Technology Success Scorecard

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In a few minutes, see where your IT is today—Reactive, Stabilizing, Proactive, or Strategic—and get clear next steps to reduce risk, eliminate recurring issues, and make technology more predictable.

You’ll receive a score between 0 and 54. Below is the Four Score Ranges:

0–17: Reactive
18–32: Stabilizing
33–45: Proactive
46–54: Strategic

Take the Quiz

Technology Success Scorecard

Step 1 of 7

14%

Leadership / Planning

Do you have an IT plan tied to business goals such as growth, hiring, customer experience, or compliance?(Required)

No plan—IT is handled as issues arise

We have a rough plan in someone’s head

We have a documented plan, updated occasionally

We review a living roadmap on a set cadence with leadership

How do you budget for technology over the next 12–36 months?(Required)

No real budget—surprises happen

We guess each year

We forecast major items and review periodically

We run a rolling budget tied to priorities and risk

When major tech decisions are made, how clear is the decision process?(Required)

Unclear / reactive

A few people weigh in; not consistent

Consistent process, sometimes delayed

Clear decision-makers, timelines, and criteria every time

Standards & Alignment

Are your IT standards documented (e.g. security, backup, identity, device configuration, patching, etc.)(Required)

Some standards exist, not consistently followed

Standards exist and are usually followed

Standards are enforced and measured

How often is your environment assessed against those standards (alignment review)(Required)

Only when something breaks

Maybe annually / ad hoc

Quarterly-ish or when changes occur

On a defined schedule, planned in advance

Do you track alignment progress in a way leadership can understand (simple score or trends)?(Required)

Occasionally, but not consistently

Yes, internally

Yes, with clear executive summaries and trends

Proactive Operations

How confident are you that patching, endpoint protection, and backups are consistently working across all devices?(Required)

Not confident

Some devices are covered; unsure about the rest

Mostly consistent; occasional gaps

High confidence; exceptions are visible and corrected fast

Do you have a “runbook” (repeatable playbook) for routine IT operations and tool management?(Required)

Some notes / tribal knowledge

Documented for key items

Documented + maintained + used for consistency

How often do you proactively eliminate issues before users feel them?(Required)

Rarely

Sometimes

Often

It’s the norm—noise is trending down

Support Experience

When users have an issue, what’s the typical experience?(Required)

Delays, workarounds, frustration

Mixed—depends on who they reach

Generally responsive and consistent

Predictable, fast, and well-communicated

Do you measure support performance (response time, resolution time, same-day metrics)?(Required)

Informally

Yes, internally

Yes, reviewed regularly with improvement actions

How often do recurring issues repeat (same “top 5 tickets” every month)?(Required)

Constantly

Frequently

Occassionally

Yes, reviewed regularly with improvement actions

Security & Excellence

If you had a security incident tomorrow, how ready are you?(Required)

We’d scramble

We have some tools, unclear plan

We have a plan and some testing

We’ve rehearsed it; roles and steps are clear

How confident are you in recoverability (not just "backups exist," but "we can restore")?(Required)

Not confident

Some systems tested

Most critical systems tested

Regular testing + defined recovery expectations

How well-controlled is access (MFA, offboarding, least privilege)?(Required)

Loose / inconsistent

Basic controls, gaps happen

Mostly standardized

Tight controls + audits + clean offboarding

Projects & Change Management

When you do projects (migrations, upgrades, new systems), how do they typically go?(Required)

Late / disruptive / unclear scope

Mixed results

Usually on time with decent communication

On time, scoped, documented, and handed off cleanly

Do you have a defined project lifecycle (scope → plan → execute → transfer knowledge)?(Required)

Some structure, varies by project

Repeatable process for most projects

Fully standardized lifecycle and governance

After changes, is documentation updated so support is smoother?(Required)

Rarely

Sometimes

Usually

Always—documentation is part of “done”

Contact Info

Name(Required)

First Last

Phone(Required)

Email(Required)

Company(Required)

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Quiz Total Score

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Focus Area 1

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Focus Area 2

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Servers & Virtualization

Microsoft 365

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Cloud

Technology Success Scorecard

Technology Success Scorecard

Leadership / Planning

Standards & Alignment

Proactive Operations

Support Experience

Security & Excellence

Projects & Change Management

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Cyber Security

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