The document outlines the planning process for developing an IT strategic plan. It discusses the key components of planning including situation analysis, strategy formulation, and strategy implementation. It then describes the various phases of the planning process including visioning, analysis, direction, and recommendation. Each phase involves specific activities like initiating the project, reviewing the current business and IT situations, developing recommendations, and creating an implementation roadmap. Finally, it provides examples of the types of contents that may be included in the final plan such as the executive summary, current business and IT situations, implementation plan, and appendix.

1. The Planning Process
MBA Luigi Lizza
Mendoza
llizza@esan.org.pe

2. Agenda
• Planning Components
• Planning Process
• Plan Contents
• Plan Development
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3. PLANNING COMPONENTS
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4. Planning Components
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Situation Analysis: Description of
where we are today, internal
and external, business and IT
perspectives
Strategy formulation: Description of
where we want to be, business and IT
perspectives
Strategy implementation: Plans how
we are going to get there from
an IT standpoint
Gap Analysis

5. Planning Components
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Future
Business
Operating
Vision
IT Mission,
Goals
IT Strategies
Computing
Architecture
Current
System
Assessment

6. PLANNING PROCESSES
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7. Planning Processes
• Business direction and business requirements
drives the IT direction and computing
architecture.
• IT strategic plan can be developed whether the
organization doesn´t have a formal business plan.
• If this would be the case, you can use other
components such as key objectives, vision,
mission, values, key initiatives, budgets and so
forth.
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8. Phases of the Planning Process
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Visioning
Phase
Analysis
Phase
Direction
Phase
Recommen
dation
Phase

9. Phases of the Planning Process
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•Initiate and manage the project
•Understand business situation
and vision
•Document and confirm the
business analysis
Visioning Phase

10. Phases of the Planning Process
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Initiate Project
Visioning
Phase
• Establish objectives, goals & scope.
• Identify Resources, roles & responsibilities, interview participants
• Confirm deliverables & work plan.
• Draft deliverables templates
• Announce the Project, conduct project orientation
• Establish ongoing project governance, communications, status
report

11. Phases of the Planning Process
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Business Review
Visioning
Phase
• Review business documentation
• Develop business interview questions, surveys,
workshop structure.
• Schedules business interviews & workshops
• Conduct business interviews, workshops & surveys
• Document business interviews, workshops & surveys

12. Phases of the Planning Process
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Analyze Business
Visioning
Phase
• Document current business description, Vision, Values,
goals, strategies, direction, operating vision, business
projects & initiatives.
• Document industry business trends, business and
customer requirements.
• Document business strengths, weakness, opportunities
and threats.
• Document business impact on IT.

13. Phases of the Planning Process
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•Understand current IT
situation.
•Analyze current IT situation.
•Develop recommendations,
solution alternatives.
Analysis Phase

14. Phases of the Planning Process
14
IT Review
Analysis
Phase
• Review IT documentation.
• Develop IT interview questions, surveys, workshop structure.
• Schedule IT interviews & workshops.
• Conduct IT interviews & workshops & surveys
• Document IT interviews & workshops & surveys
• Document current IT situation

15. Phases of the Planning Process
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16. Phases of the Planning Process
16
Solutions
Analysis
Phase
• Develop business application options,
recommendations
• Develop infrastructure options, recommendations
• Develop organizational options, recommendations
• Develop IT process options, recommendations

17. Phases of the Planning Process
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•Develop IT Vision and Direction.
•Develop IT Plan
•Identify IT Projects
Direction Phase

18. Phases of the Planning Process
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IT Vision
Direction
Phase
• Develop IT Vision, Mission.
• Develop IT goals, strategies.
• Determine IT balanced scorecard, metrics

19. Phases of the Planning Process
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20. Phases of the Planning Process
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IT Projects
Direction
Phase
• Identify IT Projects (business applications,
infrastructure, organization & process).
• Develop IT Budget
• Identify business benefits
• Prioritize IT projects

21. Phases of the Planning Process
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•Develop Roadmap.
•Develop Business Case.
•Communicate the Plan.
Recommendation
Phase

22. Phases of the Planning Process
22
Roadmap
Recommen
dation
Phase
• Document detailed roadmap.
• Summarize costs
• Summarize organizational impact.
• Identify risks, concerns, risk mitigation,
readiness assessment

23. Phases of the Planning Process
23
Business Case
Recommen
dation
Phase
• Summarize business benefits, business case
for action.
• Develop communication plan, presentation
summary.
• Develop on-going planning process, steering
committee

24. Phases of the Planning Process
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Communication
Recommen
dation
Phase
• Finalize detailed plan document
• Develop summary presentation

25. PLAN CONTENTS
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26. Plan Contents Sample
• Executive Summary
• Current Business
Situation
– Information
– Direction
– Operating Vision
– SWOT Analysis
• Business/IT Link
– IT Implications
– Key Business Measures
– Key Business Requirements
– Business Process
Improvements
• Current IT Situation
– Business Application
– Technical Infrastructure
– Organization
– Processes
– Budget
• IT Industry
– IT Industry trends
– Benchmark
Statistics
– Competitive
Profiles
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27. Plan Contents Sample
• IT Assessment
– Strengths
– Weakness
– Opportunities
– Threats
– Scorecard
– Survey Results
– Recommendations
• IT High Level Direction
– Vision
– Mission
– Goals
– Strategies
– Scorecard, Metrics
– E-business
direction
– Prioritization
Process
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28. Plan Contents Sample
• IT Direction
– Business Application
– Technical Infrastructure
– Organization
– Processes
• Implementation Plan
– Projects
– Roadmap
– Costs, investments
– Organizational impact
– Business Case, Financial
Funding Model
– Next Steps
– Communication Plan
– Planning Process
• Appendix
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29. PLAN DEVELOPMENT
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30. Plan Development
• The length of time it takes to develop an IT Strategic
Plan varies depending of the following factors:
• Depth of Plan
– The level of detail and components included in the plan
document impact the length of time to develop the plan.
– The plan must be detailed enough to provide the
necessary direction and rationale for the direction.
• Number of the individuals interviewed
– However, involving more people increases the ownership
of the plan, involvement of the organization and visibility.
– Plan to interview the executive management team,
members of IT steering committee, key users within the
organization.
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31. Plan Development
• Involvement of the organization
– The more involved the organization is in the process,
the less time the planning process takes as sections
can be developed simultaneously.
• Focus and priority of the effort
– If the strategic planning process is not a priority for
the organization, it will take significantly longer than if
it is a key priority for the entire organization.
– Dedicate at least one full-time individual (consultant
or employee) to the planning process to get it
completed.
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32. Questions?
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