01Users and workstations
User, role, location, remote status, device model, operating system, age, warranty, shared devices and additional company workstations.
02Servers and workloads
Hostname, role, business owner, physical or virtual status, operating system, hardware, storage used, applications, databases, file shares and dependencies.
03Current backups
Provider and product, protected systems, schedule, local and off-site destinations, retention, latest successful job, known failures, last restore test and daily change rate.
04Recovery priorities
Critical systems in recovery order, maximum acceptable downtime, maximum acceptable data loss, operating hours and named recovery contacts.
05Network and security
Internet circuits, firewall, VPN, switches, wireless, controller, network diagram, Microsoft 365 and Duo, security tools, insurance requirements and known issues.
06Vendors and transition
Current MSP terms and contacts, Sage reseller, ISP, backup and network vendors, renewal dates, administrative owners, unresolved tickets and handoff requirements.