IT Budget & Forecast Planning Workshop

What’s included in the IT Budget & Forecast Workshop

This is a focused, time-boxed working session to turn scattered IT invoices and subscriptions into a simple, multi-year view that finance, IT and the CEO can all live with.

✔ Structured IT spend breakdown: run-rate, projects and one-off / “noise”.
✔ A straightforward 1–3 year IT budget & forecast you can drop into existing models.
✔ Clear link between IT spend and growth & hiring plans.
✔ A reusable budget template with drivers and assumptions clearly labelled.

We stay out of tax planning and capital allocation – that’s for your finance team and advisors. Our focus is clarity and alignment on IT spend.

Typical scope & investment

For a typical SMB with 5–500 staff and multiple IT vendors or systems:

✔Pre-work checklist for IT and finance (data we need)
✔Virtual half-day or full-day working session
✔Draft budget & forecast with key assumptions
✔Follow-up refinement + reusable template

From $2,950 USD for a virtual half-day workshop (single-entity, up to ~75 staff).

Full-day, multi-entity or more complex environments are scoped with you first. All work is fixed-fee with clear deliverables and timelines.

Discuss Budget Workshop

How the Budget & Forecast Workshop works

1

Scoping & pre-work

We confirm scope, size and major vendors. You complete a light pre-work checklist so we have the core IT spend information ready for the session.

2

Working session

In a virtual half-day or full-day workshop, we categorize spend, map it to growth and hiring, and sketch a 1–3 year budget and forecast together.

3

Refinement & handover

You receive a clean, maintainable template and notes on when and how to revisit assumptions. Optional follow-up call to review the first budget cycle.

Is this Budget & Forecast Workshop a good fit?

Good fit if:

✔Your IT budget feels reactive or “all over the place”.
✔You have 5–500 staff and multiple IT vendors or systems.
✔Finance wants IT spend in consistent, understandable categories.
✔You’re planning growth, consolidation or acquisitions.

Probably not a fit if:

Your IT spend is minimal and almost everything is on one simple platform.
You’re primarily looking for detailed tax planning or capital allocation advice.

Common questions

Who should be in the room?

Typically the CEO, finance lead and IT lead / MSP rep. That way assumptions and decisions are made once, together.

Do you replace our finance advisor?

No. We focus on clarity and structure for IT spend. Your finance advisor handles tax, capital allocation and other financial strategies – we’ll align with them if helpful.

Can this tie into other cost optimization work?

Yes. Many CEOs pair this with an IT Spend Baseline & Savings Map or a Vendor & License Consolidation Audit to surface savings and re-investment options.

Stop being surprised by IT spend.

Build a simple, credible budget and forecast that finance, IT and the CEO can all live with.

Get Budget Help