Modeling: Objectives and Transformation Items (Projects)

📘

Important Information

This page is a modeling guideline for Meta Model v3. For updated guidelines for Meta Model v4 see Meta Model v4.

Objective Fact Sheets allow for high-level definition and progress tracking of transformation initiatives and can be linked to Business Capabilities. Define Objectives to improve the business:

• Allows high-level progress tracking
• Identifies critical business capabilities
• Enables org. wide transparency

Transformation Item or Projects Fact Sheets, on the other hand, are used to plot detailed actions for achieving an Objective and as a way to model changes upon every other Fact Sheet in the wider LeanIX Meta-Model. Create detailed plans to achieve Objectives:

• Define a high-level transformation for those plans and project changes
• Out-of-the-box Transformation Items consist of three hierarchies: Plan, Building Block, Epic and Project

Objectives

Define your objectives and link them to your business capabilities for a holistic view.
Define Objectives to improve the business:

1. Allows high-level progress tracking
2. Identifies critical business capabilities
3. Enables organization-wide transparency

Projects

Create Projects to achieve Objectives

1. Captures the project portfolio
2. Visualises affected elements of the IT landscape
3. Defines transformations within the projects
4. Specifies the detailed impacts on the IT landscape

Business Transformation Management (BTM) Logic

LeanIX offers a best practice structure to quickly kick-start transformation initiatives:

Example: Cloud migration with BTM

To achieve this, the EA will work with respective Business Leaders to:

1. Map affected Business Capabilities to the Objectives.
2. Define plans to achieve Objective.
3. Model impacts on affected Applications.
4. Visualize plan based on multiple dimensions (e.g. time, cost, context).
5. Decide, execute plan and track progress of Objective.