Free Guide + Worksheets · Current as of July 2026

Building Your IT Roadmap

A practical guide for small businesses with no IT director. Planning, lifecycle, and the deadlines that are already on your calendar whether you know it or not.

What's inside

Most IT plans are wish lists. This one runs on dates.

An item only earns a place on your roadmap if something external forces it — a vendor stops shipping security updates, a warranty expires, an insurer asks a question you have to answer honestly. That constraint does the prioritising for you, which matters when nobody at your company wakes up thinking about IT.

  • The deadlines already on your calendar. A dated end-of-life register — Windows, Office, SQL Server, Exchange, Windows Server. Most companies find at least one that has already passed.
  • Why Windows 10 is a hardware problem, not an upgrade problem. And why the free workaround you read about doesn't work on a single properly-managed business PC.
  • The Windows 11 trap nobody warns you about — getting there isn't the finish line, and one version is already out of support.
  • A five-year lifecycle — plus the end-of-sale trap that means a brand-new firewall can arrive with two years of support left.
  • Let your insurer write the first draft. What carriers now refuse to bind coverage without — and the "Windows 10 voids your policy" myth, which we went looking for and couldn't find.
  • What the claims data says to fix first — and why it probably isn't what your IT company is selling you.

Five worksheets you actually fill in

A deadline register, an asset inventory, a five-year refresh schedule, a business-impact sheet, and a prioritisation matrix — printable, and pre-filled with the dates that already apply to you. No prices anywhere: licensing and hardware costs move too fast for a printed figure to stay honest.

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