Purpose:
This model synchronizes IT and business planning for shared objectives, resources, and iterative review. SMBs should focus on the phases marked SMB, which cover essential goal-setting and resource allocation practices. Enterprise-level planning practices, while included, are optional and designed for organizations with larger teams, complex portfolios, or multi-quarter strategic cycles.
| Phase | Business Objective | IT Action | Outcome Measurement | Action Step |
|---|---|---|---|---|
| Joint Goal Setting SMB | Increase market share 15% | Digital marketing platform | Market share growth | Host OKR workshops |
| Resource Allocation – SMB | Reduce costs 20% | Cloud migration | Cost savings | Allocate budget, prioritize projects |
| Dynamic Review | Improve product launch agility | DevOps adoption | Faster time-to-market | Conduct quarterly reviews, adjust plans |
How to Use:
- Facilitate joint OKR sessions.
- Map IT resources to objectives.
- Review quarterly and adapt to changes.
Related Pages: PSITF Master Framework, Cost Optimization, IT Governance
Trademark & Contact:
This framework/roadmap/model is a trademarked asset of Strategic Solutions, LLC.
Use requires express written permission.
Contact for Permissions or Advisory Support:
- Email (primary): [email protected]
- LinkedIn (optional): linkedin.com/in/bob-bartleson
Consulting Note:
For organizations seeking implementation guidance, advisory services are available.






