Systems inventory
What runs the business, who owns it, and what happens if it stops.
SMALL BUSINESS IT HANDOFF KIT · VERSION 1.0
Know what you use, who to call, and where recovery starts. Put the essentials in one practical workbook before you need them.
For owners and office managers at businesses with 1–20 people.
THE WORKING FILES
Start with your five most important systems. Use the fictional worked example, then fill in the details that only your business can verify.
No macros. No account required to use the files. Your completed workbook stays wherever you choose to store it.
What runs the business, who owns it, and what happens if it stops.
The right contact, backup contact, and person who can approve a change.
Where approved access lives. Passwords and recovery codes stay in your vault.
Backup locations, recovery owners, and the evidence from your last test.
Turn missing information into named tasks with dates and completion evidence.
TRY IT BEFORE YOU BUY
The free two-page PDF includes a worked email-outage example and a blank first-hour incident worksheet you can use today. No email address required.
Get the 2-page previewExcel is the primary format. CSV copies of the five working sheets are included for other spreadsheet tools.
BUILT FOR THE HANDOFF
This is a documentation kit, not remote IT support or backup software. It helps you record and verify your own arrangements; it does not guarantee recovery or certify compliance.
Use the files with your IT provider. Review the contacts and recovery information whenever a system, provider, or responsible person changes.
No. Record a location and an authorized custodian. Keep passwords, MFA codes, recovery codes, and keys in your approved secure storage. Restrict access to the completed kit too.
Leave it unverified and add an action with an owner. The guide includes questions to ask your provider and a handoff meeting agenda.
No. The purchase is for downloadable templates and instructions. It includes no monitoring, incident response, custom setup, or ongoing service.
Yes, for work on your business. The license allows internal use and sharing with your service providers for that purpose. Resale and redistribution as a template are not included.