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.

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

Strategic Business Review

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

Book the review

Essential Eight maturity self-assessment

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

Request the workbook

Managed Services RFP template

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

Download the template

Azure landing zone checklist

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

Get the checklist

DR runbook template

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

Get the template

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

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

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.