1. Crafting the vision
Purpose: reason why an organization exists (core business)
Vision: aspirational, what it would like to be in the future; objectives it aims to achieve
Organization´s business strategy includes both vision and purpose:
Digital strategy defines future state and how the organization will solve customer needs
1.1 Scope of the vision
Defined by the team who is responsible for the area included in the scope (organizational vision: executives; IT vision, CIO, IT director...)
Strategy management practice ensures any vision or strategy is properly scoped and led with appropriate level of authority
Two rules:
Governance iimpact on scoping:
1.2 Defining the vision
Define a vision as a group: all stakeholders who have authority over any aspect of the strategy
May be difficult... political dynamics, different opinions; may indicate underlying conflict (independent facilitator)
Purpose of the vision is to define the desired future state of the organization. Use for strategy planning and implementation of that strategy
Vision workshop best practices:
1.3 Guidelines for crafting the vision
Be separate from the purpose
Be succinct and specific
Be unambiguous and direct
Be aspirational and inspiring
Conveys actions and concepts that embody the organization´s cre beliefs
Be consistent with behavior and values of the organization´s executives, managers, and staff
Be unique and specific to the organization
Be focused on the organization, not technology, focus on customer experience, streamline operations, transform business models
Be based on an understanding of the organization´s consumers, how emerging technologies enable problem solving (fulfill consumer needs)
Should outline intent and outcome, provides flexibility for others in the organization to innovate, discover, and develop the vision
Be time-bound, creating a sense of urgency
2. Strategy planning
Strategy is not a one-off activity:
Strategic planning is a process:
2.1 Strategy cycles
3. Strategy artefacts
A strategy is a system of artefacts; must use a structure that supports the business model, architecture, organizational structure, governance
Typical artefacts:
4. Strategy structure and content
Use collaboration tools or document management system/document sharing to manage the artefacts:
Have different versions depending on the audience, not all parts are necessary for everyone:
5. Strategy oversight and controls
Governing body has oversight of the organizational strategy
Executives define the strategy within their area of responsibility, may create a strategy for their area of responsibility; must link all iterations
Strategic controls include:
Go back to ITIL 4 Strategic Leader Certification Course: Creating a Digital Strategy to finish this chapter or to the main page ITIL 4 Strategic Leader Certification Course.
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