IT Handover Checklist

Nobody plans for it. Your IT person takes another job, retires, gets sick, or just stops returning calls. When that happens, the hard part isn’t finding someone new. It’s that everything they knew walks out the door with them: who owns your domain, how to get into your email system, where the backups are, which login opens the firewall.

This free checklist is the list of what you’d need. Sit down with your IT person, whether that’s an employee, a contractor, a friend or us, and fill it in together. It takes an afternoon, and it’s worth doing even if you never change a thing.

The checklist also explains how to store the finished list safely (write down where things are and who has them, not the passwords themselves) and how we handle administrator access for our own clients.

Wondering what else a “computer guy” setup tends to miss? Read Is a computer guy still enough?