Quarterly IT Governance & Compliance Review – Board-ready clarity and oversight for CEOs. Canada & USA.
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Executive Add-On

Quarterly IT Governance & Compliance Review
for CEOs, Owners & Leadership Teams

A recurring, plain-English leadership review of IT risk, vendor performance, cybersecurity posture, compliance gaps, roadmap progress, budget alignment and major upcoming decisions — delivered once per quarter. Ideal for CEOs who want board-level oversight without technical noise.

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Structured oversight for CEOs, presidents, owners, partners and senior executives.
This quarterly review is ideal if:
  • ✔You want to eliminate surprises in IT spend or risk
  • ✔You need clearer oversight of cybersecurity and compliance
  • ✔You answer to a board, lender or investors
  • ✔You want a neutral, vendor-independent view

Designed for CEOs and owners who want predictable, high-level oversight — without getting dragged into technical detail or vendor spin.

What the Quarterly Governance Review Includes

Each quarter, you receive a clear, structured, leadership-ready review across all major IT dimensions.

1. Cybersecurity posture check

Review of MFA, backups, endpoint security, access control, patching, remote work policies, vendor access, SaaS exposure and minimum control baselines.

2. Risk & compliance status

Flags related to privacy, insurance requirements, legal/regulatory expectations, data protection, business continuity and gaps requiring attention.

3. Vendor & MSP performance

Neutral review of responsiveness, incident handling, licensing management, cost changes, contract obligations, escalations and hidden dependencies.

4. IT spend & budget alignment

Quarterly check of actuals vs. expectations, price increases, auto-renew traps, contract expiries and opportunities for savings or reallocation.

5. Roadmap & major projects

Review of current initiatives, timelines, blockers, dependencies, risks, and whether current projects match business priorities and capacity.

6. Executive brief & next steps

Clear written summary with red/yellow/green items, recommended actions, key decision points and cross-quarter visibility for leadership.

How the Quarterly Review Works

Simple, predictable, and aligned with your financial and planning cycles.

Review Meeting (60–90 minutes)

Virtual or on-site (travel capped). CEO + leadership + IT/MSP as needed.

Leadership-Ready Summary

Clear PDF report with risks, spend flags, vendor items, roadmap status, compliance gaps and prioritized next steps.

Quarterly Tracking

Rolling view showing changes over time — improved controls, reduced risks, financial forecasts and upcoming decisions.

Pricing

Transparent, fixed quarterly pricing aligned with your business size.

  • ✔Includes full quarterly review session
  • ✔Includes written leadership summary
  • ✔Includes MSP/vendor coordination as needed
  • ✔No long-term commitments

From $3,950 USD / quarter

Pricing adjusts for environment size, number of vendors, and regulatory complexity.

Who typically uses quarterly governance?
  • ✔CEOs preparing for board or lender oversight
  • ✔Organizations scaling quickly or acquiring companies
  • ✔Firms facing higher cyber insurance requirements
  • ✔Leaders needing predictable visibility into risk & spend

Get ahead of IT risk, spend and compliance — before your board asks.

Book a short introductory conversation to confirm fit and scheduling.

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