IT Reflection & Planning Worksheet

This worksheet helps you reflect on the key technology lessons of 2017 and set your business priorities for 2018. Use it to facilitate planning meetings, reviews, or strategy sessions.

🔍 Reflection Questions

• What unexpected IT incidents occurred in 2017? How were they handled?
• Which investments produced the strongest business outcomes?
• Were there gaps in our backup, security, or support plans?
• Did employees engage with training and awareness efforts?
• What feedback did end users give about IT services?

📅 2018 Planning Areas

• Modernize outdated equipment or software
• Refresh cybersecurity policy and user training
• Audit and test backup & disaster recovery procedures
• Review IT vendor agreements for SLA improvements
• Allocate IT budget with growth goals in mind

Plan collaboratively and document ownership of each initiative to make 2018 your most secure, productive year yet.