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1 strategies and tactics for Digitisation

What is Digitisation strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Digitisation strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Digitisation strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Digitisation strategy examples

You will find in the next section many different Digitisation tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for digitising pilot training records

  • ⛳️ Strategy 1: Conduct a needs assessment

    • Identify all types of pilot training records currently in use
    • Assess current record-keeping processes and identify inefficiencies
    • Determine specific digital format requirements for training records
    • Engage with pilot and staff to understand their needs and expectations
    • Set clear objectives and outcomes for the digitisation process
    • Identify essential features required in a digital records system
    • Evaluate the costs associated with transitioning to digital records
    • Determine any legal or compliance requirements for digital records
    • Consider integration needs with existing systems
    • Develop a comprehensive change management plan

  • ⛳️ Strategy 2: Implement the digital solution

    • Research and select a suitable digital records management system
    • Customise the system to meet specific training records needs
    • Ensure the system includes robust security features
    • Migrate existing paper records to the digital system
    • Implement user authentication and access control measures
    • Develop a user guide and training materials for staff
    • Conduct staff training sessions on new digital system
    • Set up a data backup and recovery protocol
    • Test the system thoroughly before full-scale implementation
    • Launch the digital records system with support available

  • ⛳️ Strategy 3: Review and maintain digital records

    • Regularly audit the digital records system for accuracy and compliance
    • Establish a routine for updating digital records promptly
    • Monitor the system for any security breaches or issues
    • Obtain user feedback and make necessary adjustments
    • Schedule periodic reviews to update system features
    • Ensure ongoing staff training on system updates
    • Develop a disaster recovery plan for digital records
    • Create a protocol for maintaining data integrity
    • Set up an archive system for outdated records
    • Continuously assess workflow improvements using the digital system
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Implement these strategies

How to track your Digitisation strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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