How It Works

A straightforward process designed to bring clarity and strategic direction to your IT operations.

1
Assess

We start with a focused strategy call to understand your business, challenges, and current IT landscape.

2
Align

We define priorities, establish a roadmap, and align IT decisions to business goals and risk tolerance.

3
Execute & Optimize

We guide execution, oversee vendors, and introduce automation to reduce friction and improve outcomes.

Engagement Cadence

We work with clients on a flexible, part-time basis that fits your needs and budget. Most engagements follow one of these models:

Fractional Monthly
  • Regular touchpoints and ongoing guidance
  • Typically 20-40 hours per month
  • Best for ongoing IT leadership needs
Project-Based
  • Fixed scope and timeline
  • Ideal for specific initiatives or assessments
  • Clear deliverables and completion criteria

Communication Model

We believe in clear, consistent communication that keeps everyone aligned without overwhelming your schedule.

Regular Check-ins

Weekly or bi-weekly meetings to review progress, address challenges, and adjust priorities

Always Available

Email and Slack/Teams access for urgent questions or guidance between scheduled meetings

Executive Updates

Monthly summaries for leadership with KPIs, accomplishments, and upcoming initiatives

Quarterly Reviews

Strategic planning sessions to assess progress and refine the IT roadmap

What Clients Can Expect in the First 30 Days

Days 1-7: Discovery & Assessment

Initial meetings with key stakeholders, inventory of current systems, review of documentation, and identification of immediate risks or quick wins

Days 8-14: Analysis & Planning

Gap analysis, vendor evaluation, cost optimization opportunities identified, and draft roadmap created with prioritized initiatives

Days 15-21: Strategy Presentation

Formal presentation to leadership with findings, recommendations, risk assessment, and proposed 90-day action plan

Days 22-30: Quick Wins & Execution

Begin implementation of high-priority items, establish communication cadence, set up reporting dashboards, and demonstrate early value

Ready to Get Started?

Schedule a strategy call to discuss how Assistant IT can bring clarity and direction to your IT operations.