Skip to main content

IT-Checklists.com - The eBook-Shop with Checklists and Templates for Professionals
logo
Skip main navigation
Template Systems Operations ManualTemplate Data Centre Operations ManualData Migration ChecklistNonfunctional RequirementsApplication Interface (EAI) Checklist Server Upgrade / Migration ChecklistApplication Upgrade / Migration ChecklistApplication & Server Inventory TemplateRelease ChecklistOutage PlanningApplication RetirementApplication Health checkArchiving RequirementsDisaster Recovery (DR) Technology SelectionBackup OLA / SLADatabase OLA / SLADBA Job DescriptionDatabase Health CheckStandby Database
The author of this template bears following credentials:
OCP 10g Logo
OCP 10g Logo
Logo ITIL green
Application SupportData MigrationOLA / SLA Operations Level AgreementSystem DocumentationProject ManagementDeploymentQuality AssuranceCompliance and StandardsDatabase AdministrationStart-up PhaseAchieving Operational ReadinessStabilized Operations

List of all Templates and Checklists

Topic Products
Disaster Recovery Selecting Disaster Recovery (DR) Technology
Service Management:
Operational Level Agreements (OLA)
Database OLA / SLA
Backup OLA / SLA

Self Assessment:
Check your systems!
- Before Auditors report it!
Stability Assessments:
Database Health Check
Application Health Check
DBA and Application Support:
Job-Description and Self-Assessment


Requirements Engineering
- Ask the right questions early!
Template Non-Functional Requirements
Requirements Checklist for Application Interfaces
Requirements Checklist for Data Migration
Business Requirements for Archiving and Purging..

Documentation Templates Template for an IT Operations Manual
Server and Application Inventory Templates

Life Cycle Management Server Upgrade / Server Migration Checklist
Application Upgrade / Application Migration Checklist
Deployment
Template for IT Outage Planning
Application Retirement / Decommissioning
Application Environment and Server Cloning Checklist

    Disaster Recovery


The 70 page base document helps you to define your individual requirements and explains the evaluation criteria.
The 30 page documentation template assists you in documentation of your requirements, assumptions and decisions!
Back to top

    Service Management: Operational Level Agreements (OLA)

Both templates
Enable the Backup Team to prepare Standard (silver, gold, platin)-OLA's!
Help the Service Manager to ask for the appropriate service details

This 30+ page template contains a big Service Catalogue for (advanced) DBA-services and Service Levels for the Services offered!
Back to top


This 50+ page template addresses not only simple standard backup and restore, but additionally special restore situations, backup testing, backup optimization.... - Check the "Table of Contents!" and Product Description!
Back to top

    Self Assessment: Check yourself before Auditors report it!


  • Proactive checking for stability issues is important to avoid unplanned outages.
  • Documenting those checks provides important evidence that you are operating according best practice.
  • Arrow right Arrow rightBecause Auditors ask for documented evidence!
Back to top

All auditors require requires that all duties are clearly assigned (and documented), but especially during SOX (Sarbanes Oxley Act) compliance audits the focus on this topic is even higher than usual.
Real-World Experience shows that the borders between DBA and Application support are astonishing UNclear!
  • Don't leave any room for discussion that's "the other, but not we".
  • Execute a self assessment using our template - and be prepared for surprise!
Use our Checklist to ensure that all 60 DBA-duties are assigned: System DBA, Development DBA and Application DBA versus Application Support

If you have just a job role "DBA", but not a dedicated job role "Application DBA" those 19 duties must be explicitly assigned to either "Application Support" or to the "DBA" - otherwise they might not be executed!
Detect unassigned tasks before an auditor reports them !
Back to top

    Requirements Engineering - Ask the right questions early!

NEW! November, 20th 2006: Version 2.0 - 120 additional Requirements!


No matter if you are selecting a software package or if you planning custom development, the requirements must be defined in both cases.
Each requirement detected later costs much more than this template!
(And don't even think about the additional delay...)

More than 270 requirement for availability, reliability, manageability, Backup and Recovery, resuming crashed jobs, configuration requirements, archiving / restore....
Back to top

Requirements-Checklist and Template for Application Interfaces. It's quite sure that the new application needs to be integrated with existing applications, and that might be a MAJOR part of the project!
Therefore you should ask those important (vendor- and tool independent) questions about the interfaces before selecting and implementing the application !
(Requirements checklist 65 Requirements / 36 pages, template for operational documentation 8 pages)
Back to top

If you need to migrate data to the new system, then be aware that this might become a major task!
Use this 65 Questions to reduce the risk of unexpected complications!

Base Document 24 pages + Template 11 pages
Back to top

Reading this checklist at the very beginning of the project will reveal a lot of steps which otherwise might be forgotten in the time- and budget estimation!

This simple checklist with 101 items targets small and new companies with IT-department on a low maturity level and should bridge the time until change management and release management are fully implemented according best practice.

Back to top

This questionnaire supports the gathering of business requirements by providing a template with detailed questions to be answered and filled in. The template is provided as file to be used with any word processor - this is a distinct advantage compared to printed templates.
Back to top

    Documentation Templates

Of course you do know that an Operations Manual is mandatory part of the delivery, but you might be surprised about the required effort to create a really comprehensive Operations Manual!

Note: When purchasing a commercial packaged application, the vendor's manuals will not cover all aspects of operating the integrated application!

Ask the customer which chapters you do have to deliver and which you do not need to deliver!

Using this template the customer will understand you estimations of man days and costs for this deliverable!

Back to top
  • Use this template to create those lists you really need!
  • List all Servers and Applications and map what's running where.
  • No software to install - a simple spreadsheet which fits the purpose.
Start now - the longer you wait, the more cumbersome the collection later!

Back to top

    Life Cycle Management


This checklist for IT Server Upgrade will help you to avoid that an important item is forgotten.
This vendor- and operating system independent checklist deals with "big picture" and helps to evaluate all potential impact of upgrading a server, e.g.
  • adding CPU's
  • replacing CPU's with faster CPU's
  • Operating System Upgrade
  • adding Storage
  • replacing a server with a newer, bigger model
Back to top

This checklist for IT Application Upgrade will help you to avoid that an important item is forgotten.
Purpose of this document is to support
  • The decision making process of "should we upgrade now or later ? or not at all?"
  • The impact analysis ? identification of all internal and external dependencies.
  • The gathering of requirements for the upgrade.
  • The selection of the best upgrade approach ("In-Place Upgrade" or "New Installation").
  • Providing input required for the Upgrade Planning.
Back to top

101 check items required for successful deployment.
Back to top

This template with in-depth explanations of tasks required to plan outages on medium to large IT Systems will avoid that important steps are forgotten.
Back to top

These documents explain the importance of proper decommissioning and support you in planning this important but too often neglected last step in an application's life cycle.
Purpose of this document is to support the creation of
  • an application specific plan,
  • instructions
  • and final checklist
to decommission a certain application.
Back to top

Three very comprehensive, generic checklist-templates assists you in creating a customized, application specific cloning checklist.
This significantly
  • reduces the time to create such a checklist
  • reduces the risks of running into (forgetting about) typical traps
Filling in a copy of this checklist during each cloning process and keeping this copy improves your operational documentation.
Back to top