Digital Workplace Planning

Building your digital workplace plan 

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

During the Plan Stage of your digital transformation journey, you will build a digital workplace plan that 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.

Where possible, our experts help you build on any existing plans or preparation your organization may have completed, using the information as fundamental building blocks for your digital workplace plan, such as:

  • A business case
  • Requirements documents
  • Use cases
  • Survey data or other research
  • Gap analysis


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 of a successful digital workplace plan. Throughout the Plan Stage of the Digital Workplace Playbook, 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? 
  • 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, ad-hoc, decentralized)?

Networked Enterprise Tip: Create sub-strategies for the central hub and individual spoke sites

If you have a networked enterprise, we recommend creating sub-strategies for your central hub and individual spoke sites to support your overall digital workplace plan. Take this opportunity to look at more specific goals, objectives, outcomes, and measures of success, for the central hub and the spoke sites. This is especially important when each spoke has a specific use case and target audience.

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