Strategic planning management
US 20140195307A1
(19) United States (12) Patent Application Publication (10) Pub. No.: US 2014/0195307 A1 Clement et al. (43) Pub. Date: Jul. 10, 2014 (54)
STRATEGIC PLANNING MANAGEMENT
Publication Classi?cation
(71) Applicants1Steven D. Clement, Charlotte, NC (US); Patricia Snow, Charlotte, NC (US)
(72) Inventors: Steven D. Clement, Charlotte, NC (US);
(51) Int. Cl. G06Q 10/06
(52)
CPC ................................ .. G06Q 10/0637 (2013.01)
Patricia Snow, Charlotte, NC (US)
USPC
(73) Assignee: WELLS FARGO BANK, N.A.,
Filed:
Mar. 13, 2014
ABSTRACT
mence With a revieW of current IT state and strategy in?uenc
ers. The state is analyzed to establish (or alternatively, to update) a strategy summary. The strategy summary can be
Related U.S. Application Data
(63)
Continuation of application No. 12/342,052, ?led on Dec. 22, 2008, now Pat. No. 8,712,812.
presented for leadership approval and subsequently commu nicated to stakeholders for deployment.
[- 100 r ____________________________________________________ _ _
IT STRATEGIC PLANNING MANAGEMENT SYSTEM 102
705/7.36
An information technology (IT) strategic management sys tem (and corresponding methodology) that enhances e?i ciency and effectiveness of IT planning processes and projects is provided. In particular aspects, the systems com
(21) App1.No.: 14/208,252 (22)
....................................................... ..
(57)
Charlotte, NC (US)
(2006.01)
U.S. Cl.
104
ASSESSMENT
ANALYSIS
COMPONENT
COMPONENT
106
\ Cglgggglgq 0
IK
STRATEGY SUMMARY
‘
COLLABORATION [108 COMPONENT
MANAGEMENT APPROVAL
l10
/‘
COMPONENT
\
DEPLOYMENT COMPONENT
/- 112
igi?ggg; COMPONENT
Patent Application Publication
Jul. 10, 2014 Sheet 1 0f 19
US 2014/0195307 A1
f 100 r ____________________________________________________ _ _
IT STRATEGIC PLANNING MANAGEMENT SYSTEM
102
104
ASSESSMENT
ANALYSIS
COMPONENT
COMPONENT
106
‘ Lé’grggggq \_/_\
IK
STRATEGY SUMMARY
‘
COLLABORATION /— 108
COMPONENT
V
MANAGEMENT APPROVAL
lm /‘
COMPONENT
DEPLOYMENT COMPONENT
FIG. I
/— l 12
‘ 321/523; COMPONENT
Patent Application Publication
Jul. 10, 2014 Sheet 2 0f 19
US 2014/0195307 A1
{— 102 I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
ASSESSMENT COMPONENT
REVIEW PREVIOUS /- 202
STRATEGY
V
REVIEW IT STRATEGY
/- 204
V
REVIEW STRATEGY /— 206
INFLUENCERS
V
REVIEW TECH
/— 208
PLANNING GUIDE
V
REVIEW RELATED /— 210 STRATEGIES
FIG. 2
Patent Application Publication
Jul. 10, 2014 Sheet 3 0f 19
US 2014/0195307 A1
{- 104
ANALYSIS COMPONENT
DETERMINE
/— 302
STRENGTHS
v
DETERMINE
/— 304
WEAKNESSES
\
DETERMINE OPPORTUNITIES
/- 306
v
DETERMINE THREATS
/— 308
v
DOCUMENT LIST OF PRIORITIES
FIG. 3
/— 310
Patent Application Publication
Jul. 10, 2014 Sheet 4 0f 19
US 2014/0195307 A1
[- 106
I
SUMMARY MANAGER COMPONENT
I I I I I I I
DOCUMENT VISION AND RATIONALE / 402 FOR CHANGE
II I I
I
V
I I I
DOCUMENT PEOPLE PERSPECTIVE
II I I I l I
I I I l I
DOCUMENT TECHNOLOGY
I l
406 /'
PERSPECTIVE
| I
II I
‘
I
DOCUMENT
II
PERSPECTIVE
PROCESS
/' 408
I
I
: I I
I I
DOCUMENT
I
DELIVERY
I
41O /_
PERSPECTIVE
I I | I I l l
I I I I I I
DOCUMENT STRATEGY
TIMELINE
I
:I I
I I
II I I
l
DOCUMENT STRATEGY METRle
414 /
Patent Application Publication
F
I I I I I I I I I I I I I I I I I 1
I I I I l I I I I I I I I I I I I I I
_
_
_
_
_
_
_
Jul. 10, 2014 Sheet 5 0f 19
_
_
_
?
_
_
_
_
T
n
_
“
w
“
—
"—1
COLLABORATION COMPONENT PARTICIPATE IN ARCHITECTURE
502 /_
COLLABORATION
v
PARTICIPATE IN CAPABILITY
/ 504
COLLABORATION
DOCUMENT RESULTS AND APPLY UPDATES
FIG. 5
506 /_
US 2014/0195307 Al
Patent Application Publication
Jul. 10, 2014 Sheet 6 0f 19
MANAGEMENT APPROVAL COMPONENT GENERATE SUMMARY PRESENTATION
/ 602
GENERATE SUMMARY
/- 604
TIMELINE
V
SUMMARIZE MILESTONES
V
PRESENT TO LEADERSHIP
V
DOCUMENT RESULTS AND APPLY UPDATES
FIG. 6
/ 608
US 2014/0195307 A1
Patent Application Publication
Jul. 10, 2014 Sheet 7 0f 19
US 2014/0195307 A1
[-112 I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
:
I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
DEPLOYMENT COMPONENT
POST STRATEGY
LINK STRATEGY
/- 704
V
CREATE/UPDATE
COMMUNICATIONS / 706 PLAN
EXECUTE
COMMUNICATIONS / 708 PLAN
V
COMMUNICATE STRATEGY
FIG. 7
Patent Application Publication
Jul. 10, 2014 Sheet 8 0f 19
US 2014/0195307 A1
HE2593:“. g mLIn;2umr?e.m
“3%1m3.59
w.UE m21H53(m:s3z mMEcOEuIm ‘
lmuiMwns.iuD:5mE‘@-zum9iwl‘na
mewcox
DwFA.mSutaEOnHjsubUomw.
3E“mga5rw:m-,b5
FEm“uoaMc9wurim5E-J:‘whnuOmn
OQHwUnEm:-/aiwhum:
#UA.mn0w.nm25a_.3:mb
Et5m.?g5m:
lUr. ‘l@53th 55 w, q , ,l
:ZHZEO ‘ ll‘ ;
msczl
5mm»E50
“[email protected]:m mu?Eamn
Patent Application Publication
Jul. 10, 2014 Sheet 9 0f 19
US 2014/0195307 A1
m.UE
v
@wMcmasuxm
Ewamu5:ic0-mht:2uo5
amCaEcumbE mEoI Egan E: ln ‘,
Patent Application Publication
Jul. 10, 2014 Sheet 11 0f 19
US 2014/0195307 A1
1“n2o%”?;
.
r ,
ii..
.2, 31.“ x L V ,.M ,f 5. ,,
. “.axw,cgm;%l
A:3+mE>“2ue".F5nLE-ymbuU "EEn>9m5aHu.1ehc-m.Z ESgoa15awm.n,pr
“$2M58y3, 5$:3.5
a n: U. v
Bun,
eLmE. cmE E96
3ME25.s01%35
Patent Application Publication
Jul. 10, 2014 Sheet 15 0f 19
US 2014/0195307 A1
25k.
2.95
‘m3aiBn2.uaMnH 2mM.
Patent Application Publication
Jul. 10, 2014 Sheet 16 0f 19
US 2014/0195307 A1
msnaz5dm.
3.0E @S38i50£DNn%w5E2aBme $3a?Ecm2sw.la53m?u%Eb
0Ev2m3Mcau1n?mEh:.w
2mE5cumbE v.5m3E:=qu6Q
Patent Application Publication
Jul. 10, 2014 Sheet 18 0f 19
US 2014/0195307 A1
a; damagiqu a z
l?1a5:il.it1
2.Id1ilm30a4!Art:;l!L
2.0; El2:ix.ts{v;zIr!»)kq”
ya
qa. .me
Patent Application Publication
Jul. 10, 2014 Sheet 19 0f 19
US 2014/0195307 A1
[-1700 1702
5
PROCESSING /1704
f1730
i i OPERATING SYSTEM i
UNIT
5
""""""""""" 11735 """"" “
1
1708
r1706
SYSTEM
1
MEMORY 1
~
-1712
_____ -_
____________ "151131
MODULES i 5 """"""""" "1-756
M
RA
____________
§ § APPLICATIONEJ 5. -----------
"
ROM
1
’"mQ _
_
_
w _ _ _
_ _ _
iiiii ?;
DATA
_ _ _
1724'}
A A
1
“1
?i?ihl‘J/‘UM !
____
EXTERNAL
“TERFACE
W QEHEEJ
/ 1726
FDD
INTERFACE
/rms
DISK
/
g
- 1720
m
i172 8
OPTICAL
{INTERFACE 1746
MONITOR
DRIVE //_1722 ,1
1738
DISK
r ‘
f— 1744
KEYBOARD
VIDEO
ADAPTER
/- 1740
l742(\11/111ED/WIRELESS)
(19) United States (12) Patent Application Publication (10) Pub. No.: US 2014/0195307 A1 Clement et al. (43) Pub. Date: Jul. 10, 2014 (54)
STRATEGIC PLANNING MANAGEMENT
Publication Classi?cation
(71) Applicants1Steven D. Clement, Charlotte, NC (US); Patricia Snow, Charlotte, NC (US)
(72) Inventors: Steven D. Clement, Charlotte, NC (US);
(51) Int. Cl. G06Q 10/06
(52)
CPC ................................ .. G06Q 10/0637 (2013.01)
Patricia Snow, Charlotte, NC (US)
USPC
(73) Assignee: WELLS FARGO BANK, N.A.,
Filed:
Mar. 13, 2014
ABSTRACT
mence With a revieW of current IT state and strategy in?uenc
ers. The state is analyzed to establish (or alternatively, to update) a strategy summary. The strategy summary can be
Related U.S. Application Data
(63)
Continuation of application No. 12/342,052, ?led on Dec. 22, 2008, now Pat. No. 8,712,812.
presented for leadership approval and subsequently commu nicated to stakeholders for deployment.
[- 100 r ____________________________________________________ _ _
IT STRATEGIC PLANNING MANAGEMENT SYSTEM 102
705/7.36
An information technology (IT) strategic management sys tem (and corresponding methodology) that enhances e?i ciency and effectiveness of IT planning processes and projects is provided. In particular aspects, the systems com
(21) App1.No.: 14/208,252 (22)
....................................................... ..
(57)
Charlotte, NC (US)
(2006.01)
U.S. Cl.
104
ASSESSMENT
ANALYSIS
COMPONENT
COMPONENT
106
\ Cglgggglgq 0
IK
STRATEGY SUMMARY
‘
COLLABORATION [108 COMPONENT
MANAGEMENT APPROVAL
l10
/‘
COMPONENT
\
DEPLOYMENT COMPONENT
/- 112
igi?ggg; COMPONENT
Patent Application Publication
Jul. 10, 2014 Sheet 1 0f 19
US 2014/0195307 A1
f 100 r ____________________________________________________ _ _
IT STRATEGIC PLANNING MANAGEMENT SYSTEM
102
104
ASSESSMENT
ANALYSIS
COMPONENT
COMPONENT
106
‘ Lé’grggggq \_/_\
IK
STRATEGY SUMMARY
‘
COLLABORATION /— 108
COMPONENT
V
MANAGEMENT APPROVAL
lm /‘
COMPONENT
DEPLOYMENT COMPONENT
FIG. I
/— l 12
‘ 321/523; COMPONENT
Patent Application Publication
Jul. 10, 2014 Sheet 2 0f 19
US 2014/0195307 A1
{— 102 I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
ASSESSMENT COMPONENT
REVIEW PREVIOUS /- 202
STRATEGY
V
REVIEW IT STRATEGY
/- 204
V
REVIEW STRATEGY /— 206
INFLUENCERS
V
REVIEW TECH
/— 208
PLANNING GUIDE
V
REVIEW RELATED /— 210 STRATEGIES
FIG. 2
Patent Application Publication
Jul. 10, 2014 Sheet 3 0f 19
US 2014/0195307 A1
{- 104
ANALYSIS COMPONENT
DETERMINE
/— 302
STRENGTHS
v
DETERMINE
/— 304
WEAKNESSES
\
DETERMINE OPPORTUNITIES
/- 306
v
DETERMINE THREATS
/— 308
v
DOCUMENT LIST OF PRIORITIES
FIG. 3
/— 310
Patent Application Publication
Jul. 10, 2014 Sheet 4 0f 19
US 2014/0195307 A1
[- 106
I
SUMMARY MANAGER COMPONENT
I I I I I I I
DOCUMENT VISION AND RATIONALE / 402 FOR CHANGE
II I I
I
V
I I I
DOCUMENT PEOPLE PERSPECTIVE
II I I I l I
I I I l I
DOCUMENT TECHNOLOGY
I l
406 /'
PERSPECTIVE
| I
II I
‘
I
DOCUMENT
II
PERSPECTIVE
PROCESS
/' 408
I
I
: I I
I I
DOCUMENT
I
DELIVERY
I
41O /_
PERSPECTIVE
I I | I I l l
I I I I I I
DOCUMENT STRATEGY
TIMELINE
I
:I I
I I
II I I
l
DOCUMENT STRATEGY METRle
414 /
Patent Application Publication
F
I I I I I I I I I I I I I I I I I 1
I I I I l I I I I I I I I I I I I I I
_
_
_
_
_
_
_
Jul. 10, 2014 Sheet 5 0f 19
_
_
_
?
_
_
_
_
T
n
_
“
w
“
—
"—1
COLLABORATION COMPONENT PARTICIPATE IN ARCHITECTURE
502 /_
COLLABORATION
v
PARTICIPATE IN CAPABILITY
/ 504
COLLABORATION
DOCUMENT RESULTS AND APPLY UPDATES
FIG. 5
506 /_
US 2014/0195307 Al
Patent Application Publication
Jul. 10, 2014 Sheet 6 0f 19
MANAGEMENT APPROVAL COMPONENT GENERATE SUMMARY PRESENTATION
/ 602
GENERATE SUMMARY
/- 604
TIMELINE
V
SUMMARIZE MILESTONES
V
PRESENT TO LEADERSHIP
V
DOCUMENT RESULTS AND APPLY UPDATES
FIG. 6
/ 608
US 2014/0195307 A1
Patent Application Publication
Jul. 10, 2014 Sheet 7 0f 19
US 2014/0195307 A1
[-112 I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
:
I I I I I I I I I I I I I I I I I I I I I I I I I I I I I
DEPLOYMENT COMPONENT
POST STRATEGY
LINK STRATEGY
/- 704
V
CREATE/UPDATE
COMMUNICATIONS / 706 PLAN
EXECUTE
COMMUNICATIONS / 708 PLAN
V
COMMUNICATE STRATEGY
FIG. 7
Patent Application Publication
Jul. 10, 2014 Sheet 8 0f 19
US 2014/0195307 A1
HE2593:“. g mLIn;2umr?e.m
“3%1m3.59
w.UE m21H53(m:s3z mMEcOEuIm ‘
lmuiMwns.iuD:5mE‘@-zum9iwl‘na
mewcox
DwFA.mSutaEOnHjsubUomw.
3E“mga5rw:m-,b5
FEm“uoaMc9wurim5E-J:‘whnuOmn
OQHwUnEm:-/aiwhum:
#UA.mn0w.nm25a_.3:mb
Et5m.?g5m:
lUr. ‘l@53th 55 w, q , ,l
:ZHZEO ‘ ll‘ ;
msczl
5mm»E50
“[email protected]:m mu?Eamn
Patent Application Publication
Jul. 10, 2014 Sheet 9 0f 19
US 2014/0195307 A1
m.UE
v
@wMcmasuxm
Ewamu5:ic0-mht:2uo5
amCaEcumbE mEoI Egan E: ln ‘,
Patent Application Publication
Jul. 10, 2014 Sheet 11 0f 19
US 2014/0195307 A1
1“n2o%”?;
.
r ,
ii..
.2, 31.“ x L V ,.M ,f 5. ,,
. “.axw,cgm;%l
A:3+mE>“2ue".F5nLE-ymbuU "EEn>9m5aHu.1ehc-m.Z ESgoa15awm.n,pr
“$2M58y3, 5$:3.5
a n: U. v
Bun,
eLmE. cmE E96
3ME25.s01%35
Patent Application Publication
Jul. 10, 2014 Sheet 15 0f 19
US 2014/0195307 A1
25k.
2.95
‘m3aiBn2.uaMnH 2mM.
Patent Application Publication
Jul. 10, 2014 Sheet 16 0f 19
US 2014/0195307 A1
msnaz5dm.
3.0E @S38i50£DNn%w5E2aBme $3a?Ecm2sw.la53m?u%Eb
0Ev2m3Mcau1n?mEh:.w
2mE5cumbE v.5m3E:=qu6Q
Patent Application Publication
Jul. 10, 2014 Sheet 18 0f 19
US 2014/0195307 A1
a; damagiqu a z
l?1a5:il.it1
2.Id1ilm30a4!Art:;l!L
2.0; El2:ix.ts{v;zIr!»)kq”
ya
qa. .me
Patent Application Publication
Jul. 10, 2014 Sheet 19 0f 19
US 2014/0195307 A1
[-1700 1702
5
PROCESSING /1704
f1730
i i OPERATING SYSTEM i
UNIT
5
""""""""""" 11735 """"" “
1
1708
r1706
SYSTEM
1
MEMORY 1
~
-1712
_____ -_
____________ "151131
MODULES i 5 """"""""" "1-756
M
RA
____________
§ § APPLICATIONEJ 5. -----------
"
ROM
1
’"mQ _
_
_
w _ _ _
_ _ _
iiiii ?;
DATA
_ _ _
1724'}
A A
1
“1
?i?ihl‘J/‘UM !
____
EXTERNAL
“TERFACE
W QEHEEJ
/ 1726
FDD
INTERFACE
/rms
DISK
/
g
- 1720
m
i172 8
OPTICAL
{INTERFACE 1746
MONITOR
DRIVE //_1722 ,1
1738
DISK
r ‘
f— 1744
KEYBOARD
VIDEO
ADAPTER
/- 1740
l742(\11/111ED/WIRELESS)
