Practice 06

Strategic Advisory

Technology plans, procurement support, and oversight for defined projects.

We help administrators and department heads turn technology priorities into scoped roadmaps, procurements, and projects with owners, funding windows, and review points. Engagements have defined deliverables and handoffs; part-time ongoing technology leadership belongs to the Fractional CIO practice.

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Outcomes

What success looks like.

  • A multi-year technology plan with costs, dependencies, and decision points
  • RFP requirements and evaluation criteria documented before proposals are reviewed
  • Projects sequenced against available funds and budget cycles
  • Named owners and decision records that remain after leadership changes
  • Scope, schedule, and budget changes documented for agency review
  • Training and communications planned for affected staff and residents

Deliverables

What you receive.

  • Technology strategy and modernization roadmap
  • RFP scoping, drafting, and evaluation support
  • Project schedule matched to funding requirements
  • IT governance and operating model design
  • Project management office (PMO) setup and oversight
  • Change management plans, stakeholder maps, and communications
  • Executive workshops and council briefings

Service scope

Work we can scope

Agree on the work, responsibilities, and deliverables your agency needs before the engagement begins.

Technology Strategy & Roadmapping

List proposed projects, dependencies, costs, and the budget cycles in which they could be funded.

Project Management

Project plans, issue logs, vendor coordination, and status reports so agency leaders can review changes to scope, schedule, and cost.

Change Management

Identify affected staff and residents, plan when and how to explain the change, and check whether staff can complete the new tasks after training.

RFP & Procurement Advisory

Requirements definition, evaluation criteria, vendor scoring, and procurement strategy that attract qualified bidders and reduce contract risk.

Vendor Governance

Review contract terms and service records, document recurring problems, and prepare issues for vendor discussions.

IT Operating Model

Define who handles requests, who approves changes, and how IT work is prioritized and reported.

Grant & Funding Alignment

Funding sequencing, grant readiness, and capital planning support so initiatives match available dollars and reporting requirements.

Executive Facilitation

Council briefings, board workshops, steering committees, and decision forums that build consensus and keep leadership informed.

Engagement model

How we work together.

A defined advisory scope, with project management or staff training support available when needed.

Ideal for

Who we serve.

  • New administrators inheriting aging systems and deferred maintenance
  • Agencies preparing major procurements
  • Boards setting multi-year capital priorities
  • Leaders who need disciplined project delivery, not just advice

Questions to resolve before the work begins

Scope, staffing, and cost.

Plain-language answers on scope, timeline, staffing, and cost — the same ones we give in the first procurement conversation.

Do you only advise, or do you also manage projects?
Both. We can help define a plan, manage a project, track risks and decisions, and prepare staff for the change. The scope of each role is agreed with your agency.
How do you approach change management in the public sector?
We identify who will use the new process, when they can train, and what residents need to know. We also document outstanding issues before handing it to agency staff.
Can you help us stand up a project management office?
Yes. We can define project intake, responsibilities, status reports, and risk tracking, then agree whether an agency employee or our team will manage the work.

Next step

Let's talk about strategic advisory for your agency.

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