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You Will Learn How To
- Build a strong alignment between IT and the business
- Plan a strategy that positions you as a trusted IT advisor to key stakeholders
- Choose IT projects that build trust and alignment
- Articulate IT solutions that meet business needs
- Create clear and effective service delivery agreements, including SLAs, OLAs and UPCs
- Differentiate your internal IT services to ensure competitive solutions
Course Benefits Successful relationship management bridges the divide that often arises between a business unit and its IT department. In this course, you learn the best practices of IT Relationship Management (ITRM) for facilitating actionable IT solutions that provide value to the business and satisfy the needs of business stakeholders. You learn to take on the role of the trusted IT advisor who can align the needs of the business with IT services.
Who Should Attend IT department managers, IT executives, business/IT liaisons, business analysts, project managers or anyone who establishes, manages, and maintains the relationship between IT and the business.

Extensive performance-based activities throughout this course immerse you in the role of an IT Relationship Manager. You gain practical experience in both the technical and social nuances of serving as a trusted IT advisor to the business. Activities include:
- Experiencing trust firsthand through a dynamic simulation
- Evaluating stakeholders to determine their level of influence and power
- Uncovering and documenting an IT organization's catalogue of services, including catalogue management
- Recommending solutions to complex, simulated IT relationship problems
- Negotiating and documenting business agreements using industry-standard formats
- Collaborating with others to foster new ideas and innovations
- Assessing performance with a relationship scorecard
Course 902 Content Overview of Relationship Management
- Why organizations need successful relationships between IT and the business
- Balancing the needs of IT and the business
- Effectively aligning IT investments and business goals
Principles for Aligning IT and the Business
The trusted IT advisor
- Recognizing how trust feels
- Defining trust in an IT organization
- The four primary components for building a trusted relationship
IT Relationship Management (ITRM) roles
- IT relationship management vs. IT project management
- Discovering your strengths and weaknesses
- Technical and social competencies required for effective ITRM
Determining IT's Current State
Defining a catalogue of services
- Identifying IT products and services
- The components of an ideal catalogue
- Creating an initial catalogue from scratch
- Ranking services with metrics
Developing awareness of the organizational culture
- The IntCRM Model
- Overcoming common IT relationship barriers
- Exploring how things get done in the organization
- Applying tools for culture analysis
Building the Trusted Relationship
Knowing your stakeholders
- Identifying business and IT stakeholders
- The stakeholder relationship life cycle
- Classifying the roles stakeholders play
- The importance of stakeholder power and influence
Optimizing the first meeting
- Planning the meeting
- Models for understanding people
- Explaining the role of the ITRM
- Confirming relationships and roles
- Leaving with actions
Planning the relationship strategy
- Analyzing the relationship
- Recruiting trusted teams
- Forming the plan
- Executing the strategy
Facilitating Actionable IT Solutions
Performing competitive analysis
- Evaluating IT outsourcing and consulting solutions
- Establishing your competitive advantage
Identifying opportunities for improvement
- Capturing, prioritizing and documenting business needs
- Applying a framework for prioritizing and selecting projects
- Picking quick-win projects
Designing a strategy to meet customer needs
- Conducting a modified SWOT analysis
- Questions you should ask
- Making a go or no-go decision
Winning Competitive IT Projects
Responding to requests
- Differentiating your services from your competitors'
- Communicating your internal IT capabilities to the business
- Validating business needs in business terms
Selling your solutions to the business
- Translating IT-speak to business-speak
- Creatively communicating your understanding of stakeholder pains
- Articulating IT solutions in terms of business value
- Writing clear, tailored SLAs, OLAs and UPCs
Managing project handoffs
- Ensuring a seamless transition
- ITRM across the project life cycle
- Creating and maintaining communication channels
- Building the relationship
The IT relationship scorecard
- Establishing quantitative and qualitative performance metrics
- Assessing ITRM success
- Analyzing results
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Course Dates | Nov 24 - 26 | Toronto enrol | | Mar 16 - 18 | Toronto enrol | | Jul 13 - 15 | Toronto enrol | US Dates | | Oct 13 - 15 | Rockville, MD enrol | | Feb 9 - 11 | New York enrol | | May 18 - 20 | Reston, VA enrol | | Jul 13 - 15 | Rockville, MD enrol | | Jul 27 - 29 | New York enrol |
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The most recent 100 evaluations scored this course:  |  | (3.73/4.00) |
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"I would not hesitate to tell anyone who is considering a Learning Tree class to go for it. I have consistently found that the materials, the instructors and, in fact, everything, is first class. You definitely come away with knowledge and skills you can apply every day right away."
– L. Headley Synovus Financial
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