Technology Roadmap Workshop
Build a 3-5 year technology plan aligned to business goals
Overview
Strategic technology roadmap workshop for leadership teams. Full-day facilitated session to assess current state, identify business goals, evaluate technology gaps, and create an executive-ready multi-year plan. Includes comprehensive documentation, budget modeling, and phased implementation roadmap. This is board-ready strategic planning, not a brainstorming session.
What you'll get
- Pre-workshop discovery (current state technology assessment)
- Full-day facilitated workshop with leadership team
- Business goal and technology gap analysis
- 3-5 year technology roadmap with detailed phases
- Initiative prioritization matrix with dependencies and risks
- Budget estimates and resource requirements by phase
- Executive presentation deck (board-ready)
- Quarterly milestone tracking framework with KPIs
- 30-day follow-up session to refine and adjust roadmap
Ideal for
- Growing businesses planning for scale (25-100 employees)
- Companies preparing for funding rounds or major investments
- Leadership teams making multi-year technology decisions
- Businesses facing technology debt or infrastructure rebuilds
Frequently Asked Questions
Who from our team should attend the workshop?
Key stakeholders who make technology decisions: typically the CEO/owner, CFO or finance lead, and any heads of department affected by technology. The ideal group is 3-6 people who can speak to business goals and operational needs.
Do we need to know what technology we want before the workshop?
No. The workshop process helps you identify what you need. You bring business goals and pain points—we'll facilitate discussion, evaluate technology options, and create the roadmap together. Come with problems, not predetermined solutions.
Will you implement the roadmap after the workshop?
That's separate. This service delivers the strategic plan. Implementation can be done by your team, other vendors, or us (separate engagement). Many clients use the roadmap for budgeting and phased implementation over 1-3 years.
Why is this more expensive than the Systems Review?
This is executive-level strategic planning with board-ready deliverables—budget modeling, multi-year phasing, ROI analysis, and risk assessment. It's a full-day workshop plus 8-12 hours of documentation work. Many consultants charge $7,500-$10,000 for this level of strategic deliverable. We price it to be accessible to growing Oklahoma businesses while ensuring quality work.
Ready to get started?
Book a free discovery call to discuss your needs, or request a detailed quote.