Strategy and Planning Lead

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Position purpose - Planning and Strategy for Technology Quality partners with Technology Quality Management, Enterprise Strategy & Planning and Senior IT Leaders and is responsible for facilitating the development of Information Technology's long term (3-5 year) roadmap, annual operating planning, managing Technology Quality contractors (on/off boarding process) and conducting monthly IT business reviews. This role aligns the organization around priorities, sequencing of strategic initiatives, budgets, resource capacity and utilization, implementation of strategic resource plans, and financial management.

Primary Responsibilities

  • Leads the creation of the annual Technology Quality expense plan, which includes budgets and allocation of resource capacity.
  • Manages the creation and implementation of a strategic staffing strategy for Technology Quality, which includes the use of internal New York Life NYL positions, managed services providers, and external staff augmentation.
  • Aggregates Technology Quality and portfolio level performance dashboards monthly including financials, resource utilization, time reporting, delivery performance, and risk/ issue reporting.
  • Works with Head of Technology Quality and Senior Leadership Team to approve additions to staff
  • Works with Technology Quality Leads and Procurement to justify and procure external staff
  • Creates and manages Technology Quality employee location strategy
  • Collaborates with Finance and leadership teams to produce relevant and accurate financial reporting, including budgets, actual spend to date, and forecast
  • Helps create and manage the prioritization of Quality technology investments
  • Works with Business Relationship Managers, Architecture, and IT Finance to manage idea and demand pipeline and to create business case to qualify strategic opportunities
  • Works with Program and Project managers to track and report out on program and project performance and benefits realization across the strategic initiative portfolio.
  • Business case preparation and benefits realization tracking across the IT portfolio.
  • Works with the IT Business Relationship Managers, and their Portfolio Managers, to adopt standard portfolio management processes and time reporting
  • Responsible for optimizing resource capacity and utilization across Technology Quality


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