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Decision guide

How to plan an IT budget for a growing business

Most IT budgets fail in the same two places: hardware refresh, which is treated as a surprise every three to four years, and licence drift, which grows quietly as staff join and nobody removes leavers. Fix those two and the rest of the plan becomes predictable.

What is actually being compared

Reactive budgeting
Spend when something breaks or someone asks. No forward plan.
Planned budgeting
A rolling view of refresh, licensing, projects and contingency.
Side by side

How they differ in practice

Feature
Feature
Reactive budgeting
Planned budgeting
Hardware refresh
Emergency capital requestRolling replacement from a fleet register
Licence cost
Grows quietly, rarely reviewedReviewed at renewal, leavers reclaimed
Security spend
After an incidentBaseline maintained, reviewed annually
Projects
Compete with operationsSeparately budgeted
Predictability
LowHigh

The categories to budget separately

  • Run cost: support contract, licences, connectivity, backup. Predictable and recurring.
  • Refresh: devices, servers, network hardware on a replacement cycle rather than to failure.
  • Projects: migrations, office moves, new systems. These should not compete with run cost.
  • Security: baseline tooling and periodic assessment. Budget it deliberately or it will only ever be funded after an incident.
  • Contingency: something between five and ten percent. Something will happen.

What people forget

  • Licences for staff who left. This is the most common source of quiet overspend we find on audit.
  • The cost of the connectivity you actually need rather than the one you signed up for years ago.
  • Backup for cloud data, which is a separate purchase from the cloud subscription.
  • The refresh that is due in eighteen months. Budgeting for it now is far easier than finding it later.

Building a defensible plan

  • Start from an asset register with age and warranty. Without one you are guessing, and a guessed budget is the one that gets cut.
  • Separate what keeps the business running from what improves it. Those get different scrutiny and should be argued differently.
  • Attach each line to a consequence. "Replace 40 laptops" is weak. "Replace 40 laptops now out of warranty, currently generating a third of all support tickets" is a decision.

When the other option is right

If your estate is small and stable, a formal budgeting exercise is overhead you do not need. Keep an asset register, watch the licence count, and revisit annually. The structure above is for businesses where IT spend has become large enough that guessing is expensive.

Building the plan for this year

  1. Start from an asset register with age and warranty. Without one every number in the plan is a guess, and guessed numbers are the ones that get cut.
  2. Reconcile licences against current headcount. Reclaiming leaver licences usually funds a meaningful part of whatever else you are proposing.
  3. Separate run cost from projects, and argue them differently. Run cost is a floor; projects are a choice.
  4. Attach a consequence to each line. "Replace 40 laptops now out of warranty, generating a third of all tickets" survives scrutiny in a way "replace 40 laptops" does not.
  5. Put security in as its own line. Bundled into general IT it is the first thing cut, and it is the one category where deferring transfers risk rather than saving money.
Questions

Common questions

Still deciding?

Talk it through with an engineer, not a salesperson

Tell us your situation and we will tell you which option fits, including when that is not us. Initial reply within 4 business hours.