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Infrastructure & Operations Playbook

12 Steps to Excellence in Managing Infrastructure & Operations

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Benefits of the Program

Your Infrastructure & Operations department has the potential to be the powerhouse that drives your organization to new heights. With our targeted improvement plan, you won't just keep up - you'll redefine the game. Let's make Infrastructure & Operations the catalyst for your next big success.

A Proven Methodology to Lead I&O

serving as a consistent career guide and offering a superior and structured alternative to ad hoc advisory engagements.

A Structured Framework

with 12 actionable steps and eight key insights from best practices to manage and improve the complex moving parts within core I&O functions.

Clear Activities You Can Delegate

to your team with Guided Implementations and actionable best practices.

High-Value Advisory Engagements

that deliver tangible results and valuable experiences with higher effort to value ratios and a focus on core activities.

Customizable Initiatives with Measurable Results

that align with your organizational, departmental, and personal goals, with annual proof of improvement.

The Infrastructure & Operations Playbook

12 Steps to Excellence in Managing I&O

Our 12-step process has been proven across maturity levels, and each step comes with a matrix of methodologies, tools, and templates that’s right for you.

Structured, Actionable, 12-Step Framework

Clear activities to delegate to your team

Customizable initiatives with measurable results

Our highest-value advisory engagements

A proven path to excellence

1
Jan

Stakeholder Management

Embedded self-service delivery is key to keeping up with dynamic end-user requirements.

Decode your Stakeholders' Needs
Assess End-User Satisfaction Exploit your ITSM Ticket Data Standardize the Service Desk
2
Feb

Core Operational Processes

Make the right process the one of least resistance.

Get The Basics Right
I&O Core Process Self-Assessment Optimize Change Management Improve Incident and Problem Management 91ÖÆÆ¬³§ a Continual Improvement Program
3
Mar

I&O Workforce Development

91ÖÆÆ¬³§ on skills from adjacent areas to develop your modern I&O team.

91ÖÆÆ¬³§ an A-Team
​Map Technical Skills for a Changing Infrastructure & Operations Organization AI Workforce Development Deliver a Customer Service Training Program to your IT Department
4
Apr

Technology Management

Inventory assets when they enter your environment rather than after the fact.

Tune the Assets
91ÖÆÆ¬³§ and Execute an Enterprise Device Management Strategy Develop an IT Asset Management Strategy Harness Configuration Management Superpowers
5
May

Risk & Governance

Resilience secures an I&O leader’s job, but governance secures resilience.

Don't Get Fired
91ÖÆÆ¬³§ a Right-Sized Disaster Recovery Plan Manage your Technical Debt Govern Microsoft 365 Mitigate the Risk of Cloud Downtime and Data Loss
6
June

Vendor Management

Prioritize vendors according to value and criticality to enable a strategic approach to vendor management.

Seek Value From your Vendors
IT Service Management Selection Guide Vendor Contract & Cost Optimization Effectively Acquire Technology Services
7
July

Cloud & Core Infra­structure

Strategic planning and automation is key to effectively managing modern cloud and core infrastructure.

Strengthen your Core
Define your Cloud Vision Design your Cloud Operations Manage your Data Centers
8
Aug

Disruptive Tech & Innovation

Balance suitability, value, and risk to realize value from disruptive and innovative technologies.

Embrace Disruption
Assess Infrastructure Readiness for Digital Transformation Exploit Disruptive Infrastructure Technology Improve Infrastructure Automation and Orchestration
Legend
Assessments & Diagnostics
Strategy & Planning
Implementation & Training

Advancing I&O: Organizational Challenges

Many organizations face the following challenges as they try to drive I&O forward with the organization:

  • 67%
    Organizations using Info-Tech’s IT M&G diagnostic rated their I&O effectiveness at only 67%
    M&G Diagnostic
  • 45%
    45% of respondents believe that most or all, IT skills will need to change over the next five years.
    2025 IT Tech Trends survey

And innumerable challenges...

  • End user expectations change dynamically and outpace IT capabilities
  • Critical processes are immature and informally managed
  • Scarcity of skills & resources for modern challenges
  • Technology sprawl creates unnecessary costs and risks
  • Service continuity risks and immature governance risk derailing your career
  • A rapidly expanding vendor ecosystem leads to a lack of control and visibility
  • Hybrid and multi-cloud environments lead to complex and fragmented infrastructure
  • Demands for disruptive and innovative technologies are a challenge for core stability and reliability

8 Secrets for Infrastructure & IT Operations Excellence

Understanding the eight secrets is imperative to overcoming your most prominent challenges and systematically improving IT for the future.

1
Embedded self-service delivery is key to keeping up with dynamic end user requirements.
2
Make the right process the processes of least resistance.
3
91ÖÆÆ¬³§ on skills from adjacent areas to develop your modern I&0 team.
4
Inventory assets when they enter your environment rather than after the fact.
5
Resilience secures an I&O leader's job, but governance secures resilience.
6
Prioritize vendors according to value and criticality to enable a strategic approach to vendor management.
7
Strategic planning and automation is key to effectively managing modern cloud and core infrastructure.
8
Balance suitability, value, and risk to realize value from disruptive and innovative technologies.

How Infrastructure & Operations Systematic Improvement Works:

Adopt the 12 Steps

  • Contact your Counselor to learn more about the Infrastructure & Operations Playbook.
  • Become familiar with the 8 secrets of success.

Customize Your Playbook

  • 91ÖÆÆ¬³§ your Infrastructure & Operations scorecard based on your personal success metrics and targets.
  • Identify key contributors to the 12 monthly steps (direct reports).
  • Conduct Your Annual Infrastructure & Operations Department Assessment.
  • Work with your Counselor on developing your Key Initiative Plan.

Act & Delegate

  • Use Info-Tech’s research and advisory services to guide you through best practices and produce the deliverables that will help you systematically improve IT performance.
  • Take advantage of our diagnostics and benchmarks, Guided Implementations, workshops, and other analyst services.
  • Delegate delivery activities to your direct reports where applicable.

Be Future Ready. Get Your IT Department Started Now.

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