IT Strategy Building Blocks - Strategy Map Approach Dave Wallace, CIO IT Strategic Plan Project – Task Force meeting 12 September 2012

Strategy Map Overview Overview of IT Strategic Plan Project Layers/Inputs Integrated Approach Strategy Development Definitions Strategy Map Next Steps

Priorities, Risks and Timing Standards/ Interfaces Overview of IT Strategic Plan Project Layers/Inputs Students/ Potential Students University Leadership/ 6 Pillars National/ International Opportunities Faculties/Strategic Plans Government Vision Mission Principles and Values Colleagues IT Trends Priorities, Risks and Timing Architecture /Blueprint (Direction/Evolution) Information/ Knowledge Optimized Applications Integration Secure, Common Infra. Standards/ Interfaces Project Portfolio/ Budget Services/ Budget Performance Measures

Building an IT Strategic Plan: Integrated Approach Strategy-Focused Identify set of strategic goals everyone works towards achieving Performance Driven Measure whether our initiatives help us achieve our goals Key Elements Vision, Mission, Principles and Values Visionary Goals Strategic Goals – the Priorities Strategic Objectives – shorter term, practical objectives; contribute to strategic goals Performance Measures & Targets – measure success of strategy Initiatives – specific projects to achieve specific goals

Strategic Initiatives: Strategy Development Vision/ Mission Visionary Goals Strategic Goals Strategic Objectives Strategic Initiatives: Project Ideas, Operational Ideas, Practice Ideas, Guidelines & Operating Principles, Policy Ideas University Strategy Faculty Strategic Plans Functional Strategic Plans Faculty “A” IT Plans Faculty “Y” IT Plans IT Strategic Plan

Definition: Visionary Goals “Visionary goals are compelling, reaching and help an organization to progress towards an envisioned future”

Examples of Visionary Goals Amazon: Every book, ever printed, in any language, all available in less than 60 seconds. Disney: Be the best company in the world for all fields of family entertainment. Google: Organize the world's information and make it universally accessible and useful. Microsoft: A computer on every desk and in every home. (besides who needs more than 640K of memory?) Nokia Siemens Networks: Connect 5 billion people by 2015. Sony: Embody changing the image of Japanese products as being of poor quality; create a pocket transistor radio.

Definition: Strategic Goal “The desired end result.” Major directions of the organization based on strengths, weaknesses, opportunities, threats (SWOT) Long term perspective 3-5 years Action verb – Improve, Reduce, Increase Example: Improve customer experience Objectives Initiatives

Definition: Strategic Objective “Specific and measurable for accomplishment of a goal.” May be several objectives contributing to strategic goal Shorter duration 1-3 years, or smaller scope (branch or specific aspect) Action verb – Improve, Reduce, Increase Example: Improve customer experience Build personalization in services Initiatives

Definition: Initiative “Specific projects or activities aimed toward achieving the objectives.” May contribute to several objectives or goals Time bound – start and end date Title Test – should be able to give it a title (and a description) Example: Improve customer experience Build personalization in services MyWaterloo Portal

Definition: Strategy Map “Graphical way to summarize and communicate the strategy” Shows direct linkage between the Key Elements: Vision, Visionary Goals, Strategic Goals, Strategic Objectives and Initiatives Builds an Integrated View

Drivers/Pressures (e.g.): Improve Service Access Example Strategy Map Drivers/Pressures (e.g.): Government, Competition, Community, Enterprise Architecture, IT Trends University Strategy Vision and Mission Values Principles Visionary Goals Strategic Goals Improve Service Access Improve Efficiency Improve Access to information Improve Student Services Objectives Improve channel management Improve channel management Reduce Service Interfaces Reduce System Redundancy Reduce complexities in sharing information Develop Common Components Performance Metrics Targets Targets Targets Targets Work Plans Initiatives Initiative Initiative Initiative Initiative

IST Retreat (28 Aug. 2012) Brainstorm on Vision, Mission, Values, and Visionary Goals for uWaterloo IT Just a first pass! Meant to start the process.

Vision for uWaterloo IT Enabling excellence through information technology leadership.

IT Mission – Take 1 Through innovation and leadership, provide IT services that enable an exceptional learning and research environment at uWaterloo; to excite, inspire, and support our clients with the best IT solutions.

IT Mission – Take 2 Provide the highest quality technology-based services, in the most cost-effective manner, to support teaching, learning and research as it relates to the University’s mission and the IT Strategic Plan.

IT Values Innovation Trust Integrity (in ourselves and our systems/services) Efficiency Transparency Accountability Knowledge (staff members are out greatest asset) Approachable

uWaterloo Sample Strategy Map Strategic Goals IT from anywhere: Anytime, anywhere to exception quality standards. Improve Info Access: Available, Authoritative, Open, Up-to-Date “Go-to” for student IT services and access. Enable Research. IT Delivers: Enhance IT org to provide seamless, consistent services Objectives By 2013, a data map/arch as blueprint for Info Mgmt. Improve student service effectiveness, integration. By 2014, clear roles and responsibilities and governance to deliver IT services. By 2013, provide open interfaces to enable mobility and interoperability. Provide common standard IT services. Provide innovative online courseware. Grant This is what we show to each committee for feedback. We did not change throughout the process. Increase publicly available information. Provide enhanced communication capabilities. Initiatives Initiative Initiative Initiative Initiative Initiative

Sample Initiatives Visionary Goal: IT Delivers Strategic objective: By 2014, clear roles and responsibilities and governance to deliver IT services Strategic Initiatives: Define governance, career paths. Reduce helpdesk “runaround”. 1st pt of contact solves 80% of problems, 100% ownership. Define turnaround time for IT services, review schedules for improvements.