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PETI — IT Strategic Plan for Information Technology.

Turn technology into a deliberate enabler of your strategy. We build your IT Strategic Plan: the instrument that aligns IT with business objectives, brings order to investment, and defines an actionable roadmap spanning 3–4 years.

What it is
The plan that connects strategy with technology.

The IT Strategic Plan is the master document for IT planning: it starts from the institutional or business strategy, assesses the current state of technology, and defines the management model, initiatives, and investment portfolio for the years ahead. We align it with recognized frameworks—including the Enterprise Architecture Reference Framework—and with your reality.

Why implement it

Without an IT Strategic Plan, IT investment is reactive.

Projects that answer to no clear priority, scattered budgets, and technology that fails to keep pace with strategy. The IT Strategic Plan sets the direction, justifies the investment, and—in the public sector—meets regulatory requirements for IT planning.

01

Aligns IT with strategy

Every technology initiative connects to an institutional or business objective.

02

Prioritizes investment

A project portfolio ordered by impact, dependency, and available resources.

03

Regulatory compliance

Meets IT planning requirements (critical in public and regulated entities).

04

A clear roadmap

A 3–4 year map that lays out what to do, in what order, and with what resources.

05

IT governance

A management model that defines roles, decisions, and control over technology.

06

Transparency for leadership

A common language so the committee can understand and approve investments.

Components of the IT Strategic Plan

What the plan includes.

We build each component in an integrated way, starting from strategy and landing on an executable portfolio.

01

Strategic understanding

Alignment with the institutional or business strategic plan and its objectives.

02

Current-state analysis

IT baseline: capabilities, services, infrastructure, data, and maturity.

03

IT management model

Strategy, governance, information, systems, services, and adoption and use.

04

Planning model

Guidelines, project structure, and required resources.

05

Roadmap and portfolio

Prioritized, sequenced initiatives over 3–4 years with their investment.

06

Communications plan

A strategy to socialize and govern the IT Strategic Plan across the organization.

How we build it

From strategic understanding to portfolio.

01

Strategic understanding

We review the strategy, objectives, and regulatory context to anchor the IT Strategic Plan.

02

Current-state assessment

We establish the IT baseline: capabilities, services, data, infrastructure, and maturity.

03

Definition of the target model

We design the IT management model and the capabilities to build or strengthen.

04

Portfolio and roadmap

We prioritize initiatives by impact and dependency, with investment and sequencing over 3–4 years.

05

Governance and communication

We define the plan's governance and the strategy to socialize and sustain it.

Benefits

What your organization gains.

Investment with purpose

Every IT dollar connects to a strategic objective and an expected outcome.

Clear priorities

A portfolio that establishes what to do first, using impact and dependency criteria.

Assured compliance

A response to IT planning requirements, essential in the public sector.

Solid IT governance

Roles, decisions, and controls defined to sustain the strategy over time.

Executive alignment

A common language across IT, the business, and leadership to decide together.

An actionable path

A map that can be executed, measured, and updated year after year.

Expected outcomes

From reactive investment to a deliberate plan.

Assessment and target model

The current state of IT and the management model you aim to reach.

Prioritized portfolio

IT initiatives ordered by impact, with estimated investment.

Roadmap over 3–4 years

The execution sequence with defined resources and governance.

Deliverables

What you receive at completion.

  • Complete IT Strategic Plan document, aligned to reference frameworks.
  • Strategic understanding and IT objectives.
  • Current-state assessment (IT baseline).
  • IT management model (governance, information, systems, services).
  • Prioritized project portfolio with estimated investment.
  • Roadmap over 3–4 years with sequencing and resources.
  • Governance model and communications plan for the IT Strategic Plan.
  • Executive presentation for the committee and leadership.
Frequently asked questions

About the IT Strategic Plan.

What exactly is an IT Strategic Plan?+
It is the IT Strategic Plan for Information Technology: the document that aligns technology with the organization's strategy, assesses the current state of IT, and defines the management model, initiatives, and investment portfolio for the years ahead.
Is it mandatory?+
In the public sector of several countries, it is an IT planning requirement. In the private sector it is not mandatory, but it is one of the best practices for governing and prioritizing technology investment.
How does it differ from Enterprise Architecture?+
Enterprise architecture defines the structure (the "how" processes, data, applications, and technology are organized); the IT Strategic Plan defines the strategic plan and the investment portfolio (the "what" and "when"). They complement each other, and we deliver them aligned.
How often is it updated?+
The IT Strategic Plan covers a 3- to 4-year horizon, but we recommend reviewing and updating it annually to reflect progress, changes in strategy, and new priorities.
Is it useful for a private company?+
Yes. Although it originated in the public arena, its value is universal: it brings order to investment, aligns IT with the business, and provides governance over technology in any organization.
How long does it take to develop?+
It depends on the size and maturity of the organization. We work by components and scope it during an initial assessment.
How do I get started?+
With a 90-minute executive assessment where we align scope, objectives, and reference framework. Schedule it from the contact button.
The first step

Bring order to your technology investment with an IT Strategic Plan.

Schedule an assessment and let's build the plan that aligns your IT with strategy and prioritizes investment.

Schedule an assessment (90 min)