Free Resources

IT Resources

Free checklists, guides, and templates to help you manage, plan, and optimise your business IT with confidence.

Resources

IT Support

Essential checklists and templates for managing your IT support setup — audits, SLAs, asset tracking, and incident management.

Checklist

IT Support Audit Checklist

Assess your current IT support setup with this comprehensive audit covering response times, coverage, escalation, and service quality.

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Template

Helpdesk SLA Template

Customisable service level agreement template for IT support contracts with response time tiers, escalation paths, and KPIs.

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Spreadsheet

IT Asset Inventory Tracker

Track all hardware, software, and licences across your organisation with automated renewal alerts and lifecycle management.

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Guide

IT Support Vendor Comparison Guide

How to evaluate and compare managed IT support providers — pricing models, service scope, and questions to ask before signing.

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Template

IT Incident Response Template

Structured template for documenting, escalating, and resolving IT incidents with severity classification and post-mortem analysis.

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IT Office Moves

Plan and execute a seamless IT relocation — pre-move assessments, move-day procedures, and post-move verification guides.

Checklist

Office Move IT Checklist

Step-by-step IT checklist covering 12 weeks pre-move planning, move-day tasks, and post-move verification for a seamless relocation.

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Guide

Server Room Relocation Guide

Planning and executing a server room move with zero data loss and minimal downtime — risk assessment, logistics, and rollback plans.

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Template

Network Infrastructure Assessment

Document your current network setup before an office move to plan the new configuration — switches, cabling, WiFi, and ISP requirements.

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Template

Move-Day Communication Templates

Pre-written email and notice templates to keep staff informed throughout the IT transition — from announcement to go-live confirmation.

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Checklist

Post-Move IT Verification Checklist

Systematic verification of every system, connection, and device after your office relocation — 85 interactive checkboxes across 6 areas.

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Network Admin

Technical resources for managing and securing your business network — audits, documentation, firewall policies, and VLAN planning.

Checklist

Network Security Audit Checklist

Comprehensive audit of firewalls, access controls, encryption standards, and vulnerability management across your entire network.

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Template

Network Documentation Template

Document your entire network topology, IP addressing schemes, VLANs, device configurations, and admin credentials securely.

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Guide

Firewall Configuration Best Practices

Essential firewall rules, port management, zone-based policies, and security configurations for business networks.

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Guide

Network Performance Monitoring Guide

Setting up and interpreting network monitoring tools — SNMP, NetFlow, alerting thresholds, and baseline performance metrics.

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Spreadsheet

VLAN Planning Worksheet

Plan and document your VLAN architecture with subnet allocation, inter-VLAN routing, access control lists, and port assignments.

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Virtual CIO

Strategic IT planning resources — technology roadmaps, budget templates, risk assessments, and digital transformation frameworks.

Template

IT Strategy Template

Build a 3-year IT strategy aligned with your business goals — infrastructure, security, cloud adoption, and budget planning.

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Template

Technology Roadmap Template

Visual roadmap template for planning technology investments, upgrades, and milestones across quarterly and annual timescales.

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Spreadsheet

IT Budget Planning Spreadsheet

Comprehensive IT budget planner covering hardware, software, licensing, managed services, and capital vs operational expenditure.

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Checklist

Digital Transformation Readiness Assessment

Evaluate your organisation's readiness for digital transformation across people, processes, technology, and culture.

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Template

IT Risk Assessment Template

Identify, assess, and prioritise IT risks with impact scoring, mitigation strategies, and risk register documentation.

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Cloud Email

Microsoft 365 migration guides, email security resources, and licence comparison tools for cloud email management.

Checklist

Office 365 Migration Checklist

End-to-end migration checklist from legacy email to Microsoft 365 — pre-migration audit, data transfer, DNS changes, and user training.

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Guide

Email Security Best Practices

Protect your organisation from phishing, spoofing, and email-based threats — SPF, DKIM, DMARC, and user awareness training.

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Guide

Microsoft 365 Licence Comparison

Side-by-side comparison of Business Basic, Standard, and Premium licences — features, storage, security, and per-user pricing.

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Checklist

Email Archiving & Compliance Checklist

Ensure your email retention and archiving meets UK GDPR and industry regulations — policies, legal holds, and audit trails.

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Guide

Microsoft 365 Admin Setup Guide

Step-by-step guide to configuring Microsoft 365 admin centre — security policies, conditional access, and user management.

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Azure Cloud

Azure migration planning resources — readiness assessments, cost comparisons, security hardening, and disaster recovery templates.

Checklist

Azure Migration Assessment Checklist

Assess your infrastructure readiness for Azure migration — workload compatibility, dependency mapping, and migration wave planning.

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Guide

Cloud vs On-Premise Cost Comparison

Compare the true total cost of ownership between on-premise servers and Azure cloud over 1, 3, and 5 year horizons.

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Guide

Azure Resource Naming Convention Guide

Standardise your Azure resource naming for better organisation, governance, and cost tracking across subscriptions and resource groups.

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Template

Cloud Disaster Recovery Planning Template

Plan your Azure-based disaster recovery strategy with RTO and RPO targets, failover procedures, and testing schedules.

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Checklist

Azure Security Best Practices

Harden your Azure environment with identity management, network security groups, data encryption, and monitoring controls.

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Guide

Microsoft Copilot: Free vs Business

A clear comparison of Microsoft Copilot Free and Microsoft 365 Copilot for Business — features, UK pricing, security, and app integration.

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Cloud Networking

Cisco Meraki deployment guides, WiFi planning tools, and SD-WAN readiness resources for cloud-managed networking.

Checklist

Meraki Deployment Checklist

Step-by-step deployment guide for Cisco Meraki access points, switches, and security appliances — from unboxing to dashboard configuration.

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Guide

WiFi Site Survey Guide

How to plan and conduct a wireless site survey for optimal coverage — tools, methodology, heat mapping, and access point placement.

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Spreadsheet

Network Capacity Planning Worksheet

Calculate bandwidth requirements based on user count, device types, application demands, and growth projections.

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Guide

Multi-Site Networking Guide

Connecting and managing networks across multiple office locations with cloud-managed SD-WAN, VPN tunnels, and centralised policies.

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Checklist

SD-WAN Readiness Assessment

Evaluate whether your business is ready to transition from traditional WAN to SD-WAN — current infrastructure, ISP diversity, and application needs.

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Cloud Backup

Backup strategy guides, disaster recovery testing checklists, and business continuity planning templates for data protection.

Guide

Backup Strategy Planning Guide

Design a 3-2-1 backup strategy covering on-site, off-site, and cloud backup — frequency, retention, encryption, and recovery testing.

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Checklist

Disaster Recovery Testing Checklist

Test your disaster recovery plan with tabletop exercises, partial failovers, and full simulation drills — scheduling and documentation.

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Template

Data Classification Template

Classify your business data by sensitivity and criticality to prioritise backup frequency, security controls, and retention periods.

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Template

Business Continuity Plan Template

Create a business continuity plan covering IT systems, communication chains, recovery procedures, and staff responsibilities.

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Guide

Backup Retention Policy Guide

Define how long to keep backups based on legal requirements, industry regulations, and business operational needs.

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Web Development

Website planning templates, performance audit checklists, and CMS selection guides for your web development projects.

Template

Website Requirements Document Template

Capture your website's functional and non-functional requirements before development — user stories, features, integrations, and constraints.

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Template

Web Project Brief Template

Define scope, objectives, target audience, brand guidelines, and success metrics for your web development project.

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Checklist

Website Performance Audit Checklist

Audit page speed, Core Web Vitals, image optimisation, caching, CDN configuration, and render-blocking resources.

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Checklist

Accessibility Compliance Checklist

Verify WCAG 2.1 AA compliance across navigation, content, forms, colour contrast, media, and assistive technology support.

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Guide

CMS Selection Comparison Guide

Compare WordPress, Shopify, custom builds, and headless CMS options — features, costs, scalability, and best-fit scenarios.

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Security

Cybersecurity checklists, GDPR compliance guides, phishing awareness materials, and incident response planning templates.

Checklist

Cybersecurity Assessment Checklist

Evaluate your organisation's security posture across networks, endpoints, identity management, data protection, and staff awareness.

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Checklist

GDPR Compliance Checklist

Ensure your data handling meets UK GDPR requirements — lawful basis, consent, data subject rights, breach notification, and record keeping.

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Guide

Phishing Awareness Training Guide

Train your team to identify and report phishing attempts — real-world examples, red flags, simulation exercises, and reporting procedures.

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Template

Password Policy Template

Implement a robust password policy covering complexity requirements, rotation schedules, MFA enforcement, and privileged account management.

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Template

Security Incident Response Plan

Structured incident response plan covering detection, containment, eradication, recovery, and post-incident review with role assignments.

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SEO

Search engine optimisation resources covering technical audits, keyword research, on-page optimisation, link building, and performance reporting.

Checklist

SEO Audit Checklist

Comprehensive checklist covering technical SEO, on-page optimisation, off-page factors, local SEO, and analytics setup with scoring and priority actions.

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Guide

Keyword Research Guide

Step-by-step guide to finding, evaluating, and prioritising target keywords including search intent analysis, competitor research, and local keyword strategy.

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Template

On-Page SEO Optimisation Template

Page-by-page template for optimising title tags, meta descriptions, headers, content, images, and technical elements with a batch tracking spreadsheet.

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Guide

Link Building Strategy Guide

Ethical link building tactics for UK businesses covering guest posting, digital PR, local links, outreach templates, and a prospecting tracking system.

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Template

SEO Reporting Dashboard Template

Monthly SEO performance report template covering organic traffic, keyword rankings, technical health, content performance, and link building with action planning.

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Google Ads

Google Ads resources covering account audits, campaign setup, budget planning, performance reporting, and conversion rate optimisation.

Checklist

Google Ads Account Audit Checklist

Comprehensive checklist covering account structure, keyword strategy, ad copy, bidding, conversion tracking, landing pages, and Quality Score with scoring and priority actions.

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Guide

Google Ads Campaign Setup Guide

Step-by-step guide to setting up Google Ads campaigns from scratch, covering account structure, keyword research, ad copy, conversion tracking, and first 30-day optimisation.

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Template

PPC Budget Planning Template

Structured template for planning, allocating, and tracking your Google Ads budget across campaigns and seasons with variance analysis and reallocation frameworks.

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Template

Google Ads Reporting Template

Monthly Google Ads performance report template covering executive summary, keyword analysis, device breakdown, and actionable recommendations with stakeholder-ready formatting.

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Guide

Conversion Rate Optimisation Guide

Practical guide to improving Google Ads landing page conversion rates through A/B testing, CTA optimisation, form design, page speed improvements, and data-driven measurement.

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Cyber Essentials Plus

Cyber Essentials Plus certification resources covering preparation guides, requirements checklists, policy templates, certification comparisons, and vulnerability assessments.

Guide

Cyber Essentials Plus Preparation Guide

Comprehensive guide covering all five Cyber Essentials technical controls, step-by-step preparation checklists, common pitfalls, an 8–12 week preparation timeline, and what to expect on examination day.

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Checklist

Cyber Essentials Plus Requirements Checklist

Complete checkbox checklist of all Cyber Essentials Plus requirements organised by the five control areas, with evidence needed and pass/fail criteria for each item.

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Template

Cyber Essentials Policy Template Pack

Six ready-to-use policy templates aligned with Cyber Essentials Plus requirements: Acceptable Use, Password, Patch Management, Access Control, BYOD, and Incident Response.

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Guide

Cyber Essentials vs ISO 27001 Comparison Guide

Detailed comparison of the UK’s two most important security certifications covering scope, cost, timeline, complexity, industry requirements, and a decision framework.

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Guide

Vulnerability Assessment Guide for SMEs

Practical guide to understanding vulnerability scanning, interpreting CVSS scores, prioritising remediation, and meeting Cyber Essentials Plus scanning requirements.

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Internet

Planning resources for business internet — connectivity audits, ISP comparisons, leased line decisions, failover planning, and speed optimisation.

Checklist

Business Internet Connectivity Audit Checklist

Audit your current internet setup across all sites — connection types, speeds, SLAs, failover, and contract terms with a structured scoring system.

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Guide

ISP Comparison & Selection Guide

A structured guide for comparing business ISPs — evaluation criteria, contract negotiation tips, and a weighted scoring framework for shortlisting providers.

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Template

Leased Line vs Broadband Decision Template

A decision-making template comparing leased lines against business broadband — costs, performance, SLAs, and use-case suitability analysis.

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Checklist

Internet Failover & Redundancy Planning Checklist

Plan your internet resilience strategy — failover configurations, redundancy options, automatic switchover testing, and business continuity for connectivity.

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Guide

Business Internet Speed & Performance Guide

Understand and optimise your business internet performance — speed testing methodology, bandwidth management, QoS configuration, and troubleshooting.

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VoIP

Planning resources for business VoIP — system readiness audits, migration guides, vendor comparisons, call quality troubleshooting, and phone security.

Checklist

VoIP System Readiness Audit Checklist

Assess whether your network and infrastructure are ready for VoIP — bandwidth, QoS, switching, PoE, and security with a structured scoring system.

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Guide

VoIP Migration Planning Guide

A step-by-step guide for migrating from traditional phones to VoIP — project planning, number porting, user training, and cutover procedures.

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Template

VoIP Vendor Comparison Template

Compare VoIP providers side by side — features, pricing, call quality, support, integrations, and contract terms in a structured evaluation framework.

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Checklist

VoIP Call Quality Troubleshooting Checklist

Diagnose and fix VoIP call quality issues — jitter, latency, packet loss, echo, and one-way audio with systematic troubleshooting procedures.

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Guide

Business Phone System Security Guide

Secure your VoIP phone system against toll fraud, eavesdropping, and SIP attacks — configuration hardening, encryption, and monitoring best practices.

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AI

AI readiness assessments, implementation guides, data quality audits, vendor selection templates, and ethics governance resources for UK businesses adopting artificial intelligence.

Checklist

AI Readiness Assessment Checklist

Assess your organisation's readiness for AI adoption across data infrastructure, technical skills, governance, security, and change management.

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Guide

AI Implementation Planning Guide

Step-by-step guide to planning and executing an AI implementation project from strategy definition through to production deployment.

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Checklist

AI Data Quality Audit Checklist

Audit your data quality across completeness, accuracy, freshness, governance, integration, and bias to ensure your data is AI-ready.

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Template

AI Vendor & Platform Selection Template

Structured template for evaluating and comparing AI vendors and platforms with requirements definition, scoring criteria, and decision framework.

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Guide

AI Ethics & Governance Guide

Practical guide to AI ethics and governance for UK businesses covering regulation, transparency, data privacy, and accountability frameworks.

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Database & Reporting

Database performance audits, migration planning guides, backup and recovery templates, security assessments, and scaling optimisation resources for UK businesses.

Checklist

Database Performance Audit Checklist

Audit your database performance across query optimisation, indexing, storage I/O, connection pooling, caching, and monitoring.

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Guide

Database Migration Planning Guide

Step-by-step guide to planning and executing a database migration from assessment and strategy through to post-migration optimisation.

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Template

Database Backup & Recovery Template

Structured template for documenting your backup strategy, recovery procedures, disaster recovery planning, and compliance testing.

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Checklist

Database Security Assessment Checklist

Assess your database security across access control, encryption, audit logging, network isolation, vulnerability management, and UK GDPR compliance.

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Guide

Database Scaling & Optimisation Guide

Practical guide to scaling your database infrastructure covering capacity planning, vertical scaling, horizontal scaling, read replicas, and cost optimisation.

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Need Help With Your IT?

Put these resources to use — or get in touch with our team for an obligation-free chat about your business IT.