Tackling the "Big Three" of IT management: Digital Transformation (Odoo), Automation (Omatic/Auto Ajar), and Hardened Security (Proofpoint/Intune).
However, your current list is a bit repetitive and reads more like a stream-of-consciousness log than a strategic plan.
To make this professional and "board-ready," we need to group these by functional pillars and show the lifecycle of each project.
Here is a refined version of your Annual Work Plan:
Annual IT Strategic Work Plan
1. Enterprise Resource Planning (ERP) & Core Infrastructure
Odoo ERP Implementation: Transition from RFQ approval to full-scale infrastructure revamp. This is the "backbone" project for the fiscal year.
Data Automation: Implement Omatic Cloud to automate data entry workflows, reducing manual overhead and increasing data integrity.
2. Digital Giving & Seasonal Readiness
Auto Ajar (Daily Giving): Full rollout and monitoring of daily donation forms (Transitioning from Testing to Live).
Ramadan Readiness: Deployment of optimized donation forms and procurement of additional POS hardware for peak volume.
Dhul Hijjah Readiness: Specialized campaign form setup and capacity testing.
Mass SMS (Twilio): Lifecycle management of SMS outreach for major campaigns (Ramadan & Dhul Hijjah).
3. Cybersecurity & Endpoint Management
Email Security (Proofpoint): Moving beyond technical implementation to the User Adoption Phase, focusing on security awareness training.
Endpoint Security (Microsoft Intune): Structured rollout of mobile device management (MDM) and device enrollment across the organization.
Vulnerability Management: Ongoing monitoring via eSentire for server-side threat detection and response.
A Few Quick Observations:
The "Odoo" Hurdle: Since the RFQ is still pending, your whole timeline depends on that approval. You might want to list "Odoo Module Prioritization" as a sub-task so people know what happens after the paper is signed.
The Human Element: You’ve correctly identified that Proofpoint is pending "user awareness." Don't underestimate this—security tools are only as good as the people using them. You might want to schedule a specific "Cybersecurity Awareness Month."
Redundancy: Your original list had many duplicates (e.g., Dhul Hijjah and Intune mentioned 3–5 times). In a formal plan, it’s better to list the project once with a status tag like [In Progress], [Testing], or [Live].
How do you feel about the timeline for the Intune rollout—do you have the hardware on hand, or is procurement part of the plan too?