Stage 2: Plan

Creating your digital workplace plan

The second stage of your digital transformation journey is focused on the creation of a digital workplace plan with our consultants. We believe that digital transformation must align with your company’s objectives and overall IT strategy. Every goal should be achievable, measurable, and realistic. Without a solid plan, your efforts are at risk of becoming misguided or hijacked by competing projects.  

Building your digital workplace plan 

 You've chosen a technology partner
 You've completed your prep work
✔  You've assembled your team

It's time to build your digital workplace plan.

During the Plan Stage of your digital transformation journey, our consultants work with you to build a digital workplace plan. Where possible, our experts build on your existing plans, using them as fundamental building blocks. These can include items such as:

  • Business case
  • Requirements documents
  • Use cases
  • Survey data
  • Gap analysis

A digital workplace plan outlines what you're trying to achieve, how you're going to get there and when, where you are now, and what outcomes you expect. Without a well-defined strategy in place, it becomes extremely difficult to reach your goals and measure success (including ROI and ROO). 

This plan also plays a key role in providing key sponsors and stakeholders with the information they need to understand how the digital workplace will improve productivity, innovation, and competitive advantage.


Note: This diagram represents a common project workflow and is provided solely as an example. Your project’s workflow may differ depending on services purchased.

Components of a digital workplace plan

Over the past decade, Igloo experts have been refining the key components or ingredients of a successful digital workplace plan. In this section, we've assembled a complete working example of a digital workplace plan and its components. 

Where possible, we have included instructions, explanations, examples and best practices on all major components including:

  • Mission and Vision: Where are you going? Where do you want to be?
  • Goals and Objectives: How are you going to reach your vision?
  • Benefits: Why are you taking the journey in the first place? 
  • Expectations: What are you going to deliver? What can people expect to see? What are the business benefits? Are they measurable?
  • Target timeline: When is this all going to happen? 
  • Costs and resources: How much is this going to cost? What are the resource needed (e.g. people, expertise, technology)?
  • Measures of success: What are your KPIs?  What outcomes are you expecting and when? How are you going to measure them? What are the feedback loops?
  • Governance: What type of governance are you going to leverage (e.g. structured, adhoc, decentralized)?

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