The question companies forget to ask before hiring a fractional CTO is not "do we need one?" — it is "what will success look like in ninety days?" Without a written answer to that question, the engagement drifts into vague technical advisory that produces no accountability. This checklist lives on the company side: the setup work before the CTO''s first day so their time is spent on technical decisions, not organizational politics. Key pre-engagement work includes defining the technical metrics that matter most (sprint velocity, incident frequency, deployment cadence), identifying the architectural decisions that have been deferred and are now creating risk, and getting leadership alignment on what the CTO owns and how they interact with the engineering team. Also establish before day one: what access does the CTO need on day one (read access to all repos, monitoring tools, project management), which meetings should they attend (weekly leadership, sprint ceremonies, board calls if needed), who do they escalate technical decisions to when rapid resolution is needed, and what is the expected response time for questions from the engineering team. A CTO who arrives with clear success criteria and stakeholder alignment produces their first meaningful deliverable in weeks — not months. The companies that get the most from their fractional CTO arrive with a written problem statement, alignment on what the CTO owns and does not own, and a clear answer to the question "what does success look like at 90 days?"
The question companies forget to ask before hiring a fractional CTO is not "do we need one?" — it's "what will success look like in ninety days?" Without a written answer to that question, the engagement drifts into vague technical advisory that produces no accountability. This checklist lives on the company's side: the setup work before the CTO's first day so their time is spent on technical decisions, not organizational politics. Key pre-engagement work includes defining the technical metrics that matter most (sprint velocity, incident frequency, deployment cadence), identifying the architectural decisions that have been deferred and are now creating risk, and getting leadership alignment on what the CTO owns and how they interact with the engineering team. A CTO who arrives with clear success criteria and stakeholder alignment produces their first meaningful deliverable in weeks — not months.
Systems & Access
- GitHub / GitLab organization access (admin)
- Cloud infrastructure access (AWS / GCP / Azure)
- Staging and production environment credentials
- CI/CD pipeline access (GitHub Actions / CircleCI)
- Monitoring and alerting tools (Datadog, Sentry, PagerDuty)
30-Day Priorities
- Architecture review and technical debt audit
- Security posture assessment (OWASP top 10, secret scanning)
- Engineering team structure and capacity review
- On-call and incident response process review
- Identify top 3 reliability or scalability risks
60-Day Milestones
- Deliver technical roadmap aligned with product priorities
- Establish sprint/iteration cadence with engineering team
- Implement or improve code review standards
- Define SLAs and error budget targets
- Vendor and tooling cost audit with recommendations
90-Day Deliverables
- Engineering hiring plan (if applicable)
- Tech debt paydown strategy with business ROI framing
- Scalability plan for next 12 months of growth
- Board-ready engineering update template
- Documentation standards established
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