The IT Plan is where your TSM shifts from looking at where things stand today to planning where things are going. While the Assessment captures what needs attention and Goals capture what the client is trying to accomplish, the IT Plan captures the specific projects, upgrades, and initiatives you're recommending.
Building your IT Plan
Strategy Overview includes an IT Plan template in the marketplace that gives you a ready-made structure. New accounts often have this loaded automatically, so you may already have it.
To create an IT Plan:
Navigate to the Plan Module from the left navigation
Find the company
Click the page icon next to the company name
Choose from a template and select the IT Plan template
Give it a name (e.g., "2026 IT Plan" or "Strategic Technology Plan")
Click Create
You can also create an IT Plan from inside a Report when adding a Plan part. If you don't have an existing plan to link, the system gives you an option to create one on the spot.
What goes in your IT Plan
Each plan contains items: the individual projects, initiatives, or recommendations you're tracking. For each item you can set:
Item name: a clear, client-friendly description (e.g., "Server Migration to Azure," "Endpoint Security Overhaul," "Laptop Refresh Program")
Status: where this item stands (Open, In Progress, Scheduled, Discussion Needed, Proposal Needed, Paused, Completed)
Year and Quarter: when you're targeting this work
Budget: estimated one-time cost
Next Steps: what needs to happen next
Notes: additional details, scope, or context
Tip: Bundle related work together. Instead of listing 5 separate email security tasks, create one item called "Email Security Overhaul" and use the notes field to capture the scope. This keeps your plan readable for clients and focused on outcomes, not tasks.
Organizing your IT Plan
You can drag and drop items to reorder them, group items by category or priority, and filter or sort to focus on specific subsets. Items with a year and quarter assigned show up organized by timeline. Items without timeline data appear in an "Unscheduled" section — useful for items you've identified but haven't committed to a specific timeframe yet.
Adding your IT Plan to your Report
To show your IT Plan in a TSM Report:
Open your draft Strategy Report
Click Settings at the top of the Report
Navigate to Current Report Settings
Click Add Part
Set the Type to "Plan" and select your IT Plan from the dropdown
Give it a label (e.g., "IT Plan")
Enable it for Build, Display, and Presentation modes
Click Save
The plan part shows live data from the source plan. When you update the plan, the Report reflects the changes automatically. You can also edit plan items directly from within the Report without switching to the Plan Module.
How IT Plan items connect to Roadmap and Budget
Plan items with Budgets and timeline data automatically flow into your Flexible Roadmap and Flexible Budget parts. This means when you add a budget estimate and a target quarter to an IT Plan item, it shows up in your Roadmap and Budget views automatically.
Tips for effective IT Plans
Start with 5-10 items for a new client. You can always add more as you learn their environment and priorities.
Use clear, client-friendly language. "Server Migration to Azure" is better than "Azure migration project phase 1 - infrastructure." Your client will see this in their TSM Report.
Include rough budget estimates even if they're not exact. Even approximate numbers help frame the financial conversation and make your Roadmap meaningful.
Review and update your IT Plan before each TSM. Plans should evolve — items get completed, priorities shift, new projects emerge. A stale plan undermines the strategic conversation.
Organize items by quarter so clients can see a logical sequence of work and understand what's coming when.
Connect items back to Goals. When a client can see that a project directly supports one of their business objectives, they're more likely to approve it.