What you will learn
An SMB Checklist is a strategic guide that simplifies decision-making, strengthens operations and supports smart IT investment – helping small businesses succeed, stay secure and grow
Who Should Attend?
This workshop is designed for business owners, non-profit leaders, IT managers CIOs, leadership and other leaders.
Topics covered
- Clear Business Technology Priorities: Identify critical areas SMBs should focus on to remain competitive and secure in today’s digital economy.
- Key IT & Cybersecurity Essentials: Review foundational technologies every SMB should have in place (e.g., firewalls, backup, endpoint protection).
- AI Readiness Assessment: Determine if your business is ready to adopt AI tools, automation, or intelligent analytics.
- Risk & Compliance Review: Common compliance gaps and best practices to mitigate data security, privacy and regulatory risks.
- Business Continuity & Disaster Recovery Planning: Ensure your business can survive and recover from unexpected downtime, cyberattacks or disasters.
- Cloud & Collaboration Tools Checklist: Assess cloud adoption, remote work readiness and the use of tools like Microsoft 365 or Google Workspace.
- Digital Inclusion & Community Engagement Tools: Include tools and tips for serving diverse customers and communities using inclusive technologies
- Technology Budgeting & Planning Guide: Provide a simple framework to plan for IT investments in phases (must-haves, growth, innovation).
- Recommendations for Trusted IT/AI Partners: Suggestions for where to get help – including vetted MSPs, AI consultants, or nonprofit tech allies.
- Action Items to Improve Technology Maturity: Actions SMBs can take now, this quarter and over the next 12 months.
Workshop Details
- Date: Tuesday , July 29, 2025
- Time: 11:00 - Noon PST
- Location: Online
How to attend this workshop
- Register for your spot.
- You’ll receive a confirmation email with the event instructions including the Zoom link.On the day of the workshop, we will send you a reminder with link to the Zoom meeting.please note that registration will be required.
- Log in to Zoom 10 minutes early so that you can make sure your video and microphoneare working properly.
Troubles joining the meeting or any other questions
If you have trouble joining the meeting online, please email dan@bizdiversity.net.
