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10 strategies and tactics for It Professional

What is It Professional 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 Professional 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 Professional 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 Professional strategy examples

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

Strategies and tactics for implementing Active Directory Management Strategy

  • ⛳️ Strategy 1: Optimise access control and governance

    • Assign ad ownership to IT security or infrastructure teams
    • Implement role-based access control using AD security groups
    • Eliminate direct assignment of permissions to user accounts
    • Enforce privileged access management using dedicated administrative accounts
    • Use just-in-time access provisioning tools like Microsoft PIM or Delinea
    • Audit all current AD accounts and permissions regularly
    • Migrate from direct assignments to RBAC-based controls
    • Monitor for unauthorized privileged access and lateral movements
    • Use security groups to improve governance and eliminate account sprawl
    • Regularly review privileged accounts and permissions

  • ⛳️ Strategy 2: Standardise organisational structure and policy management

    • Design a logical OU hierarchy based on geography, department, or function
    • Maintain and update the OU hierarchy regularly to match organisational changes
    • Use OUs for delegating administrative privileges through delegated permissions
    • Apply GPOs to specific OUs to minimise policy conflicts
    • Deploy baseline security GPOs based on CIS Benchmarks or Microsoft baselines
    • Utilise the Group Policy Central Store for consistent GPO deployment
    • Track changes to GPOs using auditing and change management
    • Conduct regular cleanup of legacy OUs and standardise structure
    • Establish change control protocols for GPOs
    • Review GPOs against baseline configurations frequently

  • ⛳️ Strategy 3: Enhance identity lifecycle management and security integration

    • Automate user provisioning and deprovisioning through HR system integrations
    • Disable user accounts immediately upon termination and archive as necessary
    • Maintain documented joiners-movers-leavers workflows
    • Regularly review active accounts against HR rosters
    • Use Azure AD Connect for synchronising on-prem AD with Microsoft Entra ID
    • Apply conditional access policies to cloud-only and synchronised accounts
    • Implement MFA and location/device-based access controls for enhanced security
    • Audit and harden Azure AD Connect server configuration
    • Deploy Microsoft Defender for Identity for anomaly detection
    • Conduct regular reviews and updates of identity lifecycle procedures
access-controlidentity-managementit-security-professionalsystems-administratorit-security-teaminfrastructure-team
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Strategies and tactics for mapping for high risk patients

  • ⛳️ Strategy 1: Analyse electronic health records

    • Integrate advanced data management software to access comprehensive health records
    • Develop algorithms to identify key health risk indicators
    • Train health staff to use data analysis tools effectively
    • Run periodic data extractions for new risk indicators
    • Implement alerts for early detection of high-risk patterns
    • Collaborate with IT specialists for system updates and maintenance
    • Secure patient data through stringent cybersecurity measures
    • Create a dashboard for visual data representation
    • Schedule regular meetings to review data insights
    • Refine the system based on feedback from users

  • ⛳️ Strategy 2: Establish care coordination teams

    • Hire specialised healthcare professionals to form dedicated teams
    • Conduct training sessions on risk management and patient communication
    • Assign patient cases to teams based on specific risk profiles
    • Set up a central communication platform for information sharing
    • Implement regular team meetings to discuss patient progress
    • Define clear roles and responsibilities within teams
    • Liaise with community services for additional patient support
    • Create protocols for emergency scenarios
    • Develop continuous education programs for team members
    • Utilise patient feedback to enhance care coordination practices

  • ⛳️ Strategy 3: Implement preventative health initiatives

    • Launch campaigns to raise awareness about the importance of early screening
    • Develop partnerships with local health organisations for joint initiatives
    • Offer free or subsidised health screenings for at-risk patients
    • Design educational workshops focusing on lifestyle changes
    • Provide personalised health advice through mobile health applications
    • Encourage regular follow-ups through automated reminder systems
    • Introduce motivational interviewing techniques in consultations
    • Reward patients for participation in preventative programmes
    • Monitor the effectiveness of initiatives through regular evaluations
    • Adjust strategies based on health outcome data and community feedback
data-analysispreventive-healthcareit-specialisthealthcare-professionalcare-coordination-teamit-support-team
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Strategies and tactics for upskilling professionals in new software applications

  • ⛳️ Strategy 1: Conduct comprehensive training workshops

    • Identify the software applications that are critical for the team's tasks
    • Hire or assign experienced trainers for each of the selected software applications
    • Develop a detailed training schedule and agenda for the workshops
    • Organise both introductory and advanced sessions to cater to different skill levels
    • Provide training materials and resources, such as manuals or online tutorials
    • Incorporate hands-on practice sessions into the workshops
    • Utilise web-based platforms for remote training sessions
    • Assess participants' understanding through quizzes or practical tasks
    • Gather feedback from attendees to improve future workshops
    • Schedule follow-up sessions for ongoing support and skill enhancement

  • ⛳️ Strategy 2: Implement a mentorship program

    • Identify and recruit experienced mentors within the organisation or externally
    • Pair each professional with a mentor who specialises in the relevant software applications
    • Define clear objectives for the mentorship relationship
    • Schedule regular check-ins between mentors and mentees
    • Encourage joint projects that require the use of the new software applications
    • Create a platform for mentees to share their progress and challenges
    • Utilise feedback to make continuous improvements to the mentorship program
    • Recognise and reward successful mentorship relationships
    • Encourage mentees to eventually become mentors to others

  • ⛳️ Strategy 3: Leverage online learning platforms

    • Research and select suitable online learning platforms that offer courses on the software applications
    • Purchase/subsidise access to these platforms for the professionals
    • Create a structured learning path or curriculum customised to each professional's needs
    • Include interactive modules, quizzes, and assessments to reinforce learning
    • Set realistic timelines for completion of courses or modules
    • Encourage group discussions and knowledge sharing after course completion
    • Track the progress of each professional's learning journey on the platform
    • Provide recognition or certifications upon successful course completion
    • Facilitate virtual study groups for additional support
    • Regularly review and update the learning resources to ensure they remain current and relevant
trainingmentorshiptrainermentorprofessional-development-teamit-training-team
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Strategies and tactics for developing a Strategic Framework for University Growth

  • ⛳️ Strategy 1: Enhance Campus Infrastructure and Facilities

    • Upgrade and decorate lecture rooms and seminar spaces
    • Expand and upgrade medical, engineering, and IT laboratories
    • Develop a new library expansion project
    • Establish a second medical laboratory
    • Install a robust IT structure with green and sustainable technology
    • Open a new campus branch in a strategic location
    • Replace and upgrade university's transport vehicles
    • Collaborate with public and private sectors for infrastructure investment
    • Implement eco-friendly practices in all campus operations
    • Develop and enforce strong health and safety guidelines

  • ⛳️ Strategy 2: Foster Academic Growth and Student Engagement

    • Revise and enhance the academic curriculum regularly
    • Introduce student empowerment and development programs
    • Integrate co-curricular activities to promote holistic learning
    • Provide mentoring and tutoring systems for student support
    • Expand transformational education experiences with global outreach
    • Implement a comprehensive enrolment management plan
    • Offer competitive scholarships and financial aid
    • Encourage community engagement through volunteering and projects
    • Foster an inclusive and collaborative educational environment
    • Implement quality recruitment processes for diverse and skilled faculty

  • ⛳️ Strategy 3: Strengthen Research and Resource Management

    • Prioritise socio-economic research in university's agenda
    • Create partnerships with local and international organisations
    • Develop a strategic financial plan for sustainable funding
    • Enhance the university's internal and external communication
    • Introduce a robust monitoring and assessment framework
    • Cultivate a culture of continuous improvement and innovation
    • Strengthen the support for research activities and infrastructure
    • Develop a resource utilisation policy for efficiency
    • Organise seminars and workshops to showcase research
    • Provide training for staff on resource management and efficiencies
infrastructure-improvementacademic-excellenceuniversity-administratorcurriculum-developerinfrastructure-developmentacademic-affairs
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Strategies and tactics for introducing Smart Technology for Seniors

  • ⛳️ Strategy 1: Assess needs and readiness

    • Conduct a survey to understand the technology needs and preferences of the residents
    • Evaluate the current technological infrastructure of the home
    • Organise focus groups with residents to discuss their concerns and expectations
    • Assess the digital literacy levels of the residents and staff
    • Identify potential barriers to technology adoption
    • Determine which smart technologies are most suitable for seniors in the home
    • Evaluate the budget for technology implementation
    • Consult with caregivers and staff for their insights on technology use
    • Identify any legal or privacy concerns regarding smart technology usage
    • Plan training programs to enhance residents' and staff's digital skills

  • ⛳️ Strategy 2: Implement technology solutions

    • Select smart technology solutions based on assessed needs and preferences
    • Develop a timeline for installation of the chosen smart technologies
    • Set up a secure network and ensure data privacy measures are in place
    • Install user-friendly interfaces and technology to suit the needs of seniors
    • Hire or consult with an IT professional to manage the implementation
    • Create a feedback system to collect resident and staff input post-installation
    • Plan regular maintenance and updates of technological systems
    • Integrate safety features like emergency alerts and health monitoring
    • Establish a tech support system for residents and staff
    • Coordinate with local service providers for internet and device support

  • ⛳️ Strategy 3: Evaluate and adapt

    • Monitor the usage of smart technology by residents
    • Evaluate the impact of technology on residents' quality of life
    • Conduct regular feedback sessions with residents and staff
    • Track technology-related incidents and troubleshoot as necessary
    • Analyse data gathered from smart technologies to enhance service delivery
    • Provide ongoing training sessions to address new updates or technologies
    • Adjust the technology solutions based on resident feedback and usage patterns
    • Report findings and improvements to stakeholders regularly
    • Plan future upgrades to technology influenced by evaluation outcomes
    • Develop a sustainability plan to ensure continued technology service
smart-technologydigital-literacyit-professionalcaregivertech-support-teamimplementation-team
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Strategies and tactics for developing the BFM Code

  • ⛳️ Strategy 1: Conduct a thorough literature review

    • Identify and compile a list of relevant global standards such as BSI 8536 and ISO 41001
    • Summarise the key elements of global standards that can be adapted for Ethiopia
    • Analyse the gaps between current local practices and global best practices
    • Engage local experts to assess the applicability of global standards in Ethiopia
    • Create a comparative analysis report of global versus local standards
    • Develop an understanding of Ethiopia's legal and regulatory framework in context with global practices
    • Identify success stories of standard adaptation in similar regions
    • Document specific areas of the building sector needing standards adaptation
    • Prepare a detailed literature review report
    • Present findings to the core team for strategy alignment

  • ⛳️ Strategy 2: Engage stakeholders effectively

    • Identify and list key stakeholders in the facility management and construction sectors
    • Design stakeholder surveys to capture insights and concerns about current practices
    • Organise interviews with construction professionals, facility managers, and regulators
    • Facilitate workshops to obtain in-depth input from building owners
    • Develop communication materials to explain the importance of stakeholder engagement
    • Create a feedback system to collect and organize stakeholder inputs
    • Regularly update stakeholders on the project's progress and outcomes from engagements
    • Encourage stakeholder representation in task forces or advisory boards
    • Analyse and document findings from stakeholder engagements
    • Incorporate stakeholder feedback into the code drafting process

  • ⛳️ Strategy 3: Conduct comprehensive data collection

    • Design data collection tools to gather quantitative data on facility management practices
    • Develop interview guides for qualitative data collection with industry experts
    • Gather data on existing building systems and their management efficiencies
    • Collect statistics on facility management trends and challenges in Ethiopia
    • Use surveys to capture data from a wide cross-section of the industry
    • Organise focus groups to collect detailed insights from practitioners on specific issues
    • Assess technological and infrastructural assets in current facility management
    • Document all collected data in a central repository for easy access
    • Analyse data to identify patterns and insights relevant to the BFM Code
    • Prepare a comprehensive report on data findings to inform the code drafting
standards-adaptationstakeholder-engagementconstruction-professionalsfacility-managersdata-collection-teamstakeholder-engagement-team
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Strategies and tactics for developing a strategic growth plan for FinSight Corp

  • ⛳️ Strategy 1: Set specific three-year strategic goals

    • Define key performance indicators for each division
    • Set annual targets aligned with long-term goals
    • Conduct quarterly reviews to measure progress
    • Identify resources required to meet goals
    • Establish accountability through stakeholder engagement
    • Incorporate market research into goal setting
    • Adjust goals based on yearly market conditions
    • Align goals with the mission and vision of the company
    • Foster interdepartmental collaboration to achieve targets
    • Develop a reporting system for goal tracking

  • ⛳️ Strategy 2: Implement a comprehensive marketing strategy

    • Identify target markets for each business division
    • Develop key messaging that resonates with target audiences
    • Utilise digital marketing channels such as social media
    • Leverage partnerships with relevant organizations
    • Create engaging content for visibility campaigns
    • Schedule webinars and education fairs
    • Utilise data analytics to refine marketing efforts
    • Establish a regular cadence for market research updates
    • Invest in branding to build a strong market presence
    • Monitor and evaluate campaign effectiveness regularly

  • ⛳️ Strategy 3: Design an operational plan for effective execution

    • Map out internal processes and role responsibilities
    • Identify resource requirements for operational efficiency
    • Create a management structure for effective oversight
    • Utilise technology for process automation and efficiency
    • Develop a training program for staff skill enhancement
    • Set up communication channels for seamless information flow
    • Define performance metrics for operational functions
    • Schedule regular operational audits for continuous improvement
    • Ensure compliance with international and local regulations
    • Engage in scenario planning to future-proof operations
strategic-goalsmarketing-strategymarketing-manageroperations-directormarketing-teamoperations-team
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Strategies and tactics for enhancing efficiency and transparency in property tax and valuation

  • ⛳️ Strategy 1: Conduct a comprehensive departmental review

    • Form a review committee within each department composed of experienced staff
    • Gather all relevant documents, processes, and past performance reports for assessment
    • Engage with stakeholders, including municipalities and tax professionals, to gather feedback
    • Identify inefficiencies in current processes that lead to delays or errors
    • Assess the current IT systems for functionality and effectiveness
    • Review current valuation methods for accuracy and consistency
    • Identify opportunities for harmonising valuation standards with international best practices
    • Analyze the impact of current tax policies on revenue generation and compliance
    • Compile a report summarising findings and recommendations
    • Present findings to departmental leadership for approval and further strategic planning

  • ⛳️ Strategy 2: Implement technology upgrades and digital transformation

    • Identify key areas where technology enhancement could improve efficiency
    • Secure funding and partnerships for technological upgrades
    • Develop or acquire a streamlined digital valuation and tax collection system
    • Implement electronic document management to reduce paperwork and improve access
    • Conduct training sessions for staff on new systems and technologies
    • Ensure systems are compliant with data privacy and security standards
    • Set up a digital portal for taxpayers to access their records and make payments
    • Establish a helpdesk to support staff and taxpayers with technology issues
    • Regularly review system performance and make necessary adjustments
    • Measure the impact of technological changes on department performance and taxpayer satisfaction

  • ⛳️ Strategy 3: Enhance stakeholder engagement and communication

    • Develop a communication strategy to regularly update stakeholders on changes and progress
    • Hold regular forums with municipalities to discuss challenges and solutions
    • Create educational materials for taxpayers to understand property taxes and valuations
    • Establish clear guidelines and support channels for dispute resolutions
    • Engage with media to communicate key messages and enhance public understanding
    • Use social media platforms to interact with the public and gather feedback
    • Set up a feedback mechanism to capture insights from taxpayers
    • Collaborate with educational institutions to provide training and workshops
    • Regularly review stakeholder feedback and incorporate relevant suggestions
    • Measure the effectiveness of communication strategies through surveys and performance indicators
property-taxtransparencytax-professionalsdepartmental-leadershipproperty-tax-departmentimmovable-property-valuation-department
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Strategies and tactics for developing a Strategic Plan for an International Investment Firm

  • ⛳️ Strategy 1: Define and Communicate Company Vision and Mission

    • Draft a clear and inspiring vision statement reflecting the long-term aspirations
    • Craft a concise and actionable mission statement outlining the firm's purpose and core operations
    • Identify and articulate three core values that will guide company culture and decision making
    • List and clearly define the services offered by the firm, including unique selling propositions
    • Develop visual and written content for company overview presentation slides
    • Incorporate feedback from stakeholders to refine vision, mission, and core values
    • Integrate vision and mission into company branding materials and communication
    • Conduct workshops to align team members with the firm's vision and mission
    • Implement a communication plan to share the company overview with potential clients
    • Use storytelling techniques in presentations to effectively convey company values

  • ⛳️ Strategy 2: Analyze Market and Competitive Landscape

    • Identify and segment target groups based on demographics and investment needs
    • Collect data on market size and investment trends in Tanzania and neighbouring regions
    • Conduct a competitive analysis to identify direct and indirect competitors
    • Create a strategy canvas to visually compare firm offerings with competitors
    • Identify key differentiators and value propositions distinguishing the firm from competitors
    • Develop a competitive positioning strategy with clear messaging for target clients
    • Research market trends and adapt services to align with emerging client needs
    • Engage with existing clients for feedback to identify unmet needs and opportunities
    • Create customer personas to better understand the behaviours and motivations of target groups
    • Include a fun fact about market potential or client demographics as an engaging introduction in presentations

  • ⛳️ Strategy 3: Develop a Strategic Action Plan and Financial Projections

    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for each SWOT component
    • Define key performance indicators (KPIs) for adoption, retention, and referral rates
    • Create a phased action plan with immediate, short-term, medium-term, and long-term actions
    • Estimate revenue scenarios based on different market penetration and growth assumptions
    • Project financial statements, including cash flow, income, and balance sheets for upcoming years
    • Align budget allocations with strategic initiatives and forecasted growth areas
    • Engage stakeholders for insights into financial planning and risk assessment
    • Regularly review and adjust action plan based on performance KPIs and market changes
    • Summarise the strategic plan in an executive summary for presentation to stakeholders
vision-statementcompetitive-analysisstrategic-plannerfinancial-analystmarketing-teamfinance-team
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Strategies and tactics for reframing Brand Promise with Depth and Precision

  • ⛳️ Strategy 1: Deconstruct and Redefine the Core Terms

    • Analyse 'passion' as expertise, craftsmanship, and dedication
    • Emphasise 'visionary thinking' within the concept of passion
    • Highlight artistic rigour and pursuit of excellence related to passion
    • Interpret 'care' as stewardship and meticulousness
    • Frame care as partnership and anticipation to convey reliability
    • Stress responsibility and trustworthiness inherent in care
    • Consider holistic management for client and stakeholder success
    • Connect passion with professional mastery and intentional creation
    • Link care to holistic execution and anxiety reduction
    • Ensure new definitions resonate both internally and externally

  • ⛳️ Strategy 2: Generate Refined Taglines

    • Craft taglines that capture expertise, precision, and reliability
    • Develop 'Where Vision Meets Precision' as a new brand promise
    • Propose 'Crafted with Expertise. Delivered with Precision' as a tagline
    • Suggest 'Designed with Intent. Executed with Stewardship' as another option
    • Ensure taglines convey sophistication and emotional intelligence
    • Align taglines with deep professional values for team empowerment
    • Test taglines internally with team to gauge resonance
    • Utilise feedback to refine taglines for external usage
    • Ensure taglines address client needs and reduce anxieties
    • Position taglines as a reflection of company’s core identity

  • ⛳️ Strategy 3: Develop Strategic Pillars

    • Establish 'Architects of Experience' focusing on innovative design
    • Create 'Guardians of the Journey' focusing on flawless logistics and transparent communication
    • Formulate 'Partners in Impact' aligning events with client business goals
    • Ensure each pillar optimally contributes to brand’s promise
    • Integrate visionary thinking and artistic rigour in 'Architects of Experience'
    • Emphasise risk mitigation and partner ecosystem management in 'Guardians of the Journey'
    • Highlight ROI measurement and building long-term relationships in 'Partners in Impact'
    • Document detailed execution plans for each strategic pillar
    • Align team roles with strategic pillars to maximise empowerment
    • Communicate strategic pillars clearly to clients to assure them
precisionreliabilitybrand-strategistproject-managermarketing-teamoperations-team
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How to track your It Professional strategies and tactics

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

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

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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