Introduction to IT templates

Every person in your organization relies on IT. That is because the IT team is in the unique position of delivering capabilities to internal teams, as well as supporting the technology needed to deliver against the product roadmap for external customers too. To carry out IT plans and projects effectively, you need to set strategy, prioritize investments, determine timelines, and outline all the technical requirements.

IT strategies, plans, and roadmaps bring visibility to the department's most valuable work. Following a standard approach can help you reach consensus and keep everyone moving in the same direction.

Some IT teams start with templates in PowerPoint or Excel to establish a shared format. However, static files can be challenging to keep up to date and information is not automatically synced when work is completed. Keep that in mind as you invest time in building out your strategy.

IT strategy templates

IT strategy templates help you align on the "why" behind your team's work. You can capture detailed information about how the technology you build supports overall business goals. To improve how you plan and deliver capabilities, use these IT strategy templates:

  • IT goals: The IT goals template helps you set a strategic direction and speed up innovation.

  • IT initiatives: The IT initiatives template helps you visualize the high-level work needed to achieve IT goals.

  • SWOT analysis: A SWOT analysis identifies strengths, weaknesses, opportunities, and threats that the IT team needs to consider before work begins.

Next steps

Lightweight templates provide a starting point. But spreadsheets get stale quickly — they require manual updates to keep plans in sync. Modern technology teams use a collaborative tool like Aha! to set strategy, formalize IT workflows, and build IT roadmaps. Try Aha! free for 30 days.


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