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> IT onboarding site survey checklist
IT onboarding site survey checklist
Network Infrastructure
Assess the availability and quality of network connectivity
Identify the location of network equipment (routers, switches, etc.)
Verify the network configuration and ensure it aligns with company standards
Check for any network security measures and document them
Evaluate the capacity and performance of the network
Test the network speed and latency
Assess the reliability of the network
Determine the network topology (star, bus, ring, etc.)
Check for any network performance issues
Verify that network segmentation is in place
Ensure that remote access is available and secure
Establish and document network access control rules
Test and validate network redundancy systems
Ensure that network security is up to date
Check that any firewalls are configured correctly
Check the network for any unauthorized access
Conduct a network vulnerability scan
Confirm that all network traffic is encrypted
Test the network for any malicious activity
Hardware and Equipment
Inventory all existing hardware and equipment
Create a comprehensive list of all hardware and equipment currently in use.
Include computers, laptops, servers, and any other relevant devices.
Note the quantity and location of each item.
Inspect the condition and functionality of computers, laptops, servers, etc.
Physically inspect each device to check for any visible damage or signs of wear.
Power on the devices and ensure they are functioning properly.
Test all essential features and components.
Document the specifications of each device, including serial numbers
Record the make, model, and specifications of each device.
Take note of the serial numbers for tracking purposes.
Include details such as processor, RAM, storage, and operating system.
Check for any missing or damaged equipment
Compare the inventory list with the actual devices to identify any missing equipment.
Report any damaged or non-functional devices for repair or replacement.
Ensure the availability of necessary peripherals (printers, scanners, etc.)
Confirm the presence and functionality of required peripherals.
Check for printers, scanners, and any other necessary devices.
Ensure they are connected properly and ready for use.
Software and Applications
List all installed software and applications on each device
Verify the software licenses and ensure compliance
Identify any outdated or unsupported software versions
Assess the need for additional software or licenses
Check for any specialized software requirements for specific roles
Security and Access
Review the existing security measures (firewalls, antivirus software, etc.)
Evaluate the strength of passwords and access controls
Assess the need for multi-factor authentication
Verify the availability of remote access options
Document user access levels and permissions
Data Backup and Recovery
Determine the existing backup and recovery procedures
Assess the frequency and reliability of backups
Verify the location and security of backup storage
Evaluate the recovery time objectives (RTO) and recovery point objectives (RPO)
Identify any gaps in the backup and recovery strategy
Documentation and Knowledge Base
Review existing IT documentation and knowledge base materials
Ensure the availability and accuracy of system documentation
Document any missing or outdated documentation
Assess the organization of the knowledge base and suggest improvements
Verify the accessibility of documentation for new employees
Helpdesk and Support
Assess the current helpdesk and support system
Verify the availability of IT support channels (phone, email, ticketing system)
Evaluate the response time and resolution process
Identify any areas where additional support may be needed
Document any known issues or recurring problems
Communication and Collaboration Tools
List the existing communication and collaboration tools in use
Verify the availability of email accounts and other communication channels
Assess the need for video conferencing or messaging tools
Identify any data sharing or file storage platforms
Document the user guides or training materials for these tools
IT Policies and Procedures
Review the existing IT policies and procedures
Ensure the compliance with industry standards and regulations
Assess the need for updates or revisions to the policies
Document any gaps in the policies and suggest improvements
Verify the communication and understanding of the policies among employees
Additional Requirements
List any specific requirements or considerations unique to the organization
Identify any custom software or applications used
Assess the need for hardware or software upgrades
Document any future IT projects or initiatives
Note any other observations or recommendations for improvement
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