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Master the Code, Shape Your Future

IT Strategy and Planning Step 3: Assess the Current State of IT

WCSee, May 12, 2025May 17, 2025

🎯Objective:

Gain a clear and honest understanding of the current IT landscape—its strengths, weaknesses, gaps, and opportunities—so you can build a grounded and achievable future-state strategy.


📌 Why It Matters

Before planning the future, you must understand where you stand today. A current state assessment:

  • Reveals inefficiencies, redundancies, and risks
  • Identifies foundational capabilities to retain or upgrade
  • Helps prioritize transformation efforts realistically
  • Prevents overestimation of capabilities or readiness

🧭 Key Assessment Areas & Questions

DomainWhat to Assess
Technology CapabilitiesWhich business capabilities are currently enabled by technology? Are there significant gaps?
IT Process MaturityHow standardized, documented, and optimized are ITIL, DevOps, Agile, and SDLC processes?
Application PortfolioWhat systems exist today? Which are redundant, legacy, or misaligned with future goals?
Methods, Practices & ToolsWhat methodologies (e.g., Agile, SAFe), and tools (e.g., Jira, GitHub, Jenkins) are in use?
IT Org Structure & Operating ModelCentralized vs. decentralized? Role clarity, delivery model, demand intake process?
Skills & TalentDoes IT have the right skill mix (e.g., AI/ML, cloud, data engineering)? Any skill gaps?
InfrastructureOn-prem vs. cloud ratio, scalability, latency, cost-effectiveness
Security, Stability, PerformanceFrequency of incidents, outage history, threat detection, recovery time, patching compliance
GovernanceDecision rights, architectural oversight, funding controls, compliance, vendor governance

🧰 How to Conduct the Assessment

Step 1: Collect Existing Documentation

  • IT Org charts, runbooks, service catalogs
  • System architecture diagrams, CMDB records
  • Process documentation (e.g., ITIL, Agile, DevOps practices)
  • Previous assessments or audits (e.g., ISO, SOC, NIST)

Step 2: Run Interviews and Surveys

  • Conduct interviews with IT and business stakeholders to understand pain points and aspirations
  • Use maturity model assessments for processes (e.g., CMMI, Gartner Pace-Layered App Strategy)
  • Survey IT staff for tool usage, productivity blockers, talent gaps

Step 3: Perform Portfolio & Capability Analysis

  • Map systems to business capabilities
  • Identify duplications (e.g., multiple ERPs), obsolete systems, unsupported platforms
  • Evaluate technical debt and modernization needs

Step 4: Evaluate Metrics & KPIs

  • Pull and review operational metrics:
    • MTTR (Mean Time to Resolve)
    • System uptime / availability
    • Deployment frequency
    • Incident rates (e.g., Sev1s/month)
    • Ticket backlog trends
    • % projects delivered on time/budget

Step 5: Benchmark (Optional)

  • Compare your IT performance and architecture maturity with industry benchmarks or peer organizations

📈 Tools & Techniques You Can Use

  • Application Rationalization Tools (LeanIX, ServiceNow APM)
  • IT Maturity Models (CMMI, COBIT, TOGAF readiness)
  • SWOT or Heat Maps for portfolio visualization
  • Org & skills heatmaps to identify resource gaps
  • Capability mapping platforms (e.g., Ardoq, BizzDesign)

📝 Deliverables from This Step

  • 🧩 IT Capability Heatmap (Current Maturity vs. Desired)
  • 📊 Application Portfolio Map with recommendations
  • 🔍 Skills Gap Assessment and training needs
  • 🧱 Infrastructure & Tooling Landscape
  • 🚦 Stability, Security, and Performance Dashboard
  • 📋 Summary of Key Issues & Opportunities

  • IT Strategy and Planning: A Practical Framework with Real-World Detail
  • IT Strategy and Planning Step 1: Assemble a Cross-Functional Team
  • IT Strategy and Planning Step 2: Understand Future Business Strategy
  • IT Strategy and Planning Step 3: Assess the Current State of IT
  • IT Strategy and Planning Step 4: Scan External Factors and Technology Trends
  • IT Strategy and Planning Step 5: Envision the Future State of IT
  • IT Strategy and Planning Step 6: Conduct a Gap Analysis
  • IT Strategy and Planning Step 7: Analyze Scenarios and Strategic Options
  • IT Strategy and Planning Step 8: Craft the IT Strategy Blueprint
  • IT Strategy and Planning Step 9: Define the future IT Operating Model
  • IT Strategy and Planning Step 10: Analyze IT Initiatives and Define the Realization Roadmap
  • IT Strategy and Planning Step 11: Socialize, Success Metrics, Monitor, Measure, and Refine IT Strategy on an Annual Basis
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Post Views: 135

Related posts:

IT Strategy and Planning Step 6: Conduct a Gap Analysis IT Strategy and Planning: A Practical Framework with Real-World Detail IT Strategy and Planning Step 5: Envision the Future State of IT IT Strategy and Planning Step 11: Socialize, Success Metrics, Monitor, Measure, and Refine IT Strategy on an Annual Basis IT Strategy and Planning Step 8: Craft the IT Strategy Blueprint IT Strategy and Planning Step 9: Define the future IT Operating Model IT Strategy and Planning Step 7: Analyze Scenarios and Strategic Options IT Strategy and Planning Step 2: Understand Future Business Strategy
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