Transcript JMD-OITMethod for Strategic PBIE

IT Governance IT Strategic Planning
&
Planning
Budget
Institutional
Effectiveness
(PBIE)
June 2006
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What is IT Governance?
IT Governance is the system by which an organization's IT
portfolio is directed and controlled. IT Governance describes:
 (a) the distribution of IT decision-making rights and responsibilities
among different stakeholders in the organization, and
 (b) the rules and procedures for making and monitoring decisions
on strategic IT concerns.
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In terms of monitoring……collecting data/info.
Questions to address regarding your organization…
 Do you have a Strategic IT Master Plan (SITMAP)?
 Do you review the SITMAP at least twice annum?
 Do you have approved IT Projects underway that match back to SITMAP
goals/objectives?
 How are IT projects approved for funding/starting?
 Are the IT Projects reviewed monthly in terms of schedule and costs?
 Is there an assessment of the IT Project in terms meeting SITMAP
goals/objectives and/or overall effectiveness?
 Do you have an established IT Governance board/committee?
 Does IT Governance have input into developing the organization’s SITMAP
 Does IT Governance (or related entity/committee) review/approve both IT budget
and capital expenditures?
 Do you perform a yearly IT Survey for students? Employees? (so as to gauge
competency AND needs).
 Does the IT dept have a customer satisfaction survey instrument?
 Does the IT dept have a timely (yearly at least) assessment instrument on how
it’s processes/procedures, staff are performing (IT metrics)?
 Do both IT Dept personnel and IT customers assess IT management?
 Do you perform self IT audits on any/all aspects of you IT operations? Are these
available to your customers?
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Why the need for Strategic Planning?
(C) Strategy
(B) Vision
The Change
(C)
How do you plan to
get to where you want
to be?
(A)
(A) Situation
Where are
you
today?
(B)
Where do you
want to be?
(D)
(E)
How will you know when
What will help & hinder you get to where you want
you getting to where
to be?
you want to be?
(D) Drivers & Restraints
(E) Key Goal
Indicators – Key
Performance
Indicators
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Why it is important to describe the current situation?
Management Philosophy: Continual Process Improvement
Define
Improve
(A)
Control & Stabilize
Measure
What is not defined cannot be controlled
What is not controlled cannot be measured
What is not measured cannot be improved
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(B)(C) – Vision & Strategy
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(D)(E) Drivers & Restraints and Key Goal Indicators
(D) Drivers & Restraints
 Legal/regulatory (local, state, federal)
 Outside strategic/master plans
 Industry Regulations/Standards
 Collaboration Participation & Agreements
 Feedback from metrics/assessments gathered prior
(E) Key Goal Indicators – Key Performance Indicators (KPI)
 Project Success Criteria (established at the onset of any project)
 Internally Derived (as articulated in strategic/master plan
goals/objectives)
 Internally Established – Helpdesk, SLA, SW Defect stats, MTBF
(mean time between failure), MTTR (mean time to repair)
 Peer Organization Comparisons
 Industry Standards/Metrics
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From IT Strategic Planning To Roadmap
Organization
Strategy
Organizational
Unit
Strategy/Tactics
IT
Strategy
Strategic & Master
Planning Development
IT
Tactical/Program
Plans
IT
Operational
Plans
IT
Tactical/Roadmap
Development & Implementation
Application
Architecture
IT
Technical
Infrastructure
IT
Staffing
IT
Funding
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SUNY Orange PBIE Planning Cycle
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Tool - Types
•Deciding (cabinet; college
execs; committees)
•Planning (by committee)
•BSC – Balanced Score Card
•Data Warehouse Tools
•Business Intelligence
Tools
•Executive Dashboards
•Assessing (by dept.
heads/leads; committees)
•Managing (by dept heads/leads)
•Academic
•Project Management
Methodology
•Administrative
•Project Management Tools
•Surveys/Evaluations
•PPM Tools
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Project Plan/Proposal Components & Methodology
For Project/Proposal
Submission – tool
needed to capture
critical project/proposal
elements that link to
institutional strategic
plan(s) goals &
objectives.
Also For Grant Writing
Also For RFPs
Very similar to
PMBOK-www.pmi.org
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Submittal/Approval Process for Funding Projects/Proposals
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Process Flows – Approvals; Timeline
Approvals/Work-Flow
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Getting Started - Overview
Overview of IT Governance/Strategic Planning Steps – Methodology
Stages:
 Stage 1: Plan The Plan
 Stage 2: Document Your Business Strategy
 Stage 3: Assess the Current IT Situation
 Stage 4: Propose a New IT Situation
 Stage 5: Perform a Gap Analysis
 Stage 6: Propose a Strategic Vision and Governance Model
 Stage 7: Build a Strategic Decision Making Framework
 Stage 8: Publish, Promote, and Maintain Your Strategy
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Getting Started - Overview
IT Governance Planning Template
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THANK YOU
Contact Information:
 James M. Dutcher - PMP, CISSP, SCP/Security+, CISA
(SUNY Orange - Associate Vice President of Technology)
 845-341-4651 (office)
 845-742-8954 (college cell)
 607-760-7455 (personal cell)
 [email protected]
 [email protected]
 http://www.sunyorange.edu