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The Strategic Forty2
IT Strategic Planning
process
Why is Strategic Planning important?
 Business strategies and objectives are increasingly dependent on IT
to be successful. An IT Strategy must lay out a roadmap and plan for
investment to establish the systems, infrastructure and services
necessary for the business to achieve long-term objectives.
 Assessing how well current IT assets and capabilities are positioned
to support business goals will reveal application, infrastructure and
organizational strengths, weaknesses and gaps.
 A well formulated strategy will directly link IT projects and initiatives
to sources of future business value.
 Business leaders will understand ITs priorities and how those
priorities are aligned with business direction.
 The IT organization will have a clear picture of what systems and
services are needed, when and how they will contribute to the
success of the company.
Whats offered in the Strategic Forty2
process?
 We use a complete set of industry leading IT Strategy tools.
 Structured to be able to pick and choose individual tools as required
to meet current needs, or partially completed projects/undertakings.
 A proven methodology for tackling strategic planning.
 The process can be broken into parallel streams  utilizing in-house
resources where applicable  to expedite the conclusion.
 The deliverable is an assessment of current applications, technical
infrastructure and organizational capabilities providing the necessary
insights and foundations to design aligned strategic programs and
initiatives to address strategic business imperatives, strengthen
existing assets, fill gaps and ensure IT investment alignment to meet
the long-term business needs of the business.
The Strategic Forty2 process will:
Understand
 Clearly articulate business objectives and strategies and the role IT must
play in achieving them
 Scan the marketplace for information technologies that can offer new
value or competitive advantage to the company
 Communicate how IT will contribute strategic value for the foreseeable
future
Assess
 Evaluate how well current applications are positioned to meet strategic
business needs
 Identify gaps in application functionality that are critical to future plans
 Forecast how the technical infrastructure will need to change to meet
future demands
 Appraise the IT organization  its ability to deliver the systems and
services needed to meet company priorities
Plan
 Define the projects and initiatives needed to strengthen and improve
existing technologies and fill in strategic gaps
 Link these projects to sources of business value to build the case for
investment
 Lay out the roadmap that determines the key commitments that IT will
meet in supporting business strategies
The Strategic Forty2 process will:
The 5 key aspects of the process
with supporting IT Strategy development tools at every step
1) Business  IT Strategic Alignment
 Stakeholder Guideline and Analysis
 IT Strategy and Roadmap Scope Statement
 Kickoff Meeting Template
 Technology Monitor
 Business Executive Interview Guide
 Assessing Enterprise Strategy
 Enterprise Strategy and Goals
 Key Success Factors Analysis Tool
 IT Imperatives
 IT Vision Meeting Agenda
 IT Vision and Mission Statement Template
2) Application Direction
 Application Topology
 Business Function and Application Assessment Tool
 Application Direction Migration Strategy Guide
 Application Improvement Opportunity
3) Technical Infrastructure Development
 Infrastructure Components
 Network Diagram Primer
 Network Diagram Template
 Infrastructure Assessment
 Technical Infrastructure Direction
 Infrastructure Improvement Opportunity
 Infrastructure Prioritization
The 5 key aspects of the process
with supporting IT Strategy development tools at every step
4) IT Organization Direction
 IT Staffing Worksheet
 IT Skills Inventory
 Irregular IT Staff Inventory
 Staff Level Allocation
 IT Skills Inventory Tool: Light Version
 IT-Business Interaction Model
 IT Service Model Alignment
 IT Organization Gaps
 Statement of Organization and Capability Direction
 Organization and Capability Improvement Opportunity Template
The 5 key aspects of the process
with supporting IT Strategy development tools at every step
5) IT Strategic Investment and Value Roadmap
 Analysis of Available Options
 Option Evaluation Tool
 Current IT Projects
 IT Strategy and Roadmap Scope Statement
 Initiative Description Template
 Initiative Prioritization Tool
 Guide to Documenting Your Strategic Roadmap
 IT Strategy Budget Impact
 Business Case Template
 Communications Plan Template
 Strategic Plan Presentation
 Strategic Plan Template
 Executive Meeting Agenda

The 5 key aspects of the process
with supporting IT Strategy development tools at every step
The Strategic Forty2 Virtual Chief Information Officer (VCIO)
Strategic Forty2 International Limited (S42), is a dynamic information technology services organization
headquartered in Hong Kong, PRC.油 Virtual CIOs for S42 act in the capacity of part-time, senior or interim
CIOs for client organizations.油 This offering directly determines the technology innovation required to meet the
strategic long-term goals and manage all functions of S42s select customers information technology estate. As
adjunct, existing CIOs or IT Department Heads are afforded mentoring and advisory services. As adjunct,
retained IT Steering Committee positions are undertaken upon request.
The activities undertaken include ensuring the total cost of providing the business with the IT function (Global IT
TCO) is clearly understood and appropriately accounted for with a view to ensuring business alignment and
management of the IT Budget/Spend and parallel IT expenditure(s); the proper functioning of information
processing systems to support the business; recommending and managing upgrades of both real and virtual
assets; the implementation &/or refinement of the business analysis function; ensuring documentation of policies
and procedures to achieve compliance; the implementation of tailored, proven, comprehensive Systems
Development Life Cycle Programs (SDLC); the establishment of effective Program Management Offices (PMO)
resulting in solid, timely and appropriately delivered applications solutions that reflect business priorities; and
underpinning it all, IT organizational and capability assessment and improvement strategies.
The VCIO identifies, recommends, develops, implements, and supports total solutions in agreement with the
client that match and support the strategic business goals and imperatives of the client. To this end, a complete
international standard IT Strategic Planning process is provided.
For more information or a confidential discussion regarding how we can assist your
company, please call John Dickson in Hong Kong on +852 9048 7121 or e-mail
johndickson@netvigator.com.
Strategic Forty2 International Limited
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Strategic IT Planning - S42IL 110714

  • 1. The Strategic Forty2 IT Strategic Planning process
  • 2. Why is Strategic Planning important? Business strategies and objectives are increasingly dependent on IT to be successful. An IT Strategy must lay out a roadmap and plan for investment to establish the systems, infrastructure and services necessary for the business to achieve long-term objectives. Assessing how well current IT assets and capabilities are positioned to support business goals will reveal application, infrastructure and organizational strengths, weaknesses and gaps. A well formulated strategy will directly link IT projects and initiatives to sources of future business value. Business leaders will understand ITs priorities and how those priorities are aligned with business direction. The IT organization will have a clear picture of what systems and services are needed, when and how they will contribute to the success of the company.
  • 3. Whats offered in the Strategic Forty2 process? We use a complete set of industry leading IT Strategy tools. Structured to be able to pick and choose individual tools as required to meet current needs, or partially completed projects/undertakings. A proven methodology for tackling strategic planning. The process can be broken into parallel streams utilizing in-house resources where applicable to expedite the conclusion. The deliverable is an assessment of current applications, technical infrastructure and organizational capabilities providing the necessary insights and foundations to design aligned strategic programs and initiatives to address strategic business imperatives, strengthen existing assets, fill gaps and ensure IT investment alignment to meet the long-term business needs of the business.
  • 4. The Strategic Forty2 process will: Understand Clearly articulate business objectives and strategies and the role IT must play in achieving them Scan the marketplace for information technologies that can offer new value or competitive advantage to the company Communicate how IT will contribute strategic value for the foreseeable future Assess Evaluate how well current applications are positioned to meet strategic business needs Identify gaps in application functionality that are critical to future plans Forecast how the technical infrastructure will need to change to meet future demands Appraise the IT organization its ability to deliver the systems and services needed to meet company priorities
  • 5. Plan Define the projects and initiatives needed to strengthen and improve existing technologies and fill in strategic gaps Link these projects to sources of business value to build the case for investment Lay out the roadmap that determines the key commitments that IT will meet in supporting business strategies The Strategic Forty2 process will:
  • 6. The 5 key aspects of the process with supporting IT Strategy development tools at every step 1) Business IT Strategic Alignment Stakeholder Guideline and Analysis IT Strategy and Roadmap Scope Statement Kickoff Meeting Template Technology Monitor Business Executive Interview Guide Assessing Enterprise Strategy Enterprise Strategy and Goals Key Success Factors Analysis Tool IT Imperatives IT Vision Meeting Agenda IT Vision and Mission Statement Template
  • 7. 2) Application Direction Application Topology Business Function and Application Assessment Tool Application Direction Migration Strategy Guide Application Improvement Opportunity 3) Technical Infrastructure Development Infrastructure Components Network Diagram Primer Network Diagram Template Infrastructure Assessment Technical Infrastructure Direction Infrastructure Improvement Opportunity Infrastructure Prioritization The 5 key aspects of the process with supporting IT Strategy development tools at every step
  • 8. 4) IT Organization Direction IT Staffing Worksheet IT Skills Inventory Irregular IT Staff Inventory Staff Level Allocation IT Skills Inventory Tool: Light Version IT-Business Interaction Model IT Service Model Alignment IT Organization Gaps Statement of Organization and Capability Direction Organization and Capability Improvement Opportunity Template The 5 key aspects of the process with supporting IT Strategy development tools at every step
  • 9. 5) IT Strategic Investment and Value Roadmap Analysis of Available Options Option Evaluation Tool Current IT Projects IT Strategy and Roadmap Scope Statement Initiative Description Template Initiative Prioritization Tool Guide to Documenting Your Strategic Roadmap IT Strategy Budget Impact Business Case Template Communications Plan Template Strategic Plan Presentation Strategic Plan Template Executive Meeting Agenda The 5 key aspects of the process with supporting IT Strategy development tools at every step
  • 10. The Strategic Forty2 Virtual Chief Information Officer (VCIO) Strategic Forty2 International Limited (S42), is a dynamic information technology services organization headquartered in Hong Kong, PRC.油 Virtual CIOs for S42 act in the capacity of part-time, senior or interim CIOs for client organizations.油 This offering directly determines the technology innovation required to meet the strategic long-term goals and manage all functions of S42s select customers information technology estate. As adjunct, existing CIOs or IT Department Heads are afforded mentoring and advisory services. As adjunct, retained IT Steering Committee positions are undertaken upon request. The activities undertaken include ensuring the total cost of providing the business with the IT function (Global IT TCO) is clearly understood and appropriately accounted for with a view to ensuring business alignment and management of the IT Budget/Spend and parallel IT expenditure(s); the proper functioning of information processing systems to support the business; recommending and managing upgrades of both real and virtual assets; the implementation &/or refinement of the business analysis function; ensuring documentation of policies and procedures to achieve compliance; the implementation of tailored, proven, comprehensive Systems Development Life Cycle Programs (SDLC); the establishment of effective Program Management Offices (PMO) resulting in solid, timely and appropriately delivered applications solutions that reflect business priorities; and underpinning it all, IT organizational and capability assessment and improvement strategies. The VCIO identifies, recommends, develops, implements, and supports total solutions in agreement with the client that match and support the strategic business goals and imperatives of the client. To this end, a complete international standard IT Strategic Planning process is provided. For more information or a confidential discussion regarding how we can assist your company, please call John Dickson in Hong Kong on +852 9048 7121 or e-mail johndickson@netvigator.com. Strategic Forty2 International Limited