Hey everyone! I just landed a role as the Head of IT at a private healthcare company with around 300-500 employees. They want me to put together a 12-month roadmap, and I'll be reporting it to the board — something that's never been done before in this company. Since I haven't had experience with formal board reports or roadmap planning, I'm looking for suggestions and strategies on how to tackle this. Ideally, I need something interactive that's easy to present, with key details that I can dive deeper into if necessary. I've got a few demos lined up for different roadmap tools next week and I'm exploring Microsoft Projects, but I'd really appreciate any advice on best practices or tools others have used for similar tasks. Thanks!
1 Answer
When planning your company roadmap, it's important to begin with the overall business objectives and goals. Assess your current IT infrastructure — make sure to identify any gaps (like needing new software, improving security, or enhancing privacy measures) that need to be addressed. Create a prioritized list of projects, set timelines, and estimate budgets and resources needed. Remember to keep your presentation high-level; the board may not be very tech-savvy, so focus on what needs to be done, the requirements to achieve it, and the associated costs. Don’t forget that quarterly updates and progress reports will be essential for keeping the board informed!
Thank you! I’ve already started a gap analysis and have a list of approved projects, including implementations like HubSpot CRM and SharePoint restructuring. I’ll need to prepare those quarterly reports soon, so this advice is super helpful. I sometimes dive too deep into details, so I'll aim for a more high-level overview.