Quartz 4

Tactic - FTF Asset Audit Questionnaire

2 min read

Overarching Principles

  • Maximize Existing Assets: The core philosophy is that inevitable business growth comes from maximizing the resources, assets, and capabilities a company already possesses.
  • Holistic Understanding: This tool is the first step for a fractional CTO to gain a comprehensive, in-depth understanding of a client’s business goals, operational realities, and technology landscape.
  • Strategic Foundation: The questionnaire is not merely a data collection tool; it is a strategic instrument designed to identify risks, uncover opportunities, and set the foundation for a high-impact engagement.
  • Proactive Value Demonstration: By systematically gathering this information, a fractional CTO can quickly demonstrate their value by identifying immediate pain points and formulating a clear path forward.

Frameworks

Functional Technology Framework This is a three-phase model used to systematically identify and address a client’s technology challenges and opportunities, regardless of their size, industry, or team composition.

  1. De-risk: Identify and mitigate potential risks in technology processes, systems, operations, security, and finances.
  2. Unclog: Find and remove bottlenecks, manual processes, and system constraints that hinder efficiency and productivity.
  3. Scale: Implement systems and strategies that prepare the business for future growth and expansion.

Actionable Flight Plan

  1. Initial Deployment:

    • Immediately after engaging with a new client, send them a personalized copy of the Asset Audit Questionnaire.
    • Set a clear deadline, allowing 7 to 14 days for completion.

  2. Template Personalization:

    • For each new client, create a fresh copy of the main questionnaire template.
    • Create client-specific copies of all linked documents mentioned within the questionnaire, such as:
      • Budget Audit Template
      • Technology Projects Planner
      • Team Skills Matrix
    • Personalize these new documents with the client’s company name.
    • Update the links in the main questionnaire to point to the newly created, client-specific documents.
    • Remove any instructional or “prep item” boxes before sending.

  3. Analysis and Strategy Formulation:

    • Thoroughly review the client’s completed questionnaire.
    • Use the gathered information to analyze the client’s current state against the Functional Technology Framework (De-risk, Unclog, Scale).
    • Begin formulating initial ideas and potential initiatives for each phase of the framework.

  4. Action and Prioritization:

    • Use the insights from the questionnaire to inform your technology strategy for the client.
    • Prioritize your efforts and initiatives for the upcoming months based on the identified pain points and opportunities.
    • Leverage the completed document as a foundational reference for the entire engagement.

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