Network Configuration Checklist

Steps a network engineer or MSP project lead runs to plan, configure, harden, and cut over a new or refreshed LAN/WAN environment. Covers design through post-cutover validation.

4 sections 23 steps Collects data
1

Network Planning and Design

  1. Document the site survey and traffic baseline
    • Capture cabling layout, IDF/MDF locations, PoE budget, ISP handoff details, and a NetFlow or Auvik baseline of current east-west and north-south traffic. Note user counts per VLAN and any voice/video QoS requirements.

  2. Design the VLAN segmentation plan
    • Separate corp, voice, guest, IoT, server, and management VLANs. Flat networks expand PCI scope and let ransomware pivot freely; segmentation is the single highest-leverage design decision. Attach the topology diagram (Visio, Lucidchart, or Auvik export).

    Collects file
  3. Select switching, routing, and firewall hardware
    • Match port count, PoE wattage, throughput, and license tier to the design — Meraki MS/MX, Fortinet FortiGate, Cisco Catalyst, or Ubiquiti depending on client tier. Confirm support contract levels (SmartNet, FortiCare) before quoting.

  4. Allocate the IPv4 and IPv6 scheme
    • Assign per-VLAN subnets with room to grow (avoid /24s that will exhaust within a year). Reserve static ranges for printers, APs, and infrastructure; document DHCP scopes and reservations in IPAM (phpIPAM, NetBox, or Meraki dashboard).

  5. Capture stakeholder sign-off on the design
    Collects text Collects signature
2

Provisioning and Base Configuration

  1. Rack and cable the core switches
    • Label every cable at both ends. Confirm PDU capacity and dual-power feeds on stackable switches. Stage uplinks but leave them disconnected until base configs are pushed.

  2. Apply base configs via RMM templates
    • Push hostname, NTP, AAA/TACACS, banner, and management VLAN from the gold template (NinjaOne, Datto RMM, or vendor cloud manager). Disable unused services — HTTP, Telnet, CDP on edge ports.

  3. Configure firewall rules and NAT policy
    • Default-deny inbound, explicit allow per service. Document the business justification for each inbound rule. Replace any 'any-any' legacy rules carried over from the old firewall — those are the audit findings waiting to happen.

  4. Apply QoS profiles for voice and video
    • Mark voice traffic EF (DSCP 46) and video AF41 at the access layer; trust those markings on uplinks. Verify the WAN edge honors DSCP — most ISPs strip it unless you have a managed circuit.

  5. Bring up the SD-WAN tunnels
    • Confirm IPsec or vendor-overlay tunnels establish to each hub and to peer sites. Validate that failover between primary and secondary circuits works by administratively shutting the primary uplink for 60 seconds.

    Collects list
  6. Open a vendor case for tunnel failures
    • Capture phase-1/phase-2 debug output, attach to a P2 case with the SD-WAN vendor (Fortinet, Meraki, Velocloud). Do not proceed to cutover until tunnels are stable for 24 hours.

3

Security Hardening

  1. Enable 802.1x on access ports
    • Point switches at the RADIUS server (NPS, ISE, or ClearPass). Use MAB fallback for printers and IoT, and put unauthenticated devices on a quarantine VLAN — not the corp VLAN.

  2. Deploy IDS/IPS at the perimeter
    • Enable IPS signatures in inline mode on the WAN edge. Tune known-noisy signatures before turning on block actions; running detect-only for the first week prevents an outage on day one.

  3. Restrict management access via ACLs
    • Limit SSH and HTTPS to the management subnet and the MSP jump host only. Disable management on internet-facing interfaces. This is the #1 finding in MSP-managed network audits.

  4. Configure SNMPv3 and syslog forwarding
    • Forward to PRTG, Auvik, or LogicMonitor for monitoring and to the SIEM (Sentinel, Splunk) for retention. Use SNMPv3 with auth+priv — never SNMPv2c with 'public' community strings.

  5. Patch firmware to the recommended train
    • Apply the vendor's currently-recommended firmware (not the latest) — the recommended train has bake time. Cross-check against active CVE advisories from CISA KEV and the vendor PSIRT before deployment.

4

Validation and Cutover

  1. Run pre-cutover smoke tests
    • Test inter-VLAN routing, internet egress, VPN client connect, DHCP scope availability, DNS resolution, and a sample line-of-business app login. Capture iPerf throughput between sites against the design baseline.

    Collects list
  2. Postpone the cutover and remediate findings
    • Notify the customer and CAB that the maintenance window is being moved. Open a remediation ticket per failed test; do not let a partial-pass smoke test creep into the cutover window.

  3. Execute the maintenance-window cutover
    • Follow the approved CAB change plan exactly — deviations are the most common cause of post-change incidents. Have the rollback config staged and the previous boot image preserved on every device.

  4. Verify post-cutover network health
    • Watch PRTG/Auvik dashboards for interface errors, CPU spikes, and dropped tunnels. Confirm a representative user from each VLAN can reach their critical apps. Hold the on-call bridge for 60 minutes post-cutover.

    Collects list
  5. Roll back to last-known-good config
    • Revert to the staged pre-change config and previous firmware. File a change-deviation report within 24 hours; schedule a post-mortem before re-attempting the cutover.

  6. Capture as-built documentation
    • Update IT Glue or Hudu with final IP allocations, VLAN map, firewall rule justifications, and credential vault entries. Stale documentation is the source of most off-hours escalations six months later.

    Collects file
  7. Schedule the 30-day post-cutover review
    • Pull 30 days of monitoring data, ticket trends, and any user complaints. Walk the vCIO or IT manager through findings at the next QBR; flag any QoS, capacity, or rule-set tuning needed.

Use this template

Copy it to your account, customize the steps, and run it with your team in minutes.


Sections 4
Steps 23
Category Systems Administration
Price Free to start
Need a different process

Browse hundreds of free templates across every team and industry.

Back to template library

Run Network Configuration Checklist with your team

Customize the steps, assign roles, set a schedule, and keep a complete record for every run.