IT operations Monthly IT Review Checklist Based on your General IT Operations Monthly Review Manual. Basic information Field Details Review month Reviewer Business owner Open action items Completed date Next review date Free-lite checklist Task or item Owner or notes Status Review new employees, role changes, and employee exits from the month. Confirm account access was added or removed correctly. Review administrator access and high-risk accounts. Update device inventory records. Review software renewals due in the next 60 days. Check unused licenses and subscriptions. Confirm backups are running and perform a small restore test when possible. Review open support issues and recurring problems. Update vendor and software tracker records. Document action items, owners, due dates, and follow-up needs.
Related License and Software Tracker Track software, licenses, subscriptions, renewal dates, business owners, costs, support contacts, and status.
Related Device Inventory and Assignment Form Track business devices, assigned users, serial numbers, condition, accessories, and return status.
Related 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.
