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.
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.
20 statements that show which technology decisions have a clear owner and which fall between the cracks. Prefer it online? Take the self-check.
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.
How to build a technology plan your leadership team can actually use, review and keep current.
How to give cybersecurity a clear owner, a plan and a regular check that it's working, without a full-time hire.
A year-ahead planning checklist that ties your technology decisions to your business plan, with budget categories and a one-page roadmap.
42 questions to ask before you sign with any technology vendor, a side-by-side scoring sheet and the red flags to watch for.
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.
For small defense contractors: the documents, facts and people to pull together so you know where you stand.
What to have in place so a disruption becomes a bad day, not a business-ending week. Includes a critical process worksheet.
What a clear, prioritized cybersecurity assessment report looks like, shown for a fictional 60-person professional services firm.
A phase-by-phase checklist for planning a move to the cloud, from the first business case to the months after go-live.
What an infrastructure assessment report looks like, shown for a fictional 45-person manufacturer, with findings and a 12-month roadmap.
Eight everyday workflows where automation and AI pay off, what to have in place first, and a worksheet for picking your first one.
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.
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.
How to decide what your first version must do, what can wait, and how to brief a development partner.
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