How to Use This Checklist

Go through each section and check off the items that are currently in place at your business. Items you cannot check off represent gaps in your IT security or operations. The more unchecked items you find, the more value a WiseTech managed IT assessment will provide. A professional assessment is free and takes about 45 minutes.

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Network & Infrastructure

0 / 5

Do you have a business-grade firewall protecting your network? Is your Wi-Fi network segmented (guest Wi-Fi separate from business systems)? Are all network devices (routers, switches, access points) under support? Do you have a documented network diagram showing all devices? Is remote access to your network secured with a VPN?

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Cybersecurity

0 / 6

Is multi-factor authentication (MFA) enabled on all business email accounts? Do all workstations have business-grade endpoint protection (EDR), not just consumer antivirus? Is email security filtering configured to block phishing and malicious attachments? Have your staff completed security awareness training in the last 12 months? Do you have a written incident response plan for a cyberattack? Are DMARC, DKIM, and SPF records configured on your email domain?

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Backup & Disaster Recovery

0 / 5

Are all critical business files backed up automatically every day? Are backups stored off-site or in the cloud (not just on a local drive)? Are your backups immutable (protected from ransomware encryption)? Have you tested a full restore from backup in the last 6 months? Do you have a documented Recovery Time Objective (RTO) and Recovery Point Objective (RPO)?

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Cloud & Productivity

0 / 5

Are you using a business-tier Microsoft 365 or Google Workspace plan (not personal/consumer accounts)? Is Microsoft 365 or Google Workspace admin access properly secured with MFA and limited to IT staff? Do you have a process for revoking cloud access when employees leave? Are all software licences tracked and up to date? Is your line-of-business software hosted in the cloud or on a supported server?

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Patch Management & Updates

0 / 4

Are Windows/macOS updates applied to all workstations within 30 days of release? Are servers on a regular patching schedule? Is all third-party software (browsers, Office, Adobe, etc.) kept up to date? Are firmware updates applied to network devices and servers?

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Compliance & Privacy

0 / 5

Do you have a documented IT security policy? Do you have a privacy policy that covers how client data is collected and stored? If your business handles health information, do you have PHIPA compliance controls in place? Do you have cyber insurance coverage? Is there a process for securely disposing of old computers and hard drives?

Free IT Assessment Checklist

How to Use This Checklist

Network & Infrastructure

Cybersecurity

Backup & Disaster Recovery

Cloud & Productivity

Patch Management & Updates

Compliance & Privacy

Your IT Assessment Score

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