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IT Operations Checklist

A cross-functional checklist covering documentation, change management, incident and problem management, asset management, monitoring, and continuous improvement.

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IT Operations Checklist

A cross-functional checklist covering documentation, change management, incident and problem management, asset management, monitoring, and continuous improvement.

Documentation

  • Core systems, network topology, and system configurations are documented and current — not last updated during initial deployment years ago.
  • Recovery procedures for critical systems are documented in enough detail that someone other than the original engineer could execute them.
  • Documentation has a named owner responsible for keeping it current.
  • Access to documentation is centralized and available to everyone who needs it, not scattered across individual inboxes or desktops.

Change Management

  • A defined change management process exists in writing, covering how changes are requested, assessed, approved, and implemented.
  • The process is actually followed for routine changes, not just invoked for major ones.
  • Changes are classified by risk (standard, normal, emergency) with an approval path appropriate to each.
  • A rollback plan is documented before a change is implemented, not improvised if something goes wrong.

Incident & Problem Management

  • Incidents are logged consistently, with severity, timeline, and resolution captured for every incident — not only major outages.
  • Recurring incidents are tracked as problems and investigated for root cause, rather than being resolved the same way every time they recur.
  • A defined escalation path exists by severity, so the right people are engaged without delay.
  • Post-incident reviews happen for significant incidents, with follow-up actions tracked to completion.

Asset Management

  • A current inventory exists of hardware, software, and cloud assets, including ownership and lifecycle status.
  • The inventory is reconciled against reality on a defined cadence, not assumed to be accurate indefinitely.
  • End-of-life and end-of-support dates are tracked so aging assets are addressed proactively.
  • Asset data ties back into change management and incident management, rather than existing as an isolated spreadsheet.

Monitoring

  • All critical systems and devices are covered by monitoring — not just the ones that have caused problems before.
  • Alert thresholds are tuned to the environment rather than left at vendor defaults, so alerts reflect meaningful signal.
  • A defined escalation and on-call path exists for alerts by severity.
  • Monitoring coverage is reviewed when new systems are introduced, not only during periodic audits.

Continuous Improvement

  • A recurring review cadence exists to assess operational performance — incident trends, change success rate, documentation currency, and monitoring effectiveness.
  • Findings from reviews translate into tracked action items, not just discussion.
  • Operational maturity is reassessed periodically rather than assumed static once initial processes are in place.

Related Resources

  • IT Operations Fundamentals — /knowledge-center/it-operations/it-operations-service-management/it-operations-fundamentals
  • IT Operational Maturity Model — /knowledge-center/it-operations/it-operations-service-management/it-operational-maturity-model

This document is a starting-point resource, not legal or compliance advice. Review it against your organization's actual systems before adoption — see the full IT Operations & Service Management Hub for the reasoning behind each recommendation.

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