Sometimes called a road map or technology strategic plan, it’s a formal look at your existing technology and how those tools or new ones could help you become more productive or effective. The assessment typically is undertaken by an expert in consultation with staff. It can address opportunities both internally and externally – in other words, how the staff performs its work and how you relate to clients. A thorough assessment will also identify what’s missing, such as procedures to deal with a server breakdown or website hack. One size does not fit all.