Initial Assessment

□ Conduct network discovery
□ Document infrastructure
□ Inventory hardware assets
□ List software applications
□ Review licensing compliance
□ Assess security posture
□ Evaluate backup systems
□ Review disaster recovery
□ Check compliance requirements
□ Document pain points
□ Identify critical systems
□ Prioritize improvements

Contract & Agreements

□ Review service agreement
□ Define SLA terms
□ Set response times
□ Establish escalation procedures
□ Define service hours
□ Set maintenance windows
□ Agree on pricing model
□ Document exclusions
□ Sign contracts
□ Process initial payment
□ Set billing cycle
□ Exchange insurance documents

Documentation Collection

□ Network diagrams
□ IP addressing schemes
□ Password documentation
□ Vendor contracts
□ Warranty information
□ License keys
□ Configuration backups
□ Disaster recovery plans
□ Compliance certificates
□ Insurance policies
□ Contact lists
□ Process documentation

Technical Migration

□ Deploy RMM agents
□ Install antivirus software
□ Configure patch management
□ Set up monitoring
□ Enable alerting
□ Configure backups
□ Test restore procedures
□ Document configurations
□ Standardize settings
□ Update firmware
□ Replace outdated equipment
□ Optimize performance

Security Implementation

□ Security assessment
□ Vulnerability scanning
□ Firewall configuration
□ Update security policies
□ Enable MFA
□ Configure email security
□ Deploy EDR solution
□ Set up SIEM
□ Implement DLP
□ Security awareness training
□ Incident response plan
□ Penetration testing

Service Desk Setup

□ Configure ticketing system
□ Create user accounts
□ Set up self-service portal
□ Define ticket categories
□ Establish priorities
□ Create knowledge base
□ Set up remote access
□ Configure automation
□ Create escalation rules
□ Define workflows
□ Test ticket flow
□ Train end users

Network Standardization

□ Standardize configurations
□ Update firmware
□ Configure VLANs
□ Optimize routing
□ Set up QoS
□ Configure wireless
□ Implement NAC
□ Set up VPN
□ Configure DNS
□ Update DHCP
□ Document changes
□ Test connectivity

Backup & Recovery

□ Assess current backups
□ Implement backup solution
□ Configure backup jobs
□ Set retention policies
□ Test restores
□ Document procedures
□ Set up monitoring
□ Configure alerts
□ Establish DR site
□ Create recovery plans
□ Schedule DR tests
□ Train staff

Vendor Management

□ Document vendor contacts
□ Review vendor contracts
□ Consolidate vendors
□ Negotiate better terms
□ Set up vendor portal access
□ Document support procedures
□ Create escalation paths
□ Schedule vendor reviews
□ Manage warranties
□ Track licenses
□ Plan renewals
□ Budget planning

Monitoring Setup

□ Deploy monitoring tools
□ Configure thresholds
□ Set up dashboards
□ Create alert rules
□ Define recipients
□ Test notifications
□ Monitor performance
□ Track availability
□ Log management
□ Capacity planning
□ Trend analysis
□ Report creation

Training & Documentation

□ Create client runbook
□ Document procedures
□ Train key contacts
□ Provide user guides
□ Schedule reviews
□ Create FAQ
□ Set up knowledge transfer
□ Document passwords
□ Create network maps
□ Update asset lists
□ Emergency procedures
□ Contact matrices

Go-Live Preparation

□ Complete all migrations
□ Test all systems
□ Verify monitoring
□ Confirm backups
□ validate security
□ Train users
□ Schedule go-live
□ Communication plan
□ Cutover checklist
□ Rollback plan
□ Support scheduling
□ Post-implementation review