Free Checklist Templates for Information Technology

Information Technology

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Data Backup Checklist

Ensure data backup is enabled

Verify that data backup is working as expected

Test data restoration periodically

Verify data backup is encrypted

Set up a backup schedule

Ensure data backup is stored off-site

Ensure data backup is properly documented

Set up an alert system for backup errors

Implement a system for tracking backup history

Monitor storage space

Set policies for data retention and disposal

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Desktop Configuration Checklist

Hardware

Keyboard

Mouse

Monitor

Printer

Scanner

External Storage

Software

Operating System

Office Suite

Utilities

Antivirus & Security

DNS & Networking

Development Tools

User Setup

User Account Creation

Groups & Permissions

File & Folder Access

Desktop Settings & Preferences

Security

Firewall Configuration

Password Policy

Data Encryption & Backup

Software Updates & Patches

Maintenance

Documentation & Logs

Troubleshooting & Support

Monitoring & Reporting

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Disaster Recovery Checklist

Safety

Ensure all personnel are safe

Preserve evidence for investigation

Assessment

Identify the source of the disaster

Assess the scope of the damage

Identify critical systems and applications

Recovery

Restore data from backups

Repair hardware and software

Reconfigure systems

Test systems for functionality

Communication

Notify key stakeholders

Provide updates to stakeholders

Documentation

Document the event

Document the recovery process

Document the lessons learned

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Incident Response Checklist

Pre-Incident Preparation

Establish a team of key personnel

Establish procedures and protocols for incident response

Ensure appropriate tools are in place

Regularly test the incident response plan

Ensure the incident response team is adequately trained and prepared

Document the incident response process

Identification

Identify the incident

Validate the incident

Determine the scope of the incident

Establish the timeline of the incident

Collect system and network logs

Containment, Eradication and Recovery

Contain the incident by isolating the affected systems

Eradicate the incident by removing the malicious code or hardware

Take steps to ensure the incident is not repeated

Recover lost or damaged data

Repair any system or network damage

Post-Incident Activities

Notify impacted parties

Document incident details

Perform post-incident reviews

Implement changes to existing processes/procedures

Review/update incident response plan

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Monthly Server Maintenance Checklist

Preparation

Name of Server

The static IP address of server computer

MAC address of server computer

Maintenance Date

Data, Software and System checks

Check backups are working

Check and update OS

Update your control panel

Check and update applications

Run database maintenance

Make sure backups are up to date.

Check for database corruption.

Make sure indexes are updated.

Check remote management tools

Remote console

Remote reboot

Rescue mode

Check Disk usage

Check CPU usage

Check RAM usage

Check Network usage

Free up server storage space

Security Checks

Change server passwords

Download and install the patches

Test the patches

Confirm that the patches are installed correctly

Review User accounts

Perform a server malware scan

Hardware Checks

Check fans and power supplies

Check RAID fault tolerance

Check cable integrity

Check A/C unit at the facility

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Monthly Server Maintenance Checklist

Server Environment

Check the environment in the server room for temperature, humidity, and ventilation.

Check the power supply, UPS, and any other power-related components.

Check the cooling system, and ensure that all fans are working properly.

Check the server and any other equipment to make sure they are running properly.

Software

Check the operating system, and ensure that it is up to date.

Check the system logs for any errors or warnings.

Check for any security patches or updates that need to be installed.

Check the system configuration and make sure all settings are correct.

Check the disk space and make sure there is enough free space.

Database

Check the database for any errors or inconsistencies.

Check the database backups, and ensure they are running correctly.

Check the database performance and make sure it is running optimally.

Check the database security, and make sure it is up to date.

Network

Check the network connections, and make sure they are functioning properly.

Check the network security, and ensure that all ports are secure.

Check the network performance, and make sure it is running optimally.

Check the firewall security, and ensure that all settings are correct.

Security

Check the security settings, and ensure that all settings are correct.

Check the antivirus software, and make sure it is up to date.

Check for any unauthorized access, and make sure there are no security breaches.

Backups

Check the backup system, and make sure it is running correctly.

Check the backup logs, and make sure there are no errors or warnings.

Check the backup storage, and make sure there is enough free space.

Hardware

Check the hardware components, and make sure they are functioning properly.

Check the hard drives, and make sure they are running optimally.

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Network Maintenance Checklist

Ensure all devices and systems are up-to-date with the latest security patches and bug fixes

Check for any security threats or vulnerabilities

Test the performance of the network and make adjustments as needed

Check for any unauthorized access or suspicious activity

Check system logs for errors or warnings

Check network connections and performance

Verify data backup and recovery processes

Perform regular malware scans

Update network documentation with any changes

Monitor network traffic and usage

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Onboarding a New Software Developer

Before Day One

Enter start date

Brand new step

Review internal wikis to ensure all tool and internal process explanations are up to date.

Prepare physical equipment the developer will need, such as:

Create accounts for the developer on any external services, such as:

Create accounts for the developer on any internal services, such as:

Send the developer invites to team meetings

Assign a developer or project manager to guide and mentor the new developer

Day One (and possibly Day Two)

Gather employee information for payroll and other benefits

Introduce the developer to everyone on their team (the whole team, if it’s small, or their specific product team), including remote members, and make sure they know what each person does

Introduce the developer to any company resources, such as tech support and human resources

Introduce the developer to daily standups or scrums and explain how to participate

Take the developer out to lunch with their team (the whole team, if it’s small, or their specific product team) or arrange a team bonding time over video call

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Patch Management Checklist

Patch Identification

Identify patches that need to be applied

Research patch requirements

Identify patch dependencies

Patch Testing

Test patch in a non-production environment

Ensure patch is compatible with other applications

Ensure patch will not cause unexpected downtime

Patch Installation

Install patch on production systems

Schedule patch installation

Monitor patch installation

Patch Management

Monitor patch installation progress

Validate patch installation

Document patch installation

Test patch functionality

Monitor system performance after patch installation

Patch Follow-up

Monitor system performance

Document patch installation results

Re-test patch functionality

Document patch issues

Re-schedule patch installation if needed

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Performance Monitoring Checklist

System Performance Monitoring

Check the hardware and software components for proper functioning

Verify network bandwidth and latency

Perform system updates and patches

Test system functionality and performance with stress testing

Check system logs for errors or issues

Monitor system utilization

Check system availability

Application Performance Monitoring

Monitor application usage and performance

Track application requests and response times

Identify and investigate application errors

Check application logs for errors or issues

Test application functionality and performance with stress testing

Monitor application resource utilization

Check application availability

Database Performance Monitoring

Check database queries for performance

Monitor disk and memory usage

Identify and investigate database errors

Check database logs for errors or issues

Test database performance and functionality with stress testing

Check database availability

Network Performance Monitoring

Check network performance and utilization

Monitor and analyze network traffic

Identify and investigate network errors

Check network logs for errors or issues

Test network performance and functionality with stress testing

Check network availability

Security Performance Monitoring

Check security policies and procedures

Monitor user access and permissions

Identify and investigate security issues

Check security logs for errors or issues

Test security performance and functionality with stress testing

Check security availability

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Security Checklist

Security Governance

Ensure security policies and procedures are in place and up to date

Establish organizational roles and responsibilities for InfoSec

Develop an incident response plan

Conduct regular security audits and risk assessments

Network Security

Implement firewalls and IDS/IPS

Protect data in transit with encryption protocols

Secure wireless networks

Utilize network segmentation

Application Security

Implement application security best practices

Perform security testing on applications

Ensure applications are regularly patched and updated

Data Security

Encrypt data at rest

Implement access control measures

Establish data backup and recovery plans

Endpoint Security

Deploy endpoint security software

Enforce least privilege access

Enable multifactor authentication

Conduct regular vulnerability scans

Employee Security

Provide security awareness training

Conduct background checks for employees

Implement secure BYOD policies

Enforce strong password policies

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Server Configuration Checklist

Hardware Requirements

Operating System

CPU

Memory

Storage

Network Connectivity

Power Supply

Software Requirements

Database

Application Software

Scripts and Automation Tools

Backup and Recovery Software

Security Requirements

Firewall

Antivirus & Anti-malware

User Access Controls

Audit Logging

Encryption

Monitoring & Maintenance

System & Network Monitoring

Performance & Capacity Monitoring

Software Updates & Patches

Backup & Disaster Recovery Procedures

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Server Maintenance Checklist

Hardware

Check fan and power cables

Check disk drive and space

Check RAID configuration and disk status

Check memory, CPU, and other components

Software

Check system log

Check system updates

Check installed programs

Check application versions

Security

Check antivirus and malware software

Check firewall settings

Check security patches

Check network configuration

Backups

Check backup system

Check data integrity

Verify backup storage

Test restore process

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Software Installation Checklist

System Setup

Check System Requirements

Check Storage Requirements

Check Network Connectivity

Software Installation

Download Software Package

Install Software Package

Verify Installation

Post-Installation Tasks

Run System Configuration Scripts

Update Software Settings

Configure User Accounts

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Software Update Checklist

Pre-Update

Identify the software version to be updated

Identify dependencies of the software

Back up the system for recovery purposes

Conduct a system review to identify potential compatibility issues

Identify stakeholders in the update process

Establish a timeline for the update

During Update

Install the software update

Test the new version to verify it operates as expected

Monitor the system performance

Troubleshoot any issues that arise

Post-Update

Document the update process

Conduct a post-update system review

Monitor system performance to ensure stability

Verify that the update was successful

Notify stakeholders of the update completion

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User Access Control Checklist

Access Request

Obtain an Access Request Form and complete it with the required information

Obtain appropriate approval

Verify the user's identity

Check the user's background and credentials

Assess and document the user's need for access

User Identification and Authentication

Establish and document a user's identity

Create and assign a unique user ID

Establish and document the user's authentication credentials

Create and assign a secure password

Issue and document any additional authentication materials such as tokens, smart cards, etc.

Access Control

Assign appropriate roles and privileges

Configure access rights

Monitor user access

Audit user access

Periodically review and update user access

Implement access control mechanisms

Enforce separation of duties

System Security

Implement security policies and procedures

Protect system resources

Monitor system activity

Detect and respond to security incidents

Perform regular system scans

Perform regular vulnerability assessments

Train users on security best practices

Data Protection

Protect data from unauthorized access

Protect data from unauthorized modification

Protect data from unauthorized deletion

Encrypt data when necessary

Implement data backup and recovery procedures

Monitor data access

Audit data access

Periodically review and update data access

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Vulnerability Intake Checklist

Identify Vulnerability

Gather detailed information about the vulnerability

Determine the source of the vulnerability report

Assess initial severity and potential impact

Check if the vulnerability has been publicly disclosed

Verify if similar vulnerabilities have been previously identified

Evaluate Impact

Identify affected systems or components

Estimate the potential business impact

Determine the need for immediate mitigation

Evaluate the risk to customer data and privacy

Consult with stakeholders for risk assessment

Prioritize and Assign

Categorize the vulnerability based on severity

Assign responsibility to relevant team members

Set deadlines for investigation and remediation

Ensure resources are available for addressing the issue

Update stakeholders on prioritization decisions

Remediate and Test

Develop a remediation plan

Implement necessary patches or configurations

Test the solution in a controlled environment

Verify the effectiveness of the remediation

Document the remediation process and outcomes

Communicate and Review

Inform relevant stakeholders of the resolution

Share lessons learned across teams

Conduct a post-mortem analysis

Update vulnerability management protocols

Prepare a report for future reference

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