Enterprise Membership

ChrisHeaven.com

ENTERPRISEMembership4999 Month

ChrisHeaven.com

Annual Cycles

ChrisHeaven.com

ENTERPRISE Annual Cycle

ITCq Report Workshop

IT Infrastructure Audit Workshop

SWOT Analysis Workshop

Virtual IT Dep. Evaluation Workshop

Business Model Workshop

Industry Analysis Research Workshop

IT Planning Session

Operational Planning Session

Project Portfolio Planning Session

Key Annual Pr. Visualization Workshops

Development Roadmap +

Quarterly plan

Operational IT Plan creation

Project Portfolio Plan Creation

Finalize the Roadmap +

Quarterly Plan

Finalize the Operational Plan

Finalize the Project Portfolio

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


IT Planning Session



Quarterly plan


Quarterly Plan

vCIO Governance

Plan


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


IT Planning Session



Quarterly plan


Quarterly Plan

vCIO Governance

Plan


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


Formal Annual PlanExtended Draft Plan Detailed Plan Confirmation

ChrisHeaven.com

The industry technology review brings input to the planning process from the competitive perspective. The team gets together for an industry review and the CHC consultant looks for potential applications and best practices for solving problems in the current, or related industries. This helps the company take advantage of applications and best practices not yet well known, which can give competitive advantage.

Industry Analysis Research WorkshopIndustry Analysis Research Workshop

IT Planning Session

Draft PlanVertical based challengesand solutions

ChrisHeaven.com

Business Model Workshops are an innovative and very engaging way to address current complex business issues easily. Their goal is to provide a clear picture of the organization’s main business model, including how it changes and evolves, and give some stability and nurture dynamic management. It’s also usually the favourite exercise of our members.

Business Model WorkshopBusiness Model

WorkshopIT Planning

Session

Draft PlanBusiness Model Discovery

ChrisHeaven.com

IT Project Portfolio Planning Process is an extension of the IT Operational Process. The Operational Plan is a detailed project portfolio document giving more detail on the Project level such as description, benefits, budget and so on. The Portfolio plan has more explanation, details and more precise budget estimation for the major initiatives. It goes one step deeper into the details.

IT Project Portfolio Planning ProcessProject Portfolio

Planning Session

Project Portfolio Plan Creation

Finalize the Project Portfolio

Plan


Formal Annual PlanExtended Draft Plan Detailed Plan Confirmation

ChrisHeaven.com

Quarterly Cycles

ChrisHeaven.com

Quarterly Cycle - Enterprise

Quarterly Planning Session

Project Portfolio Review

Key Stakeholder Interviews

Project Specification, Delegation

Sess.

Key Associates Surveys

Project Steering Committee M.

Project Visualization Workshops

Solution Selection

Workshops

Key Project Review

Workshop

Process Improvement

Workshop

Productivity Improvement

WorkshopWay To Go

Award

Business Opportunity Workshop

Key Stakeholder Calls

DepartmentReviews

Team Development

QuarterlyPlanning

ProjectWorkshops

ProjectReviews



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



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




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



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


Next QPS

10 point results


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.




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 the project team can increase the formality, accountability, clarity and the success factor of all projects. Even in cases where the CHC consultant isn’t the project manager it’s good to meet for a review. We recommend 2-3 project reviews every month.

Key Project Review Workshop

Key Project Review

Workshop

Project Team Weekly Huddle



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

Gathering information with a comprehensive scope on the company is critical to be able to address bottlenecks, inefficient processes, missing information and other hurdles. These regular surveys collect intelligence from the users and key vendors that add detail and perspective to the quarterly plans.

Key Associates Survey + analysisKey Associates

SurveysQuarterly Planning Session

ChrisHeaven.com

Organizations often have way more business opportunities – "low hanging fruit" - than they realize. There’s a wealth of improvements easily implemented in areas like customer service, the value proposition and many competitive factors, such as client communication, sales, and marketing related opportunities. Using this unique method uncovers these opportunities quickly.

Business Opportunity WorkshopBusiness

Opportunity Workshop



Next QPS

10 point results


ChrisHeaven.com

Many times we are able to scope out a project, and we have the visualization, but we haven’t chosen a specific product/solution/service. This is a research exercise to ensure we choose the right direction and stay aligned as a team.

Solution Selection WorkshopsSolution Selection

Workshops

Decision making 10 points decision making sheet


Help to kickoff projects

ChrisHeaven.com

Monthly/Weekly Cycles

ChrisHeaven.com

ENTERPRISE Monthly/Weekly Cycle

Mangement Coaching Session

Progress Report Session



Key Project Review

Workshop


CEO Weekly Huddle


IT Team Weekly Huddle

CEO Weekly Huddle



CEO Weekly Huddle




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


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


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



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


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

Weekly Project huddle is a placeholder meeting we can use to energize project teams lacking focus or cadence, or to assist in critical stages like starting off, milestones or closing. The quick-online sessions help to quarterback the project leaders and generate some momentum when needed.

Project Team Weekly HuddleProject Team

Weekly Huddle




ChrisHeaven.com

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

Key Project Review Workshop

Key Project Review

Workshop




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

Leadership & Management

Enterprise Membership