Copyright 2011 AgilePath Corporation. All rights reserved.

Copyright 2011 AgilePath Corporation. All rights reserved. AgilePath Corporation Proprietary and Confidential.

Cloud Computing Playbook

Strategy Development Module

A Cloud Computing Strategy and Roadmap Framework

AgilePath Corporation

38 Merrimac Street

Newburyport, MA 01950

www.agile-path.com Phone: 978.462.5737

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Table of Contents Table of Contents .......................................................................................................................................... 2

Executive Summary ....................................................................................................................................... 4

1.0 Introduction to Cloud Computing Playbook .................................................................................. 5

1.1 What is a Playbook?................................................................................................................... 5

1.2 Why a CC Playbook?...................................................................................................................... 5

1.3 Structure of the CC Playbook ........................................................................................................ 6

Cloud Business Discovery ...................................................................................................................... 6

Cloud Strategy Development ................................................................................................................ 6

Cloud Mobilization ................................................................................................................................ 7

Cloud Implementation .......................................................................................................................... 7

2.0 Cloud Computing Strategy Development Module ............................................................................ 7

2.0 Cloud Computing Strategy Development Module ............................................................................ 7

2.1 Introduction ........................................................................................................................................ 7

How to Use the CC-PB Strategy Development Template ......................................................................... 8

Pre-Step 1. Confirm Preliminary Scope of Cloud Computing Strategy .................................................... 9

Pre-Step 2: Confirm Cloud Computing Stakeholders in the organization................................................ 9

2.1 Develop Cloud Vision, Mission, Goals and Objectives ................................................................ 10

2.2 Develop Cloud Opportunity Roadmap .............................................................................................. 11

2.3 Develop Cloud Business Scenarios/Use Cases, Vignettes and User Stories ..................................... 11

2.4 Develop Cloud Computing Reference Model and Reference Architecture ...................................... 12

2.4.1 Define CC-RM Cloud Enablement Roadmap .................................................................................. 12

2.4.2 Define CC-RM Cloud Deployment Roadmap ................................................................................. 13

2.4.2 Define CC-RM Cloud Governance and Operations Roadmap ........................................................ 13

2.4.4 Define Cloud Ecosystem Roadmap ................................................................................................ 14

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2.5 Define Cloud Computing Reference Architecture ............................................................................ 15

2.6 Document Cloud Computing Risk Mitigation Model ........................................................................ 15

2.7 Define Cloud Funding/Budgeting, Incentives & Behavioral-Cultural Model .................................... 16

2.8 Define Cloud Metrics and Scorecards (Aligned to Business Objectives and Operational Parameters)

................................................................................................................................................................ 17

2.9 Develop Cloud Business/Operations Model and Business Case ....................................................... 17

2.10 Finalize Cloud Computing Strategy and Roadmap .......................................................................... 18

Summary ..................................................................................................................................................... 19

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Executive Summary This document is a strategy and roadmap development template supporting the Strategy Development

module of AgilePaths Cloud Computing Playbook. The information required to complete the Cloud

Computing Playbook Strategy Development module can be used stand alone as a planning deliverable,

as a module of the Cloud Computing Playbook end-to-end Cloud methodology, as an input into a Cloud

Computing Reference Model (CC-RM) project, or as guidance to support a Cloud pilot or proof of

concept.

AgilePaths Cloud Computing Playbook is illustrated below.

The Cloud Computing Playbook is a comprehensive end-to-end Cloud assessment, planning,

architecture and implementation framework. The Cloud Computing Playbook builds on and leverages

the following supporting artifacts and frameworks:

Cloud Computing Adoption Lifecycle

Cloud Computing Reference Model (CC-RM) and Cloud Computing Reference Architecture (CC-

RA)

CloudSprint iterative planning and implementation methodology

CC-PB templates for each phase of the Cloud Computing Playbook.

This template is focused on the Cloud Computing Strategy Development phase of the Cloud Computing

Playbook, and is explained in detail in the sections below.

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1.0 Introduction to Cloud Computing Playbook

1.1 What is a Playbook? A playbook is a methodology framework focused on a particular technology, approach or

implementation style. A playbook is a set of strategies, tactics, and actions, or plays, that will result in

winning in sports parlance, or success in business terminology.

Consider the West Coast Offense in professional football. The West Coast offense is an offensive

strategy predicated on using short, precision passes to generate offense and move the ball. The short

precision passing approach in effect stretches out the defense and opens up opportunities for deep

passes later, while opening up the traditional football running game. The West Coast Offense leverages

precise timing patterns for passing routes, mostly short patterns, to replace the traditional running

game. In the West Coast Offense, the short precision passing plays comprise approximately 65-80% of

the offensive plays.

By way of contrast, the traditional ball control offense employed by many teams, notably the New York

Giants under Bill Parcells, emphasizes running the ball effectively, using play action passing off a solid

running attack, and strong defense. In a ball control offense, running plays typically account for 60-65%

of the offensive plays. The passing attack keys off the run using play action passes.

For a business or technology methodology, a playbook is a defined approach that is actionable,

implementable, and results in a clear set of tactics or plays to lead to a defined outcome or outcomes.

AgilePath has specialized in developing a variety of Playbooks for Service-Oriented Architecture,

Enterprise Governance, Legacy Modernization, and now the Cloud Computing Playbook. AgilePaths

Playbook approach to methodology is especially critical for emerging technologies where there are no

established planning, architecture or implementation methodologies. Thus, AgilePaths Playbooks

provide a strategic business methodology for implementing emerging technologies to realize a set of

predefined business outcomes. As with the football metaphor, AgilePaths family of Playbooks

emphasize a strategic approach to a particular problem domain, and help establish a set of concrete

actions or plays that result in the targeted business outcomes.

1.2 Why a CC Playbook? AgilePaths Cloud Computing Playbook, illustrated below, is comprised of four phases, with a set of

steps or actions in each phase that will result in a business- or mission-aligned Cloud computing

strategy, and a set of actionable and implementable tactics that will lead to a successful Cloud

computing implementation. The four phases of the Cloud Computing Playbook are explained below:

Supports Cloud strategy and planning: The Cloud Computing Playbook first and foremost

supports Cloud strategy and planning, using a repeatable methodology and approach. However,

do not fall into the trap of assuming a strategic approach must take a long time to complete. On

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the contrary, because the Playbook steps are pre-defined, you can adapt them to the execution

style you prefer a rapid Cloud planning sprint, an enterprise Cloud strategy, or a tactical

project focused on a particular business or technical problem.

Aligns business use cases to appropriate Cloud patterns: The Cloud Computing Playbook

provides business and mission alignment for subsequent Cloud implementation steps based on

identified business challenges and clearly articulated business goals or outcomes for Cloud

computing.

Informs decision making processes: The Cloud Computing Playbook provides an end-to-end

framework to inform decision making processes for your particular organization. While you may

not necessarily follow every step of the Cloud Computing Playbook, or you may add additional

steps that are specific to your organization, the entire methodology provides a repeatable

framework to inform decisions and make choices.

Supports an Enterprise Architecture(EA) and Systems Engineering Approach: The Cloud

Computing Playbook, augmented by the Cloud Computing Reference Model, provides a

sound Enterprise Architecture approach for the realization of Cloud computing. Leveraging

Cloud Modeling, Cloud Architecture and Cloud computing patterns, the Cloud Computing

Playbook will ensure fidelity to an EA approach as well as a systems engineering approach.

1.3 Structure of the CC Playbook

The Cloud Computing Playbook is comprised of four modules, which together provide an end-to-end

framework for the successful planning, architecture and implementation of Cloud computing to achieve

predefined business objectives. The four modules of the Cloud Computing Playbook, shortened to CC-

PB going forward, are described below:

Cloud Business Discovery

The Cloud Business Discovery phase of the CC-PB provides the framework for performing a Cloud

computing assessment to obtain the necessary strategic and operational context within which a

successful Cloud computing strategy can be developed. The Cloud Business Discovery module can be

used as a stand-along assessment methodology or as the first step of a Cloud Computing Strategy

development process.

Cloud Strategy Development

The Cloud Strategy Development phase of the CC-PB is a robust strategy and planning methodology to

facilitate development of a business-aligned Cloud computing strategy that will result in business or

mission success. The Cloud Strategy development phase builds on the Cloud Business Discovery

activities, and incorporates them as inputs into the Cloud Strategy development process.

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Cloud Mobilization

The Cloud Mobilization phase of the CC-PB provides assurance that the defined Cloud strategy is realistic

and feasible, and paves the way for mobilization of resources to begin the formal implementation of

Cloud computing as defined in the Cloud Strategy and Roadmap. The Cloud Mobilization phase also

incorporates the requirements for Cloud education and awareness, which will create the environment

for greater probability of Cloud success.

Cloud Implementation

The Cloud Implementation phase of the CC-PB provides a set of iterative steps to support the

implementation of Cloud Computing based on the defined Cloud Computing Strategy. The Cloud

Implementation phase ensures business and mission alignment to the Cloud strategy, and provides an

iterative repeatable set of activities for a rapid, business-aligned and risk-mitigated Cloud

implementation.

2.0 Cloud Computing Strategy Development Module

The Cloud Computing Strategy Development template provides a repeatable, business-aligned

framework to quickly develop a formal, well-documented and actionable strategy to achieve defined

business objectives via a Cloud Computing strategy and roadmap. The Cloud computing strategy

development module builds on the Cloud Computing Business Discovery module and incorporate its

outputs as inputs into the Cloud strategy development process.

The Cloud Computing Strategy template can be completed at multiple levels in an organization from

an enterprise level, at a business unit or line of business (LOB) level, or at the project or program level.

However, do not assume that a strategic approach requires a long process to complete. A formal Cloud

computing strategy and roadmap can be completed in a relatively short time frame if the proper time

commitments can be obtained from the key stakeholders to provide input. The Cloud Computing

Strategy Development template provides guidance and recommended steps to follow to formalize a

Cloud Computing Strategy and roadmap for your enterprise. You may replace, add or bypass steps if

you feel that you have already completed them.

2.0 Cloud Computing Strategy Development Module

2.1 Introduction The Cloud Strategy Development phase of the CC-PB provides a formal and strategic foundation for a

Cloud computing initiative. The Cloud Strategy Development module of the CC-PB helps formalize a

Cloud Computing Strategy and Roadmap, based on the priorities and goals identified during a Cloud

Business Discovery process. The Cloud Strategy Development template can be used as a stand-alone

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methodology or as a companion piece with the Cloud Business Discovery Assessment template. The

Cloud Strategy Development phase of the CC-PB is illustrated below in the orange shading below.

The use and detailed process steps of the Cloud Computing Playbook Strategy Development template

are explained in the sections below.

How to Use the CC-PB Strategy Development Template The following guidelines highlight uses of the Cloud Computing Playbook Strategy Development

Template:

Stand Alone Cloud Computing Strategy and roadmap development framework

As a Cloud Maturity/Cloud Readiness Framework (in combination with the CC-PB Business

Discovery module)

As a precursor to a Cloud Computing implementation project

As a health check for periodic reassessments during an Enterprise Cloud project

As an input into a Cloud Computing Reference Model (CC-RM) and Cloud Computing Reference

Architecture (CC-RA) project

To support a Cloud Pilot or Proof of Concept (POC) effort via a rapid lightweight Cloud strategy

document

The Cloud Strategy Development template provides guidelines for gathering of appropriate data that

will support a robust, business or mission aligned Cloud Computing strategy, architecture and

implementation roadmap. Remember, a formally documented Cloud strategy does not have to take a

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long time. However, it does require effort to get key Cloud stakeholders engaged in the process to

formulate a realistic, practical yet transformative Enterprise Cloud Strategy and Roadmap.

The Cloud Computing Strategy Development template can be used at an Enterprise level, at a business

unit or line of business (LOB) level, at a project level, for an Infrastructure or data center project, or at a

program executive office (PEO) level.

To get started with the Cloud Computing Playbook Strategy Development process, the following

suggested pre-steps should be followed:

Pre-Step 1. Confirm Preliminary Scope of Cloud Computing Strategy A critical Cloud Computing Playbook pre-step is to confirm the preliminary enterprise scope for your

Cloud computing strategy and roadmap. Is Cloud focused on the needs of a particular agency, division,

operating unit, or is it an Enterprise Cloud Computing Strategy? Is Cloud to be focused on a particular

technology domain, e.g. Enterprise Infrastructure or Data Centers, or in the Application Hosting or

Platform as a Service (PaaS) areas. Based on a Cloud computing scope hypothesis, you can identify key

stakeholders of our Cloud Strategy and Roadmap, and then ensure that your Cloud strategy incorporates

their goals and objectives, while providing a framework to align and reconcile common and diverse

interests and requirements.

Pre-Step 2: Confirm Cloud Computing Stakeholders in the organization Another key preliminary step to the Cloud Strategy Development process is to confirm the key Cloud

Computing stakeholders on your organization, by role and title. Documenting key stakeholder will help

ensure your Cloud strategy will support the business and technology interests of the enterprise, while

prioritizing key requirements and managing expectations. The following table may be useful for

identifying and documenting Cloud stakeholders and their objectives and concerns.

Cloud Stakeholder Organization

Represented

Cloud Goals and

Objectives

Cloud Concerns

and Risks

Comments

Business Unit Executive Business Unit XXX

Business Unit CIO

Corporate CIO

Corporate CTO

Chief Architect /

Enterprise Architecture

IT Operations Executive

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PMO/Project

Management

Infrastructure

Engineering/Provisioning

Data Center

Management

IT Relationship

Management

Once you have documented key Cloud stakeholders, you can begin the Cloud Strategy Development

process.

2.1 Develop Cloud Vision, Mission, Goals and Objectives Purpose: This section documents the enterprise Cloud Vision, Mission, Goals and Objectives that the

Cloud Computing Strategy and Roadmap must support. The content from this section may be

developed through dialog with stakeholders, or can be facilitated through a Cloud Visioning Workshop.

The following information will support documenting the Cloud Vision, Mission, Goals and Objectives:

Review Cloud Imperatives from the Cloud Business Discovery documentation

Review Cloud Business, Economic/Financial and Technology outcomes or goals from the Cloud

Business Discovery documentation

Develop a Cloud Vision and Mission Statement based on the Cloud Business Discovery data,

either as an offline activity, with a Cloud Computing core team, or via a workshop attended by a

subset of Cloud stakeholders. (Alternative: Schedule a Cloud Visioning Workshop with

Executive Stakeholders)

Define clear Cloud Goals and Objectives that support the Cloud Vision and Mission Statement

(Alternative: Schedule a Cloud Goals and Objectives Workshop with key Enterprise

Stakeholders)

Prioritize the Cloud goals and objectives with the stakeholders, based on the business

imperatives of the enterprise. Document the prioritized list.

Review and iterate Cloud Vision, Mission Statement, Goals and Objectives

Socialize with key stakeholders and finalize the Cloud Vision, Mission, Goals and Objectives.

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2.2 Develop Cloud Opportunity Roadmap

Purpose: This section summarizes leverages Cloud Vision, Mission, Goals and Objectives to define a

preliminary Cloud Opportunity Roadmap as a key input into the Cloud computing strategy. The Cloud

Opportunity Roadmap attempts to identify and prioritize various Cloud opportunities or projects within

the enterprise, preferably using the Cloud Computing Reference Model and Reference Architecture

artifacts to document or describe each opportunity. The following activities are performed in this task:

List the major Cloud opportunities, including new Cloud opportunities as well as pending or

current Cloud projects underway, that may exist in your enterprise

Prioritize the Cloud opportunities based on business, economic and technology imperatives

documented in the Cloud Business Discovery module

Evaluate Cloud opportunities based on risk, effort, level of investment, value to the enterprise,

and other appropriate criteria

Finalize the Cloud Opportunity Roadmap prioritization and sequencing

Obtain stakeholder agreement on the Cloud Opportunity Roadmap

Finalize Cloud Opportunity Roadmap and Summarize Cloud Strategy Findings

2.3 Develop Cloud Business Scenarios/Use Cases, Vignettes and User Stories Purpose: This section documents anticipated Cloud computing business scenarios and use cases to

facilitate Cloud strategy and planning, modeling and architecture, and eventual implementation. Cloud

business scenarios or use cases are developed from the Cloud Opportunity Roadmap defined in 2.2

above, in priority sequence. If there are several opportunities in the Cloud Opportunity Roadmap,

select 3-5 as the top priorities.

Business scenario planning, use cases, user stories, or vignettes may be used to document Cloud

approaches you anticipate for your enterprise. In DoD and/or Federal Government accounts, Concepts

of Operations (CONOPS) or mission threads may also be used to document business or operating

scenarios. The following activities are performed in this submodule:

Document Cloud business scenarios, operating models via vignettes, use cases or user stories

Validate business scenarios and use cases with appropriate stakeholder reviews

Describe the business or mission intent or impact of the business scenarios or use cases

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Finalize business scenarios, use cases or vignettes for prioritized Cloud opportunities

2.4 Develop Cloud Computing Reference Model and Reference Architecture Purpose: This section applies the Cloud Computing Reference Model (CC-RM) to the specific needs of

the organization, following the Cloud Modeling and Architecture process described in Executives

Guide to Cloud Computing (Marks and Lozano, 2010, Wiley & Sons. The following activities are

performed in this task:

Apply the CC-RM to define the four CC-RM submodels as listed below:

o Define the Cloud Enablement Model

o Define the Cloud Deployment Model

o Define the Cloud Governance and Operations Model

o Define the Cloud Ecosystem Model

Apply CC-RM to prioritized business scenarios to develop appropriate Cloud Patterns that

support those business scenarios and use cases

o Cloud Enablement/Technology Pattern(s)

o Cloud Deployment Pattern(s)

o Complete the remainder of the CC-RM based on finalized Cloud Patterns (Governance

and Operations Model, Cloud Ecosystem Model)

Validate the Cloud patterns with key stakeholders

Finalize Cloud Pattern documentation

2.4.1 Define CC-RM Cloud Enablement Roadmap Purpose: This section documents the Cloud Enablement Model and the appropriate Cloud enablement

roadmap necessary to support identified business requirements. The Cloud enablement Roadmap maps

business requirements to Cloud patterns, by Cloud enablement tier, in a sequenced fashion based on

realistic implementation increments. The following activities are performed in this task:

What Cloud Enablement Tiers are in the scope of the Cloud Strategy?

What Cloud Enabled resources are required in the Cloud solution scope and support the Cloud

business scenarios and use cases?

Document the Cloud Pattern(s) that are anticipated for the business scenarios and use cases

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Document the Cloud Enablement Roadmap using the approach in Appendix A

2.4.2 Define CC-RM Cloud Deployment Roadmap Purpose: This creates a Cloud Deployment Model roadmap, or the sequencing of Cloud Deployments

based on identified business requirements modeled via Cloud Patterns. The Cloud Deployment model

should document the Cloud Patterns, comprised of combinations of Cloud Enablement Patterns and

Cloud Deployment Patterns. The following activities are performed in this task:

Confirm the Document Cloud Deployment Model

Document the sequence of Cloud deployments based on business requirements, business

scenarios and use cases, and documented Cloud patterns

Document the Cloud Deployment Roadmap

Review the Cloud Deployment Roadmap with key Cloud stakeholders

Summarize the Cloud Deployment Roadmap

2.4.2 Define CC-RM Cloud Governance and Operations Roadmap Purpose: This creates a Cloud Governance and Operations roadmap based on identified business

requirements modeled via Cloud Patterns. The Cloud Governance and Operations model should

document the necessary Governance, Management and Monitoring, Operations and Support, and

Security and Privacy requirements that will be necessary for your target Cloud strategy. The following

activities are performed in this task:

Define and Document Cloud Governance, Behavior and Cultural requirements for your Cloud

Strategy

o Document the Cloud Governance Lifecycle Requirements based on target Cloud

patterns

o Document target behavioral model and cultural factors supporting your Cloud strategy

Define and Document the Cloud Management and Monitoring roadmap that supports the Cloud

strategy

o What Cloud management, service management and other management and monitoring

tools are necessary?

o What sequence of these tools and capabilities best supports the Cloud strategy?

Define and Document Cloud Operations and Support roadmap based on Cloud patterns

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o What operations processes, capabilities and technologies are necessary?

o What is the support model for your Cloud patterns? What levels of support are

needed?

Define and Document Cloud Security and Privacy roadmap based on Cloud Patters and target

business scenarios and use cases

o What security and data privacy requirements emerge from Cloud Enablement Model

patterns?

o What security and data privacy requirements emerge from the Cloud Deployment

Patterns, e.g. private Cloud vice public Cloud vice Hybrid Cloud?

o NOTE: A Cloud Enablement Pattern will have fundamentally different Governance,

Security, Management/Monitoring and Operations/Support requirements based on the

choice of deployment models, e.g. public versus private cloud.

o Develop Cloud Security and Privacy roadmap

Review Cloud Governance and Operations Roadmap with Key Enterprise Cloud Stakeholders

Summarize Cloud Governance and Operations Roadmap

2.4.4 Define Cloud Ecosystem Roadmap Purpose: This section develops the Cloud computing Ecosystem Roadmap. The Cloud Ecosystem

creates the environment where Cloud consumers and providers are connected to one another via

reliable networks, and have the full range of Cloud capabilities available, accessible and reliably provided

as part of the ecosystem This section also explores the Cloud standards, and integration and

interoperability requirements to create and sustain a Cloud Ecosystem. The following activities are

performed in this task:

Define and develop Cloud Ecosystem roadmap based on the four elements of the cloud

Ecosystem

o Cloud Ecosystem Enablement: Tools, technologies, processes that support creation of a

Cloud Ecosystem that enables providers and consumers to interact via a Cloud business

and operations model

o Cloud Standards, Integration and Interoperability

o Cloud Consumers and Provider Interaction, Cloud Enablement Continuum from

Providers to the full range of Cloud Consumers

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o Cloud Network/Dial Tone Access and Availability

Determine Cloud Ecosystem requirements in scope of your Enterprise Cloud Strategy and

roadmap

Document Cloud Ecosystem roadmap[ that supports and enables your Enterprise Cloud Strategy

Review Cloud Ecosystem model with key Enterprise Cloud Stakeholders; obtain feedback and

finalize

Summarize Cloud Ecosystem Model Roadmap

2.5 Define Cloud Computing Reference Architecture Once the CC-RM is completed, the Cloud Computing Reference Architecture (CC-RA) is developed. The

Cloud Computing Reference Architecture (CC-RA) developed categories of appropriate technologies that

support and align to the Cloud Computing Reference Model (CC-RM). The following activities are

performed in this sub-module:

Develop the Cloud Reference Architecture (CC-RA)

o ID categories of technologies that map to the CC-RM and support target Cloud Patterns

based on identified business scenarios and use cases

o Document the technology categories, as well as potential vendors that satisfy those

technology bins

o Validate CC-RA with key stakeholders

o Finalize the CC-RA for use in next phases of the CC-Playbook

Summarize and finalize the documentation for the CC-RM and CC-RA

2.6 Document Cloud Computing Risk Mitigation Model Purpose: This section identifies key Cloud computing risks and concerns, and develops appropriate risk

mitigation solutions for those prioritized risk areas and concerns. The following activities are performed

in this task:

Review the Cloud computing barriers and obstacles identified during the Cloud Computing

Playbook Business Discovery module

Document key Cloud computing risk areas and concerns as stated by key Cloud stakeholders

o This information may be obtained in a workshop or working session focused on

identifying Cloud risks, concerns, and identifying risk mitigation tactics

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Develop consensus on the key risk areas, as well as specific risks or concerns within each risk

area, e.g. security, technology immaturity, ROI uncertainty, operational issues, et al

Prioritize Cloud risks and concerns using stakeholder input

Document impact of each risk/concern on the target Cloud strategy and roadmap

Develop mitigation tactics for each Cloud risk/concern; evaluate the effectiveness of each

mitigation action

Finalize documented Cloud risks and concerns, risk mitigations, and Cloud strategy implications

for inclusion in Cloud Strategy and Roadmap

2.7 Define Cloud Funding/Budgeting, Incentives & Behavioral-Cultural Model Purpose: This section identifies key Cloud funding and budgeting requirements, as well as incentive

models, cost recovery models, and behavioral-cultural incentives to align the organization to the

Enterprise Cloud Strategy and Roadmap. The following activities are performed in this task:

Based on the CC-RM and CC-RA, and target Cloud Patterns that support prioritized business

scenarios, determine the necessary Cloud Funding and Budgeting Model

o Initial Cloud Strategy Funding and Start-up costs

o Ongoing Cloud operations and sustainment funding

o Define Cloud Incentive Models to transition to target Cloud patterns based on CC-

RM,CC-RA and identified Cloud Patterns

o Determine ongoing governance, management, operations and support costs

Determine cost recovery, charge back and other shared services funding mechanisms necessary

to achieve Cloud success for targeted Cloud Patterns

Define Behavioral and cultural obstacles, barriers and challenges anticipated in your enterp4ries

o Reverse engineer mitigations and solutions to overcome cultural obstacles, barriers and

challenges

Finalize Cloud Funding & Budgeting Model, Charge Back and incentive models, and behavioral-

cultural requirements

Summarize the Cloud Funding and Budgeting Model

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2.8 Define Cloud Metrics and Scorecards (Aligned to Business Objectives and

Operational Parameters) Purpose: This section identifies Cloud metrics and scorecards to help monitor key process parameters,

operational requirements and critical success factors for the Cloud strategy. The following activities are

performed in this task:

Identify Cloud metrics aligned to business goals and objectives, operational requirements, and

financial goals

Ensure operationalized Cloud goals and objectives have appropriate metrics associated for them

Determine appropriate instrumentation and automation requirements to ensure Cloud metrics

can be implemented, e.g. SLA management, monitoring and management tools, as well as

business intelligence tools, dashboards, et al

Determine scorecard model that aligns all metrics into a robust Cloud metrics dashboard

supporting ongoing measurement, evaluation and learning from Cloud strategy

Define Cloud metrics/scorecard roadmap and implementation plan

Summarize Cloud Metrics and Scorecards definition

2.9 Develop Cloud Business/Operations Model and Business Case Purpose: This section defines and documents the business and operating model and supporting

business case for Cloud computing based on the desired goals and objectives of the Cloud Strategy.

Depending on the Cloud strategy, there will be changes to the business model, operating model, and IT

support model of your enterprise based on the desired Cloud strategy. IN addition, the business case

and economic model that supports those changes must be explored, documented and clearly

understood to ensure objective decision making and stakeholder support for the Cloud strategy. The

following activities are performed in this task:

Based on target Cloud strategy, document the business/operations model that will support this

Cloud strategy and roadmap

o Describe the business model and/or operations model that the Cloud strategy enables

o Describe key business/operations processes that characterize the new Cloud-enabled

business/operations model

o Describe anticipated financial/economic/incentive model realized through the Cloud

Business model, e.g. becoming an internal Cloud Service Provider, providing an

Application PaaS to enterprise developers, Lab Consolidation leading to a chargeback

reduction to the business units, et al

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o Summarize the Cloud-enabled business and operational model

Define the Cloud business case and economic model that supports the defined

business/operations model

o Define Cloud investments necessary for scope and duration of Cloud Strategy

o Define Cloud return on investments anticipated, including both hard and soft ROI, such

as hard savings and cost avoidance savings

o Explicitly document all assumptions made in order to develop the investment and ROI

model

o Map Cloud ROI model to Cloud benefits documented above to ensure all benefits with

economic/ROI impact are captured in the ROI model

o Map Economic benefits to Cloud Enablement Roadmap tiers to show the benefits and

ROI to the various Cloud consumers within the scope of the Cloud strategy

o Review and validate business/operations model and business case/economic model

with key Cloud stakeholders

o Finalize business/operations model and Business Case/Economic model based on Cloud

Strategy

2.10 Finalize Cloud Computing Strategy and Roadmap Purpose: This section finalizes the Cloud Strategy and Roadmap, completes the documentation

supporting the Cloud Strategy and Roadmap, and prepares your organization for the transition phase of

Cloud computing. The following activities are performed in this task:

Compile all Cloud Computing Strategy Development documentation

Review and refine Cloud Computing Strategy content with key stakeholders

Obtain feedback, revise, refine and iterate Cloud strategy

Finalize and Socialize Cloud Strategy and Roadmap with key stakeholders

Assign Business Champion accountable for Cloud Strategy execution

Transition to the Cloud Mobilization Phase of Cloud Computing Playbook and prepare for

Cloud implementation planning

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Summary

The Cloud Strategy Development template, based on AgilePaths Cloud Computing Playbook, provides

a strategic business methodology for implementing Cloud computing technologies to realize a set of

predefined business outcomes. As with the football metaphor, AgilePaths family of Playbooks

emphasize a strategic approach to a particular problem domain, and help establish a set of concrete

actions or plays that result in the targeted business outcomes.

For your enterprise, you should leverage the steps and ideas that make sense in the context of your

particular challenges. Feel free to adapt this strategy framework to your planning processes. The Cloud

Computing Playbook Strategy Development template can be used standalone, or you can leverage its

companion piece, the Cloud Computing Playbook Business Discovery assessment template, as an input

into the Cloud Strategy process.

As with all of our methodologies, artifacts and thought leadership materials, visit www.agile-path.com

for updated versions of these templates, and additional whitepapers and webinar content that may be

useful to your efforts. To speak with our team about this content, please contact Sandra Callahan,

Director of Business Development, at scallahan@agile-path.com.