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1 Info-Tech Research Group

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Innovation Mandate World Class Operations


Beyond Practical Research – Workshops Get You to Results

Workshops: Leverage Best Practices Research and Get to Action

• Unlike other Research firms, we believe it’s important to help our members implement improvements.

• An onsite 40-hour workshop allows you to make systematic improvements to your core processes.

• Workshops are designed to help focus attention, create alignment, and ensure best practices are put to work at your organization.

• Our workshops help you get to immediate impact and results and are tailored to your situation and needs.

Workshops: Focused on You Implementing Improvements

• The goal of each Capability Optimization Workshop is to create tangible benefits

and clear improvements as a direct result of the workshop.

• Specific deliverables, goals, metrics, and outcomes are established for

each workshop.

• Successful workshops leverage our years of analyst experience and

written research to provide an engaging experience which focuses

on implementing and getting to measurable results.

• Each workshop begins by diagnosing the current state, and then

focuses on designing high impact improvements based on

best practices research.

• Three and six month follow-up will occur to ensure benefit realization.

Info-Tech Workshops provide the best practices and implementation

support necessary to help an IT leader build a World Class IT Operation

Capability

Optimization

Workshop

Diagnose

Current

State

Right-

Sizing

Process

Process

Design

Measuring

Benefits

Implementation

Support

3 Info-Tech Research Group 3 Info-Tech Research Group

Innovation

Changes in the Business and technology environment are impacting relevancy of

the IT organization. By helping to facilitate and institutionalize innovation, the IT

organization can continue to create value across the company. IT is also uniquely

positioned to take on this role.

Without a defined Innovation mandate:

Cloud, outsourcing, and other technology trends make IT less relevant to the organization.

Pursuit of innovation feels haphazard and episodic.

The Business continues to identify unmet needs and satisfaction with IT is low.

IT is unsure of what is needed and appropriate for structuring innovation within the company, or how

to direct it towards strategic objectives.

Outcome of this workshop:

Clarity on how Innovation happens, and what is needed to institutionalize it across the organization.

High-level innovation plan tailored for your organization.

Innovation maturity assessment and Business needs assessment.

Innovation process with roles and responsibilities.

Ideas generation techniques.


This workshop is organized into 5 days of collaborative activities

Schedule Name Goal List of Deliverables

Day 1:

Explore

Innovation

1.1: Introduce

Innovation

Introduce examples of innovation successes in

organizations across different sectors, and identify

trends in industry and technology that can be

leveraged for innovation at the organization.

• Goals for the week

• Relevant themes and insights

from success stories

• Defined scope for workshop

1.2: Create

Innovation

Scorecard

Understand focus of current innovation efforts and

successes, where the company has developed and

should work on developing going forward.

• Innovation Maturity Assessment

• Insight from Needs Assessment

Survey

• Current Expense Profile

1.3: Obtain

Business

Perspectives

Collaborate with the Business Executives to

understand impact of industry trends on

organizational objectives and innovation priority

areas, and role IT needs to play in innovation for the

organization.

• Organizational Goals and

Priorities

• Business’ perception of IT

1.4 Define

Targets

Use the analysis and perspectives gathered to set

innovation targets for the organization. • Target Expense Profile




Day 2:

Innovation

Guidebook

2.1 Strategy and

Innovation Mandate

Review business priorities and analysis to

determine the role innovation should play in

the organization.

• Innovation Mandate

2.2 Innovation

Resourcing, Staffing,

and Organization

Ensure the resources and structure are in

place to properly support innovation.

• Charter of Roles and

Responsibilities

2.3 Draft Innovation

Annual Plan

Set down a timeline for the innovation process

at the organization. Review and choose

innovation activities to coincide with the

process.

• Draft of Innovation Annual Plan


Communication Plan

Map out communications regarding

innovation: what will need to be sent out by

who, to who, in what form, and how frequently.

• Draft of Innovation

Communication Plan

Day 3:

Challenge

Identification

3.1: Innovation

Warm-Up

Review key takeaways thus far, and set

expectations for what comes next.

• Engaged and prepared

participants

3.2 Define the

Challenge

Analyze a chosen business unit, identifying

areas for improvement and drilling down into a

selected challenge.

• Core Business Unit challenge to

be the focus of the Innovation

Activity

3.3 Explain the

Technique

Form innovation teams and explain the

following day’s activities. • Formed Innovation Teams




Day 4:

Ideation

4.1: Introduction to

Activity

Review previous analysis and key points, and

set expectations for what the teams should be

focusing on.

• Positive environment for ideation

4.2 Idea Generation

Teams incorporate the analysis and priorities

established in the previous three days as they

brainstorm ideas.

• Large, comprehensive list of

ideas

4.3 Idea Selection

Teams submit a chosen idea in the proper

format and are given some general direction

for moving forward.

• List of teams’ chosen ideas

4.4 Research and

Prototyping

Teams develop and adjust their ideas in

response to research and prototyping results.

• Presentation and prototype for

business executive presentation

Day 5:

Presentation

5.1: Present to

Business Executives

Conduct presentations of innovation ideas,

giving business executives a thorough

description of the proposed projects.

• Feedback on presented ideas

and the ideation process in

general

5.2: Prioritization

and Sponsorship

Consolidate innovation ideas into initiatives,

prioritize, and validate against business

objectives.

• List of ideas to be moved forward

in the project portfolio

5.3: Finalize

Innovation Annual

Plan

Agree on next steps and plans for

implementation of initiatives, and annual

innovation plan and timeline. Validate with

Business stakeholders.

• Finalized Annual Innovation Plan

and benefits tracking plan

5.4: Learn and

Reflect Relax and reflect on the week’s activities. • Lessons Learned


1.0 Explore Innovation

1.3 Obtain Business

Perspectives

Understand business

and industry trends

Discuss business’

perspectives of IT

Understand business

priorities through

Needs Assessment

review

1.2 Create Innovation

Scorecard

Review Needs

Assessment results

Complete Maturity

Assessment

1.1 Introduce

Innovation

Introduction to

innovation

Define innovation

Ice breaker (optional)

1.4 Define Targets

Discuss and agree

upon innovation

targets


2.0 The Innovation Mandate and Annual Plan

2.1 Define Strategy

and Innovation

Mandate

Agree on: • Principles for Innovation

• Innovation Approach

and Model

• Innovation Governance

• Innovation Funding

Philosophy

• Key Processes

• Innovation performance

metrics and monitoring

• Innovation Org structure

Review scorecard

and targets


Annual Plan

Draft Innovation

Annual Plan

Review and discuss

innovation tools and

techniques


Communication Plan

Identify required

communication paths

Assemble

Communication Plan

2.2 Innovation

Resourcing, Staffing,

and Organization

Assess capacity and

budget expectations

Assess training needs

Define roles &

responsibilities

Identify activity / event

management oversight


3.2 Define the Challenge

Identify and classify

stakeholders

Challenge Q&A

3.0 Business Issues, Challenges, and Gaps Identification

3.3 Explain the Technique

In-depth explanation of the

following day’s activities

Assign homework (think up

ideas, research issues, etc.)

3.1 Innovation Warm-Up

Ice breaker (optional)

Review input received from

the Business so far

Key elements of innovation

process

Identify key business

processes and client

interfaces

Analyze and classify

stakeholder needs, gaps,

risks, and success metrics

Choose the challenge to

brainstorm

Assign ideation teams

Prioritize stakeholder needs

and gaps


4.0 Business Opportunities Assessment, Prioritization, and Prototyping

4.2 Idea Generation

Brainstorm initial set

of ideas within teams

4.1 Introduction to

the Activity

Walk though the

innovation process

Review the challenge

to be brainstormed

4.3 Idea Selection

Teams present

chosen idea for

approval

Panel provides

perspectives on

scope, constraints,

and shaping of idea

4.4 Research and

Prototyping

Teams work on

approved idea

Create presentation

Select and describe

top pick

Create prototype and

mini-business case


5.2 Prioritization

and Sponsorship

Panel prioritizes

ideas based on

value, practicality,

and applicability

5.0 Presentation and Close

5.3 Finalize

Innovation Annual

Plan

Present and review

Innovation Annual

Plan

Refine plan and

finalize

5.1 Presentation to

Business

Executives

Teams present their

prototyped idea

Business executives

provide thoughts and

feedback

Panel selects highest

potential idea(s)

5.4 Learn and

Reflect

Open discussion of

the week

Treats


Related tools and documents

This workshop includes the following tools and templates, in addition to this presentation, to

enable you to plan technology and process changes and create your Annual Innovation Plan.

• The Business Needs Assessment will have been completed by the organization

prior to the workshop. The results shall be reviewed as a group on the first day.

• The Maturity Assessment will show the innovation level of the organization,

allowing for more appropriate goals.

• The Annual Innovation Plan will be created throughout the five-day workshop. It

will include a timeline for the innovation process at the organization and outline

the plans for the chosen innovation activities.

• The Innovation Communication Plan will allow the IT organization to

communicate the Innovation activities to the rest of the Business.

Maturity Assessment

Business Needs Assessment

Level 5

Explanation

Explanation

Your score broke down in the following ways:

blum

blum blum

blum blum blum

Level Assignment

Innovation Maturity Assessment

Level 1

Level 2

Level 3

Level 4

Analysis Breakdown

Process

Funnel

Strategy

Capacity

Enablers

Outcomes

Innovation Annual Plan


Innovation Workshop Key Outputs

Four key outputs to be produced during the workshop:

1

2

3

4

Maturity Assessment

• The Maturity Assessment will show the

level of innovation at the organization,

allowing for more appropriate goals.

Business Needs Assessment

• The Business Needs Assessment will

have been completed by the organization

prior to the workshop. The results shall be

reviewed as a group on the first day.

Annual Innovation Plan

• This output will be created throughout

the five-day workshop. It will include a

timeline for the innovation process at the

organization and outline the plans for the

chosen innovation activities.

Innovation Communication Plan

• The Innovation Communication Plan will

allow the IT organization to communicate

the Innovation activities to the rest of the

Business.


Innovation Workshop: Built on World Class Research, Experience, and Standards

Research Process

• Team with over 30 years experience.

• Over 2,800 hours of research.

• Based on primary and in-field

research.

Tools & Templates

• 180 page Research Report

• 19 in-depth activities and exercises

• Maturity Assessment • Business Needs Assessment • Annual Innovation Plan • Innovation Communication Plan • More...

COBIT 5

• Grounded in open international

standards.

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