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7 strategies and tactics for It Department

What is It Department strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect It Department strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own It Department strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

It Department strategy examples

You'll find below a list of It Department tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for migrating users and environment from Server 2010 to Office 365

  • ⛳️ Strategy 1: Plan the migration

    • Conduct an inventory of all users, e-mails, and files
    • Assess current server usage and data volume
    • Create a timeline for the migration process
    • Determine compliance and security requirements
    • Identify key stakeholders and migration team members
    • Select the Office 365 subscription plan and licenses
    • Establish communication channels for updates
    • Document the migration strategy and procedures
    • Set up a contingency plan for unexpected issues
    • Inform all users about the migration process and timeline

  • ⛳️ Strategy 2: Execute the migration

    • Set up Office 365 tenant and configure basic settings
    • Create user accounts and assign necessary licenses
    • Migrate e-mails using Exchange Online or third-party tools
    • Transfer files to OneDrive for Business or SharePoint Online
    • Test migrated data to ensure integrity and functionality
    • Configure Office 365 services like SharePoint and OneDrive
    • Install and configure Microsoft Teams for all users
    • Provide training resources on new platform functionalities
    • Monitor the migration process and address any issues
    • Communicate with users throughout the migration

  • ⛳️ Strategy 3: Post-migration optimisation

    • Verify that all data has been successfully migrated
    • Configure Office 365 security settings and policies
    • Optimise Office 365 services for performance and usability
    • Train users on Office 365 and Teams features and best practices
    • Consolidate feedback from users and address concerns
    • Implement productivity and workflow improvements using Office 365 tools
    • Regularly update and maintain the Office 365 environment
    • Encourage collaboration using Teams and SharePoint
    • Monitor usage patterns and adjust resources accordingly
    • Plan for periodic reviews and updates to the Office 365 setup
migrationoffice-365it-administratorproject-managerit-departmentsupport-team
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Strategies and tactics for enhancing management of service and admin account life cycles

  • ⛳️ Strategy 1: Establish clear account management policies

    • Develop a detailed account lifecycle policy
    • Define account creation, modification, and deletion processes
    • Incorporate regular policy reviews and updates
    • Ensure policies comply with industry standards and regulations
    • Train staff on new policies and procedures
    • Implement policy adherence checks and audits
    • Communicate policies clearly to all staff
    • Use templates for account-related documentation
    • Establish an approval workflow for account changes
    • Assign responsibility for policy enforcement

  • ⛳️ Strategy 2: Implement a robust account management system

    • Select a suitable account management software
    • Set up role-based access controls
    • Enable multi-factor authentication
    • Automate account provisioning and deactivation processes
    • Integrate account management software with existing IT infrastructure
    • Regularly update and patch the system
    • Monitor account activity and generate reports
    • Conduct periodic reviews and audits of accounts
    • Implement alerts for suspicious account activity
    • Provide training for IT staff on system usage and best practices

  • ⛳️ Strategy 3: Enhance monitoring and auditing practices

    • Establish a schedule for routine account audits
    • Utilise monitoring tools to track account activity
    • Set up automated alerts for unusual account behaviours
    • Maintain logs of account creation, deletion, and modifications
    • Periodically review access levels and permissions
    • Perform regular vulnerability assessments
    • Enforce separation of duties to reduce risks
    • Document all findings and remediation actions
    • Communicate audit results to management and stakeholders
    • Develop an incident response plan for account-related breaches
account-managementsecurity-protocolsit-managercompliance-officerit-departmentcompliance-team
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Strategies and tactics for enabling photocopying capabilities for a member of staff

  • ⛳️ Strategy 1: Determine and address technical issues

    • Confirm the member of staff’s device is connected to the printer
    • Check printer accessibility rights for the staff member
    • Verify printer drivers are installed and updated on the staff member’s computer
    • Review the printer settings to ensure photocopying and scanning features are enabled
    • Check network connectivity and resolve any issues affecting printer access
    • Restart printer and connected devices to ensure communication is properly established
    • Test printer capabilities using an administrator account
    • Look for error messages on the printer and resolve them
    • Ensure that the printer firmware is updated to the latest version
    • Provide troubleshooting steps and guidance to the staff member

  • ⛳️ Strategy 2: Configure user permissions and settings

    • Access the printer's control panel and navigate to user management settings
    • Add the staff member to the list of authorised users with appropriate permissions
    • Assign necessary roles and permissions to enable photocopying and scanning
    • Set up user-specific codes or authentication methods if required
    • Configure default scanning and photocopying settings for the staff member
    • Ensure the staff member's unique identification is recognised by the printer
    • Perform a test scan and photocopy operation to confirm capability
    • Provide detailed instructions on how to use the photocopying and scanning features
    • Create a troubleshooting guide specific to common photocopying and scanning issues
    • Log and communicate the changes to IT support for future reference

  • ⛳️ Strategy 3: Train and support the member of staff

    • Schedule a one-on-one training session with the staff member
    • Provide a comprehensive guide on using the printer’s photocopying and scanning features
    • Demonstrate step-by-step processes during the training session
    • Prepare a quick reference sheet summarising key steps
    • Offer additional remote support if the staff member encounters further issues
    • Introduce them to the printer’s user manual and online resources
    • Encourage the staff member to ask questions and provide immediate feedback
    • Ensure they know how to contact IT support for future issues
    • Follow up after a few days to ensure they are comfortable with the new capabilities
    • Gather feedback on the training session and update resources accordingly
printer-setupstaff-trainingit-supportprinter-administratorit-departmentoffice-support-staff
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Strategies and tactics for improving HR Effectiveness

  • ⛳️ Strategy 1: Automate HR processes

    • Implement a comprehensive HR software
    • Digitise employee records and documents
    • Automate time-off requests and approvals
    • Streamline payroll processing with automated systems
    • Set up automated reminders for compliance deadlines
    • Create standardised templates for routine HR communications
    • Use applicant tracking systems for recruitment
    • Automate employee onboarding processes
    • Integrate performance management tools
    • Schedule regular training for HR staff on new technologies

  • ⛳️ Strategy 2: Enhance employee engagement

    • Conduct regular employee satisfaction surveys
    • Organise team-building activities and events
    • Implement a recognition and rewards programme
    • Offer flexible working arrangements
    • Establish clear career progression paths
    • Provide opportunities for skills development and training
    • Create a feedback loop for continuous improvement
    • Develop a wellness programme to support employee health
    • Encourage open and transparent communication
    • Appoint HR liaisons as points of contact for employee concerns

  • ⛳️ Strategy 3: Improve recruitment efficiency and effectiveness

    • Develop clear job descriptions and candidate profiles
    • Use data analytics to improve hiring decisions
    • Streamline the interview process with structured interviews
    • Partner with universities and professional organisations
    • Leverage social media for employer branding and recruitment
    • Implement an employee referral programme
    • Regularly review and update recruitment materials
    • Provide training for hiring managers
    • Utilise pre-employment assessments
    • Regularly review and refine recruitment processes
automationengagementhr-managerrecruitment-officerhr-departmentit-support
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Strategies and tactics for implementing single account just in time access

  • ⛳️ Strategy 1: Analyse current account management

    • Conduct an audit of current privilege accounts
    • Identify the roles and responsibilities associated with each privilege account
    • Evaluate the use and frequency of each privilege account's access
    • Determine the risks associated with current privilege access
    • Document findings and gaps in privilege account management
    • Engage with stakeholders to understand their access needs
    • Assess current tools and technologies used for access management
    • Benchmark against industry standards and best practices
    • Develop a detailed report of the analysis
    • Present the analysis to decision-makers for approval

  • ⛳️ Strategy 2: Design the just in time access system

    • Define the requirements for the just in time access system
    • Choose suitable technologies or vendors to implement the system
    • Develop a design blueprint detailing the system architecture
    • Establish policies and protocols for just in time access
    • Create user roles and access levels within the system
    • Design a workflow for access request and approval
    • Integrate audit logs and monitoring tools for security
    • Plan for failover and redundancy measures
    • Conduct a security assessment of the design
    • Obtain sign-off from stakeholders on the system design

  • ⛳️ Strategy 3: Implement and monitor the new system

    • Set up the technology infrastructure for the system
    • Migrate existing privilege accounts to the new system
    • Train users and administrators on the new access protocols
    • Test the just in time access system in a controlled environment
    • Roll out the system gradually to monitor performance
    • Create a feedback loop to gather user input and concerns
    • Continuously monitor system logs for unusual activities
    • Conduct regular audits to ensure compliance
    • Address any issues or bugs promptly
    • Regularly review security policies and update as necessary
account-managementjust-in-time-accesssystem-administratorsecurity-analystit-departmentsecurity-team
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Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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How to track your It Department strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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