© 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. 1 IT Strategic Planning Table of Contents Louis Boyle Vice President, Executive Programs

© 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. 2 Table of Contents – 1 of 3 # of Pages Item 1Message from the CEO 1CIO’s Introduction to the IT Plan (includes ½ page executive summary “elevator pitch”) ½ to 1Context 1.Business (What is IT aligning to, from business perspective) 2.IT (current state surveys) 1IT Accomplishments (over past year) - testimonials are best -Aka contributions to business success

© 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. 3 Table of Contents – 2 of 3 # of Pages Item manyFuture State 1.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 - synthesis 3.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 1-2Financial [& 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)

© 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. 4 Table of Contents – 3 of 3 # Pages Item 1-3IT Human Capital Management - organization structure & staffing -IT HCM/HR strategy (4-5 bullets) -implications on business HCM/HR strategies -Vendor & sourcing strategies 1-2Risks/Issues/Security Strategies - IT management risks & mitigation strategy -IT security risks & mitigation strategy -IT Plan risks & mitigation strategy 1Top 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 1IT Plan User’s Guide (“governing & managing” the plan) 1Recommendations & Next Steps ManyAppendices

© 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. 5 Addendum Suggested framework for project alignment table

© 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. 6 Project Alignment Framework Program*Strategy* IT BudgetBusiness Budget FundedUnfundedFundedUnfunded... * Column order to be finalized