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ChrisHeaven.com PRO Membership 2999 Month
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ChrisHeaven.com

PROMembership2999 Month

ChrisHeaven.com

Annual Cycles

ChrisHeaven.com

PRO Annual Cycle

A

ITCq Report Workshop

IT Infrastructure Audit Workshop

SWOT Analysis Workshop

Virtual IT Dep. Evaluation Workshop

IT Planning Session

Operational Planning Session

Key Annual Pr. Visualization Workshops

Development Roadmap +

Quarterly plan

Operational IT Plan creation

Finalize the Roadmap +

Quarterly Plan

Finalize the Operational Plan

vCIO Governance

Plan

Documentation, Distribution

Annual Planning

ProjectWorkshops

PlanCreation Finalization Documentation

and DistributionAnnual

Preparation

Individual service line itemPart of a process

Week 1. Week 2. Week 3. Week 4.

ChrisHeaven.com

The annual IT Strategy Planning Process is the core element of success with technology. The process uses special business opportunity and bottleneck discovery methods to prepare a detailed technology plan that stands as the cornerstone of execution during the year.

IT Strategy Planning Process

ITCq Report Workshop

IT Planning Session

Key Annual Pr. Visualization Workshops

Development Roadmap +

Quarterly plan

Finalize the Roadmap +

Quarterly Plan

vCIO Governance

Plan

Documentation, Distribution

Discovery Draft Plan 2-3 Key ProjectVisualization Detailed Plan Confirmation

Formal Annual and Quarterly Plan

Formal Annual Plan

Roles, Execution First Quarterly Plan

ChrisHeaven.com

During annual planning it is critical to visualize the initiatives that will shape the year's development activities. We need to figure out why we want these activities and what we expect they’ll accomplish. This is where great team collaboration can shine -when the team can express their goal, align on strategy and get invested.

Key Annual Project Visualization Workshops

ITCq Report Workshop

IT Planning Session

Key Annual Pr. Visualization Workshops

Development Roadmap +

Quarterly plan

Finalize the Roadmap +

Quarterly Plan

vCIO Governance

Plan

Documentation, Distribution

Discovery Draft Plan 2-3 Key ProjectVisualization Detailed Plan Confirmation

Formal Annual and Quarterly Plan

Formal Annual Plan

ChrisHeaven.com

SWOT analysis is a classic Business Strategy creation tool. Using it in an IT context can reveal many business opportunities that can be exploited during the IT Planning Process, as well as bring to light potential threats. This proactive process makes issues more manageable, improvements more evident, resulting incompetitive advantages.

SWOT Analysis WorkshopSWOT Analysis

WorkshopIT Planning

Session

Draft PlanWorkshop

ChrisHeaven.com

The technical assessment is a crucial element of the planning, since so much can change over a year - devices, applications, even people come and go. Reviews of the technical infrastructure such as end user devices, servers, network devices, documentation, performance, warranties and all related applications are a preventative maintenance duty every company should conduct regularly.

IT Infrastructure Audit WorkshopIT Infrastructure Audit Workshop

IT Planning Session

Draft PlanWorkshopNetwork assessment

ChrisHeaven.com

The "Virtual IT Department" of the company can consist of 50 or more application providers, service providers, vendors and third party companies. It’s important to categorize different participants and evaluate their performance regularly. With this evaluation we can decide whom we can dismiss, change, or negotiate for a better price or develop a more strategic relationship.

Virtual IT Department Evaluation WorkshopVirtual IT Dep.

Evaluation Workshop

IT Planning Session

Draft PlanVirtual IT DepartmentDiscovery

ChrisHeaven.com

The IT Operational Plan is an extension of the IT Development Roadmap Process. The roadmap is a generalized spreadsheet of the goals, projects and responsibilities regarding the initiatives needed for the IT strategy. The IT Operational Plan gives more detail on the Project level such as description, benefits and budget.

IT Operational Planning ProcessOperational

Planning Session

Operational IT Plan creation

Finalize the Operational Plan

Documentation, Distribution

Formal Annual PlanExtended Draft Plan Detailed Plan Confirmation

ChrisHeaven.com

Quarterly Cycles

ChrisHeaven.com

PRO Quarterly Cycle

Quarterly Planning Session

Project Portfolio Review

Key Stakeholder Interviews

Project Specification, Delegation

Sess.Project

Visualization Workshops

Process Improvement

Workshop

Productivity Improvement

WorkshopWay To Go

Award

Key Stakeholder Calls

DepartmentReviews

Team Development

QuarterlyPlanning

ProjectWorkshops

ProjectReviews

Individual service line itemPart of a process

Project Steering Committee M.

Week 1. Week 2. Week 3. Week 4.

ChrisHeaven.com

It is important to regularly review the project portfolio. We can reenergize slowed down projects, eliminate roadblocks quickly and have a better understanding where our development initiatives are.

Project Portfolio ReviewProgress Report

SessionProject Portfolio

Review

Check Projects Monthly review the progressof the quarterly plan

ChrisHeaven.com

Organizations have many processes that can determine success or failure. Regular review of a critical processes is important to keep them automated and streamlined. These team events promote best practices and tools for the teams to improve their processes continually.

Process Improvement WorkshopProcess

Improvement Workshop

Quarterly Planning Session

Quarterly Planning Session

Next QPS

10 point results

WorkshopPrevious QPS

ChrisHeaven.com

A critical role of executing is a Quarterly Execution Plan. Breaking down the annual and operational plan to specific deliverables for the next quarter makes the team accountable and more efficient. Giving focus to your people will enable them to execute the strategic initiatives within their day-to-day operational whirlwind.

Quarterly Planning Process

Quarterly Planning Session

Project Portfolio Review

Project Specification, Delegation

Sess.

Process Improvement

Workshop

Key Stakeholder Calls

Check Projects

Check Departments

Operational Efficiency

Review, close Previous quarterand open, plan the next quarter

Help to kickoff projects

Next Quarterly Plan

Previous Quarterly Plan

ChrisHeaven.com

In most cases, for smaller projects the internal team can execute all the necessary tasks, but they may not have the time or expertise to plan projects through to flawless execution. During the process the necessary information will be ready and be delegated to the proper internal resource for execution.

Project Specification and Delegation Session

Quarterly Planning Session

Project Specification, Delegation

Sess.Review, close Previous quarterand open, plan the next quarter Help to kickoff projects

Project Task list

ChrisHeaven.com

The Project Steering Committee is a team inside the organization responsible for the complete Project Portfolio success. We set guidelines, organize and facilitate meetings and follow up on corrective action items. This ensures that IT related projects are going to have more momentum, buy-in and overall success.

Project Steering Committee MeetingProgress Report

SessionProject Steering Committee M.

Project portfolio review with the Steering Committee

Monthly review the progressof the quarterly plan

Collect the projectreviews prior the session

ChrisHeaven.com

We have to gather information from the key stakeholders: COO, CFO, Marketing VP, Sales VPsetc.. The people leading the company need a platform with the CHC consultant to review their needs, undiscovered opportunities, and ongoing projects under their direction.

Key Stakeholder InterviewsKey Stakeholder

InterviewsQuarterly Planning Session

ChrisHeaven.com

Productivity and operational excellence are the surest foundations for maintaining a healthy bottom line. Reviewing the productivity of teams and individuals, the state of communication and tools used is essential for becoming leaner, faster and staying ahead of the competition.

Productivity Improvement WorkshopProductivity Improvement

WorkshopQuarterly Planning Session

Quarterly Planning Session

Next QPS

10 point results

WorkshopPrevious QPS

ChrisHeaven.com

During the Quarterly planning we propose a candidate for the “Way to Go Award” for extraordinary achievement. It can be for proactive work, valuable research, leadership or any other value we would like to highlight.

Way To Go AwardWay To Go

AwardQuarterly Planning Session

Nomination Preparation

Communication

ChrisHeaven.com

During the quarterly it is critical to visualize the initiatives that will shape the year's development activities. We need to figure out why we want these activities to be and what we expect they’ll accomplish. These can be projects already in the plan that need to be made more actionable or urgent, or brand new projects with urgent priority. This is where great team collaboration can shine -when the team can express their goal, align on strategy and get invested.

Project Visualization Workshops

Project Visualization Workshops

Quarterly Planning Session

Review, close Previous quarterand open, plan the next quarter Help to kickoff projects

Updated Quarterly Plan

Solution Selection

Workshops

Solution decision

ChrisHeaven.com

There are major projects for the company that need more attention from the CHC consultant. A monthly project review meeting with all the project team can increase the formality, accountability, clarity and the success factor of all projects. Even in cases where the CHC consultant is not the project manager it’s good to gather together for a review. We recommend 2-3 project reviews every month.

Key Project Review Workshop

Key Project Review

Workshop

Project Team Weekly Huddle

Project Steering Committee M.

Project Portfolio Review

Check Projects with the Committee

Check Projects with the Project Leaders

Check Projects with theProject Team

In depth review with the Team Monthly Key Project

Review Memo

ChrisHeaven.com

Monthly/Weekly Cycles

ChrisHeaven.com

PRO Monthly/Weekly Cycle

A

Mangement Coaching Session

Progress Report Session

Project Portfolio Review

Project Steering Committee M.

Individual service line itemPart of a process

CEO Weekly Huddle

IT Team Weekly Huddle

CEO Weekly Huddle

IT Team Weekly Huddle

CEO Weekly Huddle

IT Team Weekly Huddle

Week 1. Week 2. Week 3. Week 4.

ChrisHeaven.com

Weekly huddle is an alignment session among the CEO and the vCIO. Mostly the CEO is involved on the key decision makings during the project life cycles. He might not be part of the project but we have to make sure there are clear communication lines with weekly huddles to help the execution and keep the CEO informed.

CEO Weekly HuddleCEO Weekly

HuddleCEO Weekly

HuddleCEO Weekly

Huddle

Current Team meetingPrevious meeting Next meeting

ChrisHeaven.com

It is important to regularly review the project portfolio. We can reenergize slowed down projects, eliminate roadblocks quickly and have a better understanding where our development initiatives are.

Project Portfolio ReviewProgress Report

SessionProject Portfolio

Review

Check Projects Monthly review the progressof the quarterly plan

ChrisHeaven.com

Quick progress reports are great for keeping a high but still stable pace of execution and raise the sense of priority for particular projects. Like driving in the city, checking for obstacles and reviewing the progress of the quarterly plan execution will always promote success.

Progress Report SessionProgress Report

SessionProject Portfolio

Review

Check Projects Review the progress of the quarterly plan Updated Quarterly Plan

ChrisHeaven.com

Executives are often need the most coaching and support with technology. Disruptive technologies are emerging from all directions and can influence strategies or even overall management of the organization. These events help keep executives personally ahead of the curve and more business-technology savvy.

Management Coaching SessionMangement Coaching Session

Mangement Coaching Session

Mangement Coaching Session

Previous Session Current Session Next Session

ChrisHeaven.com

The IT team is responsible for the day-to-day IT operation, maintenance, support and for development projects. The weekly huddles help them focus and stay aligned and accountable. It also gives management necessary visibility and control over the IT team.

IT Team Weekly HuddleIT Team Weekly

HuddleIT Team Weekly

HuddleIT Team Weekly

Huddle

Current Team meetingPrevious meeting Next meeting

ChrisHeaven.com

The Project Steering Committee is a team inside the organization responsible for the complete Project Portfolio success. We set guidelines, organize and facilitate meetings and follow up on corrective action items. This ensures that IT related projects are going to have more momentum, buy-in and overall success.

Project Steering Committee MeetingProgress Report

SessionProject Steering Committee M.

Project portfolio review with the Steering Committee

Monthly review the progressof the quarterly plan

Collect the projectreviews prior the session


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