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INFO-TECH RESEARCH GROUP

Info-TechWorkshopsAn innovative approach to consulting

Workshop Topics catalogAustralia – New Zealand region

M E M B E R R E S E A R C H

A D V I S O R Y O V E R V I E W

INFO-TECH RESEARCH GROUP

Guided Implementation

“Our team knows that

we need to fix a

process, but we need

assistance to

determine where to

focus. Some check-ins

along the way would

help keep us on track.”

DIY Toolkit

& Contract

Review

“Our team has already

made this critical

project a priority, and

we have the time and

capability, but some

guidance along the

way would be helpful.”

Workshop

“We need to hit the

ground running and get

this project kicked off

immediately. Our team

has the ability to take this

over once we get a

framework and strategy in

place.”

Consulting

“Our team does not have

the time or the knowledge to

take this project on. We

need assistance through the

entirety of this project.”

INFO-TECH OFFERS VARIOUS LEVELS OF SUPPORT TO BEST SUIT YOUR NEEDS

Info-Tech’s diagnostics and research are the framework for delivering change, supported by a team of over 100 analysts and consultants with presence across Australia, New Zealand, Canada and the United States.

RESEARCH AND ADVISORY

Info-Tech Research Group | 3

Why Workshops?

01 Drive Meaningful Progress injust 5 Days

Use our proven and road-tested methodologies to:

• Accelerate timelines and make major project decisions• Facilitate productive conversations with key

stakeholders• Leverage Info-Tech’s experiences and expertise

02 High ValueStandard PricingNo-Hassle Negotiating

No-hassle negotiating and scoping

• Same flat-rate across all projects• Short, focused engagements means no run-away

consulting projects that never end• Focus on the high-value outcomes and decisions

03An Intense, Collaborative Learning Experience

Develop and train your team

• Draw on our subject matter expertise on a variety of topics

• Workshop materials are built on industry best practices, as well as all of our experience following hundreds of engagements

04Proven Results

Since launching the workshop product, Info-Tech

delivers hundreds of engagements every year

• Members rate their overall satisfaction with our workshops at 9.8/10

• 96% of workshop participants rate the effectiveness of the expert facilitation at 8/10 or higher


Workshop Topics

Strategy & Leadership• IT Strategy• Organizational Design• Service Management Roadmap• Service Catalog• Enterprise Architecture Strategy

Data & Applications• Data Governance• Requirements Gathering

Security & Risk• Security Strategy

Infrastructure Operations• Service Desk• Disaster Recovery Plan (DRP)• Cloud Strategy

Project and Portfolio Management• PPM Strategy

The workshop went better than I ever expected. We certainly got what we hoped for, which was someone to assist us with a framework for our IT strategy and to refine it into something to align with the business. We achieved that, and the facilitators managed our stakeholder groups very well and extracted some great insights from us.

This is the first time I've done a face-to-face workshop with Info-Tech, and I think the value from this type of engagement is immense. I cannot believe how much work we covered in 4 days!

Stuart JacobsGeneral Manager Information SystemsInchCape Australia

Click a topic to see the agenda

“

”


Day 1 Day 2 Day 3 Day 4

Act

ivit

ies

Answer “so what?” Assess the IT Current State Define the IT Target State Bridge the Gap and

Create the Strategy

• Review the business context

summary created pre-

workshop

• Consolidate the findings from

the business context into key

ideas and themes

• Review the business

capabilities required to

achieve the strategy

• Determine the implications to

IT from the documented

business context

• Group the IT implications into

themes

• Confirm IT strategy scope

• Assess current IT capabilities

• Review diagnostic results

• Assess in-flight initiatives

• Review current IT budget

• Conduct IT SWOT analysis

• Identify current-state maturity

• Create the IT vision statement

and IT mission statement

• Define IT goals and guiding

principles

• Indicate the target state IT

maturity

• Identify target-state IT

capabilities required to

achieve IT goals

• Identify IT capabilities

required to support business

capabilities

• Consolidate target IT

capability map

• Assess the gaps between

current- and target-state

capabilities

• Brainstorm initiatives to

address the gaps in

capabilities

• Create initiative profiles.

• Prioritization criteria

• Prioritize initiatives

• Assess dependencies and

constraints

• Sequence initiatives and

build timeline

• Identify IT strategy risks

• Communication and refresh

Ou

tco

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• Implications on IT from the

business context

• IT strategy scope

• Documented current IT

capabilities, IT initiatives, and

their relationships

• IT SWOT analysis

• IT vision statement

• IT mission statement

• IT guiding principles

• IT goals

• Target-state IT capabilities

• Current to target-state gap

assessment

• List of initiatives to reach

the target state

• Documented relationship

between IT goals,

capabilities, and initiatives

• IT strategy timeline

Workshop Agenda

IT Strategy



Act

ivit

ies

Select Operating Model and Structure

Customize Organizational Structure

Define Roles and Finalize Work Units

Build Your Communication Plan

• Finalize your operating model

selection

• Customize the IT operating

model

• Decide on a baseline

organizational structure

• Customize baseline work

units to fit your organization’s

future state

• Categorize your IT capabilities

within your defined work units

• Delineate accountabilities and

responsibilities for your IT

capabilities

• Define the roles inside your

work units

• Create a mandate statement

for each work unit

• Finalize your organizational

structure

• Conduct a stakeholder

analysis to identify the

impact and level of

resistance from all

stakeholders

• Create a communications

plan tailored to the interests

of each of your respective

stakeholders

• Create an FAQ to address

common questions and

concerns around your

restructuring

Ou

tco

me

s

• Customized IT operating

model

• Heat mapped (for gap

analysis) IT operating model

• Future-state work unit

structure

• Categorized IT capabilities by

work unit

• Capability-based RACI chart

• Future-state role design

• Work unit mandates

• Finalized organizational

structure

• Stakeholder map

• Communications plan

• Organizational restructuring

FAQ

Workshop Agenda

Organizational Design



Act

ivit

ies

Current State Assessment ITSM Assessment Processes & Governance ITSM Roadmap

• Define workshop goals,

objectives and expected

outcomes

• Review and define Core

Service Management (SM)

concepts

• Define the Target State for IT

Service Management (ITSM)

• Develop a Vision and Mission

for IT Service Management

• Complete the ITSM Maturity

Assessment

• Determine ITSM key Areas of

Focus

• Conduct a

Start/Stop/Continue exercise

around ITSM Key Areas of

Focus

• Build governance around

ITSM processes and policies

• Identify Strengths,

Weaknesses,

• Threats and Opportunities

• Prioritize identified

opportunities

• Perform Organizational

Change Management (OCM)

assessment

• Define Culture ABC’s,

Communication and Training

plan

• Define high-level roadmap

objectives

• Develop actions to support

roadmap and prioritize

initiatives

• Review the ITSM roadmap

and gain alignment on next

steps

• Assign Owners and

Timelines

• Establish next steps around

communication

• Wrap up and Lessons

Learned

Ou

tco

me

s • Workshop Report – Overview and Summary

• Service Management Roadmap

• Communications Plan

• Workshop Deck

Workshop Agenda

ITSM Strategy / Roadmap



Act

ivit

ies

Set Foundational Target State + Identify

Enterprise Services & Categories

Define Enterprise Services + Identify and Define Line of Business

Services

Design the Service Record + Complete

Service Records

Workshop Summary and Action Plan

• Differentiate between a user-

facing and a technical catalog

• Discuss service orientation

• Identify pain points, drivers,

objectives and benefits

• Assess current state

• Create comm & org change

plans

• Identify project team and

stakeholders

• Identify target state platform

options

• Define target state roles and

responsibilities

• Identify Enterprise Services

• Identify Categories

• Create basic service

definitions for enterprise

services

• Identify lines of business

(LOBs)

• Identify user groups

• Identify business activities

• Identify LOB Services

• Create basic service

definitions for LOB services

• Identify information about

each service that is

meaningful to business users

• Design the service record to

reflect what users need to

know about each service

• Complete service records for

enterprise services

• Complete service records for

LOB services

• Finalize service definitions

• Review best practices for

publishing and

communicating the service

catalog

• Develop a roadmap and

action plan for the service

catalog project

Ou

tco

me

s • Communication Plan

• List of Enterprise Services

• List of Categories

• List of LOB services

• Basic service definitions

• Service record design

• Service definitions

• Roadmap and Action Plan

• Service catalog Workshop

deck

Workshop Agenda

Service Catalog



Act

ivit

ies

Identify stakeholders and their needs

Create the EA value proposition

Define the EA fundamentals

Identify the EA services and communicate the

EA strategy• Identify and prioritize EA

stakeholders

• Review strategic documents

to understand organizational

plans

• Conduct PESTLE analysis to

identify business and

technology trends

• Interview stakeholders to

identify business &

technology needs

• Create business and

technology drivers from

needs

• Identify pains that obstruct

stakeholders from addressing

drivers

• Brainstorm EA contributions

to alleviate pains

• Define promises of value to

articulate the EA value

proposition

• Create the EA vision and

mission statement

• Define the EA goals and

objectives

• Determine EA scope

• Create a set of EA principles

• Define the services the EA

function will provide

• Plan next steps for the EA

function

• Present workshop

recommendations to EA

stakeholders

Ou

tco

me

s

• Stakeholder Power Map

• PESTLE Analysis

• Stakeholder interviews

• List of business and

technology needs

• List of business and

technology drivers.

• List of pains associated with

business and technology

drivers.

• Set of EA contributions to

alleviate the pains.

• Promises of value to

articulate the EA value

proposition.

• EA vision statement.

• EA mission statement.

• EA goals and objectives.

• EA scope.

• List of EA principles.

• Defined list of EA services

that the EA function is

committed to providing.

• Executive presentation to EA

stakeholders.

Workshop Agenda

Enterprise Architecture Strategy



Act

ivit

ies

Develop a Vision for the Data Governance

Program

Data Governance Current Maturity Assessment and

Target State

Data Governance Initiative and target state

planningPrioritized Roadmap

• Establish business context,

value, and scope of Data

Governance

• Introduction to ITRG’s Data

Governance framework

• Consolidate and

Communicate Business

Stakeholder survey

responses

• Use-case deep-dive group activity

• Vision and Mission of Data Governance

• Conduct current Data

Governance capabilities

assessment

• Set target state Data Governance capabilities

• Evaluate and prioritize performance gaps

• Develop and consolidate

Data Governance target state

initiatives

• Create Business Data

Alignment Model

• Create Business Data

Alignment Model

• Build a high-level Data

Governance Capabilities

Roadmap

• Define Roles and

Committees within a data

governance framework

• Create high Level RACI

• Define Roles and Committees within a data governance framework

• Create high Level RACI

Ou

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• Define Data Governance vision and mission

• Draft data governance use-cases

• Data Governance current state and future state assessments and gap analysis

• Data Governance Initiative Plan and Timeline

• Business Data Alignment Model

• Draft Data Governance Roadmap

• High Level RACI

Workshop Agenda

Data Governance



Act

ivit

ies

Define the current state and target state for

requirements gathering

Define the elicitation process

Analyze and validate requirements

Establish change control processes and ongoing governance

• Understand current state and document existing requirement process steps

• Identify stakeholder, process, outcome, and reigning challenges

• Conduct target state analysis.• Establish requirements

gathering metrics• Identify project levels 1/2/3/4• Match control points to project

levels 1/2/3/4• Conduct project scoping and

identify stakeholders

• Understand elicitation techniques and which ones to use

• Document and confirm elicitation techniques

• Create a requirements gathering elicitation plan for your project

• Practice using interviews with business stakeholders to build use case models

• Practice using table-top testing with business stakeholders to build use case models

• Build the operating model for your project

• Categorize gathered requirements for use

• Consolidate similar requirements and eliminate redundancies

• Practice prioritizing requirements

• Build the business process model for the project

• Right-size the requirements documentation template

• Present the business requirements document to business stakeholders

• Identify testing opportunities

• Review change control process best practices & optimization opportunities

• Build guidelines for escalating changes

• Confirm your requirements gathering process for project levels 1/2/3/4

• Define RACI for the requirements gathering process

• Define the requirements gathering governance process

• Define the agenda and cadence for requirements gathering governance.

• Identify and analyze stakeholders for communication plan

Ou

tco

me

s • Requirements gathering maturity assessment

• Project level selection tool• Requirements gathering

documentation tool

• Project elicitation schedule• Project operating model• Project use cases

• Requirements gathering documentation tool

• Requirements gathering testing checklist

• Requirements traceability matrix

• Requirements gathering communication tracking template

Workshop Agenda

Application Requirements Gathering



Act

ivit

ies

Assess security requirements Perform a gap analysis Develop gap initiatives Plan for the transition

• Introduce security management

• Understand business and IT strategy and plans

• Define business, compliance, and customer security obligations

• Define the security program scope and boundary

• Analyze the organization’s security pressure

• Define the organizational risk tolerance level

• Assess current security capabilities

• Review penetration test results (optional)

• Identify security gaps• Build initiatives to bridge the

gaps

• Assess current security capabilities

• Review penetration test results (optional)

• Identify security gaps• Build initiatives to bridge the

gap

• Define standard prioritization variables

• Estimate the resources needed

• Prioritize gap initiatives based on cost, time, and alignment with the business

• Build effort map• Determine start times and

accountability• Finalize security roadmap

and action plan• Create a change and

communication plan

Ou

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me

s

• Security obligations statement

• Security scope and boundaries statement

• Defined risk tolerance level• Security pressure analysis

• Future state–current state gap analysis

• Initiatives to address the gap

• Future state–current state gap analysis

• Initiatives to address the gap

• Security roadmap and action plan

Workshop Agenda

Build an Information Security Strategy



Act

ivit

ies

Conduct Gap Analysis Design Incident Management

Design Request Fulfilment

Build Project Implementation Plan

• Assess service desk

challenges

• Review best service support

practices

• Identify service desk metrics,

benchmarks, and reports

• Review ticket and call

handling procedures

• Build incident and critical

incident management

workflows

• Design ticket categorization

scheme

• Design incident escalation

and prioritization guidelines

• Prepare for a self-service

portal project

• Build request workflows

• Build a targeted

knowledgebase

• Identify ITSM tool

requirements

• Build a communication

plan

• Build an implementation

roadmap

Ou

tco

me

s

• Service desk challenges

• Shift-left service support

strategy

• Service desk metrics and

reports

• KB articles: ticket handling

and troubleshooting

• QA ticket and call testing

checklist

• Incident and critical incident

management workflows

• Ticket categorization scheme

• Ticket escalation and

prioritization guidelines

• Self-service portal examples

• Distinguishing criteria for

requests and projects

• Service request workflows

and SLAs

• Knowledgebase article

template, processes, and

workflows

• ITSM tool requirements

and vendor shortlist

• Project communication

plan and executive

presentation.

• Project implementation

roadmap

Workshop Agenda

Standardize the Service Desk



Act

ivit

ies

Identify DRP Maturity, Key Systems, and

Dependencies

Conduct a BIA to Determine Acceptable

RTOs and RPOs

Determine the Current Recovery Timeline and

DR Gaps

Create a Roadmap to Close DR Gaps

• Assess current DRP maturity

• Identify mission critical

business activities and

supporting systems and

applications

• Identify current recovery

strategies and challenges to

DR planning

• Select key applications and

dependencies

• Define an objective scoring

scale to indicate different

levels of impact.

• Estimate the impact of

downtime

• Determine acceptable

RTO/RPO targets for

systems and applications

based on the business

impact of downtime

• Conduct a tabletop exercise

to determine current recovery

procedures

• Identify gaps between

current and desired

capabilities

• Determine what projects are

required to close the gap

between current and desired

DR capability

• Use tabletop planning to

determine the desired-state

response plan

• Outline a strategy for using

flowcharts, checklists, and

a summary document to

complete your DRP

• Summarize the workshop

results, including current

potential downtime and

action items to close gaps

Ou

tco

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• DRP Maturity Scorecard

• Applications and dependency

mapping

• DRP Business Impact

Analysis Tool:

• Acceptable RTOs/RPOs to

dictate recovery strategy

• Highlight the importance of

DRP efforts

• DRP Business Impact

Analysis Tool

• DRP Recovery Workflow

Template – Current State

• DRP Roadmap Tool

• DRP Incident Response

Management Tool:

Flowchart – Desired State

• DRP Recap and Results

Template

• Additional templates and

how to complete them

Workshop Agenda

Disaster Recovery Planning (DRP)



Act

ivit

ies

Harness the cloud’s full potential

Evaluate cloud risk and create initiatives

Produce a cloud strategy document

Create a cloud roadmap and executive

presentation

• Brainstorm a list of

workloads to assess

• Align workloads to service

models

• Highlight which service

model(s) make the most

effective use of resources

• Learn about the wheel of risk

• Brainstorm risks likely to

impact a cloud migration

• Develop risk mitigation

strategies

• Create initiatives from

mitigations

• Assess current state of cloud

readiness

• Identify goal state

• Populate the cloud strategy

document to align goals with

workload considerations

• Use the strategy document

to identify initiatives

• Plot initiatives on a

roadmap

• Create an executive

presentation

Ou

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me

s

• Service model by workload • Risks matched to workloads

• Specific mitigations

• Initiatives to plot as part of

the roadmapping exercise

• Cloud strategy document • Cloud roadmap

• Executive presentation

Workshop Agenda

Cloud Strategy



Act

ivit

ies

Assess the Project Portfolio Management

CapabilityDevelop the Project Portfolio Management Strategy

Implement & Maintain the Strategy

• Review the PPM Current State

Scorecard (scorecard

completed before workshop)

• Evaluate PPM current state

• Define current level or

success and capability

• Conduct a SWOT analysis

• Define target state and goals

of the PPM Strategy

• Assess risks / constraints to

PPM Strategy execution

• Define budget assumptions

• Define PPM strategic goals

and requirements

• Discuss and analyze SWOT

around intake, approval, and

prioritization

• Create an intake charter for

optimization efforts

• Review and configure project

request form

• Define standards / SOP /

processes for intake,

approval, and prioritization

• Develop an approval and

prioritization scorecard

• Configure prioritization tool

• Review data from time-

tracking audit

• Determine project vs non-

project time

• Forecast / analyze the target

state

• Determine report frequency

• Review and refine the

cost/benefit projections for

the current state level of

resource management

• Decide Intake portal, report

dashboard, additional

requirements

• Simulate a portfolio meeting

• Prepare communications

template to convey your

new processes to business

stakeholders

• Define near-term plan

• Implement spreadsheet-

based PPM solution if

needed

• Draft standard operating

procedure complete with

portfolio review format and

agenda

• Define long-term plan

• Draft project charter

• Communication plan

Ou

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• PPM current state

• SWOT analysis

• Target state articulation

• Supply-demand analysis

• Detailed/light project request

form

• Customized business case

template

• Project intake and

prioritization tool

• Project intake classification

matrix

• PPM/resource management

business case

• Target resource management

maturity state

• Completed resource

management strategy

• Tactical plan for process /

tools / communications

• Near-term plan

• Draft SOP

• Long-term plan

• Vendor selection process

• Draft project charter

• Communication Plan

Workshop Agenda

PPM Strategy

About Us

Info-Tech Research Group is the world’s fastest growinginformation technology research and advisory company, proudlyserving over 30,000 IT professionals.

We are, by far, the most innovative firm in the industry and we prideourselves on providing better research than anyone.

Since 1997, we have been helping CIOs and their teams evolvefrom fire fighters to innovation champions.

We produce unbiased and highly relevant research & tools to helpIT leaders make strategic, timely, and well- informed decisions thatdrive business value.

We partner closely with IT teams to provide everything they need –from actionable tools to in-person analyst guidance – to delivermeasurable results for their organizations.

Info-Tech Advantage

Our data-driven programs enable IT leaders to objectively measuresuccess, develop an impactful IT strategy, and systematicallyimprove performance year over year.

Each year we invest millions of dollars in our library of best-practicetools, templates, training materials, and step-by-stepmethodologies that are proven to accelerate projects andtransform IT departments.

For over 20 years, our team of 100+ world-class analysts has beencoaching members though their most challenging projects andlargest technology selection decisions.

Why start your next project from scratch when you can leverageknown best practices and make your job easier.

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