Workflow Templates: IT Strategy Checklist

Assess current hardware and software inventory

Evaluate network architecture and connectivity

Plan for scalability and future growth

Establish a standardization policy for equipment and software

Develop a disaster recovery and business continuity plan

Conduct regular security audits and vulnerability assessments

Implement multi-factor authentication (MFA) across all systems

Ensure compliance with relevant regulations and standards

Develop and enforce an access control policy

Establish a patch management and update schedule

Create a data backup and recovery plan

Implement data encryption both in transit and at rest

Develop a data classification and handling policy

Ensure proper data retention and disposal processes

Monitor and manage data storage capacities

Establish a helpdesk or support ticketing system

Develop and distribute user training materials

Conduct regular training sessions on new systems and updates

Implement a feedback loop for continuous improvement

Monitor and analyze support ticket trends for proactive measures

Maintain a current list of all IT vendors and contracts

Evaluate vendor performance regularly

Negotiate service level agreements (SLAs) with vendors

Ensure vendor compliance with organizational policies

Document and manage vendor-related risks

IT Strategy Checklist