Competitive The effective strategy leads to sustainable competitive advantage.
Advantage Test The bigger the competitive edge that a strategy helps builds, the more powerful
and effective it is.
Performance Test The effective strategy boosts company performance. Two kinds of performance
improvements are the most telling of a strategy's caliber: gains in profitability and
gains in the company's competitive strength and long-term market position.

2. Doing E-Services Strategic Planning
Process Checklist
The essential activities and the key deliverable in doing information systems strategic planning.
Steps Activities Deliverables
1 Initiate Planning Justification, Process Framework and Methods
Agreement, Cost and Fund Approval
2 Organize Planning organizational structure, stakeholders,
communication and decision-making flow, roles and
responsibility matrix
3 Plan to Plan Strategic Planning Development Plan, Work Breakdown
Schedule, and Budget
4 Baseline Inventory and Research Process, Skills and Assets Inventory Document, Issues
and Trends Research Findings, Request for Information
Responses
5 Baseline Situational and Risks Analysis Process and Assets Performance Audit Report, Gaps and
Risk Analysis Report.
6 Vision, Goals, and Action Setting Mandate, Mission, Vision, Goals, and Programs
Approved Document
7 Solution Conceptual Modeling Enterprise Architecture Document, Services and
Application Reference Document, Data Reference
Document, Technology Configuration Document,
Sourcing and Development Strategy.
8 Requirements, Investments, and Funds Good and Services Investment Matrix, Financial Work
Definition plan and Fund Sources
9 Governance Framework Setting Management reference to control the performance,
metrics, deliverables, risks, and continual improvement
of the planned strategies.
10 Implementation Plan Formulation Information Systems Strategic Implementation Plan
Document – purpose, organization, fund source, tasks,
activities, time frame, requirement and deliverables.
11 Information Systems Strategic Plan A Strategic Plan Log Frame, Approved ISSP Template
Integration Document Authoring and from regulatory body.
Review
12 Information Systems Strategic Plan Communication document, endorsement and approval
Communication and Approval signature, publication vehicle and artifacts.

3. Information Systems Strategic Planning Questions
Define the key questions to build up the knowledge requirements to gather input, to perform
analysis and to formulate decision in doing information systems strategic planning.
MANDATE What is the legal basis and related order that define the business of the agency, its the functional
definition, and appointed organization?
MISSION What are the high level purposes and directives to execute the legal order?
VALUES What “good” the organization has to embody in executing the mission. It also means, what
“evil” to be eliminated in pursuance of the underlying positive principles of the mandate and
mission?
VISION What is the envisioned condition of the future for the organization that reflect the achievement
of the mandate, the mission, and values for the organization within a defined timed horizon and
under the condition of using the ICT tools and services?
BASELINE What is the picture of the current state of the organizational components in terms of how it is
achieving the mission, values, and vision in the light of the existing process, information,
technology, and products. Identification of the business and technology trends and external
demands that the organizations are facing from related organization, standard and regulatory
bodies?
ANALYSIS What are the gaps in contrasting the current business, information and technology situation with
the mission, values, and vision of the organization. Describe and rate the impact of the risks if
the analyzed gaps prevail in the next desired future state of the organization?
GOALS What are the targets (based on the analyzed change offered by relating the situation to the
mission, values and vision) to be achieved in order to bring about the integrated change in the
targeted time frame for the vision realization. Goals speak of the strategic thrust to push the
organization forward?
ACTIONS What are differentiating strategies, initiatives, programs or project options to be executed in
order to realize the defined goals Action speaks of the prioritized strategic program to embody
the strategic thrust?
OBJECTIVES What are the measurable outcomes to indicate successful performance of the stated actions?
SOLUTIONS What are the drawings that represent the integrated solution conceptual model to deliver the
defined strategic objectives? The conceptual model must present the integrated change to
realize in the performance, business, information and technology reference models of the
organization. It must demonstrate the relational integration of the enterprise architecture
components to realize the ends defined for the stakeholders and partners of the organization.
REQUIREMENTS What are the critical success factors, investment components (goods and services), people skills,
methods, and schedules to deliver the stated solution conceptual model?
FINANCE What is the estimated cost of the requirements, and how the cost will be valued in relations to
targeted benefits for the organization? How are the cost requirements be capitalized and
financially sustained (GAA, ODA, MOE etc)?
GOVERNANCE Define the organizational and decision structure to manage the planning, implementation, and
continual improvement of the information systems strategic plan?
IMPLEMENTATION What are the planning components to implement the strategy, and the means to monitor the
PLAN execution of the planned implementation?

4. Worksheet 01: Strategic Intent
No Components Description
1 Mission Statement of Purpose
2 Values Statement of the positive principles to embody the action of the business
3 Vision Statement on the envisioned future state of the business
4 Domains Categories of performance areas of the business to realize the vision
5 Goals List of targets to be achieved in the defined performance areas of the
business.
6 Services Categories of programs or products to implement the goals
7 Outcomes List of measurable results to be realized by the category of services
8 Investment Configuration of goods and services to support the outcomes, it includes the
estimation of cost and capitalization sources.
9 Governance Flow chart of roles and responsibilities structure to sustain and control the
initiation, planning, execution, and continual improvement of the services,
investments and results.
Worksheet 02: Strategic Baseline
Specific internal and external variables that describe the operational status and management of the
organization, and will provide the proper assumptions in establishing the goals and actions to be
selected in bringing about the vision of the future.
2.1 Business Organization Reference Model
Business Reference Model Name: What is the standard name of the business in relation to its reference model?
Industry Segment: What industry sector the business is identified? (retail, manufacturing,
education, regulatory, etc.)
Business Domain Scope: What are the scope category of the business area in terms of the primary
functions to fulfill? (ordering, delivery, billing, etc.)
Business Area: What are the collection of business process (tasks) in the defined scope
category? (order registration, order review, order reply, order confirmation,
etc..)
Business Outcomes: What are the expected outcomes from the collection of business process?
(Efficient transaction to receive, to approve, to communicate, and to realize
customer's order.)
Business Suppliers Who are critical providers of inputs for the business area to deliver the
business outcomes?
Business Customers Who are beneficiary of the results generated by the activities of the business
area?
Business Organizational Tree Who are responsible in management of the business, and the structural tree of
their roles, responsibilities, and dependencies??

5. 2.2 Operation S.W.O.T.
No. Performance Areas Strength Weakness Opportunity Threats
1 Policies, Strategies, Goals,
Objectives and Programs
2 Skills and Experts
3 Process
4 Governance
5 Products and Services
Quality Management
6 Customer Relationship
7 Information Management
8 Fiscal Management
9 Resource Management
10 Technology, Tools,
Standards and Methods
11 Acquisition and Service
Provider Management
12 Compliance and Continual
Improvement
2.3 ICT Services Performance Status
ICT COMPONENTS PERFORMANCE STATUS
No. Service Areas Inventory Location Availability Reliability Usability Security Cost
Assets Users
1 Workstations
2 Network Devices
3 Network Cabling
4 Servers Hardware
5 Network Services
6 Office Software
7 Specialized Software
8 Web Services
9 Security Services
10 Storage Services
11 Application Services
12 Database Services
13 Active Directory
14 Bandwidth Services
15 Help Desk
16 Service Management
17 Support Equipment
18 Power Management

6. 2.4 Environment Condition
Specific external trends, scenario, and changes that currently exist or anticipated to emerge, and will
provide the opportunity, constraint and risks in the implementation of the strategic intents.
Organization Domains Political Economic Regulatory Industry Technology
Business Model
Information Model
Technology Model
People Capability
Providers Capability
Culture Maturity
Worksheet 03: Strategic Goals
Performance Areas What to Achieve What to Preserve What to Avoid What to Eliminate
Business Model
Information Model
Technology Model
People Capability
Providers Capability
Culture Maturity
Worksheet 04: Strategic Program
Performance Areas Goals Program Name Key Performance Indicators
Business Process
Improvement
People Capability
Information Maturity
Service and Product
Quality
Customer Relationship
Revenue Generations
Product and Services
Innovation

7. Worksheet 05: Strategic ICT Services
Solution Attributes Item List and Drawing References
Services Name
Services Objectives
Services Business Owners
Services Stakeholders
Performance Model
Process Model
Data Model
Application Model
Infrastructure Model
Integration Model
Standard References
Security Framework
Service Levels
Competency Needs
Worksheet 06: Strategic ICT Services Performance Metrics
ICT Services Key Performance Critical Success Factors Means of Verification
Indicators
Communication Services
Data Services
Application Services
Security Services
Knowledge Management
Worksheet 07: Strategic ICT Investment (New Requirements)
Control Configuration Items Deployment Supported Number Estimated Delivery Fund
Number Location Business Needed Cost Schedule Source
Areas
1 Computer Desktop
2 Computer Laptop
3 Computer Server
4 Network Devices
5 Network Cables
6 Software (New Systems)
7 Software (Upgrade Version)
8 Bandwidth Services
9 Service Support
10 Patches and Utilities

8. Worksheet 08: Financial Valuation of the Strategic Investments
Investment Item Total Cost Return of Investments Pay Back Period
Communication Services
Application Development
COTS Acquisition
Training and Certification
Worksheet 09: Strategic Plan Implementation Time line
Goals Services/Project Deliverables Dependencies Start Period End Period
Worksheet 10: Implementation Roles and Responsibilities
Tasks Name Responsible Accountable Expert Worker