The Complete Collection
All 20 guides, workbooks and plans in the store in one download: spending and vendors, planning and reporting, security and resilience, people and leadership, and AI. $316.80 bought separately.
Everything in the store, in one download, for about a third of the price.
These are the guides, workbooks and plans I'd want on hand as a technology leader, or as a CEO without one. Each one is built from real situations, written in plain English, and comes ready to fill in or filled in with a sample so you can see it working.
What's in it
Spending and vendors
- The Tech Spend Workbook: what you pay for, what's unused, and which renewals need a decision first
- The IT Budget: the year's technology budget by category and month, tracked against actuals
- The Vendor Selection Scorecard: choose software on what you need and what it really costs over three years
- The Vendor Contract Review Checklist: what to read before you sign or renew
- The Cloud Cost Checkup: what you're paying the cloud for and not using, and what to fix first
Planning and reporting
- The Technology Roadmap: a year of technology work on one page, checked against budget and team
- The Quarterly Tech Board Report: a two-page report your board can act on
- The Later Tax Register: what deferred decisions are costing you, and what to pay down first
- The Tech Due Diligence Checklist: the questions buyers and investors ask, and how to get ready
Security and resilience
- Security Basics for Executives: the questions to ask, the basics to own, and a ransomware rehearsal
- The Incident Response Plan: who does what when something goes wrong (editable Word plan and guide)
- The Business Continuity Plan: how the business keeps going through any disruption (editable Word plan and guide)
- The Joiners and Leavers Checklist: access done right when people start, move and leave
- The Data Map and Privacy Checklist: what personal data you hold, where, and the privacy basics
People and leadership
- The Key-Person Risk Map: find the people the business can't run without
- Hiring Your First Tech Leader: CTO, CIO, IT manager or fractional, and how to hire well
- The Meeting Reset Kit: swap status meetings for decisions
- The 30-Second Resume Check: for anyone applying for a tech role
AI
- The AI Readiness Assessment: where you stand, area by area, and the first step for each
- The AI Use Policy Starter: a short, plain-English AI policy (editable Word file and guide)
Who it's for
Technology leaders building their toolkit, and CEOs and owners who'd rather have the whole set than pick and choose. It's for use within your own business, like every guide in the store. If you're a consultant or fractional leader who wants to use them with clients, email me about a client license.
You get every file: Excel workbooks (they also open in Google Sheets and Apple Numbers), printable PDFs, and Word plans you can edit (they also open in Google Docs and Pages).
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