10 strategies and tactics for It Support

What is a It Support 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.

Crafting the perfect It Support 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.

Building your own It Support 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 Support strategy examples

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

Strategies and tactics for migrating staff to Windows 11

  • ⛳️ Strategy 1: Plan the migration

    • Conduct a hardware compatibility check for all 1500 staff machines
    • Create a detailed migration timeline with key milestones
    • Ensure all necessary licences and software are acquired
    • Develop a risk assessment and mitigation plan
    • Identify and train a project team to handle the migration
    • Create a communication plan to inform staff of the migration
    • Prepare documentation and training materials for staff
    • Set up a helpdesk or support team for post-migration issues
    • Determine backup procedures for data protection
    • Acquire additional resources if needed for successful migration

  • ⛳️ Strategy 2: Deploy in stages

    • Divide staff into manageable groups for phased deployment
    • Start with a pilot group to identify potential issues
    • Schedule migration sessions during off-peak hours
    • Monitor the pilot group’s transition and gather feedback
    • Adjust the migration plan based on pilot feedback
    • Roll out the migration to subsequent groups one at a time
    • Provide on-site support during each group’s migration
    • Ensure data and application consistency after each phase
    • Update progress and issues daily with the project team
    • Collect post-migration feedback from each group for continuous improvement

  • ⛳️ Strategy 3: Ensure post-migration support

    • Implement a post-migration helpdesk to handle immediate issues
    • Schedule follow-up training sessions for staff
    • Monitor system performance and user satisfaction continuously
    • Regularly check for and install Windows 11 updates
    • Conduct regular team meetings to discuss ongoing issues
    • Document common problems and solutions for reference
    • Arrange for ongoing technical support from the software vendor
    • Encourage staff feedback on the new OS experience
    • Regularly review and improve internal IT processes
    • Plan for periodic audits to ensure compliance and efficiency
migrationwindows-11project-managerit-support-specialistit-support-teammigration-project-team
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Strategies and tactics for migrating users from Windows 10 to Windows 11

  • ⛳️ Strategy 1: Communicate and plan

    • Announce the migration plan to all users via email and intranet
    • Schedule meetings with department heads to discuss migration timelines
    • Create a migration FAQ document and distribute it
    • Establish a helpdesk for migration-related queries
    • Notify users about the features and benefits of Windows 11
    • Set up a migration timeline with milestones
    • Identify and list critical applications that need testing
    • Inform users about any potential downtime
    • Provide clear instructions for backup and data preservation
    • Create a feedback loop for users to report issues and suggestions

  • ⛳️ Strategy 2: Test and prepare

    • Select a pilot group of users to test the Windows 11 migration
    • Ensure critical applications are compatible with Windows 11
    • Configure a test environment to simulate the migration
    • Document any issues encountered during the pilot phase
    • Adjust migration plans based on pilot feedback
    • Prepare a step-by-step guide for the migration process
    • Create a checklist for post-migration tasks
    • Gather resources such as software keys and drivers
    • Ensure all hardware meets Windows 11 requirements
    • Develop a contingency plan for unexpected issues

  • ⛳️ Strategy 3: Execute and support

    • Initiate the migration process department by department
    • Perform regular check-ins with users during their migration
    • Provide on-site and remote support for any technical issues
    • Monitor the migration progress and update the timeline as needed
    • Ensure users' data is successfully transferred and accessible
    • Train users on Windows 11 features and functionalities
    • Keep communication channels open for troubleshooting
    • Collect feedback from users post-migration
    • Address any reported issues promptly
    • Evaluate the overall success of the migration plan and document lessons learned
migrationefficiencyit-managerhelpdesk-support-specialistit-support-teamuser-training-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 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
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Strategies and tactics for implementing smart timetabling at ArbourVale school

  • ⛳️ Strategy 1: Analyse current timetabling inefficiencies

    • Collect current timetabling data for all rooms and classes
    • Calculate frequency, occupancy, and utilisation rates for each room
    • Identify periods of low usage and underutilised rooms
    • Analyse the distribution of classes throughout the day and week
    • Interview teachers and staff to gather qualitative data on scheduling pain points
    • Review student feedback on class timings and room allocations
    • Benchmark current occupancy and utilisation rates against HE and FE space norms
    • Create a detailed report outlining inefficiencies and potential areas for improvement
    • Present findings to senior leadership for review and feedback
    • Adjust the timetable consultation based on feedback

  • ⛳️ Strategy 2: Optimise room use and class scheduling

    • Develop a new timetable considering identified inefficiencies and feedback
    • Use room modelling software to simulate optimal room assignments
    • Ensure that room allocations align with HE and FE space norms
    • Consider frequency and occupancy patterns to maximise room usage
    • Implement phased changes to the timetable for minimal disruption
    • Introduce buffer periods to facilitate room turnover and cleaning
    • Monitor real-time room usage for the first few weeks after implementation
    • Adjust room allocations and class timings based on actual usage data
    • Provide training for staff and students on the new timetabling system
    • Collect continuous feedback for improvement and optimisation

  • ⛳️ Strategy 3: Maximise capacity without additional costs

    • Investigate the possibility of flexible, multi-purpose room setups
    • Identify opportunities for blending in-person and online classes to free up space
    • Encourage utilisation of underused time slots, such as early mornings and afternoons
    • Negotiate with staff for more flexible working hours to cover more classes
    • Link income from increased pupil numbers to additional staffing costs
    • Introduce shorter, more frequent class sessions to optimise room use
    • Ensure staff to student ratios are adequate, without overstaffing
    • Implement a booking system for rooms to avoid overlaps and double bookings
    • Assess the possibility of collaborative spaces to accommodate larger groups
    • Monitor financial impact regularly to align pupil income and staffing costs
timetablingoptimisationtimetabling-coordinatordata-analystfaculty-managementit-support
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Strategies and tactics for developing ICT Strategy for Health and Allied Sciences University

  • ⛳️ Strategy 1: Enhance digital infrastructure

    • Conduct a thorough assessment of current ICT infrastructure
    • Upgrade network bandwidth and connectivity across campuses
    • Implement high-speed Wi-Fi in all buildings including dormitories
    • Procure and deploy modern computers and servers
    • Ensure regular maintenance and support for all ICT equipment
    • Implement a reliable data backup and disaster recovery system
    • Install smart classroom technologies
    • Upgrade laboratory equipment with latest ICT tools
    • Automate administrative processes using ERP systems
    • Develop a dedicated IT support team for swift issue resolution

  • ⛳️ Strategy 2: Promote e-learning and digital resources

    • Develop an e-learning platform with online course materials
    • Provide training for faculty on creating digital content
    • Subscribe to online journals and digital libraries
    • Encourage faculty to utilise ICT tools in teaching and research
    • Implement a Learning Management System (LMS)
    • Facilitate online workshops and webinars
    • Create a student portal for access to resources and services
    • Offer online certification courses to both students and faculty
    • Develop mobile applications for academic and administrative functions
    • Coordinate collaborations with other institutions for shared resources

  • ⛳️ Strategy 3: Enhance cybersecurity and data protection

    • Conduct a cybersecurity audit to identify vulnerabilities
    • Implement multi-factor authentication (MFA) for all systems
    • Deploy antivirus and anti-malware solutions on all devices
    • Educate staff and students on cybersecurity best practices
    • Establish a security operations center (SOC) for real-time monitoring
    • Enforce strict access control policies
    • Regularly update and patch software and hardware
    • Develop and implement a comprehensive data protection policy
    • Conduct regular cybersecurity drills and simulations
    • Collaborate with cybersecurity firms for continual improvement
digital-infrastructuree-learningit-support-teamfacultycybersecurity-firmsadministrative-team
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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 preparing for go live: migrating accounts to new portal

  • ⛳️ Strategy 1: Conduct a thorough audit

    • Review current accounts and data integrity
    • Identify and document discrepancies in account information
    • Verify account completeness and accuracy
    • Flag accounts with incomplete or problematic data
    • Organise meetings with stakeholders to discuss audit findings
    • Compile a comprehensive audit report
    • Create a plan to address audit findings
    • Assign tasks to team members to rectify discrepancies
    • Ensure all relevant data is backed up
    • Re-audit accounts post-rectification

  • ⛳️ Strategy 2: Ensure data readiness

    • Set up data migration tools
    • Perform test migrations with sample data
    • Check data mapping and transformation accuracy
    • Conduct penetration testing to ensure data security
    • Plan for data synchronisation during the migration
    • Create a rollback plan in case of migration issues
    • Schedule data migration during off-peak hours
    • Inform users of possible downtime
    • Clear data migration logs to monitor issues
    • Validate data post-migration for consistency

  • ⛳️ Strategy 3: Train and communicate with stakeholders

    • Develop training materials for new portal features
    • Schedule training sessions for staff
    • Provide FAQs and support documents to users
    • Create an escalation path for issues
    • Send regular updates to stakeholders about go-live progress
    • Gather feedback from test users
    • Resolve any issues raised by test users promptly
    • Ensure communication channels are open and responsive
    • Activate customer support for migration queries
    • Review and update training materials based on feedback
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Strategies and tactics for establishing primary systems

  • ⛳️ Strategy 1: Evaluate current systems

    • Conduct a thorough audit of existing systems
    • Identify strengths and weaknesses of current systems
    • Consult with key stakeholders to gather input
    • Benchmark against industry standards
    • Evaluate system performance metrics
    • Assess the user-friendliness of each system
    • Document inefficiencies and bottlenecks
    • Prioritise areas for improvement
    • Compile a detailed report of findings
    • Present findings to the leadership team

  • ⛳️ Strategy 2: Implement new systems

    • Research systems that address identified needs
    • Select vendors and request proposals
    • Evaluate proposals based on cost, features, and support
    • Lead a cross-functional team to pilot new systems
    • Gather feedback from pilot users
    • Make necessary adjustments based on feedback
    • Develop an implementation timeline
    • Coordinate system training for staff
    • Launch systems incrementally to ensure stability
    • Monitor initial usage and resolve issues promptly

  • ⛳️ Strategy 3: Maintain and optimise systems

    • Set up regular system performance assessments
    • Establish a maintenance schedule
    • Create a user feedback mechanism
    • Conduct ongoing training sessions for staff
    • Monitor system metrics for potential improvements
    • Review and update system documentation regularly
    • Implement updates and patches promptly
    • Maintain relationships with system vendors
    • Evaluate the need for system upgrades periodically
    • Report system health to leadership quarterly
system-evaluationimplementationit-manageroperations-directortechnical-supporttraining-and-development
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Strategies and tactics for replacing privilege access management tools by fiscal year 2026

  • ⛳️ Strategy 1: Evaluate current PAM tools

    • Conduct an inventory of all current PAM tools and document their features
    • Survey the IT team for feedback on current tools’ strengths and weaknesses
    • Analyse the cost and licensing agreements of current PAM tools
    • Assess the compliance and security capabilities of current PAM tools
    • Identify any integrations each PAM tool has with other systems
    • Compile a list of pain points and areas for improvement in current tools
    • Determine the total operational costs associated with current PAM tools
    • Collect user feedback on usability and effectiveness of current PAM tools
    • Gather data on instances of security breaches and their association with current PAM tools
    • Report findings and benchmarking data to stakeholders

  • ⛳️ Strategy 2: Research and shortlist new PAM tool options

    • Compile a list of leading PAM tools in the market
    • Review online resources and industry reports on top PAM solutions
    • Engage with industry forums and communities to gather recommendations
    • Schedule demonstrations and product walk-throughs with leading PAM providers
    • Evaluate the features and specs of potential new PAM tools
    • Assess the integration capabilities with existing systems of shortlisted PAM tools
    • Analyse cost and licensing details of new PAM tools
    • Check compliance and security standards of new PAM tools
    • Solicit feedback from a sample group of users via trial implementations
    • Create a summary of findings to present to key decision-makers

  • ⛳️ Strategy 3: Implement and transition to new PAM tools

    • Develop a detailed implementation plan with timelines and milestones
    • Assign roles and responsibilities to the implementation team
    • Establish a communication plan to inform stakeholders and users about the changes
    • Schedule training sessions for IT and relevant staff on new PAM tools
    • Migrate data and settings from old to new PAM tools as per the transition plan
    • Conduct rigorous testing to ensure seamless integration and functionality
    • Address any issues and bugs identified during the testing phase
    • Roll out the new PAM tools in phases to minimize disruption
    • Establish a support system for end-users to report problems and seek help
    • Monitor the performance of new PAM tools and make necessary adjustments
privilege-access-managementevaluationit-teamstakeholdersimplementation-teamsupport-team
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Executing your It Support strategies

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.

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More strategies recently published

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