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In continuation to the previous article ‘Navigating the Digital Transformation Maze: A Methodical Approach’, we will talk about the first step in this one. Understanding an organization's vision and business goals is the fundamental step in creating a Digital Roadmap. Many a times organizations jump directly into the technical aspects of the Digital initiatives without giving much consideration to this step only to realize at a much later stage that the business outcomes are difficult to come by.
We feel that having a structured approach helps the organization and given below is what we recommend:
1. Stakeholder Engagement:
Conduct interviews or workshops starting with the senior executives, department heads, and managers. Their insights are invaluable in shaping the organization's vision and objectives. Employees at various levels have a unique understanding of day-to-day operations and customer interactions.
You might want to consider creating a questionnaire on the lines of sample given here.
2. Review Existing Documentation:
Review the organization's mission and vision statements. These statements often provide a concise summary of the organization's long-term purpose and aspirations. Examine any existing strategic plans, annual reports, or documents outlining the organization's strategic objectives. These documents can provide valuable historical context.
3. Leadership Workshops:
Conduct workshops or strategy sessions with senior leadership and key decision-makers. These sessions should focus on envisioning the organization's future and defining high-level business goals.
Attaching a sample questionnaire here to provide a perspective on the aspects that need to be touched upon.
4. Documentation and Validation:
Record the outcomes of stakeholder engagement, workshops, and analyses. This documentation forms the basis for the organization's vision and high-level business goals.
Share the proposed vision with stakeholders for validation and refinement. It's essential to ensure buy-in and alignment among key decision-makers.
5. Continuous Review:
Regular Review: Recognize that the organization's vision and goals may evolve over time. Schedule regular reviews to ensure that the digital roadmap remains aligned with the organization's strategic direction.
By following a structured approach, you can effectively uncover the organization's vision and business goals, setting the stage for the development of a comprehensive Digital Roadmap.
Mudit Agarwal
Agrim Tech Services
Sample Questionnaires
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