Checklists, worksheets, planners, and policy templates from BlueKey IT. Each one is free, written in plain language, and built to help growing businesses plan, secure, and run their IT.
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21 free downloads · Fillable and plain-language · Built by the BlueKey IT team
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Security and complianceChecklists, plans, and templates for protecting data and meeting CMMC, HIPAA, and other requirements.
IT planning and budgetingPlanners and worksheets for budgets, hardware lifecycles, software, and acquisitions.
Day-to-day IT operationsChecklists for devices, people, networks, backups, and keeping your practice running.
Choosing IT supportScorecards and a responsibility matrix for evaluating providers and splitting IT work.Find the gaps in your security, get ready for an assessor or insurer, and put clear procedures in place before you need them.
A plain-language checklist of the security practices behind CMMC, HIPAA, FTC Safeguards, and cyber insurance reviews.
Related: Cybersecurity and compliance
Key contacts, first steps, and a recovery checklist in one place, so your team knows exactly what to do if ransomware hits.
Related: Endpoint security
Check 18 settings that protect your email, files, and accounts, from sign-in security to file sharing.
Related: Microsoft 365 and Google Workspace
A plain-language policy you can customize to set clear rules for how your team uses AI and protects customer data.
Related: Managed Intelligence (AI)
A step-by-step procedure for verifying any request to send money or change bank details, so a spoofed email cannot redirect a payment.
Related: FTC Safeguards Rule compliance
Check your contract clauses, trace how CUI moves through your business, and define the scope of your CMMC assessment.
Related: CMMC compliance
List every vendor that touches patient data and confirm who has signed a business associate agreement.
Related: HIPAA IT compliance
The IT side of a legal hold: which email, chat, files, phones, and backups to preserve, and how to document it.
Related: IT for law firms
Plan your technology spend, see what is coming up for replacement, and know what you are inheriting before you buy.
Map hardware replacements, recurring costs, projects, and renewal dates into a budget you can take to leadership.
Related: IT consulting
List every server you run, track warranty and end-of-life dates, flag the risks, and plan your next upgrades.
Related: Server support
Map your industry software, vendors, renewal dates, and core IT, and see who supports each piece.
Related: IT services by industry
Track where each project’s files live and which consultants, clients, and contractors still have access.
Review a practice’s IT before you buy, sell, or join a group, so no system, license, or contract is missed.
Related: IT for veterinary clinics
Keep devices patched, people set up correctly, networks reliable, and your business ready to recover.
Inventory your devices, check 14 patching and monitoring practices, and keep a monthly maintenance log.
Related: 24/7 monitoring and patch management
Set new hires up on day one and close out access the same way every time someone leaves.
Related: Help desk and workstation support
Check your internet service, network equipment, and security settings, plus a room-by-room WiFi coverage walk.
Related: Networking and WiFi
Estimate the cost of downtime, list your critical systems, check your backups, and set your recovery order.
Related: Backup and disaster recovery
What your front desk and clinical team do when the practice management system, imaging, or internet goes down.
Related: IT for dental practices
Check whether your current provider is delivering, compare new ones fairly, and agree on who handles what.
Ten plain-language questions to check whether your current IT support is delivering what your business needs.
Related: Managed IT services
Compare managed IT providers side by side by asking every provider the same questions.
Related: Managed IT services
Map 13 core IT areas between your in-house team and outside help, and see where coverage is missing.
Related: Co-managed IT
Read practical articles from the BlueKey IT team on the topics businesses ask us about most.
Ransomware, BYOD, and the everyday steps that keep a business secure.
How to adopt AI tools safely, and the AI-driven threats to watch for.
Plain-language guidance on CMMC, HIPAA, and other requirements.
Advice on IT support, servers, WiFi, and getting more from your technology.
Yes. Every checklist, worksheet, planner, and template on this page is free to download.
Each download asks for your name, email address, and company name. There is an optional box if you would like the BlueKey IT team to follow up with you.
They are written for small and mid-sized businesses, including practices and firms with no IT staff and companies with an in-house IT team that wants a second set of eyes.
Yes. Most of them work best when you fill them in with the people who use your systems every day, then review the results with leadership.
Yes. Schedule a discovery call and we will walk through it with you, review your IT, and give you a clear plan with next steps.
Start with the Cybersecurity Readiness Checklist for a quick view of where your security stands. Prefer to talk it through? Schedule a discovery call and we will review your IT, security, and backups, then recommend clear next steps.
