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10 strategies and tactics for It Department

What is It Department strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect It Department strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

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

How to write your own It Department 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.

It Department strategy examples

You'll find below a list of It Department tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for migrating users and environment from Server 2010 to Office 365

  • ⛳️ Strategy 1: Plan the migration

    • Conduct an inventory of all users, e-mails, and files
    • Assess current server usage and data volume
    • Create a timeline for the migration process
    • Determine compliance and security requirements
    • Identify key stakeholders and migration team members
    • Select the Office 365 subscription plan and licenses
    • Establish communication channels for updates
    • Document the migration strategy and procedures
    • Set up a contingency plan for unexpected issues
    • Inform all users about the migration process and timeline

  • ⛳️ Strategy 2: Execute the migration

    • Set up Office 365 tenant and configure basic settings
    • Create user accounts and assign necessary licenses
    • Migrate e-mails using Exchange Online or third-party tools
    • Transfer files to OneDrive for Business or SharePoint Online
    • Test migrated data to ensure integrity and functionality
    • Configure Office 365 services like SharePoint and OneDrive
    • Install and configure Microsoft Teams for all users
    • Provide training resources on new platform functionalities
    • Monitor the migration process and address any issues
    • Communicate with users throughout the migration

  • ⛳️ Strategy 3: Post-migration optimisation

    • Verify that all data has been successfully migrated
    • Configure Office 365 security settings and policies
    • Optimise Office 365 services for performance and usability
    • Train users on Office 365 and Teams features and best practices
    • Consolidate feedback from users and address concerns
    • Implement productivity and workflow improvements using Office 365 tools
    • Regularly update and maintain the Office 365 environment
    • Encourage collaboration using Teams and SharePoint
    • Monitor usage patterns and adjust resources accordingly
    • Plan for periodic reviews and updates to the Office 365 setup
migrationoffice-365it-administratorproject-managerit-departmentsupport-team
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Strategies and tactics for creating an enterprise architecture for a credit union

  • ⛳️ Strategy 1: Conduct a comprehensive needs assessment

    • Identify key stakeholders and involve them in the assessment process
    • Gather data on current systems, processes, and technologies
    • Analyse business goals and objectives to align with architectural needs
    • Evaluate existing IT infrastructure and applications for performance and scalability
    • Identify gaps and areas of improvement in current architecture
    • Conduct interviews and surveys with department heads to gather requirements
    • Assess industry trends and best practices in financial services technology
    • Compile a detailed report summarising findings and recommendations
    • Prioritise architectural needs based on impact and feasibility
    • Present findings to executive management for approval and feedback

  • ⛳️ Strategy 2: Define the enterprise architecture framework

    • Choose an established framework (e.g., TOGAF, Zachman) as a basis
    • Adapt the framework to suit the credit union's specific requirements
    • Develop architecture principles that align with business strategy
    • Define the architecture vision and roadmap for implementation
    • Create a governance model to manage and enforce architectural standards
    • Identify key architectural domains (e.g., business, information, application, infrastructure)
    • Document architecture artefacts and models for each domain
    • Ensure compliance with relevant regulations and standards
    • Establish a communication plan to promote architecture understanding
    • Implement a feedback loop to continually refine the architecture

  • ⛳️ Strategy 3: Implement and integrate enterprise architecture

    • Develop a phased implementation plan with clear milestones
    • Prioritise projects based on business value and strategic alignment
    • Assemble cross-functional teams to execute implementation plans
    • Invest in necessary technology solutions that support architectural goals
    • Integrate new systems with existing infrastructure for seamless operations
    • Conduct pilot tests and simulations to ensure system readiness
    • Train staff on new systems and processes to foster adoption
    • Monitor implementation progress and adjust plans as needed
    • Establish metrics to measure success and ROI of the architecture
    • Conduct regular reviews and updates to maintain architectural relevance
enterprise-architecturecomplianceit-managerenterprise-architectit-departmentproject-management-team
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Strategies and tactics for enhancing management of service and admin account life cycles

  • ⛳️ Strategy 1: Establish clear account management policies

    • Develop a detailed account lifecycle policy
    • Define account creation, modification, and deletion processes
    • Incorporate regular policy reviews and updates
    • Ensure policies comply with industry standards and regulations
    • Train staff on new policies and procedures
    • Implement policy adherence checks and audits
    • Communicate policies clearly to all staff
    • Use templates for account-related documentation
    • Establish an approval workflow for account changes
    • Assign responsibility for policy enforcement

  • ⛳️ Strategy 2: Implement a robust account management system

    • Select a suitable account management software
    • Set up role-based access controls
    • Enable multi-factor authentication
    • Automate account provisioning and deactivation processes
    • Integrate account management software with existing IT infrastructure
    • Regularly update and patch the system
    • Monitor account activity and generate reports
    • Conduct periodic reviews and audits of accounts
    • Implement alerts for suspicious account activity
    • Provide training for IT staff on system usage and best practices

  • ⛳️ Strategy 3: Enhance monitoring and auditing practices

    • Establish a schedule for routine account audits
    • Utilise monitoring tools to track account activity
    • Set up automated alerts for unusual account behaviours
    • Maintain logs of account creation, deletion, and modifications
    • Periodically review access levels and permissions
    • Perform regular vulnerability assessments
    • Enforce separation of duties to reduce risks
    • Document all findings and remediation actions
    • Communicate audit results to management and stakeholders
    • Develop an incident response plan for account-related breaches
account-managementsecurity-protocolsit-managercompliance-officerit-departmentcompliance-team
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Strategies and tactics for enabling photocopying capabilities for a member of staff

  • ⛳️ Strategy 1: Determine and address technical issues

    • Confirm the member of staff’s device is connected to the printer
    • Check printer accessibility rights for the staff member
    • Verify printer drivers are installed and updated on the staff member’s computer
    • Review the printer settings to ensure photocopying and scanning features are enabled
    • Check network connectivity and resolve any issues affecting printer access
    • Restart printer and connected devices to ensure communication is properly established
    • Test printer capabilities using an administrator account
    • Look for error messages on the printer and resolve them
    • Ensure that the printer firmware is updated to the latest version
    • Provide troubleshooting steps and guidance to the staff member

  • ⛳️ Strategy 2: Configure user permissions and settings

    • Access the printer's control panel and navigate to user management settings
    • Add the staff member to the list of authorised users with appropriate permissions
    • Assign necessary roles and permissions to enable photocopying and scanning
    • Set up user-specific codes or authentication methods if required
    • Configure default scanning and photocopying settings for the staff member
    • Ensure the staff member's unique identification is recognised by the printer
    • Perform a test scan and photocopy operation to confirm capability
    • Provide detailed instructions on how to use the photocopying and scanning features
    • Create a troubleshooting guide specific to common photocopying and scanning issues
    • Log and communicate the changes to IT support for future reference

  • ⛳️ Strategy 3: Train and support the member of staff

    • Schedule a one-on-one training session with the staff member
    • Provide a comprehensive guide on using the printer’s photocopying and scanning features
    • Demonstrate step-by-step processes during the training session
    • Prepare a quick reference sheet summarising key steps
    • Offer additional remote support if the staff member encounters further issues
    • Introduce them to the printer’s user manual and online resources
    • Encourage the staff member to ask questions and provide immediate feedback
    • Ensure they know how to contact IT support for future issues
    • Follow up after a few days to ensure they are comfortable with the new capabilities
    • Gather feedback on the training session and update resources accordingly
printer-setupstaff-trainingit-supportprinter-administratorit-departmentoffice-support-staff
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Strategies and tactics for achieving Digital Transformation

  • ⛳️ Strategy 1: Conduct a technology audit

    • Evaluate current technological infrastructure
    • Identify gaps in the existing system
    • Determine key technologies applicable to business needs
    • Assess the cost and benefit of new technology investments
    • Engage stakeholders in technology review
    • Prioritise areas needing immediate technological improvements
    • Set a timeline for technology integration
    • Determine training requirements for technology adoption
    • Allocate budget for technology upgrades
    • Develop a roadmap for continuous technology assessment

  • ⛳️ Strategy 2: Implement effective digital tools

    • Research digital tools relevant to operations
    • Select tools that align with company objectives
    • Test out digital solutions with pilot groups
    • Train employees on new tools and software
    • Integrate digital tools into all departments
    • Set metrics to measure tool effectiveness
    • Ensure data migration is smooth and accurate
    • Regularly update and maintain digital systems
    • Collect feedback from users on tool performance
    • Adjust digital tool usage based on feedback and performance

  • ⛳️ Strategy 3: Enhance data-driven decision-making capabilities

    • Invest in data analytics platforms
    • Establish a central data repository
    • Train staff on data analysis techniques
    • Promote a data-driven culture within the company
    • Define key performance indicators (KPIs)
    • Use data to identify process bottlenecks
    • Leverage data for customer insights
    • Ensure data integrity and accuracy
    • Regularly review data analytics reports
    • Make iterative improvements based on data insights
digital-transformationtechnology-integrationit-managerdata-analystit-departmentanalytics-team
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Strategies and tactics for reviewing and Preparing A Strategic Plan

  • ⛳️ Strategy 1: Ensure financial sustainability

    • Conduct a thorough financial audit to understand the current financial position
    • Identify key revenue streams and develop strategies to enhance them
    • Establish an emergency fund to safeguard against unforeseen financial challenges
    • Create a budget that includes a focus on reducing costs in areas with minimal impact on quality
    • Negotiate with suppliers for better pricing on raw materials
    • Explore avenues for expanding market reach both domestically and internationally
    • Invest in training programmes for the sales team to improve sales performance
    • Analyse customer data to better understand preferences and optimize product offerings
    • Monitor financial KPIs regularly to ensure alignment with sustainability goals
    • Seek potential partnerships with complementary brands to enhance revenue

  • ⛳️ Strategy 2: Leverage technology as an enabler

    • Implement a robust ERP system to streamline supply chain and inventory management
    • Invest in advanced processing machinery to increase production efficiency
    • Utilise data analytics tools for better market and consumer insights
    • Adopt cloud-based solutions for secure and efficient data management
    • Drive e-commerce growth by enhancing the online store interface and user experience
    • Implement a mobile app for easy customer access to product information and orders
    • Automate repetitive tasks to allow employees to focus on high-value activities
    • Stay up-to-date with digital marketing trends to enhance online presence
    • Train staff on new technologies to maximise utilisation and minimise downtime
    • Collaborate with tech partners to identify innovative solutions for product tracking

  • ⛳️ Strategy 3: Enhance operational efficiency

    • Conduct a comprehensive review of current processes to identify bottlenecks
    • Implement lean manufacturing principles to reduce waste and improve efficiency
    • Standardise operating procedures across all departments
    • Invest in employee training programs focusing on operational improvement
    • Regularly review supplier relationships to ensure timely delivery of quality raw materials
    • Establish a cross-functional team to improve communication and streamline operations
    • Implement real-time tracking for inventory and deliveries
    • Create a continuous improvement culture with regular feedback loops
    • Set measurable targets for production efficiency and monitor progress
    • Ensure compliance with all industry regulations to avoid operational disruptions

  • ⛳️ Strategy 4: Strengthen stakeholder management

    • Map all key stakeholders and develop tailored engagement plans
    • Use regular surveys and feedback mechanisms to gauge stakeholder needs and satisfaction
    • Organise quarterly meetings with key suppliers to maintain strong relationships
    • Develop a corporate social responsibility plan to enhance community engagement
    • Communicate transparently about business changes and developments with stakeholders
    • Build a loyalty program for customers to enhance retention
    • Engage with industry associations for broader influence and insight
    • Regularly update shareholders with performance briefings and future plans
    • Create partnership opportunities with local farms for sustainable raw material supply
    • Establish a stakeholder advisory board to drive engagement and provide strategic input
financial-sustainabilitytechnology-integrationfinancial-analystsupply-chain-managersales-teamit-department
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Strategies and tactics for integrating AI into the workforce

  • ⛳️ Strategy 1: Evaluate current processes for AI integration

    • Identify key areas with potential for AI automation
    • Conduct a needs assessment with stakeholders and team leaders
    • Analyse the current technology stack for compatibility
    • Assess workforce's AI literacy and provide foundational training
    • Determine budget available for AI technology adoption
    • Explore case studies of successful AI integration in similar industries
    • Map out existing workflows for understanding impact of AI insertion
    • Create a list of potential AI tools relevant to identified needs
    • Develop an implementation timeline and milestones
    • Establish criteria for measuring AI implementation success

  • ⛳️ Strategy 2: Deploy AI solutions in phases

    • Select pilot teams or projects to trial AI tools
    • Configure and customise AI tools to meet specific requirements
    • Provide comprehensive training sessions for pilot team users
    • Roll out AI tools on a limited scale and monitor usage
    • Collect feedback from pilot team regarding AI effectiveness
    • Evaluate tools against pre-established success criteria
    • Adjust AI configurations based on employee input and data
    • Gradually expand AI tools across more departments
    • Continuously gather and analyse data on AI tool performance
    • Conduct regular review meetings with stakeholders to assess progress

  • ⛳️ Strategy 3: Create a supportive AI adoption culture

    • Facilitate workshops to educate employees on the benefits of AI
    • Communicate clear objectives and goals for AI use within the company
    • Highlight success stories and case studies from initial rollouts
    • Establish open channels for employees to voice concerns and suggestions
    • Cultivate support from leadership through visible advocacy of AI
    • Develop an AI champions programme to encourage peer-to-peer training
    • Reward innovation and efficiency improvements stemming from AI use
    • Engage employees in AI tool development and customisation
    • Conduct surveys to measure employee satisfaction with AI tools
    • Regularly update the workforce on AI-related announcements and developments
ai-integrationworkforce-productivityai-strategisttechnology-managerit-departmenthuman-resources
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Strategies and tactics for improving HR Effectiveness

  • ⛳️ Strategy 1: Automate HR processes

    • Implement a comprehensive HR software
    • Digitise employee records and documents
    • Automate time-off requests and approvals
    • Streamline payroll processing with automated systems
    • Set up automated reminders for compliance deadlines
    • Create standardised templates for routine HR communications
    • Use applicant tracking systems for recruitment
    • Automate employee onboarding processes
    • Integrate performance management tools
    • Schedule regular training for HR staff on new technologies

  • ⛳️ Strategy 2: Enhance employee engagement

    • Conduct regular employee satisfaction surveys
    • Organise team-building activities and events
    • Implement a recognition and rewards programme
    • Offer flexible working arrangements
    • Establish clear career progression paths
    • Provide opportunities for skills development and training
    • Create a feedback loop for continuous improvement
    • Develop a wellness programme to support employee health
    • Encourage open and transparent communication
    • Appoint HR liaisons as points of contact for employee concerns

  • ⛳️ Strategy 3: Improve recruitment efficiency and effectiveness

    • Develop clear job descriptions and candidate profiles
    • Use data analytics to improve hiring decisions
    • Streamline the interview process with structured interviews
    • Partner with universities and professional organisations
    • Leverage social media for employer branding and recruitment
    • Implement an employee referral programme
    • Regularly review and update recruitment materials
    • Provide training for hiring managers
    • Utilise pre-employment assessments
    • Regularly review and refine recruitment processes
automationengagementhr-managerrecruitment-officerhr-departmentit-support
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Strategies and tactics for implementing single account just in time access

  • ⛳️ Strategy 1: Analyse current account management

    • Conduct an audit of current privilege accounts
    • Identify the roles and responsibilities associated with each privilege account
    • Evaluate the use and frequency of each privilege account's access
    • Determine the risks associated with current privilege access
    • Document findings and gaps in privilege account management
    • Engage with stakeholders to understand their access needs
    • Assess current tools and technologies used for access management
    • Benchmark against industry standards and best practices
    • Develop a detailed report of the analysis
    • Present the analysis to decision-makers for approval

  • ⛳️ Strategy 2: Design the just in time access system

    • Define the requirements for the just in time access system
    • Choose suitable technologies or vendors to implement the system
    • Develop a design blueprint detailing the system architecture
    • Establish policies and protocols for just in time access
    • Create user roles and access levels within the system
    • Design a workflow for access request and approval
    • Integrate audit logs and monitoring tools for security
    • Plan for failover and redundancy measures
    • Conduct a security assessment of the design
    • Obtain sign-off from stakeholders on the system design

  • ⛳️ Strategy 3: Implement and monitor the new system

    • Set up the technology infrastructure for the system
    • Migrate existing privilege accounts to the new system
    • Train users and administrators on the new access protocols
    • Test the just in time access system in a controlled environment
    • Roll out the system gradually to monitor performance
    • Create a feedback loop to gather user input and concerns
    • Continuously monitor system logs for unusual activities
    • Conduct regular audits to ensure compliance
    • Address any issues or bugs promptly
    • Regularly review security policies and update as necessary
account-managementjust-in-time-accesssystem-administratorsecurity-analystit-departmentsecurity-team
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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
digitisationefficiencypilotrecords-managerit-support-teamtraining-department
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How to track your It Department strategies and tactics

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

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

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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