Board IT Insight Session

What you get with a Board IT Insight Session

A single, well-structured engagement that gives your Board a clearer understanding of where IT money goes, what the main risks are, and how to ask the right questions—without turning directors into IT people.

Pre-Session Discovery

✔ Brief call with Chair or Committee lead to define objectives.
✔ Light review of existing IT/cyber reporting and budgets.
✔ Optional anonymous questions from directors collected in advance.

Virtual Board Insight Session

✔ 90–120 minute live virtual session for Board/Committee.
✔ Plain-English explanation of IT spend, risk and key themes.
✔ Guided Q&A with directors—no jargon, no vendor slides.
✔ Discussion of upcoming decisions (e.g., ERP, cloud, security uplift).

Written Summary & Next Steps

✔ Short written summary in Board language, not IT jargon.
✔ Top 5 Board-level questions to keep asking management.
✔ High-level checklist of “reasonable steps” for IT/cyber oversight.
✔ Optional: recommendation on whether a deeper review (Option A) is warranted.

Neutral No MSP, vendor, or tool resale relationships. The perspective is independent and Board-aligned.

When a Board IT Insight Session is a good fit

✔ Your Board wants clarity before approving a major IT or security initiative.
✔ You’ve had findings from auditors or insurers and need plain-English context.
✔ Directors are asking basic questions privately and don’t feel confident.
✔ You want a one-time, neutral briefing without committing to a longer program.

Probably not the right fit if:

You’re looking for day-to-day IT management or a helpdesk.
The Board needs ongoing quarterly oversight, not just a one-off.
You want an on-site, multi-day Board/management program – in that case, see the Board IT Oversight Program (Option A).

How this relates to other offerings

✔ Compared with Option A: Insight is lighter, one-off, and virtual only. Oversight adds structure, cadence, and a hybrid on-site tier.
✔ For CEOs & owners: Management-facing engagements and bootcamps are outlined at Executive IT Engagements.
✔ Boards often start with a Board IT Insight Session and only move to a full Oversight Program once the value and need are obvious.

Request a Board-Focused Intro Call

Board IT Insight Session Pricing (Virtual)

A single, structured virtual engagement designed to give your Board usable language, clarity and next steps.

One-time virtual Board/Committee briefing

$4,500 USD

Includes prep, live session, and written summary

✔ Pre-session Chair/Committee scoping call (up to 45 minutes).
✔ Light review of existing IT/cyber materials (up to a defined pack).
✔ 90–120 minute virtual Board or Committee insight session.
✔ Plain-English written summary and talking points for minutes.
✔ Top 5 Board questions to keep asking management.

Book Board IT Insight Discovery Call

If, after the session, you choose to proceed with an Oversight Program, a portion of the Insight fee may be credited against the first year (case-by-case).

Pricing assumes a single Board or Committee. Larger groups or multi-entity Boards can be scoped separately.

“We didn’t need a full program, but we did need to understand IT risk better. In one session, we had language we could use in our minutes and a simple oversight plan.”

— Board Chair, Regional Services Organization

“The directors had been quietly worried about cyber risk. The Insight Session gave us a clear framework and specific questions to put to management and our auditors.”

— Audit Committee Chair, Financial Services Group

Need a clear, one-time IT & cyber briefing for your Board?

We’ll help your directors understand where IT money goes, what the main risks are, and how to ask sharper questions—without vendor noise.

Book a Board-Focused Intro Call

Want a more structured, ongoing Board program instead? See the Board IT Oversight Program (Option A).