
Luke McFarland Consulting & Advisory Services
"Pivot. Perform. Profit."
IT Refresh Initiative – Client Engagement Meeting Agenda
Duration: 60 minutes
Objective: Align business needs with IT refresh goals, demonstrate clear value, and define next steps.
Facilitator: Luke McFarland


1. Welcome and Introduction
- Welcome and Introductions
- Roundtable introductions
- Meeting purpose: Strategic alignment and value creation through the IT refresh.
- Client Objectives and Business Drivers
- Understand client’s business goals and challenges
- Explore key drivers behind the refresh (e.g., security, scalability, compliance, operational efficiency)
- Determine strategic priorities and critical success factors
- Current State Overview (As-Is Analysis)
- High level discussion of current IT landscape
- Identify pain points, bottlenecks, and risks
- Highlight any gaps impacting business performance or security
- Future State Vision (To-Be Proposal)Â
- determine the High-level overview of the envisioned refreshed environment
- Tie IT changes directly to business outcomes (e.g., faster operations, improved customer experience, cost savings)
- Introduce early thoughts on architecture, standards, and potential frameworks (e.g., ISO, ISM, PSPF alignment)
- Approach and MethodologyÂ
- Phased approach: Discovery → Design → Migration → Optimization
- Risk management, change management, and security by design principles
- Timeline expectations and resource commitments
- Minimal disruption to business operations
- Demonstrating Value and ROIÂ
- Discuss Key benefits: Resilience, agility, enhanced security, lower long-term costs
- Metrics for success: Uptime, service performance, user satisfaction, risk reduction
- Quick case study or example from a similar initiative you led
- Next Steps and Actions
- Outline immediate next steps (e.g., site audit, deeper workshops, data collection)
- Assign action items and confirm timelines
- Book follow-up workshop or strategy session


