1. CIO Academy Journey to Influential IT Leadership CIO Academy Strategic Competencies for 21st Century CIO Success Workshop Materials

2. CIO Academy Journey to Influential IT Leadership IT Management Processes: What are the core operating processes that you – as a CIO – oversee? IT StrategyOperating PlanRun the Business Strategic Planning & Roadmap (New) Strategic Planning & Roadmap (Refresh) Goal setting and communications (Organization) Annual Operating Plan Portfolio Management Project Management Project Financials Asset Forecasting Capacity Management Risk Management Project Governance / Quality Gates Compliance Review Security Review Demand Management / Technology Refresh Continuous Process Improvement (points of integration with Business’ processes) Vendor Management Contract Management IT Budget Management Stakeholder EngagementCommunicationsOrganizational Planning Stakeholder communications Innovation / Brainstorming to address Stakeholder Needs IT Communications Customer Satisfaction (End User) IT Culture Development Talent Onboarding/ Off-boarding Talent Review & Retention/ Calibrations Performance Review Cycle Goal Setting (Individual) Goal Cascading (Individual) Learning & Development Knowledge Management (Projects) Knowledge Management (IT processes)

3. CIO Academy Journey to Influential IT Leadership Process Definition: What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today? Annual Operating Plan (AOP) Review business goals Engage business stakeholders Nemawashi / Socialize and Pre-sell Present joint Sales/ ROI to executives Assess tech needs and impact Prioritize (“Murder Board”) Sell/ Finalize with Senior Mgmt Influencing skills:

4. CIO Academy Journey to Influential IT Leadership Process Definition: What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today? Stakeholder Engagement Process (General Relationship and Expectation-management Process) Identify stakeholders Present project metrics in familiar (“business friendly”) terms Review Key Strategic Issues for continuity Review how initiatives improve competitive positioning ID how Tech could improve the operating model Gather key infoCreate presentation Conduct internal review Influencing skills: Meet with key stakeholders

5. CIO Academy Journey to Influential IT Leadership Process Definition: What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today? IT Strategic Planning Review firm strategy Communicate with your stakeholders Align IT’s activities with the strategy and firm’s needs Nemawashi / Continually socialize your plans with the business Engage the business unit(s) Analyze the external environment Identify common, strategic themes Influencing skills: Develop strategic objectives Develop strategic initiatives Prioritize and align IT and stakeholders Define projects 1 1 2 2 3 3 Budget Plning Dmnd Mgmt 1 1 2 2 3 3

6. CIO Academy Journey to Influential IT Leadership Process Definition: What are the key activities of your selected process, and where do you apply the Influencing skills we practiced today? Portfolio Management Process On-board project Prioritize with other projects Plan capacityDevelop calendar Monitor progressOff-board project Project Mgmt