Your first conversation with an IT provider
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Prepared by Managed IT Service / WeldonPC

ORGANIZATION: ____________________
CONTACT: _________________________

1. PEOPLE & ACCESS
[ ] List staff, volunteers, contractors, and their access needs.
[ ] Identify who approves new access and removes departed users.
[ ] Ask how administrator accounts and MFA will be managed.

2. DEVICES & SUPPORT
[ ] Inventory workstations, servers, network equipment, and software.
[ ] Identify who owns warranties and replacement decisions.
[ ] Agree support channels, hours, escalation, and exclusions.

3. DATA & RECOVERY
[ ] Identify important files, cloud services, and recovery priorities.
[ ] Ask which systems are backed up, how often, and for how long.
[ ] Ask how restoration will be tested and documented.

4. BUSINESS & MISSION
[ ] Set a realistic budget range and decision timeline.
[ ] Identify privacy, contractual, or regulatory requirements to discuss.
[ ] Record what staff need most from the next IT provider.

5. COMPARE PROPOSALS
[ ] Compare the same users, devices, scope, and service hours.
[ ] Ask about onboarding, offboarding, project work, and exit arrangements.
[ ] Request clear ownership of documentation, domains, and credentials.

Start a conversation: https://manageditservice.us/contact
This worksheet is a planning aid, not an audit or certification.