IT Strategy & Planning
For organizations that have outgrown their IT setup — or need a credible plan before a major decision. You get a prioritized roadmap you can act on, not a consulting report.
Start a conversationWho this is for
IT strategy engagements work best for businesses at a specific inflection point — where the status quo isn't going to hold.
Nobody is translating technology into business terms for the people who control the budget. You're approving quotes you don't fully understand and hoping for the best.
The vendors, infrastructure, and processes that worked at 15 people are starting to break at 40. There's no plan for what comes next.
New office, acquisition, platform change, or a major capital expense. You need a technology plan before the spend — not after something goes wrong.
Due diligence, security posture, infrastructure maturity — someone needs to put this on paper in a way leadership and investors can evaluate.
How this compares
It's worth being clear about what this engagement is and what it isn't, because there's a natural next step.
A defined project with a clear end. You get a current-state audit, a prioritized technology roadmap, and budget estimates. The engagement closes when the deliverable is done — typically 4–6 weeks from kickoff.
If you want someone to execute the roadmap, hold vendors accountable, and keep IT aligned with the business on an ongoing basis — that's the Fractional IT Director retainer. Many clients do the strategy engagement first, then move to the retainer.
Deliverables
Everything is documented and presented in a format you can act on — and hand to leadership without translation.
The process
A typical strategy engagement runs 4–6 weeks. Faster if your environment is well-documented; longer if the situation is complex.
Interviews with key stakeholders — leadership, operations, whoever manages IT day-to-day. I need to understand where the business is going, not just where IT currently sits. This shapes everything else.
Assessment of your current environment: vendors, contracts, licensing, infrastructure, security posture, and IT operating model. Most clients uncover at least one immediate win during this phase.
Prioritized initiatives with timelines, budget ranges, risk ratings, and recommended vendors or approaches. The goal is a plan you can actually defend and fund — not a wish list.
A board or leadership-ready deck and a working session to walk through findings, answer questions, and align on next steps. You leave with a clear picture of where to spend and in what order.
Ready to get a clear picture?
Tell me about your business, your IT situation, and what decision you're trying to make. I'll tell you what the engagement looks like and what it'll cost.
Start a conversation