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5 Essential Tips for Crafting a Federal OCIO Strategic Plan

The role of the federal Chief Information Officer (CIO) has evolved significantly over time, transforming from a primarily technical position focused on IT infrastructure management to a strategic leadership role responsible for driving digital transformation and innovation within the government. Initially, federal CIOs mainly concentrated on maintaining operational IT systems and ensuring cybersecurity. However, as technology became increasingly integral to government operations, their responsibilities expanded to include developing and executing overarching IT strategies, optimizing data utilization, fostering interagency collaboration, and promoting citizen-centric services through emerging technologies. This evolution reflects the broader recognition of technology’s pivotal role in modern governance, pushing federal CIOs to become change agents who align IT with organizational goals, enhance efficiency, and enhance public service delivery.

Today, the role of the federal CIO and the work of the Office of the CIO (OCIO) are more crucial than ever. As the driving force behind technology and information management within government agencies, crafting a robust OCIO strategic plan is essential for effective governance, streamlined operations, enhanced citizen services, and most importantly, aligning the team to deliver. In this post, I will explore five indispensable tips to help federal OCIOs develop a strategic plan that aligns with agency goals, fearlessly drives innovation, guides and enables the OCIO team, and ensures efficient use of resources.

Align Plan and Team With Agency Goals and Mission

A successful OCIO strategic plan starts by aligning closely with the agency’s broader mission, goals, and priorities. Understanding the specific needs, challenges, and opportunities of your agency will help you tailor your plan to address these unique aspects. By incorporating agency objectives into the OCIO plan, you ensure that the OCIO team understands the “why” in what we do and that the resulting technology initiatives directly contribute to the agency’s overall success.

Enable a Service-Forward Approach With Stakeholder Engagement

Stakeholder engagement is a cornerstone of effective strategic planning and well-orchestrated service delivery. Collaborate with agency leaders, department heads, IT professionals, and especially end-users. Their insights, concerns, and perspectives will offer valuable input, ensuring that the OCIO plan is comprehensive and well-rounded, with a strong service-forward approach to OCIO customers. Regular feedback loops and workshops, both out-bound for stakeholders and in-bound for team members, can foster a sense of ownership among both constituencies, while increasing the plan’s (and the team’s) chances of success.

Prioritize Cybersecurity and Data Governance

In an era of increasing cyber threats and data breaches, cybersecurity must be at the forefront of your OCIO strategic plan. Develop a robust cybersecurity framework that encompasses preventive measures, incident response protocols, and continuous monitoring. Additionally, a comprehensive data governance strategy is essential for data integrity, accessibility, and compliance. This includes data classification, privacy protection, and adherence to regulatory requirements and standards.

Foster Innovation and Modernization Fearlessly

Start by being bold. A good forward-looking OCIO strategic plan should emphasize technology innovation and modernization. Leverage emerging technologies like artificial intelligence, cloud computing, and data analytics to improve efficiency, enhance decision-making, and elevate citizen experiences. Don’t be shy about engaging your peers — there is no sense in reinventing the wheel with tight timeframes. Consider an agile approach to technology adoption, modernization, and team leadership. Together, this will help to get legacy systems upgraded or replaced with scalability and agility.

Establish Measurable Metrics and Milestones

Setting clear, measurable metrics and milestones is critical for tracking progress and evaluating the success of your plan. Define key performance indicators (KPIs) that reflect the plan’s objectives, such as customer satisfaction, system uptime, issue and request response times, and cost savings. Again, look to your peers to find the measures and related techniques that make the most sense. Regularly assess these metrics with the team, including incorporation of simple-to-use online surveying tools to make informed adjustments, optimize resource allocation, and demonstrate the plan’s impact to agency leadership, team members, and stakeholders.

Crafting a strategic plan is a dynamic and collaborative process that requires careful consideration, stakeholder engagement, team alignment, and a commitment to innovation. By aligning with agency goals, prioritizing cybersecurity and data governance, fostering innovation, establishing measurable metrics, and truly engaging the team, you can develop a plan that not only drives technology advancements but also contributes to the overall success of your agency’s mission. In a rapidly evolving digital landscape, a well-crafted OCIO plan is a blueprint for excellence and a testament to your agency’s dedication to finding the best ways to deliver on the mission.


Todd Hager is Vice President of Strategic Advisory for Macro Solutions, providing leadership in strategy, innovation, modernization, and team enablement. His work has been instrumental within HHS starting with the COVID response, working closely with the HHS, ACF, and ARPA-H CIOs to plan for and modernize the infrastructure and teams, while helping to develop agile, “service-forward” orientations within and between teams.

Todd is the Industry Chair for the ACT-IAC Emerging Technology Community of Interest (COI) and is a 2021 Federal 100 Award winner. He is a certified PMP, a Certified Scrum Master (CSM), ITIL v3 certified and CMMI v2 certified.

Photo by Diva Plavalaguna on pexels.com

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