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Strategy

C1

Develop a change strategy with involvement from the wider organization and informed by the organization's strategy. Design strategy according to organizational change capacity and capability. Establish clear goals, expected outcomes, benefits, and metrics.

Improvement Planning

Practices-Outcomes-Metrics (POM)

Representative POMs are described for Strategy at each level of maturity.

2Basic
  • Practice
    Develop the change strategy based on local IT function requirements.
    Outcome
    The change strategy is focused solely on implementing changes required locally.
    Metrics
    • Change strategy planning records.
    • % of local requirements vs. non-local requirements in change strategy planning records.
  • Practice
    Establish the goals and expected benefits of the change in relation to revenue.
    Outcome
    The goals and expected benefits of the change are known and can be measured in financial terms.
    Metric
    Financial metrics in the organizational change plan.
3Intermediate
  • Practice
    Ensure that the learnings from prior experience of change initiatives inform the change strategy.
    Outcome
    The change initiative plan benefits from prior experience of change in the organization.
    Metric
    Planning records that document recognition of learnings from prior change initiatives.
  • Practice
    Ensure that the change strategy aligns with the organizational strategy for both planned and organic change.
    Outcome
    The business rationale for the need for change is clearly articulated and how the change aligns with the organizational strategy is clarified.
    Metric
    Planning records that document both planned and organic change strategy.
  • Practice
    Ensure that metrics relating to the goals, expected outcomes, benefits, and critical success factors (CSFs) of the change initiative are clear and in alignment with organizational strategy.
    Outcomes
    • The goals and metrics for the change initiative are established and aligned with other organizational activities, and have a focus on customer satisfaction.
    • Critical success factors (CSFs) are defined for the initiative.
    Metric
    Planning records that document the change strategy and include identified CFSs.
4Advanced
  • Practice
    Include consideration of the scope, requirements, and implementation options as well as the change capacity and capability of those affected by the change in developing the strategy.
    Outcome
    The change strategy, both for planned and organic change, considers a broad range of factors and includes implementation options for successful and sustainable change implementation.
    Metric
    Planning records that document the change strategy and include identified CFSs.
  • Practice
    Ensure that metrics relating to the goals, expected outcomes, and benefits are comprehensive and include measures for employee satisfaction.
    Outcome
    The goals and metrics for the change initiative are comprehensive and reliable.
    Metric
    Planning records that document the change strategy and include identified CFSs.
5Optimized
  • Practice
    Ensure that the strategy is informed by involvement with the wider organization.
    Outcome
    The strategy for both planned and organic change addresses the constraints and opportunities that the organization faces.
    Metrics
    • Planning records that document the change strategy and include identified CFSs.
    • % of stakeholders outside of the IT function involved in strategy development.
  • Practice
    Ensure that metrics relating to the goals, expected outcomes, and benefits of change initiatives are continually reviewed and improved.
    Outcome
    The goals and metrics established for change initiatives are continually reviewed and improved to maximize benefits.
    Metric
    # and frequency of revisions to the organizational change plan.