Monthly IT Systems Review Checklist
A checklist for reviewing the health, security, and performance of business IT systems, ensuring technology supports operations effectively.
Complete Checklist
- 1Verify that all automated backups completed successfully during the monthCritical
- 2Test a backup restore to confirm data can be recovered if neededCritical
- 3Install all pending operating system and software updates and patchesCritical
- 4Review antivirus and anti-malware scan results for the month
- 5Check that all user accounts and access permissions are current and appropriate
- 6Remove access for any former employees or contractorsCritical
- 7Review internet and network performance and address any speed issues
- 8Check storage capacity on servers, cloud storage, and local drives
- 9Review software licence compliance and renewal dates
- 10Test critical business applications to ensure they are working correctly
- 11Review the IT support log for recurring issues or trends
- 12Update the IT asset register with any hardware or software changes
- 13Check that the business continuity and disaster recovery plan is current
- 14Review website uptime and performance during the month
- 15Plan any IT projects or upgrades needed in the coming months
Frequently Asked Questions
Should small businesses use cloud or on-premise IT systems?
Cloud-based systems are generally recommended for small businesses due to lower upfront costs, automatic updates, built-in redundancy, and accessibility from anywhere. They also reduce the need for in-house IT expertise. However, some businesses with specific compliance requirements or unreliable internet connectivity may need on-premise solutions for certain applications.
What are the most common IT security risks for small businesses?
Phishing emails, weak passwords, unpatched software, lack of multi-factor authentication, and unsecured Wi-Fi networks are the most common threats. Staff training on recognising phishing attempts is often the most effective security investment. Implement strong password policies and enable multi-factor authentication on all business systems.
How often should business data be backed up?
Critical business data should be backed up daily at minimum, with backups stored in a separate location from the primary data. Use the 3-2-1 rule: maintain three copies of data on two different types of media with one copy stored offsite or in the cloud. Test backup restores monthly to confirm your backups are actually usable.
Need help implementing these checks into your daily operations?
Our team can build custom checklists integrated into your daily operations workflow.