it governance - it strategic planning & planning budget institutional effectiveness (pbie) june...
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IT Governance -IT Strategic Planning
&Planning Budget
InstitutionalEffectiveness
(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?Why the need for Strategic Planning?
The ChangeThe Change
(A)Where are
you today?
(B)Where do you
want to be?
(C)
How do you plan to get to where you want
to be?
(E)
How will you know when you get to where you want to
be?
(D)
What will help & hinder you getting to where
you want to be?
(A) Situation(A) Situation
(D) Drivers & Restraints(D) Drivers & Restraints
(E) Key Goal Indicators – Key
PerformanceIndicators
(E) Key Goal Indicators – Key
PerformanceIndicators
(B) Vision(B) Vision(C) Strategy(C) Strategy
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Why it is important to describe the current situation?
DefineDefine
Control & StabilizeControl & StabilizeImproveImprove
MeasureMeasure
What is not defined cannot be controlledWhat is not controlled cannot be measuredWhat is not measured cannot be improved
Management Philosophy: Continual Process Improvement
(A)
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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
IT
Tactical/Program
Plans
IT
Operational
Plans
IT
Application
Architecture
IT
Technical
Infrastructure
IT
Staffing
IT
Funding
Strategic & Master Planning Development
Tactical/RoadmapDevelopment & Implementation
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SUNY Orange PBIE Planning Cycle
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Tool - Types
•Planning (by committee)
•BSC – Balanced Score Card
•Managing (by dept heads/leads)
•Project Management Methodology
•Project Management Tools
•PPM Tools
•Assessing (by dept. heads/leads; committees)
•Academic
•Administrative
•Surveys/Evaluations
•Deciding (cabinet; college execs; committees)
•Data Warehouse Tools
•Business Intelligence Tools
•Executive Dashboards
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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