Build a 2027 IT Budget You Can Defend
Technology budgets become difficult when renewals, aging equipment, security gaps, and growth projects arrive as separate requests. This checklist brings them into one planning view so leadership can compare risk, timing, recurring cost, and business value.
Use it to prepare for a budget meeting, structure a conversation with your internal IT team or provider, and identify the unknowns that need investigation before funds are committed.
- Asset and license inventory
- Hardware lifecycle and support status
- Cybersecurity and vulnerability management
- Microsoft 365 and identity controls
- Support capacity and co-managed needs
- Backup, recovery, and continuity testing
- Connectivity and phone resilience
- 2027 projects, dependencies, and contingency
Work Through the Checklist
Answer the questions below at your own pace. It covers business context, inventory and lifecycle, cybersecurity and identity, recovery and resilience, and support and projects.
Turn This Into a Real Budget
Bring your answers into a planning conversation, and we'll help you turn them into a phased 2027 budget with real numbers attached — not just a list of ideas.