8 free IT strategic planning templates and examples for CIOs


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An effective IT system prepare obviously defines an IT organization’s mission and specifications, and it interprets that mission into lengthy- and quick-range actionable ambitions. An successful IT strategic prepare also displays and drives the enterprise’s small business tactic and ambitions. Seems straightforward sufficient, appropriate? But as technology has become a business differentiator, IT strategic planning is each more very important and more challenging than ever just before. The IT perform no more time exists to simply support small business targets IT ought to support travel the small business.

These totally free IT strategic planning templates and examples of IT strategic plans will support CIOs acquire strategies that turn out to be highly effective tools for the enterprise.

What goes into IT strategic scheduling: No cost templates and in-depth guides

Resource #1: Gartner Inc.
Featuring: Construct an IT Strategic Strategy That You Will Essentially Use

Gartner is of the intellect that IT strategic strategies are WORN, i.e., written at the time, read under no circumstances. To tackle the sit-on-the-shelf destiny of this kind of documents, Gartner analyst Heather Colella presents “Your 1-webpage IT technique template and guide.” A central tenet of this strategy — besides remaining on a person web site — is that CIOs will assist their firms perform better by applying storytelling to present how IT tactics generate business enterprise achievement. “Storytelling can help CIOs and IT leaders to have interaction small business leaders in a approach enterprise discussion by visualizing the small business design in a way that can be easily shared for collaboration across the business,” Colella defined.

Gartner recommends following 4 actions in planning for your a single-site system:

  • Phase 1. Know how you succeed.
  • Step 2. Understand your differentiators.
  • Phase 3. Create a prosperous tale from a certain viewpoint.
  • Move 4. Attract a photograph to commit your approach to paper.

The facts on translating your system story into a strategic plan are spelled out in this downloadable PDF. The a single-website page document includes the 3 foundational components of any strategic program: small business goals, company capabilities and critical effectiveness indicators.

Source #2: Information-Tech Exploration Group
Presenting: SME IT Strategic Program Template

This free IT strategic prepare template spells out straightforward but successful procedures for aligning IT tactic with your company’s strategic targets and initiatives. It is designed for compact and midsized enterprises. (Registration is needed and can get a couple minutes to obtain accessibility.)

The template involves the next sections:

  • reason of approach
  • company method
  • business enterprise initiatives to support company technique
  • IT strategy
  • IT strategic prepare to aid enterprise initiatives and
  • IT strategic plan — Gantt Chart.
What should be in a CIO's IT strategic plan?

Source #3: CIO Index
: IT Method Template

This IT strategic organizing template lists 21 issues aimed at aiding IT executives establish a plan that reflects business enterprise suffering factors and goals. (Registration demanded for the downloadable template.)

The 21 queries are grouped in five groups.

  1. Baseline. This area is developed to build a baseline for IT and the enterprise leaders by inquiring issues these types of as: “What are your prime five company suffering points?” “What are your top rated five business goals?” “How do you approach to reach these objectives?” “What will we gain by leveraging IT functionality across the enterprise?” Charts and tables enable create an correct picture of the recent state of IT and the small business.
  2. Company Assessment. This classification bargains with your firm’s prospects, goods and competitors. Questions incorporate: “Who is your client?” “What is [your] existing business enterprise design?” “What is every single products’ profitability, industry and channel?” This portion contains a SWOT chart to examine the firm’s strengths, weaknesses, alternatives and threats.
  3. IT Method Investigation. This portion of the IT tactic template digs into factors that thwart small business good results. Concerns incorporate: “What is in the way of acquiring company imperatives?” (The template provides examples of various possible issues that hinder accomplishment.) “Can IT assist reach your business imperatives?” “What will we achieve by leveraging IT capacity (offering, manufacturing, getting or servicing) across the organization?”
  4. Environment Trend Assessment. The two inquiries in this group check with you to assume about the 5 prime enterprise tendencies and the 5 leading technological know-how tendencies, then evaluate which of the five in each individual location will have an effect on your enterprise and how.
  5. Present-day IT Ability Investigation. This segment asks you to assess how a lot you invest on IT, the place you invest it and why. Thoughts include: “What is your know-how ROI?” “Does your company system consist of a engineering program?”


Resource #4: Business 2 Neighborhood
Featuring: Strategic Approach Template

Clive Keyte, managing director of approach at mapping consultancy Intrafocus, shared his experience on acquiring strategic options. “The oversight that is usually manufactured in strategic scheduling is to jump straight to initiatives or tasks devoid of looking at enterprise influence diligently,” Keyte explained. He presents the adhering to five items to do to embed strategy into your tradition:

  1. Incorporate issue issue experts in method formulation.
  2. Solicit tactic tips from personnel by social media.
  3. Converse your system by a straightforward diagram.
  4. Contain your strategic measures in regular monthly stories.
  5. Publish your strategic wins commonly.

His editable strategic system template, replete with organizing charts and illustrations, incorporates sections for eyesight, mission, core values, strategic themes, a system map, enterprise targets, strategic initiatives and a financial summary.

Supply #5: Apptio
Offering: 10 Crucial KPIs for the IT Strategic Setting up Procedure

Apptio’s guideline to acquiring an effective IT strategic program lays out the 10 critical performance indicators (KPIs) considered crucial for delivering business value. “IT strategic plans want KPIs that show financial fundamentals, supply, innovation, and agility to aid the enterprise system. These usually are not operational steps of “feeds and speeds” — they are proof points that IT is offering company value.” (Registration needed to accessibility the entire guide.)

Apptio’s record of “10 vital KPIs for the IT strategic strategy”

  1. IT devote vs. plan (Opex and Capex variance)
  2. Application and company overall price tag
  3. Per cent of IT shell out on cloud
  4. Merchandise direct time
  5. Enterprise benefit sent by portfolio per quarter
  6. % of IT investment decision on run, improve and renovate-the-small business
  7. Per cent of task commit on purchaser-centric initiatives
  8. IT spend by business enterprise unit
  9. Shopper gratification scores for enterprise-struggling with products and services
  10. Percent of IT investment by enterprise initiative

3 IT strategic prepare examples

IT strategic programs for higher education institutions and federal government companies are readily observed on the world-wide-web. In this article are a few examples.

Supply #6: Harvard University
Illustration: IT strategic program

This IT strategic preparing document usually takes pains to align IT initiatives with the broader enterprise and educational priorities of the institution.

Harvard University’s IT strategic approach updates the university’s former prepare and sets forth eight new initiatives set up by Harvard’s CIO Council. To assure that the IT initiatives reflected university-extensive priorities, the report states that a doing the job team interviewed resources throughout Harvard, which include deans and vice provosts. “The collective input grew to become the basis on which we designed the prepare,” the report asserts.

The latest strategy also features an IT mission assertion and lists the IT organization’s ongoing priorities: information stability organization architecture shared assistance product analysis computing and study knowledge compliance IT workforce improvement IT procurement and vendor administration transform administration and sustainability and inexperienced IT. The new IT strategic plan doc also incorporates an IT vision statement. (It is downloadable as a PDF.)

Supply #7: College of South Florida Program
Case in point: Information Technology Strategic Prepare 2019 – 2023

The University of South Florida (USF) Info Technology Approach features an executive summary, mission statement, vision statement, record of present products and services, guiding ideas and strategic aims. The govt summary notes that the Place of work of Campus Computing typically has a a lot faster organizing cycle than other disciplines due to rapid technological alterations. It also states that the system’s details engineering requests “keep on to grow at unparalleled fees, and put important tension on current Campus Computing infrastructure.” The approach lays out believed expenditures per year to meet Campus Computing’s strategic objectives. (It is downloadable as a PDF.)

Resource #8: Department of Homeland Security
Instance: DHS Facts Know-how Strategic Program 2019-2023

As the introduction notes, the IT office of the Division of Homeland Safety plays a strong purpose in supporting the agency’s mission to maintain the nation safe and safe. The 8-webpage strategy incorporates a mission assertion, vision assertion and seven guiding rules. The system is created all-around four goals: lifestyle, connectivity, cybersecurity and buyers. Each intention is damaged down into a list of goals and their concentrate places.

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