A Practical Guide to Information Systems Strategic Planning, Second Edition

by Cassidy; Anita

• ISBN13: 9780849350733
• ISBN10: 0849350735
• Edition: 2nd
• Format: Hardcover
• Copyright: 2005-10-14
• Publisher: Auerbach Public

Summary

The foundation of a successful information systems strategic plan is the recognition that business direction and requirements must drive the IS strategy and computing architecture. A Practical Guide to Information Systems Strategic Planning, Second Edition outlines a systematic approach to guide you through the development of an effective IS plan that is formulated from your company's business plan.This volume outlines a quick and easy approach with concepts, techniques, and templates for analyzing, organizing, communicating, and implementing an IS strategy. This approach unites an organization in a collaborative effort resulting in a solid direction that has the support of the entire organization. Establishing this direction cultivates the support of management, enabling necessary strategic IS investments.With a new look at the role of IS governance in strategic planning, this second edition reflects advances in technology and provides an improved and thorough planning methodology. The strategic planning process outlined in this book has been supplemented by lessons learned from applying the process in numerous companies, cultures, and environments.

Table of Contents

Preface	xi
Acknowledgments	xv
About the Author	xvii
Purpose of Information Systems Strategic Planning	1	(22)
Benefits of IS Planning	4	(15)
Effective Management of an Expensive and Critical Asset to the Organization	5	(1)
Improving Communication and the Relationship between the Business and IS Organization	6	(1)
Aligning the IS Direction and Priorities to the Business Direction and Priorities	7	(3)
Operational Excellence	10	(1)
Customer Intimacy	11	(1)
Product Leadership	12	(2)
Identifying Opportunities to Use Technology for a Competitive Advantage and Increase the Value to the Business	14	(1)
Planning the Flow of Information and Processes	15	(1)
Efficiently and Effectively Allocating IS Resources	16	(1)
Reducing the Effort and Money Required Throughout the Life Cycle of Systems	17	(2)
Planning Approach	19	(2)
Conclusion	21	(1)
Notes for My IS Strategic Planning Project	22	(1)
References	22	(1)
IS Governance	23	(16)
Definition of Governance	23	(1)
Importance of Governance	24	(3)
Approaches to Governance	27	(2)
Involvement of the Organization	29	(1)
Executive Management	30	(1)
IS Steering Committee	31	(3)
CIO	34	(1)
IS Organization	35	(1)
Implementation Team	36	(1)
Conclusion	37	(1)
Notes for My IS Strategic Planning Project	38	(1)
References	38	(1)
The Planning Process	39	(14)
Planning Components	39	(2)
Planning Process	41	(6)
Phase 1: Visioning	41	(3)
Phase 2: Analysis	44	(1)
Phase 3: Direction	44	(2)
Phase 4: Recommendation	46	(1)
Plan Contents	47	(1)
Plan Development	48	(3)
Conclusion	51	(1)
Notes for My IS Strategic Planning Project	51	(2)
The Visioning Phase	53	(68)
Initiate and Manage the Project	53	(14)
Finalize Objectives, Goals, and Scope	54	(5)
Scope	59	(4)
Identify Resources, Roles, and Responsibilities; Interview Participants	63	(2)
Confirm Deliverables and Work Plan	65	(1)
Draft Deliverable Templates	65	(1)
Announce the Project; Conduct Project Orientation	65	(1)
Establish Ongoing Project Governance, Communications, and Status Report	66	(1)
Review and Confirm Project Plan (Milestone)	66	(1)
Understand the Business Situation and Vision	67	(14)
Review Business Documentation	68	(2)
Develop Business Interview Questions, Surveys, and Workshop Structure	70	(2)
Surveys	72	(7)
Schedule Business Interviews and Workshops	79	(1)
Conduct Business Interviews, Workshops, and Surveys	80	(1)
Document Business Interviews, Workshops, and Surveys	80	(1)
Review and Confirm Business Input	81	(1)
Document and Confirm the Business Analysis	81	(19)
Document Current Business Description, Vision, Values, Goals, Strategies, Direction, Operating Vision, Business Projects, and Initiatives	81	(1)
Business Operating Vision	82	(2)
Global Requirements	84	(3)
Document Industry Business Trends, Business, and Customer Requirements	87	(1)
Environmental Business Requirements	87	(1)
External Business Requirements	88	(2)
Value Chain Analysis	90	(1)
Business Measures	91	(3)
Business Processes	94	(6)
Business Requirements	100	(19)
Document Business Strengths, Weaknesses, Opportunities, and Threats	101	(1)
Document Business Impact on IS	102	(17)
Review and Confirm Business Situation Understanding	119	(1)
Conclusion	119	(1)
Notes for My IS Strategic Planning Project	120	(1)
The Analysis Phase	121	(100)
Understanding the Current IS Situation	121	(57)
Review IS Documentation	121	(9)
Develop IS Interview Questions, Surveys, and Workshop Structure	130	(2)
Surveys	132	(3)
Schedule IS Interviews and Workshops	135	(1)
Conduct IS Interviews, Workshops, and Surveys	135	(1)
Document IS Interviews, Workshops, and Surveys	136	(1)
Document the Current IS Situation	136	(2)
Business Application Environment	138	(6)
Desktop Environment	144	(9)
Server Environment	153	(7)
Network Environment	160	(1)
Telecommunications Environment	160	(1)
Data Center Environment	161	(1)
IS Organization	162	(5)
Project Workload (Current and Backlog)	167	(6)
Processes	173	(5)
Budget and Metrics	178	(1)
Review and Confirm IS Situation	178	(1)
Analyzing the Current IS Situation	178	(36)
Conduct Industry Benchmarking	179	(1)
Identify IS Industry Trends and Competitor Profiles	179	(6)
Competitor Profiles	185	(1)
Review Information Needs and Data Context Model	186	(1)
Review Business Processes and Use of Applications	187	(1)
Identify High-Level Functional Requirements and Gaps	187	(1)
Business Requirements Analysis	187	(4)
Business Operating Vision Analysis	191	(2)
Environmental Business Requirements Analysis	193	(1)
External Business Requirements Analysis	194	(1)
Business Strengths, Weaknesses, Opportunities, and Threats Analysis	194	(1)
Develop IS Strengths, Weaknesses, Opportunities, Threats (SWOT), Risks, Technology Opportunities, Business Enablers	194	(9)
Develop IS Assessment Scorecards; Rate with Team	203	(11)
Review and Confirm IS Analysis	214	(1)
Developing Recommendations and Solution Alternatives	214	(4)
Develop Business Application Options and Recommendations	214	(1)
Develop Infrastructure Options and Recommendations	215	(1)
Develop Organizational Options and Recommendations	216	(1)
Develop IS Process Options and Recommendations	217	(1)
Review and Confirm Recommendations	218	(1)
Conclusion	218	(1)
Notes for My IS Strategic Planning Project	219	(1)
References	220	(1)
The Direction Phase	221	(76)
Developing the IS Vision and Direction	222	(27)
Developing the IS Vision and Mission	222	(2)
Vision	224	(3)
Mission	227	(3)
Values	230	(1)
Develop the IS Goals and Strategies	230	(1)
Goals	230	(5)
Strategies	235	(10)
Determine the IS Balanced Scorecard and Metrics	245	(4)
Review and Confirm the IS Vision and Direction	249	(1)
Developing the IS Plan	249	(41)
Develop the Business Application Direction	249	(10)
Information Architecture	259	(1)
Develop the E-Business Direction	260	(6)
Develop the Technical Infrastructure Direction	266	(6)
Develop the Organizational Direction	272	(11)
Develop IS Process Direction	283	(3)
Develop a Prioritization Process	286	(2)
Prioritizing by Business Objective	288	(1)
Prioritizing by Forced Ranking	289	(1)
Prioritizing by Business Performance Impact Criteria	290	(1)
Review and Confirm the IS Plan	290	(1)
Identifying IS Projects	290	(5)
Estimate IS Costs	293	(1)
Identify Business Benefits	293	(1)
Prioritize IS Projects	294	(1)
Review and Confirm the IS Projects and Prioritization	294	(1)
Conclusion	295	(1)
Notes for My IS Strategic Planning Project	295	(2)
The Recommendation Phase	297	(36)
Develop a Road Map	298	(17)
Document a Detailed Road Map	298	(1)
Summarize Costs	298	(5)
Summarize Organization Impact	303	(1)
Identify Risks, Concerns, Risk Mitigation, and Readiness Assessment	304	(11)
Review and Confirm Road Map	315	(1)
Develop a Business Case	315	(8)
Summarize Business Benefits and a Business Case for Action	315	(6)
Develop a Communication Plan and Presentation Summary	321	(1)
Develop an Ongoing Planning Process and Steering Committee	322	(1)
Review and Confirm the Business Case	323	(1)
Communicate the Plan	323	(8)
Finalize the Detailed Plan Document	323	(6)
Develop the Summary Presentation	329	(1)
Present the Plan and Discuss It	330	(1)
Conclusion	331	(1)
Notes for My IS Strategic Planning Project	332	(1)
Next Steps	333	(26)
Marketing	333	(2)
Executing	335	(17)
Project Plan	335	(4)
Project Kick-Off Meeting	339	(1)
Request for Quote	340	(4)
RFQ Response Review	344	(5)
Software Demonstrations	349	(3)
Vendor Selection	352	(1)
Managing	352	(5)
Measuring	357	(1)
Conclusion	357	(1)
Notes for My IS Strategic Planning Project	358	(1)
Index	359