Annual IT Planning Tool
Your 2027 IT plan starts here
Your business goals deserve a technology plan. Answer 19 questions, see where you stand in six areas, and get a report you can take into your annual planning meeting.
About 3 minutes. No sign-up needed to see your summary.
What we'll cover
- 01
Growth, staff & locations
Headcount, remote work, and locations, and whether your systems can keep up.
- 02
Equipment & renewals
What needs replacing and what renews in 2027.
- 03
Security & compliance
Access controls, training, and client, insurance, or regulatory requirements.
- 04
Backup & recovery
What's backed up, whether recovery is tested, and how long you could run during an outage.
- 05
Microsoft 365 & AI safeguards
Whether your licenses earn their cost, and guidelines for safe AI use.
- 06
Budget & next steps
Planned versus reactive spending, and who owns each decision.
Got our 2027 IT Planning Checklist in the mail? This is the online version, and it writes up your answers for you.