Budget Scope
Manage the scope and depth of information relating to the categories of expenditure in the IT budget (for example, capital expenses, operations expenses, shadow IT, and so on).
Improvement Planning
Practices-Outcomes-Metrics (POM)
Representative POMs are described for Budget Scope at each level of maturity.
- 2Basic
- Practice
- Plan the budget for the current year.
- Outcome
- There is a basic understanding and recording of the budget, with a single year time horizon.
- Metric
- Availability of an annual budget plan.
- Practice
- Capture significant IT expenditure categories in the budget.
- Outcomes
- Some key IT expenditures are captured by the budget, such as key IT operations and significant discretionary projects.
- Significant 'shadow IT' may exist.
- Metric
- % of IT projects with budgets.
- 3Intermediate
- Practice
- Plan the budget for a time horizon of 1– years.
- Outcome
- The IT budget can be viewed 1–2 years out.
- Metric
- Budget time horizon.
- Practice
- Capture most IT expenditure categories in the budget.
- Outcomes
- The budget includes most planned IT expenditures, including most IT operations and discretionary projects.
- Some ‘shadow IT’ may still exist.
- Metric
- % of IT categories with budgets.
- 4Advanced
- Practice
- Develop a multi-year budget.
- Outcome
- The IT budget can be viewed across a number of years, facilitating long-term planning.
- Metric
- Budget time horizon.
- Practice
- Capture the full scope of IT expenditure categories and revenue generated in the budget, including ‘shadow IT’.
- Outcome
- All IT spend and revenue generated from IT services in the organization are recorded in one place.
- Metric
- % of IT categories with budgets.
- 5Optimized
- Practice
- Develop a dynamic multi-year budget and actively monitor for improvement opportunities.
- Outcome
- A multi-year IT budget is always available and up-to-date, enabling planning discussions with the rest of the business.
- Metric
- Budget time horizon.
- Practice
- Continually monitor the scope of the IT budget to optimize IT spend and revenue information.
- Outcome
- The budget covers full organizational IT spend, with a depth of information available to dynamically manage it.
- Metric
- % of IT categories with budgets that are dynamically managed.