Technology Strategy Review for Boards

A structured framework for board-level technology oversight

INFORMD Executive Tools

Part 1 — Current State Assessment

Technology landscape summary

Core legacy systems still in use

Current annual technology spend (£)

% revenue invested in technology vs sector benchmark

Key technology risks currently unmitigated

Rate each statement 1–5 (1 = Strongly Disagree, 5 = Strongly Agree)

Statement	Rating
	1	2	3	4	5
Our technology roadmap directly supports our 3-year business strategy
The board has clear visibility of technology risks and opportunities
We have a defined AI adoption strategy approved at board level
Our cybersecurity posture has been independently validated in the past 12 months
We have clear ownership of technology decisions at C-suite level
Our technology investments have a defined benefits realisation process
We have assessed the impact of AI on our workforce and have a plan

Top 3 technology capabilities we need but don’t have

Top 3 technology risks requiring board attention

Investment priorities for next 12 months

Review and amend these recommended actions as appropriate for your organisation.

Commission an independent technology health check to establish current maturity baseline

Review and approve an AI governance policy at board level

Establish technology risk as a standing agenda item at every board meeting

Ensure CISO / CTO presents a technology update to the board at least quarterly

Set a target for % revenue invested in technology, aligned to sector benchmarks, and review annually

Name

Role / Title

Date of Review

This review has been presented to and noted by the Board