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IT Strategy Workshop Training

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  1. IT Strategy WorkshopTraining

  2. Agenda • IT Strategy Workshop Overview and Kit • IT Strategy Workshop Discussion Guide • IT Strategy Workshop Process Flow and Facilitator’s Guide • Pre-Workshop Call and Data Collection • Conducting the Workshop • Sample Deliverable

  3. Workshop Goals Understand client’s Infrastructure needs Understand the proper IT provider relationship for this client Understand the Dynamic Infrastructure vision and its applicability to the client’s organization Identify current state of the client towards building a Dynamic Infrastructure Develop a high-level vision to begin the journey towards a Dynamic Infrastructure. Build a prioritized action plan towards implementing that vision Workshop Scope A one day planning workshop Joint high level review of the client’s business plans, IT plans, IT infrastructure and services Develop a prioritized list of short and longer term activities for further analysis or implementation that will drive evolution into a Dynamic Infrastructure. Overview Facilitated by 2 executive consultants Pre-workshop discussion to review scope, roles and responsibilities May include Dynamic Infrastructure education Client Deliverables .pdf file containing analysis and includes roadmaps for closing key gaps .pdf file containing project descriptions Feedback should be available to the client within 7-10 business days of the workshop The IT Strategy Workshop will help create a prioritized action plan for the client Description

  4. Workshop Kit • Facilitator’s Guide • Workshop Discussion Guide • Pre-workshop Call Presentation Template • Data Collection Template • Workshop Presentation Template • IT Provider Relationship Scoring Worksheet • Workshop Sample Deliverable

  5. IT Strategy WorkshopDiscussion Guide

  6. Building a dynamic infrastructure… ….requires an integrated, holistic approach aligned with business strategies, initiatives and objectives.

  7. Building a Dynamic Infrastructure is a journey… …these interrelated initiatives can provide the DNA needed to thrive in a smarter planet.

  8. Business Initiatives Define or Refine an IT Strategy aligned with Business Strategies and Initiatives by Examining Current & Desired Architectures, Standards and Governance Implementing and Maintaining Processes Three Phases of Building a Dynamic Infrastructure

  9. IT Strategy Workshop • How does the business view IT? • Do IT initiatives align with the business’ strategy? • Where are you in each area and where are you headed? • Sanity check. Is this where you need to be? • Adjust desired future states to align business and IT. • Identify and prioritize gaps. • Build roadmaps and plans.

  10. IBM’s own smart transformation has delivered results IBM IT Transformation • IBM’s IT transformation continues: our own IT investments over the past 5 years have delivered a cumulative benefit yield of $4.1B Data Center Efficiencies Achieved • Consolidation and virtualization - thousands of servers onto approximately 30 IBM System z™ mainframes • Additional virtualization leveraging System p, System x and storage across enterprise • Substantial savings being achieved in multiple dimensions: energy, software and system management and support costs • The virtualized environment will use 80% less energy and 85% less floor space • 2X existing capacity, no increase in consumption or impact by 2010 Project Big Green Cloud-enabled on demand IT delivery solution • Self-service for 3,000 IBM researchers across 8 countries • Real time integration of information and business services

  11. What is the IT Strategy Workshop? CIO and direct reports IT architects and analysts Who attends? How long? 1 day workshop plus some data gathering and final presentation What are objectives? Define or refine IT strategy to ensure alignment with business strategies and initiatives Identify and prioritize IT infrastructure gaps Create roadmaps to close high priority gaps Analysis on strategic alignment between IT and the business Roadmaps towards closing high priority infrastructure gaps What are the outputs?

  12. The IT Strategy WorkshopUses a Defined Methodology to Identify Strategic Business Alignment, Strategic Gaps, and Develop a Roadmap • Roadmaps • Create Roadmaps • Identify initiatives for each gap • Prioritization • Prioritize gaps • Select gaps for building roadmaps • Current vs Target Gap Analysis for 14 IT Characteristics • Where are you now? • Where do you need to be? • Conduct Gap Analysis • Strategic Alignment Analysis • Select Business Initiatives • Determine IT Provider Relationship with the Business

  13. Provider Relationship Model High Provider researches, recommends and implements technology to enable quantum leap in business capability Enabler Provider works with others to develop a service and provide resources/skills necessary to support the service Partner Provider of a quality service at a cost equal to or lower than the competition Utility Provider of an adequate service at a cost lower than the competition Commodity Costas IT Value Driver High The First Step in IT Transformation Understanding the Needs of the Business, and Aligning IT Actions to that Strategy Benefitas IT Value Driver

  14. Finance • Financial Management Process • Service Support • Solution Deployment • Service Delivery • Service Automation • Security & Compliance Management Environment • Site and Facilities Network • IT Network Resources Storage • IT Storage Resources • Information Lifecycle Management (ILM) Compute • IT Host Resources • Unix Servers • X86-based Servers • Midrange Servers IT Strategy Workshop Evaluates 14 IT Characteristics Domains of Capability

  15. Sample Agenda For IT Strategy Workshop DiscussClient’s Current IT Environment and Future Directions Dynamic Infrastructure Strategy Overview Introduction to Dynamic Infrastructure Strategic Planning Assessment Evaluate Strategic Alignment Evaluate Current and Desired Technical Capabilities Prioritize Gaps to Address Plan Next Steps and Wrap-up

  16. 1 Client provides IBM Business Partner team with pre-workshop background materials IT Strategy Workshop Process Flow… IBM Business Partner develops report IBM Business Partner presents report with discussion IBM, IBM Business Partner and Client participants Explore Post workshop Assessment Readout (2 hours) Assessment 1 - 2 Weeks elapsed time 1 – 2 weeks 2 – 4 hours Detailed roadmapdevelopment Client roadmap presentation Workshop session and assessment review Next Steps 2 3 4 5 Workshop prep 6

  17. Excerpts from Deliverable

  18. Provider Relationship Model High Priorities selected Provider researches, recommends and implements technology to enable quantum leap in business capability 4 Enabler Projects Selected S A M P L E Respondents Desired state Provider works with others to develop a service and provide resources/skills necessary to support the service 3 Partner Benefitas IT Value Driver Provider of a quality service at a cost equal to or lower than the competition 2 Utility Provider of an adequate service at a cost lower than the competition 1 Commodity Cost High Core workshop deliverables include the strategic alignment assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state.

  19. Sample Deliverable: Current State of Dynamic Infrastructure Sample Many infrastructure pillars are in early stages of formalizing strategy and architecture. Statistics-gathering processes and tools that support fact-based decision-making need improvement. Space, power and cooling constraints severely limit ability to grow or support new strategic applications. • Minimal to no progress • Moderate or in-progress • Significant progress to completion

  20. Core workshop deliverables include the strategic alignment assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state. S A M P L E

  21. Core workshop deliverables include the assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state. S A M P L E

  22. Core workshop deliverables include the assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state.

  23. Core workshop deliverables include the assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state.

  24. IT Strategy Facilitator’s GuideExcerpts Louise Hemond-Wilson

  25. Steps in the Workshop Facilitator’s Guide • COORDINATION OF THE DELIVERY TEAM: The delivery resources need to contact each other to determine who carries the lead/ownership for which portion of preparing and conducting the workshop. This is a needed step to ensure equitable division of labor. Major task areas needing ownership are: • Arranging the call with the IBM or IBM Business Partner sponsor. • Preparing the pre-workshop .ppt file, distributing to the client, ensuring the call gets scheduled by the account team. • Leading the pre-workshop call discussion with the client. • Interacting with the client for logistical details and obtaining pre-workshop materials. • Preparing the workshop tool, the workshop .ppt file and the CUPE .xls spreadsheet. • Scheduling the immediate pre-workshop meeting for the delivery team and the account team. • Leading different portions of the workshop. • Owning the creation of the .ppt Final deliverable, the creation of roadmaps and the creation of the project document. • Scheduling the final presentation walkthrough with the account team. • Scheduling the final presentation with the client. • Sending materials to the account team and the client. • Posting the deliverable in the team room.

  26. Steps in the Workshop Facilitator’s Guide continued • CALL WITH THE IBM OR IBM BUSINESS PARTNER SPONSOR: Upon the customer committing to an IT Strategy Workshop and being assigned as a deliver resource team, schedule a quick 15-30 minute call with the IBM or IBM Business Partner sponsor. This discussion does not have a set of .ppt slides. During this call the delivery team will review with the IBM or IBM Business Partner Sponsor: • General workshop process. • The sales team’s role to attend but primarily listen at the workshop. Explain the importance of the workshop delivery team helping the sales team most by distancing themselves from the direct selling efforts as that would undermine credibility of the workshop delivery team and weaken the respect afforded to their recommendations. • Explain the sales team’s role in the follow-up process and the documents they should expect to receive from you following the workshop (.PDF of the project and final reports). • Set expectations for any pre-workshop meeting with the account team and workshop delivery team either the evening before the workshop or the morning of the workshop. • Probe the sponsor for additional background information regarding the client. • Answer any questions the sponsor may have about the workshop. • Ask the IBM or IBM Business Partner sponsor to arrange a 30-60 minute pre-workshop conference call with the client sponsoring executive. The IBM or IBM Business Partner sponsor should participate in the call as well.

  27. Steps in the Workshop Facilitator’s Guide continued • PRE-WORKSHOP CALL WITH THE CLIENT: This call has a .ppt file. The template for this call is contained in the workshop kit. After modifying the .ppt for the specific client, generate a .pdf file and send to the client sponsoring executive and IBM or IBM Business Partner sponsor prior to the call. During this call you will: • Review the workshop flow. • Discuss logistics. • Discuss key participants and their roles including informing the client of the account team’s role to primarily listen. • Discuss the supplied parameters and pre-workshop data collection document that the client needs to provide to the delivery team at least 1 week prior to the workshop. • PREPARE THE WORKSHOP MATERIALS: • After receiving the pre-workshop information from the client customize the workshop .ppt and preload the workshop tool with their information and initiative selections. • Setup the CUPE file. • PRE-WORKSHOP TEAM MEETING: Typically the workshop delivery team and the account team meet either the night before the workshop or the morning before the workshop. This meeting allows the following: • Another review for the account team of the workshop day agenda and expected flow. • Reminder to the account team of their role to attend but primarily listen as well as to follow up. • The delivery team ensures that multiple people have copies of the workshop materials (workshop tool with client information, workshop .ppt and CUPE .xls) and determines who will lead which part of the workshop, who will complete the CUPE, who takes notes, etc…

  28. Steps in the Workshop Facilitator’s Guide continued • WORKSHOP: At the conclusion of the workshop query the client for potential dates for the final presentation. Schedule that now if possible or as soon after the workshop as possible. • IMMEDIATELY POST-WORKSHOP: Immediately following the workshop or the next day, the workshop delivery team assembles in-person to complete key parts of the analysis and observations. Typically this is the scorecard, the CUPE graph, the Observations and Recommendations at a minimum. Someone should be assigned as owning creating the following parts of the deliverable: • The Final presentation .ppt • The roadmaps (to be incorporated into the Final .ppt) • The project descriptions .ppt. This is typically delivered to the client as a separate document since it is often quite large. • POST-WORKSHOP: Typically the delivery team uses Sametime Screen Sharing or NetMeeting to work collaboratively on creating the Final .ppt. The team member who owns creation of the Final presentation should schedule time for the team to work together. This is best done as quickly as possible after a workshop. However, due to calendar coordination for the client, presentation of the final deliverable might not occur for weeks or even a month.

  29. Steps in the Workshop Facilitator’s Guide • PRE-FINAL REVIEW WITH THE ACCOUNT TEAM: Prior to conducting the final review with the customer, schedule time with the account team to review the deliverable. The purpose of this call is to: • Make the account team aware of what will be said. • Listen to their perspective on how the message will be received or learn of any matters to take into consideration in the analysis. • Translate the generic next step and project descriptions into viable IBM or IBM Business Partner services or products that the account team might use in their discussions with the client. • FINAL PRESENTATION WITH THE CLIENT: Conduct the final presentation with the client. Capture appropriate client and account team feedback. Send the client .PDF versions of the FINAL and PROJECT files prior to the conference call.

  30. IT Strategypre-Workshop Call Louise Hemond-Wilson: hemond@us.ibm.com

  31. Building a dynamic infrastructure… ….requires an integrated, holistic approach aligned with business strategies, initiatives and objectives.

  32. Building a Dynamic Infrastructure is a journey… …these interrelated initiatives can provide the DNA needed to thrive in a smarter planet.

  33. Agenda • IT Strategy Workshop Technique – overview • Workshop Delivery Approach, Agenda, and Deliverables • Confirm Workshop Objective, Parameters, Scope, and Participants • Next Steps

  34. Business Initiatives Define or Refine an IT Strategy aligned with Business Strategies and Initiatives by Examining Current & Desired Architectures, Standards and Governance Implementing and Maintaining Processes Three Phases of Building a Dynamic Infrastructure

  35. The IT Strategy WorkshopUses a Defined Methodology to Identify Strategic Business Alignment, Strategic Gaps, and Develop a Roadmap • Roadmaps • Create Roadmaps • Identify initiatives for each gap • Prioritization • Prioritize gaps • Select gaps for building roadmaps • Current vs Target Gap Analysis for 14 IT Characteristics • Where are you now? • Where do you need to be? • Conduct Gap Analysis • Strategic Alignment Analysis • Select Business Initiatives • Determine IT Provider Relationship with the Business

  36. The first step in IT transformation must be understanding the needs of the business , and aligning IT actions to that strategy Provider Relationship Model High Provider researches, recommends and implements technology to enable quantum leap in business capability Enabler Provider works with others to develop a service and provide resources/skills necessary to support the service Partner Provider of a quality service at a cost equal to or lower than the competition Utility Provider of an adequate service at a cost lower than the competition Benefitas IT Value Driver Commodity High Costas IT Value Driver

  37. Finance • Financial Management Process • Service Support • Solution Deployment • Service Delivery • Service Automation • Security & Compliance Management Environment • Site and Facilities Network • IT Network Resources Storage • IT Storage Resources • Information Lifecycle Management (ILM) Compute • IT Host Resources • Unix Servers • X86-based Servers • Midrange Servers IT Strategy Workshop Evaluates 14 IT Characteristics Domains of Capability

  38. The IT Strategy Workshop Adoption Model …..The Scope of Services Dedicated to: LOB or Application Siloed or Geographic Location Oriented Connected (linked) but not Integrated across the Entire Enterprise. Horizontal and Vertical Integration Optimization across the Entire Enterprise Sharing and Integration with Value Net Partners Based on Pre-established Agreements Sharing and Integration with Value Net Partners Based on Dynamically and Automatically Established Agreements Finance Process Environment Domains of Capability Network Storage Compute Discrete Enterprise Integration Defined Value Net Open Value Net Partial Integration Scope of Services

  39. During the workshop the team assesses each of the characteristic sets based on their knowledge of current and desired target state.

  40. Assess current state Determine future state Identify required capabilities and initiatives Develop roadmaps IT Strategy Workshop creates client-specific IT roadmaps A IT Strategy Workshop is used to identify current states and desired target states of xClient’s IT infrastructure capabilities, based on their enterprise business and IT goals and initiatives. xClient’s Business/IT Goals & Initiatives Finance Process Environment Domains of Capability Network Storage Compute Discrete Partial Integration Enterprise Integration Defined Value Net Open Value Net Scope of services

  41. Agenda • IT Strategy Workshop Technique – overview • Workshop Delivery Approach, Agenda, and Deliverables • Confirm IT Strategy Workshop Objective, Parameters, Scope, and Participants • Next Steps

  42. 1 Client provides IBM Business Partner team with pre-workshop background materials IT Strategy Workshop Process Flow… IBM Business Partner develops report IBM Business Partner presents report with discussion IBM, IBM Business Partner and Client participants Explore Post workshop Assessment Readout (2 hours) Assessment 1 - 2 Weeks elapsed time 1 – 2 weeks 2 – 4 hours Detailed roadmapdevelopment Client roadmap presentation Workshop session and assessment review Next Steps 2 3 4 5 Workshop prep 6

  43. Agenda for IT Strategy Workshop

  44. Provider Relationship Model High Priorities selected Provider researches, recommends and implements technology to enable quantum leap in business capability 4 Enabler Projects Selected S A M P L E Respondents Desired state Provider works with others to develop a service and provide resources/skills necessary to support the service 3 Partner Benefitas IT Value Driver Provider of a quality service at a cost equal to or lower than the competition 2 Utility Provider of an adequate service at a cost lower than the competition 1 Commodity Cost High Core workshop deliverables include the strategic alignment assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state.

  45. Core workshop deliverables include the strategic alignment assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state. S A M P L E

  46. Core workshop deliverables include the assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state. S A M P L E

  47. Core workshop deliverables include the assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state.

  48. Core workshop deliverables include the assessment results, customized roadmaps and project details. IT Strategy Workshop customized presentation, based on input from IBM Business Partner experts, includes: • Strategic Alignment Assessment:How does the business view IT? Do IT initiatives align with what the business needs from IT? • Summary Assessment :Current vs. desired future state assessment of IT capabilities. • Key observations and recommendations for each domain • Customized selected roadmaps:Based on client priority, showing projects by initiative and interdependencies. • List of candidate project descriptions:For entries in the roadmap that will incrementally advance IT capabilities towards the desired future state.

  49. Agenda • IT Strategy Workshop Technique – overview • Workshop Delivery Approach, Agenda, and Deliverables • Confirm IT Strategy Workshop Objective, Parameters, Scope, and Participants • Next Steps

  50. Workshop objectives: • xClient’s Objectives: Update objectives.