MaintainIT Technology · Planning guide
Before your next IT upgrade: a business planning checklist
Use these questions with business owners, your IT team and the providers who need to participate. Note what you know and what needs review before defining the scope.
1. Objective
What needs to improve, and which business process would benefit? Define how you will recognize that the work meets the objective.
2. People
Who uses the affected systems? Who approves decisions and coordinates the participants?
3. Systems and dependencies
Which applications, connections and services depend on the change? What information is missing for planning?
4. Access and responsibilities
Who administers access, and who can authorize changes? Keep credentials and sensitive details out of public documents.
5. Timing and resources
Which deadlines, budget constraints and change windows matter? What internal and external resources will you need?
6. Continuity
Which operations need to continue, and what procedure will be agreed if a change encounters a problem?
7. Validation
Which scenarios will be tested, who will review the results and how will open items be documented?
8. Handover
What documentation and guidance will the team receive? Who will own the agreed follow-up?
Your next step
Summarize your objective, main questions and timing. Do not send passwords or confidential details through the form.
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