IT Planning Toolkit for SMBs

This toolkit will help you start building a practical IT roadmap for your small or medium-sized business. Use these prompts and planning points during your end-of-year business reviews or budgeting sessions.

1. Assess Your Current IT Environment

• What hardware or software is nearing end of life?
• Are there known gaps in security, backup, or remote access?
• How well is your team supported by existing tools?

2. Identify Priorities for the Next 12–18 Months

• Growth: Are you hiring, expanding, or launching new services?
• Support: Do you have an internal or external IT partner?
• Risk: What systems are critical for daily operations?

3. Budgeting and Timing

• What funding is available for IT investment?
• Are there seasonal factors (e.g., tax, busy periods)?
• Can you stagger upgrades over phases?

4. Outline a Simple IT Roadmap

• Use a spreadsheet or whiteboard format
• Break items into quarterly action steps
• Assign owners and review dates

This toolkit is a conversation starter—not a rigid template. Use it to involve other leaders in your business when setting IT direction.