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The Annual vCIO Process

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vCIO Process

Strategic Alignment Session

  • Duration: 60 to 90 minutes
  • Format: Over Teams or in person
  • Participants: Client’s executive team
  • Facilitated By: vCIO using Cheat Sheet
  • Focus: 95% listening
  • Objective: Ask questions to understand your client’s business goals, challenges, and how they leverage technology.

Download Strategic Alignment Cheatsheet

Comprehensive IT Audit

  • Duration: 1 to 2 hours
  • Format: Conducted remotely or onsite
  • Performed By: A technical resource or vCIO
  • Focus: Review IT infrastructure, cybersecurity, and compliance with standards
  • Objective: Identify gaps, assess alignment with best practices, and establish a baseline for improvement.

Roadmap & Budget

  • Duration: 2 to 4 hours (varies based on complexity)
  • Format: Remotely 
  • Performed By: vCIO (input from technical team if needed)
  • Focus: Create a 3-year IT roadmap and budget aligned with the client’s business objectives
  • Objective: Prioritize initiatives, establish timelines, and provide budget for decision-making.

Interactive PropelLive Session

  • Duration: 60 to 90 minutes
  • Format: Over Teams or in person
  • Participants: Client’s executive team
  • Facilitated By: vCIO using PropelLive
  • Focus: Collaboratively refine the IT roadmap and budget
  • Objective: Engage the client in decision-making, demonstrate the impact of initiatives in real time, and build excitement around the plan.

Follow-Ups & QBRs

  • Duration: 30 to 60 minutes
  • Format: Over Teams or in person
  • Facilitated By: The vCIO
  • Focus: Review progress on the roadmap, address any challenges, and adjust plans as needed.
  • Objective: Ensure initiatives are on track, align with business goals, and reinforce trust and accountability.

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