Year-End IT Review Checklist for SMEs

Use this checklist to evaluate your IT environment as the year comes to a close. Address gaps, align with business goals, and plan strategically for the year ahead.

🔍 Infrastructure Review

• Have all systems received the latest security patches?
• Are there any aging servers, network gear, or devices?
• Has performance monitoring revealed any chronic issues?

🛡 Cybersecurity Health

• Are antivirus and EDR tools up to date?
• Has MFA been enforced across critical systems?
• Have user access privileges been audited recently?

💾 Data Management

• Have backups been tested in the past 30 days?
• Is your retention policy clearly defined and compliant?
• Are cloud storage and local storage policies harmonized?

👥 Vendor & License Management

• Are all software licenses accounted for and valid?
• Have vendor SLAs been reviewed for renewal or termination?
• Do vendor solutions still align with your roadmap?

📈 Strategic IT Planning

• Have 2024 IT goals been documented?
• Is there a plan for technology upgrades or migrations?
• Are budgets approved and aligned to projects?