The purpose of this step is to develop the integrated plan for the adjustments necessary to meet the needs identified in Identify and validate. Recommended adjustments could be within any or all of the architecture domains: strategy, business, data, applications, infrastructure, and security. The integrated plan defines what will be done, when it will be done, how much it will cost, how to measure success, and the significant risks to be considered. Additionally, the integrated plan includes a timeline highlighting what benefits will be achieved, when their completion can be expected, and how the benefits will be measured. It is during this step that analysis of current capabilities and environments results in recommended adjustments to meet the needs identified in Identify and validate. Also during this step, the formal design and planning of the target capabilities and environment is performed. In addition to the integrated plan, the full complement of architecture, capital planning, security, records, budget, human capital, and performance compliance documents is developed based on analysis. The end outcome is an integrated set of plans that can be considered and approved by leadership and governance.


Description

The clarification for the fields in the template is given in the Interaction template (Actant Dictionary).

Name Define and plan
Domain
Target Outcome At the end of this Step (which is also end of Organize and plan), leadership and stakeholders will possess an integrated set of plans and artefacts defining what will be done, when it will be done, what benefits will be achieved and when, and an estimate of cost. This set of plans should be synthesized into discrete decision-making packages for leadership and governance that are appropriate given financial, political, and organizational constraints.
Social actors and roles Depending on the level of scope at which it is performed
Trigger or preceding interaction Research and leverage
Interfaces and services Depending on the level of scope at which it is performed
Inputs and outputs Depending on the level of scope at which it is performed
Stores and tools Depending on the level of scope at which it is performed
Other characteristics
Part of Organize and plan
Parts These could be possible parts: Scenario planning, Programme management, Project management, …
Succeeding Interactions Invest and execute
Alternatives
Action Realm Monitoring & Evaluation
Risks risks
Further reading Common Approach to Federal Enterprise Architecture (FEA).

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Position of Define and plan among the interactions: