Free resources
Practical guides, checklists and sample reports for owners and leaders of small and mid-sized businesses. Use them on your own, or bring them to a free IT Strategy Session.
5-minute self-check
Answer 20 quick statements and see which technology decisions have a clear owner and which fall between the cracks. No email needed to see your score.
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Guide · Strategy & leadership
How to find a technology partner who owns the plan, works well with the providers you already have, and keeps technology tied to your business goals.
18-page PDF · short form
Worksheet · Strategy & leadership
20 statements that show which technology decisions have a clear owner and which fall between the cracks. Prefer it online? Take the self-check.
5-page PDF · instant download
Guide · Strategy & leadership
What a Fractional CIO and a Fractional CISO actually do, how to tell which one you need, and how to get value from the first 90 days.
7-page PDF · short form
Guide · Strategy & leadership
How to build a technology plan your leadership team can actually use, review and keep current.
7-page PDF · short form
Guide · Security & compliance
How to give cybersecurity a clear owner, a plan and a regular check that it’s working, without a full-time hire.
7-page PDF · short form
Checklist · Strategy & leadership
A year-ahead planning checklist that ties your technology decisions to your business plan, with budget categories and a one-page roadmap.
7-page PDF · instant download
Checklist · Strategy & leadership
42 questions to ask before you sign with any technology vendor, a side-by-side scoring sheet and the red flags to watch for.
5-page PDF · instant download
Checklist · Strategy & leadership
What to line up before you open a new location, take on an acquisition or hire fast, from circuit lead times to the first 30 days.
6-page PDF · instant download
Guide · Security & compliance
What still applies to your contracts, how your SPRS score works, and how to get to an affirmation you can sign with confidence.
7-page PDF · short form
Checklist · Security & compliance
For small defense contractors: the documents, facts and people to pull together so you know where you stand.
7-page PDF · instant download
Checklist · Security & compliance
What to have in place so a disruption becomes a bad day, not a business-ending week. Includes a critical process worksheet.
7-page PDF · instant download
Sample report · Security & compliance
What a clear, prioritized cybersecurity assessment report looks like, shown for a fictional 60-person professional services firm.
8-page PDF · short form
Checklist · Cloud & infrastructure
A phase-by-phase checklist for planning a move to the cloud, from the first business case to the months after go-live.
6-page PDF · instant download
Sample report · Cloud & infrastructure
What an infrastructure assessment report looks like, shown for a fictional 45-person manufacturer, with findings and a 12-month roadmap.
8-page PDF · short form
Guide · AI & automation
Eight everyday workflows where automation and AI pay off, what to have in place first, and a worksheet for picking your first one.
8-page PDF · short form
Guide · AI & automation
Where AI fits in a small or mid-sized business, a starter acceptable-use policy outline, a 90-day rollout plan and how to measure value.
8-page PDF · short form
Checklist · AI & automation
What to decide and check when you set up or clean up monday.com, so your team actually uses it and the data stays useful.
6-page PDF · instant download
Guide · Software
How to decide what your first version must do, what can wait, and how to brief a development partner.
9-page PDF · short form
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Not sure which one you need? Tell us what you’re working on and we’ll point you to the right starting place. Every engagement starts with a conversation about your goals and your current technology.
