After you’ve completed IT audits and further established a relationship with most of your clients, you will be able to start to plan a project and organize it on a monthly basis.  When you conduct IT audits, you will find some things that need to be done this month, some that can wait and still others that will be added to a wish list.    

What Are Wish List Items?

Wish list items after IT audits will be tasks that have to be done because of a vendor or regulations or because of a product that will be phased out soon.  Some wish list items will need to be completed by a specific date.

Because you are an outsourced IT department, you need to track wish list items by putting tasks down month-by-month.    

Organizing Tasks

After IT audits, you need to organize tasks clearly.  Just create an Excel spreadsheet with columns such as “Month,” “Task,” “Estimated Labor Cost,” “Estimated Product Cost” for software peripherals, etc.

For example, if a customer/client has an old Citrix server that will need to be upgraded and you don’t have the expertise to fix it yourself, knowing the project was coming up would give you time to look for a deeply-niched specialist in the area to which to subcontract.   

After IT audits, no matter what, stay organized to best create stable long-term relationships.

Blogged By:  Computer Consulting Kit