By Foued MANAA - A visionary leader in the digital transformation space (DX), co-founded iTransform365.
Strategic planning is a complex process that requires the alignment of organizational goals, resources, and execution across multiple frameworks like BSC, OKRs, SAFe, Lean Budgeting, Hoshin Kanri, SWOT, PESTEL, and ADKAR, among others. These frameworks help define, track, and translate strategic objectives into actionable steps across an organization. However, the multi-disciplinary nature of these frameworks can make execution challenging without the right support.
AI tools like AIZoPlan and AIZoCopilot play a crucial role in navigating this complexity.
AIZoPlan offers a comprehensive tool for implementing each step of the strategic and agile planning process, while AIZoCopilot provides real-time assistance, guidance, and optimization through AI-driven insights, automating key processes and identifying risks. Together, they streamline strategic planning by making it more efficient and actionable.
AIZoPlan© Strategy Pyramid ( AIZoPlan and AIZoCopilot are an iTransform365© Products)
The connection between strategic planning and agile planning is critical to broader
digital transformation, which encompasses not only business transformation but also agile, technology, data & AI, and talent transformations (MicKinsey Rewired). Digital transformation unites these facets, allowing organizations to innovate, adapt, and thrive in a fast-paced, technology-driven environment by ensuring that both high-level strategies and agile execution are fully integrated.
David Rogers’ DX Roadmap and IMD’s Digital Transformation approach offer structured yet distinct paths to guide organizations through digital transformation. Rogers’ model focuses on defining a shared vision (Step 1), selecting critical problems (Step 2), validating ventures (Step 3), managing scalable growth (Step 4), and fostering tech talent and culture (Step 5). His approach underscores the need for alignment, strategic problem-solving, and a focus on long-term growth.
IMD’s approach begins by assessing digital maturity (Step 1) to establish a baseline, then moves to developing a clear strategy (Step 2), building a digital workforce (Step 3), and investing in appropriate technologies (Step 4). The model also emphasizes fostering a culture of innovation (Step 5), managing change effectively (Step 6), ensuring governance and security (Step 7), and tracking progress (Step 8).
iTransform365 builds upon these frameworks by offering a more developed, structured approach, with clear frameworks, best practices, and tools for each step. It introduces AIZoPlan as the implementation tool that supports organizations in executing each phase of the digital transformation, and AIZoCopilot, an AI co-pilot providing guidance, recommendations, and real-time assistance throughout the process. This makes digital transformation more affordable and accessible for enterprises of all sizes by integrating advanced AI to simplify complexity and ensure smooth, data-driven decision-making at every stage.
iTransform365© multi-size enterprises DX approach
In the table below, we provide a broader view of the steps and frameworks to adopt in order to take full ownership of your digital transformation (DX) journey through a connected Strategic Planning and Agile Planning activities. These steps aim to make DX more accessible and actionable by aligning business goals with the right methodologies, tools, and frameworks. By adopting these frameworks, organizations can streamline decision-making, manage resources more efficiently, and accelerate innovation across all functions. The integration of AI-driven tools such as AIZoPlan and AIZoCopilot further simplifies this journey, enabling real-time insights, automation, and agile responses to emerging challenges.
iTransform365© Connected Strategy Planning and Agile Planning Steps for a DX Journey
OKR (Objectives and Key Results): A goal-setting framework that aligns strategic objectives with measurable key results to drive organizational performance. It emphasizes focus, alignment, and accountability. OKR Guide by Google
Balanced Scorecard: A strategy performance management tool that helps organizations track and manage strategy execution by balancing financial and non-financial performance measures. Balanced Scorecard Overview by BSC Institute
SAFe (Scaled Agile Framework): A framework that enables large organizations to scale Agile across multiple teams. It fosters alignment, collaboration, and delivery across Agile teams. SAFe Official Website
Lean Portfolio Management (LPM): A method used to align portfolio initiatives with business strategy, enabling dynamic funding and investment allocation. It ensures that resources are allocated to the most impactful projects. LPM in SAFe
Lean Budgeting: A financial management practice designed to support Agile development. It replaces traditional project-based funding with continuous funding aligned with the organization’s strategic priorities. Lean Budgeting Overview
Portfolio Kanban: A visual system that allows organizations to manage and track the flow of work at a portfolio level. It helps in prioritizing initiatives, limiting work in progress, and improving workflow. Portfolio Kanban in SAFe
ROAM (Resolve, Own, Accept, Mitigate): An Agile risk management framework that promotes open discussions about risks and helps teams address risks collaboratively by either resolving, owning, accepting, or mitigating them. ROAM Overview
ADKAR (Awareness, Desire, Knowledge, Ability, Reinforcement): A change management framework that helps guide individuals through organizational change. It provides a structured approach to managing change effectively. ADKAR Change Model by Prosci
Hoshin Kanri: A strategic planning method that aligns an organization’s functions and activities with its strategic objectives through structured goal-setting and performance tracking. Hoshin Kanri Overview
Digital Maturity Assessment: A framework that evaluates an organization’s readiness and capabilities for digital transformation, assessing technology, processes, and skills across the organization.
David Rogers Columbia Business School: The Digital Transformation Roadmap
McKinsey & Company: Rewired: The McKinsey Guide to Outcompeting in a Digital Age
