Running an IT shop is not easy... Planning is critical to your success!

5 day, role-specific training programs to help you systematically improve your IT department.

We cover 4 key disciplines:

  • CIO
  • Apps
  • Infrastructure
  • Security

Participants in each Playbook event will identify, discuss, and understand the key metrics, process improvement methodologies and ownership, business value sources, and stakeholder management frameworks required to run a top-notch IT shop.

You’ll spend the week developing a management playbook for your department. Bring it back to your shop to immediately apply everything you’ve learned. This training program provides value for your time by unlocking the power of collaborative learning from both industry experts and your peers.



Build a cohesive playbook by registering your entire IT leadership team. Contact us for group pricing.

Call 1-888-670-8889 for Group Rates

Why Attend?

  1. Immersive, Role-specific TrainingCovers four key IT disciplines: CIO, Applications, Infrastructure, and Security. Focuses on developing IT management practices to help you systematically improve your IT department.
  2. Collaborate & Learn From Your PeersCollaborate and leverage your team and other industry experts to complete all activities and outputs in your playbook.
  3. Connect With Industry ExpertsPlaybook gives you the exclusive opportunity to meet with our world-class research analysts, as well as industry experts.
  4. Develop Your NetworkNetworking via small group breakouts expand your learning during Playbook.
  5. Walk Away With a Plan to Execute onBuild a playbook that allows you and your team to successfully execute on your core process improvements and strategic direction.

Feedback From Recent Training Program Attendees

  • 90% would recommend the program to someone else
  • The program received a 9.5/10 on applicability of materials
  • The material received a 9.2/10 for insightfulness

"In the end we retain from our studies only that which we practically apply."


In this spirit, we design all of our training programs.

Session Breakdowns

CIO Playbook

IT Strategy

Derive business context, IT key initiatives & roadmap.

Innovation/ Digital Transformation

Create a plan to deliver on your most important digital initiatives.

Vendor Management

Prioritize and classify your vendors, standardize your processes for transitioning in new vendors, maintaining communications, and monitoring performance.

Performance Measurement

Develop meaningful service metrics to reinforce service orientation in your IT organization by ensuring your IT metrics generate value-driven resource behavior.

Cost Optimization

Take a value-based approach to cost optimization. Reduce IT spend while continuing to deliver the most important services. Involve the business in the cost-cutting process. Develop a plan for cost cutting that avoids unintended interruptions to the business.

Applications Playbook

Applications Strategy

Align your business with applications through your strategy to ensure increased business satisfaction and to deliver applications that enable the organization’s goals.

Quality Management

Develop a fully functional quality management program to promot innovation, agility, lower costs, and improved operations.

Data Management

Effective data management requires a cross-functional approach that engages both the business and IT. Effective data management is more than just a technical solution. It requires a change in culture from the business and investments in resourcing, technology, and process.

Requirements Gathering

Creating a unified set of standard operating procedures, centralize governance, and build a center of excellence to improve requirements gathering.

Application Portfolio Management

Define the roles, responsibilities, and assessment criteria for application rationalization and initiate an application portfolio roadmap that will showcase your rationalization decisions to key stakeholders.

Security Playbook

Security Strategy

Ensure alignment with business objectives, assess organizational risk and stakeholder expectations, enable a comprehensive current state assessment, and prioritize initiatives and building out a security roadmap.

Security Policies

Enhance your overall security posture with a defensible and prescriptive policy suite.

Data Classification

Understand where your data lives and who has access to it so that you can develop an appropriate data classification system by conducting interviews with data owners and by incorporating vendor solutions to make the process more manageable and end-user friendly.

Security Awareness & Training

Cyber attackers target your end users, who remain today’s weakest link in organizational security. Design and deliver an effective and up-to-date training program to properly prepare your end users to effectively defend your organization against security threats.

Risk Management

Develop a security risk management program to create a standardized methodology for assessing and managing the risk that information systems face.

Infrastructure Playbook

Infrastructure Roadmap

Follow the roadmap process to better interface with the business, becoming true strategic partners by aligning Infrastructure’s work with business value.

Disaster Recovery Planning

Create an effective, right- sized DRP: discover current capabilities, define business requirements, and close gaps to deliver service continuity.


Define your automation suite in terms of your business goals. Take stock of what you have now: RPA, AIOps, chatbots. Think about how to integrate and optimize what you have now, as well as roadmap your continual improvement.

Cloud Management

Evaluate workloads’ suitability for the cloud using Info-Tech’s methodology to select the optimal migration (or non- migration) path based on the value of cloud characteristics. Build a roadmap of initiatives for actions by workload and risk mitigation. Define a cloud vision to share with stakeholders.

Reduce the Chaos

The ability to respond and recover quickly from unplanned incidents is a critical path in becoming a strategic and trusted partner for the business.

Virtual, Facilitator Led Program

Register Now for the IT Management Playbook
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