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Checklists & Templates

Every SoloITPro article comes with something you can put to work the same day. Grab the download, then read the article for the how and why behind it.

Checklist · PDF

The One-Person IT Department Starter Checklist

A printable one-page scorecard for your first 30 days as the only IT person: the firewall, backups and admin access first, then inventory, renewals, runbooks and a risk list. Space to write in who owns each item and when you checked it.

Download the Checklist Read the article: The One-Person IT Department Starter Checklist →

Opens as a PDF. Print it, or download your own copy.

Spreadsheet · Excel

Firewall Review Spreadsheet

A step-by-step review sheet for a firewall you've never seen before: device and firmware checks, active-compromise triage, admin access, log review, rule review with scream-test tracking, and a remediation tracker that counts open findings by severity. Fill in the yellow cells.

Download the Spreadsheet Read the article: First Thing I’d Check: The Firewall →

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.

Spreadsheet · Excel

Backup Health Review Spreadsheet

Find out whether your backups would actually bring the business back: a backup inventory, a backup infrastructure review, 3-2-1 and retention with an automatic “meets 3-2-1?” check, the questions to take to management, a DR test log, and an out-of-band contact tree for when email is down. Fill in the yellow cells.

Download the Spreadsheet Article coming soon: First Thing I’d Check, Part 2: Backups

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.

Spreadsheet · Excel

Identity & Admin Review Spreadsheet

Find every admin on every system: an inventory of identity platforms, vendor portals and remote-access tools, the full admin list checked against active employees, a workstation local-admin spot check, compromise red flags, the questions to take to management, and a security plan that counts open items for you. Fill in the yellow cells.

Download the Spreadsheet Article coming soon: First Thing I’d Check, Part 3: Identity & Admin Accounts

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.

Spreadsheet · Excel

IT Inventory Workbook

A free IT asset inventory template built for the one-person IT department: sites and internet, network equipment, servers, computers, apps and subscriptions, domains and certificates, everything else with an IP address, vendors, an Unknown / Investigate tab and a quarterly review. Renewal and warranty dates warn you at 90 and 30 days. Fill in the yellow cells.

Download the Workbook Article coming soon: First Thing I’d Check, Part 4: How to Build an IT Asset Inventory

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.

Spreadsheet · Excel

Vendor & Renewal Tracker

Every vendor, contract and renewal in one place: who you pay, what for, when it renews, and the last day to give notice before it auto-renews. Includes a printable Who to Call sheet and a 12-month renewal calendar. Fill in the yellow cells.

Download the Tracker Article coming soon: First Thing I’d Check, Part 5: How to Track IT Vendors, Contracts and Renewals

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.

Spreadsheet · Excel

Security & End-of-Life Review

Check the security basics across your environment and find the systems that are out of support or about to be: operating systems, firmware and software, with end dates and a plan for each one. Fill in the yellow cells.

Download the Spreadsheet Article coming soon: First Thing I’d Check, Part 6: Security Basics and End-of-Life Systems

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.

Template · Word

Runbook Template

A Word template for IT runbooks someone else can actually follow: a header with owner and last-tested date, what to check before you start, numbered steps with what you should see, how to roll back, and who to call. Includes a naming and filing cheat sheet and a filled-in Microsoft 365 offboarding example.

Download the Template Article coming soon: First Thing I’d Check, Part 7: How to Write an IT Runbook

Opens in Word Online. Use File → Save As / Download to keep your own editable copy.

Sheet · PDF

The “If I’m Out” Sheet

A two-page sheet for the day you are not there: where the important things live, who to call for what, and the first steps someone else should take. Fill it in, print it and put it where your backup person can find it.

Download the Sheet Article coming soon: First Thing I’d Check, Part 8: The “If I’m Out” Binder

Opens as a PDF. Print it or save your own copy.

Spreadsheet · Excel

IT Risk Register and Report

List the risks you found across the series, score them, assign an owner and a fix, and turn the top items into a short report for management. Fill in the yellow cells.

Download the Spreadsheet Article coming soon: First Thing I’d Check, Part 9: The IT Risk Register and the Report to Management

Opens in Excel Online. Use File → Save As / Download to keep your own editable copy.