Free guide

The SMB Technology Planning Guide

How to build a technology plan your leadership team can actually use, review and stick to.

Cover of The SMB Technology Planning Guide

What's inside

  • Why technology plans fail
  • The five questions a plan answers
  • Taking inventory: people, systems, vendors, data and risks
  • Setting priorities by business impact
  • A 12-month roadmap, quarter by quarter
  • Budgeting for the plan
  • Who owns the plan, and how to review it each quarter
  • A one-page plan template and a quick self-check

A 7-page PDF for owners and leaders of small and mid-sized businesses.

From Balancelogic, a managed technology provider in Waldorf, Maryland. We own the technology function for SMBs.
Related: Fractional CIO Services · SMB IT Planning Checklist · All resources

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