Smart Advice: Involve Non-IT Peers In Long-Term IT Planning - InformationWeek
Business & Finance
02:40 PM
Wes Melling
Wes Melling
Ransomware: Latest Developments & How to Defend Against Them
Nov 01, 2017
Ransomware is one of the fastest growing types of malware, and new breeds that escalate quickly ar ...Read More>>

Smart Advice: Involve Non-IT Peers In Long-Term IT Planning

Put a short-term strategic plan in place first, then fine tune.

How can your company develop a long-term information technology plan, you ask, when it doesn't have a strategic plan?

These recommendations assume you have a double problem--that you lack both a businesswide strategic plan and an IT strategic plan. Don't try to write both a short-term and a long-term plan. Our recommendation is that you write a short-term (12-month) plan with a one- or two-page "long-range trends" section for context, and then loop back on a long-range planning process after two or three months to have a comprehensive IT long-range plan in place as context for your next 12-month plan.

We recommend an initial planning process with the following steps:

> Pick a team.

> Pick a methodology.

> Assign homework (learn the methodology, read some provocative books, analyze the competitors' Web sites, and ask your primary IT vendor for a long-range technology forecast).

> Document long-term trend assumptions for your company's industry and for IT.

> Do the "where are we" components of the plan (competitive analysis, supplier and customer analysis, performance audit, strengths and weaknesses).

> Do the "where do we want to be" components (vision, mission, goals).

> Do gap analysis.

> Do the "what do we do short term to move toward our vision" components (architectural vision; application priorities; capacity, training, organizational, and advanced development plans; and budget).

>>Compile and publish throughout IT. Solicit feedback. Update and republish.

> Do a sanity check with non-IT peers.

> Review with top management.

The first nine tasks above have to get done; the last two are for extra credit.

There are some actions we recommend that you not take:

> Don't ask permission. (If your planning process is questioned, the answer is something like "There are sea changes going on in IT, and so we need to look out into the future to make sure what we're doing short term won't be a throwaway.")

> Don't ask for more budget.

> Don't let anyone outside your group become a gate on the release of your plan.

> Don't even hint that the rest of the company has done something wrong by not having a strategic plan.

> Don't blow a promised delivery because you've put a critical project manager on the planning team.

Let's face it, most of us in IT look at the world through IT-colored glasses. The long-range "business" assumptions in this plan are going to be different than the business assumptions (or planning guidelines) you'd get from marketing, engineering, or manufacturing management. You're almost certain to have missed some key insights that might have changed your IT plan. That's why it's so important to get your non-IT peers accustomed to working on the plan with you.

Wes Melling is an expert at The Advisory Council, a technology advisory services firm. CMP's InformationWeek and Optimize magazines have a strategic partnership with TAC, sharing resources, content, and expertise to provide a range of services for business-technology professionals. The Advisory Council can be reached at For more SmartAdvice columns, check out

To discuss this column with other readers, please visit the Talk Shop.

Comment  | 
Print  | 
More Insights
Newest First  |  Oldest First  |  Threaded View
How Enterprises Are Attacking the IT Security Enterprise
How Enterprises Are Attacking the IT Security Enterprise
To learn more about what organizations are doing to tackle attacks and threats we surveyed a group of 300 IT and infosec professionals to find out what their biggest IT security challenges are and what they're doing to defend against today's threats. Download the report to see what they're saying.
Register for InformationWeek Newsletters
White Papers
Current Issue
2017 State of IT Report
In today's technology-driven world, "innovation" has become a basic expectation. IT leaders are tasked with making technical magic, improving customer experience, and boosting the bottom line -- yet often without any increase to the IT budget. How are organizations striking the balance between new initiatives and cost control? Download our report to learn about the biggest challenges and how savvy IT executives are overcoming them.
Twitter Feed
Sponsored Live Streaming Video
Everything You've Been Told About Mobility Is Wrong
Attend this video symposium with Sean Wisdom, Global Director of Mobility Solutions, and learn about how you can harness powerful new products to mobilize your business potential.
Flash Poll