Sample Planning Worksheets |
The chapter "Defining Client Administration and Configuration Standards"in this book describes the key planning steps that you need to complete to meet and manage the needs of your organization's users. To do this, begin by understanding your users' unique requirements and the problems your client support teams must address to meet user needs.
Table A.23 helps you identify the computing requirements of the various types of users within your organization. Use it to group users according to the type of work they do (roaming, stationary professional, task-based, and so on) and where they fit in the organization (location and workgroup) to develop common standards for applications, configurations, and autonomy. For a sample table like the one that follows and for information that can help you complete a table such as this, see "Defining Client Administration and Configuration Standards" in this book.
Table A.23 Identify Your Users' Computing Requirements
Job Title 1 | Job Title 2 | Job Title 3 | |
---|---|---|---|
Category | |||
Workgroup | |||
Location | |||
Application requirements | |||
Operating system requirements | |||
Computer hardware requirements | |||
Support requirements | |||
Autonomy allowed or required |
Table A.24 helps you define your primary client support issues and assign someone to resolve them. Later in the planning process, you can use this table to track progress toward resolving these client support issues.
Table A.24 Define Client Support Issues
Support Issue or Problem | Severity/Frequency | Owner | Solution |
---|---|---|---|
If you want to reassign client support tasks, use Table A.25 to define where in your organization these tasks are currently performed and where you want them to be performed.
Table A.25 Assign Client Management and Support Tasks
Client Support Task | Current Owner | Proposed Owner |
---|---|---|