End of Year IT Checklist

Here’s a comprehensive breakdown of what to include in your End-of-Year IT Checklist:

Audit your hardware: Check the age, performance, and warranty status of all devices. Replace outdated or underperforming equipment.
Review software licenses: Ensure all software is properly licensed and renew or cancel subscriptions as needed.
Update operating systems and applications: Apply the latest patches to reduce vulnerabilities and improve performance.
Test backups and disaster recovery: Verify that backups are running correctly and simulate a recovery scenario.

Run a security audit: Identify vulnerabilities, misconfigurations, and outdated protocols.
Review access controls: Remove inactive users, update permissions, and enforce MFA.
Check GDPR compliance: Ensure data handling practices align with UK regulations, especially if you store customer data.
Renew cybersecurity insurance: Confirm coverage is adequate and aligned with your current risk profile.

Evaluate IT spend vs ROI: Review your IT budget and assess the value delivered by your MSP and tech stack.
Plan next year’s IT investments: Identify areas for improvement—cloud migration, automation, or AI tools.
Claim eligible tax deductions: Capital allowances may apply to IT purchases made before April 5.

Conduct staff training: Refresh cybersecurity awareness and tool usage.
Review remote work policies: Ensure secure access and productivity tools are in place.
Clean up digital clutter: Archive old emails, delete unused files, and organise shared drives.

This checklist isn’t just about ticking boxes—it’s about setting your business up for a secure, efficient, and growth-ready year ahead.