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Information Systems Strategic Planning

Code: EIC0067     Acronym: PESI

Classification Keyword
OFICIAL Information Systems

Instance: 2014/2015 - 1S Ícone do Moodle

Active? Yes
Responsible unit: Department of Informatics Engineering
Course/CS Responsible: Master in Informatics and Computing Engineering

Cycles of Study/Courses

Acronym No. of Students Study Plan Curricular Years Credits UCN Credits ECTS Contact hours Total Time
MIEIC 13 Syllabus since 2009/2010 5 - 6 56 162

Teaching - Hours

Recitations: 3,00
Type Teacher Classes Hour
Recitations Totals 1 3,00
António Manuel Lucas Soares 1,50
Carlos Manuel Milheiro de Oliveira Pinto Soares 1,50
Mais informaçõesLast updated on 2014-10-11.

Fields changed: Components of Evaluation and Contact Hours, Fórmula de cálculo da classificação final

Teaching language

Suitable for English-speaking students


This course unit aims to endow students with theoretical and empirical knowledge about the strategic role of information systems in organisations and with the skills to strategically pan information systems in an organisation.

Learning outcomes and competences

Being approved in this course, the students will be able to plan information systems and technologies in an organisation according to a strategic perspective. In particular, students will be able to:

In terms of strategy and information systems 

- To identify the challenges placed by information systems and management solutions; 
- To show how information systems may support different strategies; 
- To state and assess strategic matters in the development of information systems; 
- To show how information systems help companies using synergies, key competence and strategies based on a network in order to reach competitive advantages; 
- To assess the challenges placed by strategic information systems associated to innovative management solutions; 
- To describe a historical perspective of IS on organisations using Nolan’s model; 
- To describe the critical factors of successes in IS and consequences of lack of IS/IT strategy; 
- To describe the strategic procedures of IS/IT using Earl’s model; 
- To describe and apply the model of strategic development cycle of IS; 
- To describe and apply the model to the strategic development of IS; 

In terms of strategic analysis for IS 

- To define business strategy, IS strategy, IT strategy, strategic alignment; 
- To distinguish IS planning and IS strategic planning; 
- To be able to assess the strategic impact of information systems on organisations; 
- Main approaches of strategic planning and its application on Strategic Planning for Information Systems; 
- Reasons of the gap between the theory and practice of Strategic Planning for Information Systems. 

In terms of strategies for information and knowledge management 

- To explain the concepts of information management, knowledge management, collaboration, information and knowledge sharing; 
- To identify the different types of information culture and describe its influence on the definition of information and knowledge strategies on organisations; 
- To explain the close connection between collaboration and information management on organisations; 
- To explain the emergence of collaborative networks of organisations as a business strategy supported by IS; 
- To analyse an organisational situation and specify a collaboration and information management strategy. 

Working method


Pre-requirements (prior knowledge) and co-requirements (common knowledge)

Approval to a course on Introduction to Information Systems.


M1: Introduction to strategic IS and strategic planning Information Systems (IS), Information Technology Systems (IT); Human Active System (HAS), Information Systems Planning (ISP), Strategic Information Systems Planning (SISP). Historical perspective of the evolution of IS; Stages of evolution of IT/IS (Nolan 1979). Different stages in the evolution of IS: Data Processing Era; Management Information Systems Era, Strategic Information Systems Era. Cycle of strategic development. Model for Strategic Planning of IS/IT. M2: Strategic Analysis of f IS/IT Cycle of Strategic Development. Business strategy: Techniques and tools of Strategic Analysis: SWOT analysis, External environment analysis, Macro environment analysis, Porter’s five forces (competitive forces), Critical success factors, Internal environment analysis, Resource analysis, Central skills and competences, Value chain, Strategic options, Business portfolio, Balanced scorecard. Business model: Concept of business model and typologies of business models. Information architecture: IS planning. Zachman and Ward frameworks. Business process, Business process modelling; BSP (Business Systems Planning) Conceptual modelling as a business and information systems planning tool. Information system: MacFarlan application portfolio. Investment assessment and establishment of priorities in the various application portfolios. M3: Strategies of information and knowledge management Information as an asset. Information culture. Implementation of enterprise systems of information and knowledge management. Management of information assets. Policies and implementation aspects. Management of knowledge resources. Methodologies, tools and techniques for information and knowledge management in organisations. Knowledge management as a technological process vs. social process. Tools to collect and share knowledge. Planning and analysis of requirement of information and knowledge management systems. Social networks. Actor network theory. Implementation of information management system: content management, collaborative writing, other collaborative technologies.

Mandatory literature

Ward, John; Strategic planning for information systems. ISBN: 0-471-96183-3
Anita Cassidy; A practical guide to information systems strategic planning, CRC Press, 2006
David Boddy, Albert Boonstra, Graham Kennedy; Managing information systems. ISBN: 978-0-273-71681-5

Complementary Bibliography

Claudio Ciborra; The Labyrinths of Information: Challenging the Wisdom of Systems, Oxford University Press, 2002
Luís Amaral, João Varajão; Planeamento de Sistemas de Informação, Lidel, Edições Técnicas, 2007

Teaching methods and learning activities

The classes are planned as debates around a ISSP theme. In each class there's one or more readings that the students must do. One of those readings, a scientific paper, is presented by a group of students and questioned by another one. Groups are responsible for making the discussion dynamic. 


Social sciences > Economics > Management studies > Technology management

Evaluation Type

Distributed evaluation without final exam

Assessment Components

Designation Weight (%)
Participação presencial 10,00
Trabalho escrito 90,00
Total: 100,00

Amount of time allocated to each course unit

Designation Time (hours)
Elaboração de projeto 70,00
Estudo autónomo 28,00
Frequência das aulas 42,00
Trabalho de investigação 22,00
Total: 162,00

Eligibility for exams

Minuimum grade of 40% in all assessment components.

Calculation formula of final grade

50% - EI - Essay (individual)
25% - FL - Reading sheets (individual)
25% - DA - Discussion of papers (group)

Special assessment (TE, DA, ...)

Working students have to carry out the three assignments.

Classification improvement

The individual essay (EI) is elegible for improvement in the current occurrence. The other components can not be improved.

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