Integrated Planning Model™

Purpose:
This model synchronizes IT and business planning for shared objectives, resources, and iterative review. SMBs should focus on the phases marked SMB, which cover essential goal-setting and resource allocation practices. Enterprise-level planning practices, while included, are optional and designed for organizations with larger teams, complex portfolios, or multi-quarter strategic cycles.

PhaseBusiness ObjectiveIT ActionOutcome MeasurementAction Step
Joint Goal Setting
SMB
Increase market share 15%Digital marketing platformMarket share growthHost OKR workshops
Resource Allocation – SMBReduce costs 20%Cloud migrationCost savingsAllocate budget, prioritize projects
Dynamic ReviewImprove product launch agilityDevOps adoptionFaster time-to-marketConduct quarterly reviews, adjust plans

How to Use:

  1. Facilitate joint OKR sessions.
  2. Map IT resources to objectives.
  3. Review quarterly and adapt to changes.

Related Pages: PSITF Master Framework, Cost Optimization, IT Governance

Trademark & Contact:

This framework/roadmap/model is a trademarked asset of Strategic Solutions, LLC.
Use requires express written permission.

Contact for Permissions or Advisory Support:

Consulting Note:
For organizations seeking implementation guidance, advisory services are available.