Year-End IT Review Checklist

This checklist helps IT and leadership teams close the year with clarity and ensure systems, staff, and budgets are aligned heading into 2024.

🔐 Security & Compliance

• Run vulnerability scans and review patch status
• Confirm firewall and endpoint policies are current
• Validate that backups are complete and recoverable
• Check MFA enforcement and access reviews

🖥️ Infrastructure & Assets

• Update your device and server asset register
• Review warranties, lease terms, and SLAs
• Retire or repurpose aged equipment

💰 Licensing & Budgeting

• Check all software and SaaS renewal dates
• Audit usage to eliminate waste or overlap
• Update budget forecasts for 2024

👥 Staff Access & Onboarding/Offboarding

• Deprovision accounts for all departures
• Confirm onboarding is consistent and documented
• Ensure staff received cybersecurity training

📈 Planning & Risk

• Update your IT roadmap and project register
• Revisit your business continuity plan
• Document and prioritise open risk items