Annual information services planning template.
A practical starting point.

Review checklist

Work through the checklist.

Use the checkboxes during a review. Entries stay in this browser tab and are not submitted to a server. Print or save the completed page for your own records.

• Review the business problems raised by IT, records and operations.
• Summarise measured retrieval, rework and administration effort.
• Review existing client or business-unit commitments.
• Separate one-off backlog projects from recurring support.
• Identify regulatory and retention review needs with the responsible experts.
• List Microsoft 365, migration and information-quality priorities.
• Prioritise the most important improvements by business need and feasibility.
• Identify the internal sponsor and delivery owner for each item.
• Estimate staff capacity before committing to dates.
• Separate software, services, media and internal time in the budget.
• Choose one first-quarter pilot and a practical acceptance test.
• Agree monthly review measures and quarterly decisions.

Action worksheet

Record the next step.

Useful output: A prioritised 12-month roadmap with owners, assumptions and a first 90-day plan.

This worksheet supports planning. Retention, access and disposal decisions require the organisation’s responsible owners and applicable policy review.