Resources

Tools we use on real projects.

Scorecards, checklists, decision frames, and trackers: the things we reach for when we're scoping, auditing, or planning a refresh. Free to download. Some ask for an email so we know who's using them.


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SCORECARD

IT Debt Self-Scorecard

A six-section scorecard to rate the IT debt building up in your estate (hardware, security, identity, network, documentation, and renewals), ready to print, score, and share.

Gated · email required
SCORECARD

AI Tooling SME Readiness Self-Assessment

Ten questions to check whether your team is ready to land AI tooling cleanly, or whether the pilot will stall in week three.

Gated · email required
SCORECARD

IT-Person Turnover Risk Audit

A short audit you can run before your sole IT person leaves. Surfaces the renewals, the credentials, and the tribal knowledge that disappear with them.

Gated · email required
SCORECARD

Wrong-Stakeholder Spec Audit

Before signing off a spec, run it past three voices (the user, the system designer, and the building), and this audit walks you through each one.

Gated · email required
SCORECARD

Meeting-Room Tech Scorecard

Four questions and a quick score for every meeting room, to make sure the kit gets used after the first month, not abandoned for a hotspot.

Gated · email required
CHECKLIST

IT Handover Checklist

The conversation you wish you'd had with the outgoing IT manager: renewals, vendors, credentials, the lot, on one printable page.

Gated · email required
CHECKLIST

SSL Renewal Tracker (Preview)

Preview of the five-touchpoint SSL renewal checklist. The full Excel tracker is also available below.

Gated · email required
CHECKLIST

Cyber Essentials Plus: 90-Day Prep Calendar

A 90-day prep window for CE+ renewal that avoids the last-minute scramble. Week-by-week tasks, owner column, ready to print.

Gated · email required
CHECKLIST

Email Security: Four-Layer Audit

Four layers of email security, what each one stops, and where SMEs typically trip. A self-audit you can finish in twenty minutes.

Gated · email required
CHECKLIST

Cyber-Insurance Questionnaire Cheat-Sheet

The questions underwriters are actually asking in 2026, and the controls you need in place before the renewal lands on your desk.

Gated · email required
DECISION FRAME

Hardware Refresh Lifecycle Matrix

A 3-5-7 year decision frame for laptops, servers, and infrastructure: the one we use to make refresh budgeting predictable.

Gated · email required
DECISION FRAME

Cloud-First AD Readiness Flowchart

A one-page flowchart for deciding whether to go cloud-first on Active Directory, run hybrid, or stay on-prem a little longer.

Gated · email required
DECISION FRAME

WiFi vs Ethernet: Decision Flowchart

Where to run cable, where to lean on WiFi 6/7, and where the answer is both. A practical decision tree for the modern office.

Gated · email required
DECISION FRAME

UPS Refresh Decision Tree

When to refresh a UPS, when to add another, and when 'still works' is the wrong test, laid out as a one-page decision tree.

Gated · email required
TRACKER

SSL Renewal Tracker

The Excel tracker behind the five-touchpoint checklist. Owner, expiry, renewal date, status, next-touch, ready to use.

Gated · email required
TRACKER

SharePoint Archive Scoping Sheet

An Excel scoping sheet for the SharePoint cleanup conversation, covering sites, owners, last-modified, decision and follow-up, ready to share with the team.

Gated · email required
POSTER

12-Month IT Cadence: Wall Poster

A printable poster mapping the IT year (renewals, audits, refresh cycles, key dates) designed to live above the comms cupboard.

Free download
Download
INFOGRAPHIC

The IT Debt Spiral: Infographic

How small bits of unaddressed IT debt compound into the big rebuild. A visual you can share with the leadership team.

Free download
Download
INFOGRAPHIC

What's In Your Tenancy: Infographic

A visual map of what a typical Microsoft 365 tenancy contains, and the bits SMEs forget exist until something breaks.

Free download
Download
POCKET CARD

Three-Voice Spec Card

A pocket-sized reminder of the three voices a spec needs in the room: the user, the system designer, and the building.

Free download
Download