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Luke McFarland Consulting & Advisory Services

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ICT Infrastructure refresh Secure Checkout

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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

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1. Welcome and Introduction

  1. Welcome and Introductions
  • Roundtable introductions
  • Meeting purpose: Strategic alignment and value creation through the IT refresh.
  1. 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
  1. 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
  1. Future State Vision (To-Be Proposal) 
  • 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)
  1. Approach and Methodology 
  • 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
  1. Demonstrating Value and ROI 
  • 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
  1. 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
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