This strategic planning tool is designed to help SMEs map their technology objectives in alignment with business goals. Use it as a living document reviewed quarterly or bi-annually.
| Section | Description | Example |
|---|---|---|
| Business Goals | Top 3 goals for the next 12–24 months | Expand to new region, automate billing, improve onboarding |
| IT Objectives | How IT supports the business goals | Cloud file sharing, ERP upgrade, staff training |
| Projects | Planned technology initiatives | Deploy Teams Voice, replace file server, trial CRM |
| Timeline | Key milestones and delivery windows | Q3 pilot, Q4 rollout |
| Budget | Estimated investment, opex vs capex | $25k capex, $1.2k/month SaaS |
| Owners | Who’s responsible for each element | IT Manager, Operations, External Partner |