# US 2014/0195307 A1 · Strategic planning management

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- Number: US 2014/0195307 A1
- Document ID: US20140195307A1
- Status: Published application
- Kind: A1
- Application number: 14/208,252
- Filed: 2014-03-13
- Published: 2014-07-10
- Earliest claimed: 2008-12-22
- Assignees: Wells Fargo Bank, N.A.
- Inventors: Steven D. Clement; Patricia Snow
- Web page: https://patentgrep.com/patent/US20140195307A1

## CPC

- G06Q 10/0637: Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
- G06Q 10/06: Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q 10/063: Operations research, analysis or management
- G06Q 10/10: Office automation; Time management
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

An information technology (IT) strategic management system (and corresponding methodology) that enhances efficiency and effectiveness of IT planning processes and projects is provided. In particular aspects, the systems commence with a review of current IT state and strategy influencers. The state is analyzed to establish (or alternatively, to update) a strategy summary. The strategy summary can be presented for leadership approval and subsequently communicated to stakeholders for deployment.

## Claims

### Claim at position 1

1-20. (canceled)

### Claim 21

A method for strategic planning, comprising:
evaluating a current state of a business, wherein the current state of the business is associated with one or more criteria of the business;
establishing a focus strategy based on one or more of the criteria of the business;
collecting information from one or more forms pertaining to one or more criteria of the business or the focus strategy; and
generating a strategy summary based on a subset of the collected information from one or more of the forms and on information associated with one or more prior strategies,
wherein the evaluating, the establishing, the collecting, or the generating is implemented at least in part via a processing unit.

### Claim 22 (depends on 21)

The method of claim 21, comprising reviewing one or more of the prior strategies.

### Claim 23 (depends on 21)

The method of claim 21, comprising reviewing one or more strategy influencers.

### Claim 24 (depends on 21)

The method of claim 21, comprising reviewing one or more technology planning guides.

### Claim 25 (depends on 21)

The method of claim 21, comprising reviewing one or more related strategies.

### Claim 26 (depends on 21)

The method of claim 21, comprising updating the strategy summary.

### Claim 27 (depends on 21)

The method of claim 21, wherein the strategy summary comprises one or more strategy metrics.

### Claim 28 (depends on 21)

The method of claim 21, comprising rendering the strategy summary in a strategy collaboration session.

### Claim 29 (depends on 21)

The method of claim 21, comprising determining one or more opportunities associated with the current state of the business.

### Claim 30 (depends on 21)

The method of claim 21, comprising determining one or more threats associated with the current state of the business.

### Claim 31

A system for strategic planning, comprising:
an assessment component generating one or more queries associated with a current state of a business; and
an analysis component:
evaluating the current state of the business, wherein the current state of the business is associated with one or more strategy influencers; and
generating one or more findings and priorities based on one or more inputs identified by responses to one or more of the queries,
wherein at the analysis component or the assessment component is implemented at least in part via a processing unit.

### Claim 32 (depends on 31)

The system of claim 31, comprising a summary manager component generating one or more forms for one or more of the queries or one or more of the inputs.

### Claim 33 (depends on 31)

The system of claim 31, comprising a collaboration component receiving input from one or more users during a collaboration session.

### Claim 34 (depends on 31)

The system of claim 31, comprising a management approval component rendering one or more of the findings and priorities for presentation.

### Claim 35 (depends on 31)

The system of claim 31, comprising a deployment component communicating one or more of the findings and priorities to one or more parties.

### Claim 36 (depends on 31)

The system of claim 31, wherein the analysis component evaluates the current state of the business based on an information technology operating model (ITOM).

### Claim 37

A computer-readable storage medium comprising computer-executable instructions, which when executed at least in part via a processing unit on a computer performs acts, comprising:
establishing a current state of a business function based on one or more strategy influencers;
determining a primary focus based on the current state of the business function;
updating a strategy summary as a function of the primary focus of the business, wherein the strategy summary identifies one or more strategic objectives and is based on the primary focus and one or more dimensions comprising one or more of a workforce management dimension, a technology dimension, a process dimension, or a delivery dimension; and
generating a strategy map that connects one or more of the strategic objectives to one or more other strategic objectives via one or more cause-and-effect relationships.

### Claim 38 (depends on 37)

The computer-readable storage medium of claim 37, comprising soliciting comments or revisions to the strategy summary from one or more leaders.

### Claim 39 (depends on 37)

The computer-readable storage medium of claim 37, comprising obtaining approval for the strategy summary.

### Claim 40 (depends on 37)

The computer-readable storage medium of claim 37, comprising communicating the strategy summary to one or more stakeholders.