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Technology Roadmap Checklist

This checklist guides leadership teams through the process of building a clear, realistic technology roadmap aligned to business goals, resources, and future needs.

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What is it?

The Technology Roadmap Checklist is a structured planning tool that helps organizations align business objectives with short- and long-term technology initiatives. It supports clearer decision-making by connecting strategy, systems, timelines, and organizational readiness into a single roadmap.

This tool will help you

Aligning technology initiatives with business strategy

Clarify how current and future technology investments support strategic objectives, operational priorities, and measurable business outcomes.

Identifying gaps, priorities, and sequencing

Assess existing systems, uncover technology gaps, and prioritize initiatives based on impact, urgency, dependencies, and available resources.

Planning realistic timelines, costs, and change requirements

Establish achievable implementation timelines while accounting for costs, internal capacity, training needs, risks, and organizational readiness for change.

Who is it for?

Business owners and executive teams

Responsible for making informed technology investment decisions and ensuring systems support growth, efficiency, and long-term strategy.

Operations, IT, and functional leaders

Tasked with evaluating current systems, managing dependencies, and coordinating technology initiatives across teams and departments.

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