Summary

Throughout this chapter, we’ve tried to outline the key elements that you will need to account for in any subsequent design work that you perform. Our philosophy is that once you understand why something is important, the specific steps to accomplishing it become intuitive and self-evident. Additionally, since there are any number of permutations in how an organization might be organized and structured, laying it out in this way allows you to adopt methods that will work best in your environment. However, we have attempted to provide a recipe that will work in most situations while assuming you understand why each step matters and why it is important.

In this chapter, we’ve looked at the key dimensions that will inform your planning context: goals, existing organizational structures, and risk management/compliance. These are items that, though not all that you will need data-wise to begin planning, nevertheless inform and direct how your design will proceed...