📅Interactive Checklist
IT Strategy Annual Review Checklist
Year-end review of IT strategy effectiveness and planning for the next cycle.
20 items0%
Critical items (marked ★) carry 4–5× weight. A thorough annual review ensures IT strategy stays relevant and investment decisions are evidence-based.
Performance Review
Evaluate how well IT delivered against the current strategy cycle.
0/5
All strategic initiatives from the current year have been scored against their original KPIs and success criteria.★ Critical
IT service availability and incident metrics (SLAs, MTTR, P1 counts) have been compiled and reviewed against targets.
Project delivery performance (on-time, on-budget, scope fidelity) is summarised for the portfolio.
Customer and business-stakeholder satisfaction scores have been collected and trended year-over-year.
Lessons-learned sessions have been conducted for all major programmes and the findings documented.
Strategic Alignment
Confirm IT priorities remain tightly coupled to enterprise objectives.
0/5
Each IT strategic theme has been mapped to a specific enterprise business objective or OKR.★ Critical
Emerging business priorities (M&A, new markets, regulatory changes) have been assessed for IT impact.
The technology innovation pipeline has been reviewed for relevance to the next planning horizon.
Cross-functional alignment with Finance, HR, and Operations has been validated through joint planning sessions.
Digital and data strategy components are integrated with the overall IT strategy, not treated as separate tracks.
Budget & Investment Review
Assess financial stewardship and investment returns.
0/5
Actual IT spend versus approved budget has been reconciled, with variance explanations for deviations above 5%.★ Critical
Run-the-business versus change-the-business spend ratio has been calculated and compared to target.
ROI or business-value realisation has been assessed for the top five investments by spend.
Underperforming or stalled investments have been identified with clear continue/pivot/stop recommendations.
Shadow IT spend has been estimated and incorporated into the total cost of IT ownership view.
Planning Ahead
Set the stage for the next strategy cycle.
0/5
A draft IT strategic plan for the next cycle has been prepared with prioritised initiatives, owners, and timelines.★ Critical
Talent gaps and workforce planning needs have been identified for the upcoming period.
Technology debt reduction targets have been set and funded in the proposed budget.
Risk register has been refreshed with emerging threats (cyber, regulatory, supply-chain) and mitigations.
A board-ready strategy summary or briefing deck has been prepared for executive sign-off.