Summit Plan – Details

Who it’s for:

• Growing teams (roughly 10–40 people, or smaller but tech-heavy)
• Multiple systems, vendors, or locations
• Want IT to support growth, compliance, or more complex workflows
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What’s included:

1.  Everything in the Lakeside Plan, plus:

2. Fractional IT Leadership

• Regular strategy calls (e.g., monthly/quarterly)
• Planning for upgrades, migrations, and improvements
• Help you prioritize what to fix now vs. later

3. Project Guidance & Oversight

• Leading or co-leading IT initiatives (new systems, moves, upgrades)
• Coordination with vendors (internet, software, hardware)

4. Documentation & Standards

• Create and maintain basic IT documentation:
• Network / system overview
• Key logins and processes
• Simple, realistic standards for passwords, onboarding, etc.

5. Fast-Track Support

• Higher-priority response
• More included remote support each month

6. Annual “Trail Map” Review

• Once-a-year deeper session:
• Where your tech is now
• Where you want your business to go
• A practical tech roadmap to support that journey

How it feels in plain language:

• Like having a seasoned mountain guide on your team — someone who knows the route, watches the weather, and helps your whole group reach the summit safely.

• Good fit if: You see technology as a key part of your growth and need someone to lead, not just react.
  

• Overkill if: you just need occasional quick fixes.