Use this MSP Pro Tech worksheet before an IT project or support review. For each question, record the evidence you have, the person responsible and the next action. Missing answers help shape the conversation; this is not a certification or a scored security assessment.
Write one sentence describing the outcome: fewer recurring interruptions, a new office ready for staff or a specific access problem resolved. Separate that outcome from a preferred product.
Evidence available: ____ · Owner: ____ · Next action: ____
Record the business decision-maker, the technical contact and the building contact if relevant. Identify approvals required from a landlord, software provider or equipment owner.
Evidence available: ____ · Owner: ____ · Next action: ____
Include email, line-of-business applications, phone numbers, network equipment and doors or cameras where relevant. Note connections to systems managed by someone else.
Evidence available: ____ · Owner: ____ · Next action: ____
Find the domain registrar, internet agreement, software subscriptions and current support contract. Record renewal dates and named account owners without placing passwords in the worksheet.
Evidence available: ____ · Owner: ____ · Next action: ____
Write down which work stops if the affected system is unavailable. Ask the responsible manager how long an interruption is tolerable and which activities must return first.
Evidence available: ____ · Owner: ____ · Next action: ____
Record the date and scope of the most recent restore test, or mark it unknown. Identify who can explain the result and what data the test did not cover.
Evidence available: ____ · Owner: ____ · Next action: ____
Identify starters, leavers, vendors and administrators affected by the work. Record who authorizes their permissions and who verifies access is removed when no longer needed.
Evidence available: ____ · Owner: ____ · Next action: ____
Note building access times, occupied work areas, proposed equipment locations and any restrictions on cabling or installation. Keep private floor plans for an agreed secure exchange.
Evidence available: ____ · Owner: ____ · Next action: ____
List the demonstrations or records needed at handover: a tested call route, labeled outlets, agreed device access or an updated system inventory. Match these to the project scope.
Evidence available: ____ · Owner: ____ · Next action: ____
Name the owner of documentation, ongoing support and unresolved items. Record the next review date and where staff should report a problem after the project closes.
Evidence available: ____ · Owner: ____ · Next action: ____