Example Project Plan

Design Review

• AIS Client Business Continuity Plan
• AIS Client Disaster Recovery Plan
• AIS Data Security and Privacy Policy
• AIS Data Breach Response Policy

Recurring Yearly

• Review/Update Acceptable Use Policy
• Update emergency contact information

Recurring Ongoing/As Needed

• Provision/De Provision Employee Access to Internal Services
• Phone System/VoIP Provisioning/De provisioning
• End User Remote Access
• CRM Account Provisioning/De provisioning
• Update IT Environment Documentation
• Document asset and license details as configuration items in autotask
• Coordinate recurring meeting/call according to stakeholder preferences

Discovery

• Identify IT Requirements by Employee Department
• Identify CRM access needs by Employee Department
• Identify software subscription expiration and renewal dates
• Identify stakeholder communication preferences

Validation

• Review internal resource access needs by employee group

Recurring Quarterly

• Lease and warranty expiration

Planning

• Identify how many desktops/laptops to keep in stock for short notice employee need

Recurring Tasks