The purpose of this paper is to describe an approach to information technology (IT) strategic planning for libraries and institutions of higher education.
The “why, what, and how” of IT strategic planning for libraries is explained, to show the efficacy and value of long‐term IT planning and budgeting. The organization, design, processes, templates, and methodologies of IT strategic planning practices that have been proven and constantly refined through projects with academic, public, and national libraries are described.
Principles described for IT strategic planning as a team‐based enterprise learning process apply as well to the design and conduct of major IT procurements, where the organization also seeks best value IT outcomes for the long term. The approach is scalable with respect to the human resources and time required (e.g. three months, six months); the design and steps of the process; the methodologies employed; and the number, design, format, components, and contents of internal working documents and the published report(s).
IT strategic planning educates the institution about choices and consequences, decides on technology priorities and investments, makes informed decisions with confidence, and delivers consensus‐based outcomes and stakeholders' buy‐in.
