CIO AcademyCIO AcademyJourney to Influential IT LeadershipJourney to Influential IT Leadership

CIO AcademyCIO Academy

Strategic Competencies for 21st Century CIO SuccessStrategic Competencies for 21st Century CIO Success

Workshop MaterialsWorkshop Materials

CIO AcademyCIO AcademyJourney to Influential IT LeadershipJourney to Influential IT Leadership

IT Management Processes:What are the core operating processes that you – as a CIO – oversee?

IT Strategy Operating Plan Run the Business

• Strategic Planning & Roadmap (New)

• Strategic Planning & Roadmap (Refresh)

• Goal setting and communications (Organization)

• Annual Operating Plan• Portfolio Management• Project Management• Project Financials • Asset Forecasting• Capacity Management• Risk Management

• Project Governance / Quality Gates• Compliance Review• Security Review• Demand Management /

Technology Refresh• Continuous Process Improvement

(points of integration with Business’ processes)

• Vendor Management• Contract Management• IT Budget Management

Stakeholder Engagement Communications Organizational Planning

• Stakeholder communications• Innovation / Brainstorming to

address Stakeholder Needs

• IT Communications• Customer Satisfaction (End User)• IT Culture Development

• Talent Onboarding/ Off-boarding• Talent Review & Retention/

Calibrations• Performance Review Cycle• Goal Setting (Individual)• Goal Cascading (Individual)• Learning & Development• Knowledge Management (Projects)• Knowledge Management (IT

processes)

CIO AcademyCIO AcademyJourney to Influential IT LeadershipJourney to Influential IT Leadership

Process Definition:What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today?

Annual Operating Plan (AOP)

Review business goals

Engage business stakeholdersNemawashi /

Socialize and Pre-sellPresent joint Sales/ ROI to executives

Assess tech needs and impact

Prioritize (“Murder Board”)

Sell/ Finalize with Senior Mgmt

Influencing skills:

CIO AcademyCIO AcademyJourney to Influential IT LeadershipJourney to Influential IT Leadership

Process Definition:What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today?

Stakeholder Engagement Process(General Relationship and Expectation-management Process)

Identify stakeholders

• Present project metrics in familiar (“business friendly”) terms• Review Key Strategic Issues for continuity• Review how initiatives improve competitive positioning• ID how Tech could improve the operating model

Gather key info Create presentation

Conduct internal review

Influencing skills:

Meet with key stakeholders

CIO AcademyCIO AcademyJourney to Influential IT LeadershipJourney to Influential IT Leadership

Process Definition:What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today?

IT Strategic Planning

Review firm strategy

Communicate with your stakeholders

Align IT’s activities with the strategy and firm’s needs

Nemawashi / Continually socialize your plans with the business

Engage the business unit(s)

Analyze the external environment

Identify common, strategic themes

Influencing skills:

Develop strategic objectives

Develop strategic initiatives

Prioritize and align IT and stakeholders

Define projects

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Budget Plning

Dmnd Mgmt

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CIO AcademyCIO AcademyJourney to Influential IT LeadershipJourney to Influential IT Leadership

Process Definition:What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today?

Portfolio Management Process

On-board projectPrioritize with other

projectsPlan capacity Develop calendar

Monitor progress Off-board projectProject Mgmt