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© 2007 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner, Dataquest and ITxpo are registered trademarks of Gartner, Inc. or its affiliates. Gartner for IT Leaders is a service mark of Gartner, Inc. or its affiliates.

IT Strategic PlanningTable of Contents

Louis BoyleVice President, Executive Programs

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© 2007 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner, Dataquest and ITxpo are registered trademarks of Gartner, Inc. or its affiliates. Gartner for IT Leaders is a service mark of Gartner, Inc. or its affiliates.

Table of Contents – 1 of 3

# of Pages

Item

1 Message from the CEO

1 CIO’s Introduction to the IT Plan (includes ½ page executive summary “elevator pitch”)

½ to 1 Context 1. Business (What is IT aligning to, from business

perspective)2. IT (current state surveys)

1 IT Accomplishments (over past year) - testimonials are best-Aka contributions to business success

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© 2007 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner, Dataquest and ITxpo are registered trademarks of Gartner, Inc. or its affiliates. Gartner for IT Leaders is a service mark of Gartner, Inc. or its affiliates.

Table of Contents – 2 of 3# of

PagesItem

many Future State1. General description / major characteristics of future state

1. Vision/mission/principles/values/general characteristics (e.g. “IT will act as a general contractor to the business for all IT related work”)

2. Future State surveys - synthesis3. Enterprise architecture (1 picture, from architecture team, intuitively

obvious to business folks) Note: reconfirm applicability of including this

2. Key Projects (def’n tbd – top 10? Top 20? All?)1. Overview table (minimal CRV – see suggested layout in addendum)2. ½ to 1 page / major project (in appendix to plan) – to be reconfirmed

1-2 Financial [& Metrics] Summary (aka IT Financial Management)- $ categorized using business level categories- Metrics = one-page dashboard (Note: if this doesn’t yet exist, this

would just be noted as a future vision project)

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© 2007 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner, Dataquest and ITxpo are registered trademarks of Gartner, Inc. or its affiliates. Gartner for IT Leaders is a service mark of Gartner, Inc. or its affiliates.

Table of Contents – 3 of 3# Pages Item

1-3 IT Human Capital Management- organization structure & staffing- IT HCM/HR strategy (4-5 bullets)- implications on business HCM/HR strategies- Vendor & sourcing strategies

1-2 Risks/Issues/Security Strategies- IT management risks & mitigation strategy- IT security risks & mitigation strategy- IT Plan risks & mitigation strategy

1 Top IT Trends as applicable to you- trend (described in business benefit terms as much as possible)- business impact/benefit- timing – year of plan trend likely to be worked on

1 IT Plan User’s Guide (“governing & managing” the plan)

1 Recommendations & Next Steps

Many Appendices

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© 2007 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner, Dataquest and ITxpo are registered trademarks of Gartner, Inc. or its affiliates. Gartner for IT Leaders is a service mark of Gartner, Inc. or its affiliates.

Addendum• Suggested framework for project

alignment table

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© 2007 Gartner, Inc. and/or its affiliates. All rights reserved.Gartner, Dataquest and ITxpo are registered trademarks of Gartner, Inc. or its affiliates. Gartner for IT Leaders is a service mark of Gartner, Inc. or its affiliates.

Project Alignment Framework

Program* Strategy*

2008

2009 2010IT Budget Business Budget

Funded Unfunded Funded Unfunded

... ... ... ... ... ... ... ...

... ... ... ... ... ... ... ...

* Column order to be finalized