Our IT strategy needs to plan for change; we can’t pre-plan even a year at a time. Can you help?

The strategy needs to include not only budgeting of dollars but also timing.  You should always be looking at this based on a minimum of two years.  But, start with one year and you will see how easily you can roll into 24 months.  Tie your strategy plan to your company’s fiscal calendar year.

Include in your plan the items, the timing, the reason, the dollars and the manpower.  You should also include risk factor analysis for each item.  This will help you identify potential hiccups ahead of time and be ready to respond quickly.

The best approach to an IT strategy plan needs a two-prong approach.

The first channel is based on what the IT team knows needs to be done to support the organization’s infrastructure.  This includes things like server/hardware upgrades, cloud-based changes, major software updates, security systems, etc.  You will also want to include IT staffing projections to support the company and the projected plans.

The second channel is to be sure you are aligned with the organization.  Two to three months before your year end, you should meet with each functional area lead and get their plans for the upcoming 12-24 months.  Learn things like head-count planned, initiatives projected, etc.  Remember to include major initiatives such as an acquisition and minor initiatives such as a staff reduction.  The IT plans should be interwoven with the entire company.  It sounds simple, but adding staff to the AP department translates to more client machines and licenses, as well as additional support from IT.  Do you have enough staff to support the planned growth?

By documenting your plan, you will be able to substantiate any budget and/or initiative changes for things that were not planned from other departments.

Remember, your overall goal is to be proactive instead of reactive.