Start with who needs support.
Include employees, volunteers, contractors, remote users, and people who share devices. Record how they get help today and what slows them down. Ask who handles new accounts and who removes access when someone leaves.
THE PLANNING DESK
Your complete-office IT inventory worksheet.
Bring clarity to your next provider conversation. Use these questions to collect the details that make proposals easier to compare.
Download the checklist ↓Compare the same responsibilities.
A monthly price only makes sense alongside a defined scope. Ask which devices, applications, support hours, sites, and projects are included. Find out how work outside that scope is estimated and approved.
Ask about restoration, not just backups.
Identify the systems your organization cannot operate without. Ask what is backed up, how long copies are retained, and how restoration is tested. Agree on recovery priorities before an outage forces the conversation.
Keep control of your organization’s assets.
Discuss ownership of domains, administrator accounts, documentation, licensing, and data. Ask what happens at the end of an agreement and how access and information are handed over.
Turn the questions into a plan.
Separate immediate needs from longer-term improvements. Bring a budget range and decision timeline. A good proposal should make the scope, responsibilities, and next steps understandable.
Where should your conversation start?
Use our short planning tool to identify the topics you want to cover.
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