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The Planning Phase

Planning will involve our conceptualization and organization of the tasks and activities that we will need to execute in order to achieve the Assignment’s objectives and deliver the Assignment’s related outputs. The planning process will see us decompose our Methodology into constituent Sub-Methodologies:

 

  1. The Business Model Canvas (“TBMC”);
  2.  
  3. IT Infrastructure Library (“ITIL”);
  4.  
  5. Integrated Service Delivery Model (“ISDM”);
  6.  
  7. The Star ModelTM;
  8.  
  9. Harvard Business School – Organization Design Methodology (“HBS-ODM”);
 

into stages, tasks and activities that will have related Assignment outputs / deliverables.

 

The allocation of resources and time budgets to the above stages, tasks and activities will be a critical part of the Assignment’s planning process and will create the foundation for our generation of a Project Work Plan (“PWP”) / Implementation Plan for the Assignment (that will be executed in Microsoft Project). The PWP will also enable us prepare a financial budget for the effort we plan to invest in the Assignment.

ITSDM Planing methodology JSamuelRichards

Our identification and planned mitigation of Project Risks will also feature in this Phase of the Assignment.

ITSDM Plan methodology JSamuelRichards

The key output / deliverable from this Phase will be the Assignment’s Inception Report (“IRI”). Inter alias the IRI will include the:

  1. PWP / Implementation Plan;
  2. resources budget;
  3. financial budget;
  4. risk management plan; and
  5. communications and reporting plan.
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Our Diagnostic Review will focus on analyzing the client’s Organization Design (“OD”) (Organization Structure and Personnel Distribution and Allocation).

 

This analysis will aim to be able to determine the client IT Model and OD state of affairs and the related best practice and benchmark gaps that may exist. The output of this Statement of Affairs and Gap Analysis identified will be incorporated into our Assessment Report (“AR”).

It should be noted that our Diagnostic Review will be purposely enriched by our engagement of the client staff in a series of staff interviews with staff drawn from all levels of the organization and our engagement of stakeholders in meetings that we will jointly arrange with the client. All of the relevant output from these two critical information source platforms will be synthesized and incorporated into our AR.

Our AR would act as the main input for the next Stage of the Execution Phase of this Assignment, ie Solution Generation

 

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Solution Generation

The OD output in the AR will be channeled through the Star ModelTM and the HBS-OD Methodologies set out below and on the next page of this document in order to come up with the proposed New Optimized .

 

 

Organization Structure (“OOS”). The Star Model™ framework for organization design is the foundation on which a company bases its design choices. The framework consists of a series of design policies that are controllable by management and can influence employee behavior. The policies are the tools with which management must become skilled in order to shape the decisions and behaviors of their organizations effectively.

The Star ModelTM

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Solution Generation

The HBS-ODM stipulates that key avenues of optimization may be explored around the four dimensions of organizational framework, namely, structure, workforce, processes and technology.

 

 

Organization culture and leadership may be separately discussed for their ability to strongly impact the creation of the optimized organization. The below identified avenues of optimization may be leveraged in an arrangement in which the organizations ensure efficient and effective deployment of existing resources, with adequate utilization, for capability maximization. Such an arrangement may be called a delivery model.

HBS-ODM

jsammule ITSDM dimensions

 

The Reporting Phase

The Reporting Phase of the Assignment will be geared to the production of an Report which shall present, in the first place, the proposed New initiative (ie ITSDM and OOS based on the output of the Execution Phase of the Assignment) and then elucidate how each such New initiative should be reasonably implemented by the client. The above ITSDM and OOS Report will be combined into an Implementation Report (“ImpR”).

 
  1. Infographics;
  2. Graphs;
  3. Tables;
  4. Schematics;
  5. Process Maps;
  6. Flow charts; and
  7. Gantt charts.

The preparation of the above ImpR will comply with the Massachusetts Institute of Technology (MIT) Sloan School of Management’s International Business Writing Code and will be complemented by, inter alias, the following communication tools:

 

Further, as part of our overall communication plan with the client, we will be issuing Project Status / Update Reports at the end of every calendar week during the tenure of the Assignment. This will be, of course, over and above our generation of the Assignment’s IRI, AR, Draft Models and ImpR.

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