The IT Budget Blueprint

From Chaos to Clarity to Credibility

Transform your IT and finance planning from reactive to strategic. This focused 6-week engagement builds structure, visibility, and financial discipline—helping technology teams align spend with business priorities.

Download the "Budget Starter Kit"

Download the free Budget Season Starter Kit to kick off your planning with confidence.

What it Is

A practical, guided program that helps IT and Finance leaders move from messy data to a CFO-ready budget and story. Through proprietary templates, tools, and coaching, you’ll gain visibility, alignment, and confidence in your financial narrative.

How it Works

Delivered in three stages that turn chaos into clarity and credibility:

The Chaos Check – Diagnose current spend, identify quick wins, and create a credible baseline.
Tools: Financial Maturity Assessment, Budget X-ray, and Stakeholder Alignment Prep.
Turning Clarity into Action – Translate your numbers into a strategic, Finance-ready story.
Tools: Budget Storyline Builder, Team Alignment Toolkit, Key Metrics Dashboard.
The Credibility Blueprint – Institutionalize your success through repeatable rhythms and governance.
Tools: Maturity Roadmap Report, Quarterly Review Playbook, Scenario Planning Tool.

Each phase addresses a critical aspect of financial management, designed to help you quickly establish a solid foundation for financial success in weeks, not months. With 1-on-1 coaching and easy-to-use templates and frameworks, you will be set up for success now and into the future.

What Our Clients Say

Paul Kiel, LexisNexis

“I found Stephanie to be focused, knowledgeable, insightful, supportive, and professional. My path is going to take time and she has helped me take another step on that journey. She is a pleasure to work with and made me think in new ways. Can’t say enough about her.”