What does a vCIO do? – Quarterly Planning Process

We are continuing our series that gives back to the industry answering the question, “What does a vCIO do?” and each article will outline specific service offering of Outsourced CIO LLC in the day and the life of a vCIO.  Some call this “virtual” Chief Information Officer or “fractional”CIO and for the sake of this series, we will be changing the “v” to mean “VALUED” CIO. Because the vCIO creates value for growing businesses who might not otherwise be able to afford a Chief Information Officer.  Our topic for today is “Quarterly Planning Process.”

This is a quarterly service, estimated time to complete:  5-hours (1hr per quarter with some “extra” time for admin processing).

Quarterly Planning Process

Deliverable: The deliverable is a completed and updated Quarterly Plan. 

Description:  Acritical role of the execution is a Quarterly Execution Plan. Breaking down theannual and operational plan to specific deliverables for the next quarter makesthe team accountable and more efficient. Giving focus to your people willenable them to execute the strategic initiatives within their day-to-dayoperational whirlwind.


  • Quarterly Planning Session – General StakeholderReview Sheet
  • Quarterly Planning Session To-Do (The process to actually walk this out)
  • Quarterly Planning Session – Planning SessionAgenda
  • Quarterly Planning Session – Excel Spreadsheetwith 4 tabs (Intro, Quarterly Plan, Project Update Sheet, and StakeholderReport Sheet)

*Email us if you would like a copy of these template (s). 

That’s is it!  That iswhat a vCIO does.  Check out the online video on this topic as well.  Have a tech-stress free day from Outsourced CIO LLC, where we demystify technology forgrowing businesses.

*Extra resources reinforcing the topic area below.  Disclaimer, resources/links are notnecessarily endorsing the products, goods, andservices of the author and should not be construed as an Official OCIO endorsement of said resource/vendor.