End-of-Year IT Review Checklist

Use this checklist to perform a comprehensive review of your SMB’s IT systems before heading into 2025.

📦 Infrastructure

• Server warranty and capacity checks
• Network equipment condition
• Uptime and downtime records

🖥️ Workstations

• Operating system versions
• Patch and antivirus status
• Devices near replacement age

🔐 Security

• MFA enforced for all users
• Firewall and endpoint coverage
• Last internal/external security audit

📁 Backups

• Backup success rate and coverage
• Last successful restore test
• Cloud vs. local retention strategy

👥 User Management

• Terminated accounts disabled
• Admin rights reviewed
• New starter process documented

📊 Software and Licensing

• Renewal dates tracked
• Duplicate or unused licenses removed
• License spend vs. user count

🧭 Strategic Planning

• Three 2025 IT priorities identified
• Roadmap and budget aligned
• Support contracts reviewed

This checklist sets the foundation for a fresh start in the new year. Use it to reduce waste, lower risk, and realign your IT goals with business outcomes.