Resources

Guides, templates and tools from our practice.

Field-tested resources you can put to work in your environment immediately. Most are downloadable; all are written by people who do the work for a living.

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Microsoft Licensing Posture Assessment

Free 3-5 day assessment uncovering wasted spend, hidden risk, and missed value. Run with our Microsoft team.

Start your assessment
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Strategic Business Review

Complimentary principal-led review of your IT operating model, security posture and technology investment.

Book the review
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Essential Eight maturity self-assessment

A 30-question self-assessment workbook with scoring and a recommended next-quarter uplift plan.

Request the workbook
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Managed Services RFP template

The template we wish every client had used. Comprehensive, fair, and aligned to outcomes.

Download the template
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Azure landing zone checklist

Forty controls for a secure, scalable Azure landing zone — engineered for governance and ready for FinOps.

Get the checklist
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DR runbook template

A pragmatic, fillable runbook template with the prompts that real recovery exercises actually need.

Get the template
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AI Ops readiness guide

How to prepare your environment for AI-augmented operations — data hygiene, telemetry, and the cultural shifts that matter.

Read the guide
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CIO board reporting pack

The slides we use with our own clients to report quarterly to executive committees and boards. Yours to adapt.

Get the pack
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Trust posture template

Customer-facing trust posture template — the one we use to accelerate enterprise security questionnaires.

Get the template

Want a tailored briefing for your team?

Our principals run private workshops on managed services, security maturity, Microsoft licensing, cloud strategy and AI operations.