Templates and checklists
Working documents for the operational side of managed IT, written to be edited, not admired. Each one is on the page in full and downloadable as Markdown, so it drops into a wiki, a repo or a docs system.
Template
MSP client onboarding checklist
contracts, access, discovery, agent rollout, security baseline and the first 30 days.
TemplateBackup policy template (3-2-1-1-0)
scope, RPO and RTO per system, the 3-2-1-1-0 rule, retention, immutability and restore testing.
TemplateIncident response plan template for small IT teams
severity levels, roles, the first hour, containment, recovery and the post-incident review.