Best starting point Use these resources together Start with onboarding and offboarding, then add password rules, administrator access reviews, device tracking, software tracking, and a monthly review routine. Together, these resources form a simple operating system for small business IT. Onboarding Offboarding Password policy Monthly review
Template Small Business Password Policy Template Set clear rules for passwords, password managers, MFA, shared accounts, administrator access, and employee exits. Open resource
Checklist Employee IT Onboarding Checklist Prepare accounts, devices, licenses, applications, email, MFA, and first-day instructions before a new employee starts. Open resource
Checklist Employee IT Offboarding Checklist Remove access, recover equipment, reset shared passwords, preserve business files, remove licenses, and document completion. Open resource
Template Microsoft 365 Admin Access Review Template Review who has administrator access, why they have it, whether MFA is enabled, and whether the access is still needed. Open resource
Checklist Monthly IT Review Checklist Review accounts, devices, backups, software renewals, support issues, documentation, and security tasks once a month. Open resource
Tracker Device Inventory and Assignment Form Track business devices, assigned users, serial numbers, condition, accessories, and return status. Open resource
Tracker License and Software Tracker Track software, licenses, subscriptions, renewal dates, business owners, costs, support contacts, and status. Open resource
Employee lifecycle Onboarding and offboarding support Set up repeatable steps for account creation, access removal, device assignment, license cleanup, file transfer, and final verification. Get onboarding or offboarding help
Microsoft 365 security Admin access and password cleanup Review administrator roles, MFA, password manager access, shared accounts, risky permissions, and old user accounts. Get Microsoft 365 security help
IT documentation Devices, software, and vendors Create clear records for devices, assigned users, software renewals, vendor contacts, support ownership, and recurring monthly reviews. Get documentation help
Ongoing support Monthly IT review process Turn the checklists into a monthly review process that catches small account, device, software, backup, and documentation issues early. Get monthly IT review help
