IT Assessment SOP¶

Sub-procedure of it-strategy-sop.md

Overview¶

Comprehensive IT environment assessment procedure for evaluating current technology state, identifying gaps, and establishing baselines for strategic planning. This assessment forms the foundation for IT strategy development and roadmapping engagements.

Scope¶

Parent SOP: IT Strategy Development Pillar: Plan (Strategic Advisory) Service Area: IT Advisory

Prerequisites¶

Parent SOP requirements met (executive sponsor, stakeholder access)
IT documentation accessible (architecture diagrams, inventories)
Key technical stakeholders available for interviews
Network/system access for discovery (if automated tools used)
NDA and data handling agreements in place

Procedure¶

Step 1: Discovery Planning¶

Define assessment scope (infrastructure, applications, security, operations)
Identify data collection methods (interviews, documentation review, automated discovery)
Schedule stakeholder interviews (IT staff, department heads, end users)
Request documentation package (inventories, diagrams, contracts, policies)
Confirm access requirements for technical discovery

Step 2: Documentation Review¶

Analyze existing architecture documentation
Review hardware and software inventories
Examine network diagrams and connectivity
Assess security policies and compliance documentation
Evaluate vendor contracts and support agreements

Step 3: Technical Discovery¶

Conduct infrastructure inventory validation
Map application landscape and integrations
Document data flows and dependencies
Assess security controls and configurations
Identify shadow IT and undocumented systems

Step 4: Stakeholder Interviews¶

Interview IT leadership on strategy and challenges
Gather department-level pain points and needs
Understand business process dependencies
Document user satisfaction and productivity issues
Capture future requirements and growth expectations

Step 5: Gap Analysis¶

Compare current state to industry benchmarks
Identify capability gaps against business requirements
Assess technology debt and modernization needs
Evaluate risk exposure and compliance gaps
Prioritize findings by business impact

Step 6: Assessment Report Development¶

Compile findings into structured report
Create visualizations (architecture diagrams, heat maps)
Develop recommendations with prioritization
Prepare executive summary for leadership
Document evidence and sources for all findings

Deliverables¶

Deliverable	Format	Owner
Current State Assessment Report	Document (15-25 pages)	Lead Consultant
Technology Inventory	Spreadsheet	Technical Analyst
Architecture Diagrams	Visio/Draw.io	Technical Analyst
Capability Gap Matrix	Spreadsheet	Lead Consultant
Executive Summary	Presentation (5-10 slides)	Lead Consultant

Quality Gates¶

All major technology domains assessed (infrastructure, applications, security, operations)
Stakeholder interviews completed (minimum 6-10 interviews)
Findings validated with IT leadership
Recommendations aligned with business objectives
Documentation complete and professionally formatted
Peer review completed before client delivery

Last Updated: February 2026 Parent SOP: it-strategy-sop.md