Sample Deliverable | Fractional CIO
The Strategic Technology Roadmap
An anonymized sample of a real client deliverable. A technology plan that starts with your business goals, chooses the initiatives that serve them, and sequences every one across the year, so leadership can see exactly what the spend is buying.
How We Build It
Goals first, then the plan to reach them
A roadmap is only useful if leadership can trust that every line on it serves the business. So we build in one direction: from the goals outward.
We start with your goals, not a shopping list
Through discovery, an IT audit, and strategic conversations with your leadership, we establish where your firm stands today and where you want it to go. The goals come from the business: scale the way your teams collaborate, meet the security posture larger clients now expect, spend in a way the partners can defend.
We choose the initiatives that serve those goals
Every initiative on the roadmap earns its place by moving a specific goal forward. Nothing is on the list for its own sake, and each one is tagged with the goals it advances, so the line from work to outcome is always visible.
We sequence them into a roadmap
Initiatives are laid out across business quarters by priority and dependency, foundation first, so value compounds instead of stalling. You can see at a glance what is planned, what is proposed, and what is already underway.
Every dollar traces back to a business outcome
The finished roadmap is a plan where each initiative traces to a goal, and each goal traces to an outcome the partners care about. That is what makes the spend defensible, and the plan something leadership actually owns.
A Sample Roadmap
What you actually receive
This is the real format of a Resolved strategic technology roadmap. It opens with the firm's goals and how many initiatives serve each, then lays the initiatives out quarter by quarter, every one tagged with the goals it advances.
Anonymized sample. Client is fictional, figures illustrative.
In brief: the sample roadmap sequences a year of technology initiatives for a 50-person architecture firm, quarter by quarter, each tagged to the business goals it serves with status, priority, and estimated one-time cost.
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Roadmap Overview
Meridian Architecture Ltd. 50-person firm · Q1, 2026 - Q4, 2026
Client Goals
| Goal | Initiatives | Completed |
|---|---|---|
| Scale BIM and model collaboration for a growing, two-studio team The firm has outgrown its current worksharing setup. Central models are slow to open across the two studios, and large coordination models strain the network and storage. This goal makes model access fast and reliable so project teams stop waiting on the technology. | 8 | 0/8 |
| Meet the security posture larger clients now require Institutional, healthcare, and public-sector pursuits increasingly ask for documented security controls, enforced multi-factor authentication, and evidence of a managed IT program. This goal closes the gap so security stops costing the firm work it should win. | 10 | 0/10 |
| Put a governed foundation under AI adoption The firm is already using AI for drafting, specifications, and finding past-project knowledge, but without policy or guardrails. This goal establishes governed data and clear ground rules, so the firm captures the upside without exposing client work. | 5 | 0/5 |
| Make IT spend predictable and defensible to the partners Move from reactive, one-off purchases to a planned budget the partners can forecast, with the cost of ownership separated from discretionary improvement, so every dollar is traceable to an outcome. | 7 | 0/7 |
| Eliminate single points of failure as the firm scales At fifty people an outage is expensive. This goal builds redundancy and tested recovery into the systems the whole firm depends on, from the file server to the internet connection. | 6 | 0/6 |
| Give the server and storage footprint a clean multi-year direction Decide what moves to cloud, what stays on-premises, and how a growing archive of project data is stored, protected, and retrieved over the next five years. | 4 | 0/4 |
Goals:
Goals:
Goals:
Goals:
Monthly Recurring Cost: $650/mo
Goals:
Monthly Recurring Cost: $180/mo
Goals:
One-Time (est.): $34,000
Goals:
One-Time Cost: $96,000
Goals:
One-Time Cost: $58,000
Goals:
One-Time (est.): $26,000
Goals:
One-Time (est.): $12,000
Goals:
One-Time (est.): $18,000
Goals:
One-Time (est.): $24,000
Goals:
One-Time Cost: $6,500
Goals:
Goals:
Goals:
Monthly Recurring Cost: $420/mo
Goals:
One-Time (est.): $40,000
Goals:
Monthly Recurring Cost: $260/mo
Two halves of one plan
A roadmap needs a budget behind it.
The roadmap says what to do and when. The technology budget puts real numbers behind it, so every move is funded and defensible to leadership. Both are among the four deliverables of a Strategic Technology Assessment, kept current quarter to quarter under Fractional CIO. We build the two together.
Next Step
Put a two-year plan behind your IT spend
Most firms buy technology one urgent decision at a time, with no plan behind the spend. A Strategic Technology Assessment fixes that: where your firm is today, where you want to go, and a two-year roadmap and IT budget to get there, quarter by quarter.
No obligation, and you do not have to switch providers to get the assessment. Deliverables yours to keep.
Want to see the deliverables first? See a sample assessment
- Engagement
- 5-6 weeks
- Starts with
- A free 30-minute call
- You keep
- All four deliverables
- If you proceed
- Credited toward onboarding