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Transcript of Enterprise Membership
ChrisHeaven.com
ENTERPRISE Annual Cycle
ITCq Report Workshop
IT Infrastructure Audit Workshop
SWOT Analysis Workshop
Virtual IT Dep. Evaluation Workshop
Business Model Workshop
Industry Analysis Research Workshop
IT Planning Session
Operational Planning Session
Project Portfolio Planning Session
Key Annual Pr. Visualization Workshops
Development Roadmap +
Quarterly plan
Operational IT Plan creation
Project Portfolio Plan Creation
Finalize the Roadmap +
Quarterly Plan
Finalize the Operational Plan
Finalize the Project Portfolio
Plan
vCIO Governance
Plan
Documentation, Distribution
Annual Planning
ProjectWorkshops
PlanCreation Finalization Documentation
and DistributionAnnual
Preparation
Individual service line itemPart of a process
Week 1. Week 2. Week 3. Week 4.
ChrisHeaven.com
The annual IT Strategy Planning Process is the core element of success with technology. The process uses special business opportunity and bottleneck discovery methods to prepare a detailed technology plan that stands as the cornerstone of execution during the year.
IT Strategy Planning Process
ITCq Report Workshop
IT Planning Session
Key Annual Pr. Visualization Workshops
Development Roadmap +
Quarterly plan
Finalize the Roadmap +
Quarterly Plan
vCIO Governance
Plan
Documentation, Distribution
Discovery Draft Plan 2-3 Key ProjectVisualization Detailed Plan Confirmation
Formal Annual and Quarterly Plan
Formal Annual Plan
Roles, Execution First Quarterly Plan
ChrisHeaven.com
During annual planning it is critical to visualize the initiatives that will shape the year's development activities. We need to figure out why we want these activities and what we expect they’ll accomplish. This is where great team collaboration can shine -when the team can express their goal, align on strategy and get invested.
Key Annual Project Visualization Workshops
ITCq Report Workshop
IT Planning Session
Key Annual Pr. Visualization Workshops
Development Roadmap +
Quarterly plan
Finalize the Roadmap +
Quarterly Plan
vCIO Governance
Plan
Documentation, Distribution
Discovery Draft Plan 2-3 Key ProjectVisualization Detailed Plan Confirmation
Formal Annual and Quarterly Plan
Formal Annual Plan
ChrisHeaven.com
SWOT analysis is a classic Business Strategy creation tool. Using it in an IT context can reveal many business opportunities that can be exploited during the IT Planning Process, as well as bring to light potential threats. This proactive process makes issues more manageable, improvements more evident, resulting incompetitive advantages.
SWOT Analysis WorkshopSWOT Analysis
WorkshopIT Planning
Session
Draft PlanWorkshop
ChrisHeaven.com
The technical assessment is a crucial element of the planning, since so much can change over a year - devices, applications, even people come and go. Reviews of the technical infrastructure such as end user devices, servers, network devices, documentation, performance, warranties and all related applications are a preventative maintenance duty every company should conduct regularly.
IT Infrastructure Audit WorkshopIT Infrastructure Audit Workshop
IT Planning Session
Draft PlanWorkshopNetwork assessment
ChrisHeaven.com
The "Virtual IT Department" of the company can consist of 50 or more application providers, service providers, vendors and third party companies. It’s important to categorize different participants and evaluate their performance regularly. With this evaluation we can decide whom we can dismiss, change, or negotiate for a better price or develop a more strategic relationship.
Virtual IT Department Evaluation WorkshopVirtual IT Dep.
Evaluation Workshop
IT Planning Session
Draft PlanVirtual IT DepartmentDiscovery
ChrisHeaven.com
The IT Operational Plan is an extension of the IT Development Roadmap Process. The roadmap is a generalized spreadsheet of the goals, projects and responsibilities regarding the initiatives needed for the IT strategy. The IT Operational Plan gives more detail on the Project level such as description, benefits and budget.
IT Operational Planning ProcessOperational
Planning Session
Operational IT Plan creation
Finalize the Operational Plan
Documentation, Distribution
Formal Annual PlanExtended Draft Plan Detailed Plan Confirmation
ChrisHeaven.com
The industry technology review brings input to the planning process from the competitive perspective. The team gets together for an industry review and the CHC consultant looks for potential applications and best practices for solving problems in the current, or related industries. This helps the company take advantage of applications and best practices not yet well known, which can give competitive advantage.
Industry Analysis Research WorkshopIndustry Analysis Research Workshop
IT Planning Session
Draft PlanVertical based challengesand solutions
ChrisHeaven.com
Business Model Workshops are an innovative and very engaging way to address current complex business issues easily. Their goal is to provide a clear picture of the organization’s main business model, including how it changes and evolves, and give some stability and nurture dynamic management. It’s also usually the favourite exercise of our members.
Business Model WorkshopBusiness Model
WorkshopIT Planning
Session
Draft PlanBusiness Model Discovery
ChrisHeaven.com
IT Project Portfolio Planning Process is an extension of the IT Operational Process. The Operational Plan is a detailed project portfolio document giving more detail on the Project level such as description, benefits, budget and so on. The Portfolio plan has more explanation, details and more precise budget estimation for the major initiatives. It goes one step deeper into the details.
IT Project Portfolio Planning ProcessProject Portfolio
Planning Session
Project Portfolio Plan Creation
Finalize the Project Portfolio
Plan
Documentation, Distribution
Formal Annual PlanExtended Draft Plan Detailed Plan Confirmation
ChrisHeaven.com
Quarterly Cycle - Enterprise
Quarterly Planning Session
Project Portfolio Review
Key Stakeholder Interviews
Project Specification, Delegation
Sess.
Key Associates Surveys
Project Steering Committee M.
Project Visualization Workshops
Solution Selection
Workshops
Key Project Review
Workshop
Process Improvement
Workshop
Productivity Improvement
WorkshopWay To Go
Award
Business Opportunity Workshop
Key Stakeholder Calls
DepartmentReviews
Team Development
QuarterlyPlanning
ProjectWorkshops
ProjectReviews
Individual service line itemPart of a process
Week 1. Week 2. Week 3. Week 4.
ChrisHeaven.com
It is important to regularly review the project portfolio. We can reenergize slowed down projects, eliminate roadblocks quickly and have a better understanding where our development initiatives are.
Project Portfolio ReviewProgress Report
SessionProject Portfolio
Review
Check Projects Monthly review the progressof the quarterly plan
ChrisHeaven.com
Organizations have many processes that can determine success or failure. Regular review of a critical processes is important to keep them automated and streamlined. These team events promote best practices and tools for the teams to improve their processes continually.
Process Improvement WorkshopProcess
Improvement Workshop
Quarterly Planning Session
Quarterly Planning Session
Next QPS
10 point results
WorkshopPrevious QPS
ChrisHeaven.com
A critical role of executing is a Quarterly Execution Plan. Breaking down the annual and operational plan to specific deliverables for the next quarter makes the team accountable and more efficient. Giving focus to your people will enable them to execute the strategic initiatives within their day-to-day operational whirlwind.
Quarterly Planning Process
Quarterly Planning Session
Project Portfolio Review
Project Specification, Delegation
Sess.
Process Improvement
Workshop
Key Stakeholder Calls
Check Projects
Check Departments
Operational Efficiency
Review, close Previous quarterand open, plan the next quarter
Help to kickoff projects
Next Quarterly Plan
Previous Quarterly Plan
ChrisHeaven.com
In most cases, for smaller projects the internal team can execute all the necessary tasks, but they may not have the time or expertise to plan projects through to flawless execution. During the process the necessary information will be ready and be delegated to the proper internal resource for execution.
Project Specification and Delegation Session
Quarterly Planning Session
Project Specification, Delegation
Sess.Review, close Previous quarterand open, plan the next quarter Help to kickoff projects
Project Task list
ChrisHeaven.com
The Project Steering Committee is a team inside the organization responsible for the complete Project Portfolio success. We set guidelines, organize and facilitate meetings and follow up on corrective action items. This ensures that IT related projects are going to have more momentum, buy-in and overall success.
Project Steering Committee MeetingProgress Report
SessionProject Steering Committee M.
Project portfolio review with the Steering Committee
Monthly review the progressof the quarterly plan
Collect the projectreviews prior the session
ChrisHeaven.com
We have to gather information from the key stakeholders: COO, CFO, Marketing VP, Sales VPsetc.. The people leading the company need a platform with the CHC consultant to review their needs, undiscovered opportunities, and ongoing projects under their direction.
Key Stakeholder InterviewsKey Stakeholder
InterviewsQuarterly Planning Session
ChrisHeaven.com
Productivity and operational excellence are the surest foundations for maintaining a healthy bottom line. Reviewing the productivity of teams and individuals, the state of communication and tools used is essential for becoming leaner, faster and staying ahead of the competition.
Productivity Improvement WorkshopProductivity Improvement
WorkshopQuarterly Planning Session
Quarterly Planning Session
Next QPS
10 point results
WorkshopPrevious QPS
ChrisHeaven.com
During the Quarterly planning we propose a candidate for the “Way to Go Award” for extraordinary achievement. It can be for proactive work, valuable research, leadership or any other value we would like to highlight.
Way To Go AwardWay To Go
AwardQuarterly Planning Session
Nomination Preparation
Communication
ChrisHeaven.com
During the quarterly it is critical to visualize the initiatives that will shape the year's development activities. We need to figure out why we want these activities to be and what we expect they’ll accomplish. These can be projects already in the plan that need to be made more actionable or urgent, or brand new projects with urgent priority. This is where great team collaboration can shine -when the team can express their goal, align on strategy and get invested.
Project Visualization Workshops
Project Visualization Workshops
Quarterly Planning Session
Review, close Previous quarterand open, plan the next quarter Help to kickoff projects
Updated Quarterly Plan
Solution Selection
Workshops
Solution decision
ChrisHeaven.com
There are major projects for the company that need more attention from the CHC consultant. A monthly project review meeting with the project team can increase the formality, accountability, clarity and the success factor of all projects. Even in cases where the CHC consultant isn’t the project manager it’s good to meet for a review. We recommend 2-3 project reviews every month.
Key Project Review Workshop
Key Project Review
Workshop
Project Team Weekly Huddle
Project Steering Committee M.
Project Portfolio Review
Check Projects with the Committee
Check Projects with the Project Leaders
Check Projects with theProject Team
In depth review with the Team Monthly Key Project
Review Memo
ChrisHeaven.com
Gathering information with a comprehensive scope on the company is critical to be able to address bottlenecks, inefficient processes, missing information and other hurdles. These regular surveys collect intelligence from the users and key vendors that add detail and perspective to the quarterly plans.
Key Associates Survey + analysisKey Associates
SurveysQuarterly Planning Session
ChrisHeaven.com
Organizations often have way more business opportunities – "low hanging fruit" - than they realize. There’s a wealth of improvements easily implemented in areas like customer service, the value proposition and many competitive factors, such as client communication, sales, and marketing related opportunities. Using this unique method uncovers these opportunities quickly.
Business Opportunity WorkshopBusiness
Opportunity Workshop
Quarterly Planning Session
Quarterly Planning Session
Next QPS
10 point results
WorkshopPrevious QPS
ChrisHeaven.com
Many times we are able to scope out a project, and we have the visualization, but we haven’t chosen a specific product/solution/service. This is a research exercise to ensure we choose the right direction and stay aligned as a team.
Solution Selection WorkshopsSolution Selection
Workshops
Decision making 10 points decision making sheet
Project Visualization Workshops
Help to kickoff projects
ChrisHeaven.com
ENTERPRISE Monthly/Weekly Cycle
Mangement Coaching Session
Progress Report Session
Project Portfolio Review
Project Steering Committee M.
Key Project Review
Workshop
Individual service line itemPart of a process
CEO Weekly Huddle
Project Team Weekly Huddle
IT Team Weekly Huddle
CEO Weekly Huddle
Project Team Weekly Huddle
IT Team Weekly Huddle
CEO Weekly Huddle
Project Team Weekly Huddle
IT Team Weekly Huddle
Week 1. Week 2. Week 3. Week 4.
ChrisHeaven.com
Weekly huddle is an alignment session among the CEO and the vCIO. Mostly the CEO is involved on the key decision makings during the project life cycles. He might not be part of the project but we have to make sure there are clear communication lines with weekly huddles to help the execution and keep the CEO informed.
CEO Weekly HuddleCEO Weekly
HuddleCEO Weekly
HuddleCEO Weekly
Huddle
Current Team meetingPrevious meeting Next meeting
ChrisHeaven.com
It is important to regularly review the project portfolio. We can reenergize slowed down projects, eliminate roadblocks quickly and have a better understanding where our development initiatives are.
Project Portfolio ReviewProgress Report
SessionProject Portfolio
Review
Check Projects Monthly review the progressof the quarterly plan
ChrisHeaven.com
Quick progress reports are great for keeping a high but still stable pace of execution and raise the sense of priority for particular projects. Like driving in the city, checking for obstacles and reviewing the progress of the quarterly plan execution will always promote success.
Progress Report SessionProgress Report
SessionProject Portfolio
Review
Check Projects Review the progress of the quarterly plan Updated Quarterly Plan
ChrisHeaven.com
Executives are often need the most coaching and support with technology. Disruptive technologies are emerging from all directions and can influence strategies or even overall management of the organization. These events help keep executives personally ahead of the curve and more business-technology savvy.
Management Coaching SessionMangement Coaching Session
Mangement Coaching Session
Mangement Coaching Session
Previous Session Current Session Next Session
ChrisHeaven.com
The IT team is responsible for the day-to-day IT operation, maintenance, support and for development projects. The weekly huddles help them focus and stay aligned and accountable. It also gives management necessary visibility and control over the IT team.
IT Team Weekly HuddleIT Team Weekly
HuddleIT Team Weekly
HuddleIT Team Weekly
Huddle
Current Team meetingPrevious meeting Next meeting
ChrisHeaven.com
The Project Steering Committee is a team inside the organization responsible for the complete Project Portfolio success. We set guidelines, organize and facilitate meetings and follow up on corrective action items. This ensures that IT related projects are going to have more momentum, buy-in and overall success.
Project Steering Committee MeetingProgress Report
SessionProject Steering Committee M.
Project portfolio review with the Steering Committee
Monthly review the progressof the quarterly plan
Collect the projectreviews prior the session
ChrisHeaven.com
Weekly Project huddle is a placeholder meeting we can use to energize project teams lacking focus or cadence, or to assist in critical stages like starting off, milestones or closing. The quick-online sessions help to quarterback the project leaders and generate some momentum when needed.
Project Team Weekly HuddleProject Team
Weekly Huddle
Current Team meetingPrevious meeting Next meeting
Project Team Weekly Huddle
Project Team Weekly Huddle
ChrisHeaven.com
There are major projects for the company that need more attention from the CHC consultant. A monthly project review meeting with the project team can increase the formality, accountability, clarity and the success factor of all projects. Even in cases where the CHC consultant isn’t the project manager it’s good to meet for a review. We recommend 2-3 project reviews every month.
Key Project Review Workshop
Key Project Review
Workshop
Project Team Weekly Huddle
Project Steering Committee M.
Project Portfolio Review
Check Projects with the Committee
Check Projects with the Project Leaders
Check Projects with theProject Team
In depth review with the Team Monthly Key Project
Review Memo