IT Strategic Planning - Revision history

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 == What is IT Strategic Planning? ==
 '''IT Strategic Planning''' (aka '''Information Technology Strategic Planning''') is how an organization turns business direction into coordinated technology decisions that can actually be executed. It clarifies what technology work matters most, what comes first, what gets funded, and how progress will be measured—so teams are not simply delivering projects, but moving the enterprise toward defined outcomes. At its core, it is the discipline that keeps technology action aligned to priorities, constraints, and capacity as conditions change.
 Think of IT strategic planning as a navigation and control system for enterprise technology. The strategy sets the destination, but the planning system continuously translates that destination into a safe route, a feasible speed, and the sequence of moves required to arrive—while accounting for constraints like fuel (budget), runway availability (capacity), weather (market shifts), and airspace rules (architecture and governance). Without that control system, teams can move fast, but they will move in different directions, increasing the risk of collisions, rework, and expensive course corrections.
 == Difference Between IT Strategic Planning and Related Terms ==
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-Roughly, IT Strategic Planning:
+IT Strategic Planning:
-*Identifies committees to lead the work
+*Translates business strategy into executable technology action by converting enterprise priorities into concrete technology decisions, sequencing, and measurable outcomes.
-*Sets a schedule and communicates the purpose and process
+*Aligns technology investments to business outcomes so funding is tied to value, not to disconnected projects or vendor-driven agendas.
-*Seeks and uses input from stakeholders with surveys and meetings
+*Sets direction and guardrails by establishing target-state intent, standards, and principles that keep delivery coherent at scale.
-*Considers broader trends outside the institution
+*Forces explicit trade-offs by clarifying what will be funded, deferred, redesigned, or stopped—and why.
-*Prioritizes IT goals and outlines initiatives/projects to reach those goals
+*Prioritizes and governs the technology portfolio by balancing run/grow/transform, risk, capacity, and strategic urgency across competing demands.
-*Aligns goals with the institution’s strategic plan
+*Builds credible roadmaps and sequencing that expose dependencies, stage transformation, and align the pace of change with organizational capacity and operational risk.
-*Identifies resources needed to complete initiatives/projects
+*Integrates governance and decision rights so prioritization, exceptions, and escalations follow a repeatable decision system rather than ad hoc negotiation.
-*Outlines a structure for implementing and reviewing the plan, creating a continual IT planning process
+*Connects delivery to measurement and value realization by defining KPIs, leading indicators, and benefits tracking that demonstrate progress and outcomes.
-The maturity of your institution’s strategic planning process informs the scope of your IT strategic plan. For example, if your institution’s strategic plan is specific with statements like, “improve classroom technology for instruction and distance education,” your IT plan becomes more operational than strategic. On the other hand, if an overall strategic plan is vague or nonexistent, your IT plan becomes more strategic.<ref>Explaining IT Strategic Planning [https://www.scup.org/planning-type/information-technology-planning/ Society for College and University Planning]</ref>
+*Creates a continuous feedback loop that recalibrates priorities, funding, and roadmaps as strategy, constraints, or performance signals change.
 An [https://www.cioindex.com/reference/it-strategy-template/ IT Strategy Template] is an integral part of the IT Strategic Planning process. It serves as a blueprint guiding organizations on how to use technology effectively to meet business objectives and overcome challenges.
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-== IT Strategic Planning Process<ref>Stages of the IT Strategic Planning Process [https://www.planview.com/resources/guide/strategic-planning-deliver-value/it-strategic-planning/ Planview]</ref> ==
+== IT Strategic Planning Process ==
-To yield an actionable plan, stakeholders must follow an organized [[IT Strategy Process|process for IT strategic planning]]. There are four phases to the process, building on one another to inform decisions.
+IT strategic planning functions best as a repeatable operating cycle, not an annual deliverable. A clear way to express that cycle is through four phases that build on one another and continuously inform executive decisions. Governance, architecture guardrails, and stakeholder alignment run through every phase; they are not a step in the process, they are the conditions that make the process work.
-*Discovery Phase: During the discovery phase, the CIO and IT leaders will work with business units to identify issues and opportunities and obtain cross-enterprise buy-in. Because the IT strategic plan supports business pursuits, it is essential to understand the business strategic goals, objectives, and relative priorities.
-*Analysis & Funding Phase: The analysis and funding phase in IT strategic planning allows leaders to analyze stakeholder feedback, perform a SWOT analysis, understand options, and make tradeoff decisions with scenario planning. HBR says, “Strategy, at its most basic level, is a set of choices and trade-offs about where an organization will invest, compete, and win. Most executives struggle to understand the implications of not making effective trade-offs.” Once leaders align IT goals and objectives with those of the business, they must assess the required resources in terms of people, technology, and funding. The strategy must be revised or other priorities adjusted if these resources are insufficient. Continuous planning and funding aligned to strategy create necessary financial controls focused on results and answers “what are our desired results, and how much should we plan on investing to obtain them?”
+===Strategic Intake & Alignment===
-*Execution Phase: The purpose of the execution phase in IT strategic planning is to define the deliverables and outcomes as they relate to the business objectives, as well as discuss dependencies, risk mitigation, and sequencing. Now is the time to outline and further prioritize long-term and medium-term IT goals and objectives and then build a plan with a roadmap that connects strategy to the investments and outcomes that will drive transformation. Include a budget, timeline with milestones, roles, and responsibilities, and KPIs with measurement timelines. All must be then communicated to and aligned with the groups involved.
+This phase establishes the planning foundation by aligning IT leadership and business stakeholders around the issues that matter, the opportunities worth pursuing, and the constraints that cannot be ignored. The objective is to clarify business goals, relative priorities, and the outcomes the enterprise is optimizing for—before technology choices are debated. Strategic intake also surfaces what has changed since the last cycle: market signals, regulatory pressure, risk posture, operating realities, and capacity. Alignment at this stage determines whether the plan becomes an enterprise commitment or remains an IT narrative.
-*Measurement and Review Phase: Finally, the measurement and review phase offers the opportunity to benchmark success and create a feedback loop that informs decisions about whether the plan needs revision. The plan can be adapted based on what’s been learned, changes, shifts in strategies, or other influences that impact whether the current strategy deserves continued funding. IT strategic planning is continual and iterative, ensuring it is always relevant and the guiding force behind all work.

← Older revision		Revision as of 20:27, 10 December 2025
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	Think of IT strategic planning as a navigation and control system for enterprise technology. The strategy sets the destination, but the planning system continuously translates that destination into a safe route, a feasible speed, and the sequence of moves required to arrive—while accounting for constraints like fuel (budget), runway availability (capacity), weather (market shifts), and airspace rules (architecture and governance). Without that control system, teams can move fast, but they will move in different directions, increasing the risk of collisions, rework, and expensive course corrections.		Think of IT strategic planning as a navigation and control system for enterprise technology. The strategy sets the destination, but the planning system continuously translates that destination into a safe route, a feasible speed, and the sequence of moves required to arrive—while accounting for constraints like fuel (budget), runway availability (capacity), weather (market shifts), and airspace rules (architecture and governance). Without that control system, teams can move fast, but they will move in different directions, increasing the risk of collisions, rework, and expensive course corrections.
		+
		+
		+	== Difference Between IT Strategic Planning and Related Terms ==
		+	IT strategic planning is frequently confused with adjacent disciplines because they share artifacts and participants. The difference is not semantics—it is decision scope. IT strategic planning is the translation layer that turns direction into coordinated, fundable, measurable action. The terms below describe inputs to that translation, outputs from it, or operating mechanisms that carry it into execution.
		+
		+	===IT strategic planning vs. IT strategy===
		+	IT strategy defines direction: the role technology will play, the strategic themes that matter, and the guiding choices that shape the future state. IT strategic planning converts that direction into an actionable plan—sequencing initiatives, assigning priorities, reconciling constraints, and defining how progress and value will be measured. Strategy answers “what and why.” Planning answers “how, when, and at what cost or trade-off.”
		+
		+	===IT strategic planning vs. a technology roadmap===
		+	A technology roadmap is a time-phased view of change—what will be delivered and when. It is an important output, but it is not the discipline itself. IT strategic planning is the decision system that produces roadmaps and keeps them credible: it integrates funding logic, governance, architecture direction, capacity constraints, and outcome measurement. A roadmap can exist without strategic planning; it simply becomes easier to publish than to execute.
		+
		+	===IT strategic planning vs. enterprise architecture (EA)===
		+	Enterprise architecture establishes coherence: target-state direction, standards, reference architectures, and guardrails that prevent fragmentation as delivery scales. IT strategic planning uses architecture as both an input and an output—an input that constrains choices and an output that expresses strategic intent as enforceable direction. EA protects integrity across solutions; planning integrates that integrity with priorities, sequencing, and investment decisions.
		+
		+	===IT strategic planning vs. portfolio management (PPM)===
		+	Portfolio management operationalizes investment governance: it evaluates demand, prioritizes initiatives, allocates funding, and tracks delivery and benefits. IT strategic planning sets the context and logic the portfolio should serve—strategic outcomes, capability priorities, architecture direction, and sequencing intent. PPM executes investment decisions; planning defines what those decisions must accomplish and why.
		+
		+	===IT strategic planning vs. annual budgeting===
		+	Annual budgeting is a financial cycle that authorizes spend, typically within fixed timelines and accounting categories. IT strategic planning is a multi-year discipline that aligns spend to outcomes and adapts as conditions change. Budgeting constrains what can be funded this year; planning ensures that what is funded contributes to a coherent direction over time—and provides the narrative and evidence that make budget choices defensible.

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 == What is IT Strategic Planning? ==
-'''IT Strategic Planning''' (aka '''Information Technology Strategic Planning''') IT strategic planning is how an organization turns business direction into coordinated technology decisions that can actually be executed. It clarifies what technology work matters most, what comes first, what gets funded, and how progress will be measured—so teams are not simply delivering projects, but moving the enterprise toward defined outcomes. At its core, it is the discipline that keeps technology action aligned to priorities, constraints, and capacity as conditions change.
+'''IT Strategic Planning''' (aka '''Information Technology Strategic Planning''') is how an organization turns business direction into coordinated technology decisions that can actually be executed. It clarifies what technology work matters most, what comes first, what gets funded, and how progress will be measured—so teams are not simply delivering projects, but moving the enterprise toward defined outcomes. At its core, it is the discipline that keeps technology action aligned to priorities, constraints, and capacity as conditions change.
 Think of IT strategic planning as a navigation and control system for enterprise technology. The strategy sets the destination, but the planning system continuously translates that destination into a safe route, a feasible speed, and the sequence of moves required to arrive—while accounting for constraints like fuel (budget), runway availability (capacity), weather (market shifts), and airspace rules (architecture and governance). Without that control system, teams can move fast, but they will move in different directions, increasing the risk of collisions, rework, and expensive course corrections.

← Older revision		Revision as of 20:18, 10 December 2025
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	== What is IT Strategic Planning? ==		== What is IT Strategic Planning? ==

−	'''IT Strategic Planning''' (aka '''Information Technology Strategic Planning''') is ~~the vehicle used to ensure~~ that ~~the organization is leveraging~~ technology and ~~[[Information Technology Enabled Services (ITeS)\|technology enabled services]]~~, ~~to create value for~~ the ~~organization~~, ~~stakeholders~~, ~~customers~~, and ~~partners~~. [[IT ~~Strategic Plan (Information Technology Strategic Plan)\|IT Strategic Plan]] is the “on-ramps” to arrive at short~~ and ~~long-term organizational objectives~~. ~~Typically~~, ~~technology~~ planning ~~starts with~~ a ~~technology assessment or series~~ of ~~assessments~~ to ~~understand the organization's current state~~ and ~~to define a roadmap~~ and ~~strategy for achieving the desired future state vision~~. ~~This helps define a detailed strategy for driving~~ the ~~expected business outcomes~~ of ~~change or transformation initiatives~~.~~<ref>Definition - What Does IT Strategic Planning Mean? [https://www.mssbta.com/it-strategic-planning MSSBTA]</ref>~~	+	'''IT Strategic Planning''' (aka '''Information Technology Strategic Planning''') IT strategic planning is how an organization turns business direction into coordinated technology decisions that can actually be executed. It clarifies what technology work matters most, what comes first, what gets funded, and how progress will be measured—so teams are not simply delivering projects, but moving the enterprise toward defined outcomes. At its core, it is the discipline that keeps technology action aligned to priorities, constraints, and capacity as conditions change.
		+
		+	Think of IT strategic planning as a navigation and control system for enterprise technology. The strategy sets the destination, but the planning system continuously translates that destination into a safe route, a feasible speed, and the sequence of moves required to arrive—while accounting for constraints like fuel (budget), runway availability (capacity), weather (market shifts), and airspace rules (architecture and governance). Without that control system, teams can move fast, but they will move in different directions, increasing the risk of collisions, rework, and expensive course corrections.

← Older revision		Revision as of 15:20, 14 March 2024
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	The maturity of your institution’s strategic planning process informs the scope of your IT strategic plan. For example, if your institution’s strategic plan is specific with statements like, “improve classroom technology for instruction and distance education,” your IT plan becomes more operational than strategic. On the other hand, if an overall strategic plan is vague or nonexistent, your IT plan becomes more strategic.<ref>Explaining IT Strategic Planning [https://www.scup.org/planning-type/information-technology-planning/ Society for College and University Planning]</ref>		The maturity of your institution’s strategic planning process informs the scope of your IT strategic plan. For example, if your institution’s strategic plan is specific with statements like, “improve classroom technology for instruction and distance education,” your IT plan becomes more operational than strategic. On the other hand, if an overall strategic plan is vague or nonexistent, your IT plan becomes more strategic.<ref>Explaining IT Strategic Planning [https://www.scup.org/planning-type/information-technology-planning/ Society for College and University Planning]</ref>

−	An [https://www.cioindex.com/it-strategy-template/ IT Strategy Template] is an integral part of the IT Strategic Planning process. It serves as a blueprint guiding organizations on how to use technology effectively to meet business objectives and overcome challenges.	+	An [https://www.cioindex.com/reference/it-strategy-template/ IT Strategy Template] is an integral part of the IT Strategic Planning process. It serves as a blueprint guiding organizations on how to use technology effectively to meet business objectives and overcome challenges.

← Older revision		Revision as of 15:19, 14 March 2024
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	*Outlines a structure for implementing and reviewing the plan, creating a continual IT planning process		*Outlines a structure for implementing and reviewing the plan, creating a continual IT planning process
	The maturity of your institution’s strategic planning process informs the scope of your IT strategic plan. For example, if your institution’s strategic plan is specific with statements like, “improve classroom technology for instruction and distance education,” your IT plan becomes more operational than strategic. On the other hand, if an overall strategic plan is vague or nonexistent, your IT plan becomes more strategic.<ref>Explaining IT Strategic Planning [https://www.scup.org/planning-type/information-technology-planning/ Society for College and University Planning]</ref>		The maturity of your institution’s strategic planning process informs the scope of your IT strategic plan. For example, if your institution’s strategic plan is specific with statements like, “improve classroom technology for instruction and distance education,” your IT plan becomes more operational than strategic. On the other hand, if an overall strategic plan is vague or nonexistent, your IT plan becomes more strategic.<ref>Explaining IT Strategic Planning [https://www.scup.org/planning-type/information-technology-planning/ Society for College and University Planning]</ref>
		+
		+	An [https://www.cioindex.com/it-strategy-template/ IT Strategy Template] is an integral part of the IT Strategic Planning process. It serves as a blueprint guiding organizations on how to use technology effectively to meet business objectives and overcome challenges.

← Older revision		Revision as of 14:09, 20 February 2024
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	#[[Information Technology Implementation (IT Implementation)]]: IT Strategic Planning culminates in Information Technology Implementation (IT Implementation), which represents the tangible execution of the strategies. This execution phase includes deploying, setting up, and transitioning to new technologies or systems in line with the outlined strategic objectives.		#[[Information Technology Implementation (IT Implementation)]]: IT Strategic Planning culminates in Information Technology Implementation (IT Implementation), which represents the tangible execution of the strategies. This execution phase includes deploying, setting up, and transitioning to new technologies or systems in line with the outlined strategic objectives.
	#[[Strategic Information Systems Planning (SISP)]]: IT Strategic Planning encompasses various components and methods, and one of its essential elements is SISP, which is a systematic process for aligning and coordinating the use of information technology to support the organization's strategic objectives		#[[Strategic Information Systems Planning (SISP)]]: IT Strategic Planning encompasses various components and methods, and one of its essential elements is SISP, which is a systematic process for aligning and coordinating the use of information technology to support the organization's strategic objectives
		+	#[[IT Strategy Framework]]

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 #[[Change Management]]: Change Management is integral to IT Strategic Planning as it aids in the transition and adoption of new IT strategies and initiatives, ensuring they're integrated smoothly into the organization.
 #[[Information Technology Implementation (IT Implementation)]]: IT Strategic Planning culminates in Information Technology Implementation (IT Implementation), which represents the tangible execution of the strategies. This execution phase includes deploying, setting up, and transitioning to new technologies or systems in line with the outlined strategic objectives.
-*[[Strategic Information Systems Planning (SISP)]]: IT Strategic Planning encompasses various components and methods, and one of its essential elements is SISP, which is a systematic process for aligning and coordinating the use of information technology to support the organization's strategic objectives
+#[[Strategic Information Systems Planning (SISP)]]: IT Strategic Planning encompasses various components and methods, and one of its essential elements is SISP, which is a systematic process for aligning and coordinating the use of information technology to support the organization's strategic objectives

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 == The Importance of IT Strategic Planning<ref>The Importance of IT Strategic Planning [https://www.cio.com/article/2437285/anatomy-of-an-it-strategic-plan.html cio.com]</ref> ==
-The role of information technology in the development and execution of business strategy has grown significantly in the era of digital transformation. But as the rate of business and technology change has accelerated, some of the past static, rigid, and disjointed approaches to IT strategic planning fail to keep pace. That’s not to say CIOs should skip IT strategic planning altogether — quite the contrary. Developing and executing a business-aligned [[IT Roadmap|IT roadmap]] is more important than ever. “Given the growing importance of technology in every business, technology organizations must have clear strategic direction and priorities closely linked to the business strategy,” says Brad Strock, CIO of PayPal.
+The role of information technology in the development and execution of [[Business Strategy|business strategy]] has grown significantly in the era of digital transformation. But as the rate of business and technology change has accelerated, some of the past static, rigid, and disjointed approaches to IT strategic planning fail to keep pace. That’s not to say CIOs should skip IT strategic planning altogether — quite the contrary. Developing and executing a business-aligned [[IT Roadmap|IT roadmap]] is more important than ever. “Given the growing importance of technology in every business, technology organizations must have clear strategic direction and priorities closely linked to the business strategy,” says Brad Strock, CIO of PayPal.
 Experts and CIOs agree that an effective [[IT Strategy (Information Technology Strategy)|IT Strategy]] begins with an IT-informed business strategy. CIOs must be intimately involved in creating those documents and other artifacts that provide direction about what the enterprise needs to do, why it needs to do it, and how it will accomplish that. Only then can IT leaders build their functional plans to support business strategy. “The plan is about understanding where to make investments and what capabilities the company will need — the people, partners, processes, and systems required — to do that,” says Nigel Fenwick, vice president, and principal analyst at Forrester Research. When done well, IT strategic planning can be a powerful tool, setting the company up to realize key business goals and outcomes. But CIOs must be willing to embrace new approaches to planning that are more business-driven, flexible, and frequently revisited. Unfortunately, says Fenwick, strategic planning practices tend to evolve slowly. But IT leaders today don’t have time to waste.
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 **Analysis of Processes and Technological Support: Information systems are created to support the processes of the institution and in that sense, the alignment with the processes of the entity is vital. However, if there is no definition of management processes with quality standards; there is a risk of systematizing bad practices. Through this component, based on the analysis of each process, the information technology required for each area is established.
 **Action Plan: Establish a guide for the fulfillment of the objectives of Phase 3 in a determined time.
-*Phase 4: IT Strategy. They are the result of a series of decisions about its scope, competencies and management, such as technological scope, systemic competences and technology management, which is the articulation of the IT strategy with the work of the Entity. In this proposed model, this phase is subdivided into IT architecture, IT governance, SI strategy and the definition of IT policies.
+*Phase 4: IT Strategy. They are the result of a series of decisions about its scope, competencies and management, such as technological scope, systemic competences and [[IT Management (Information Technology Management)|technology management]], which is the articulation of the IT strategy with the work of the Entity. In this proposed model, this phase is subdivided into IT architecture, IT governance, SI strategy and the definition of IT policies.
-**IT Architecture: comprehensive and strategic analysis based on the framework where the plans or strategies must be aligned to ensure that technology gives value, so we can call IT Architecture as the strategic alignment between the information technologies, the business and the strategy.
+**IT Architecture: comprehensive and strategic analysis based on the framework where the plans or strategies must be aligned to ensure that technology gives value, so we can call IT Architecture as the [[Strategic Alignment|strategic alignment]] between the information technologies, the business and the strategy.
-**IT Governance: Create and maintain an organizational structure that allows IT to be managed in an integral manner and with strategic value, as well as establishing service and development agreements with the areas to improve and maintain the processes.
+**[[IT Governance]]: Create and maintain an organizational structure that allows IT to be managed in an integral manner and with strategic value, as well as establishing service and development agreements with the areas to improve and maintain the processes.
 **SI Strategy: Once the IS Architecture is established, the software is designed and developed to implement the system with functionality, security and confidentiality criteria.
 ***Technological Services: Develop a technological services model that allows the supply and uninterrupted operation of the technological infrastructure, storage, backup copies, datacenter, dedicated Web hosting, connectivity, physical and logical security, infrastructure monitoring, help desk and operation and maintenance services where we have; the administration of applications, administration of server infrastructure, connectivity and security.
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 *Foresight and Proactive Approach: Instead of a reactionary position to address problems, organizations can stay several steps ahead with an IT strategic plan. The anticipation of the issues before they happen can give companies ample time to prepare. Prevention is better than cure. By understanding current technological trends, the IT department’s troubleshooting capabilities will receive a boost in efficiency and effectiveness.
 *Profitability Increase: Profitability results from the interplay of market trends and consumer segment profiles. Factors that provide success to an organization’s product or service should be in the IT strategic plans. When done correctly, sales and marketing will improve. In turn, it will cause more profits for the organization.
-*Boost in Operations: An organization can align its functional activities to achieve its goals with a better documentary guide. Budgetary requirements and resource allocations are more accessible for decision-makers with an IT strategic plan. If everyone follows a common goal, the company's productivity will likewise improve significantly.
+*Boost in Operations: An organization can align its functional activities to achieve its goals with a better documentary guide. Budgetary requirements and [[Resource Allocation|resource allocations]] are more accessible for decision-makers with an IT strategic plan. If everyone follows a common goal, the company's productivity will likewise improve significantly.
-*Business Longevity: There is much volatility in industries nowadays, especially with the COVID-19 pandemic. Decision-makers cannot take longevity for granted. By implementing an IT strategic plan, there are better chances of growing and surviving the business. Pitfalls that contribute to an organization’s demise must become the subject of careful planning to avoid their effects.
+*Business Longevity: There is much volatility in industries nowadays, especially with the COVID-19 pandemic. Decision-makers cannot take longevity for granted. By [[Information Technology Implementation (IT Implementation)|implementing]] an IT strategic plan, there are better chances of growing and surviving the business. Pitfalls that contribute to an organization’s demise must become the subject of careful planning to avoid their effects.
 *Robust Response Against Threats: With the rapidly evolving nature of cybersecurity threats, an IT strategic plan can help address these potential attacks before they strike. It establishes a system for detecting, reporting, and mitigating digital threats. A strategy in place will help the organization stay ahead of these threats before they happen.
 *Contingency Preparations: With a plan in place, various contingencies exist to address any situation. An IT strategic plan will delegate company assets and resources such as infrastructure, technology, and security management personnel to be always ready for troubleshooting. There must also be better protocols for incident response management and compliance with government regulations.
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 ===See Also===
-*[[Strategic Information Systems Planning (SISP)]]
+#[[IT Portfolio Management (ITPM)]]: IT Strategic Planning utilizes IT Portfolio Management (ITPM) to ensure alignment between IT projects and investments with the organization's strategic objectives, aiming for the delivery of value.