Managed Services Provider (MSP) Daily Operations Checklist
This MSP daily operations checklist ensures compliance with ITIL 4 Service Management, SOC 2 Type II operational requirements, and NIST Cybersecurity Framework 2.0. Designed for NOC technicians and service delivery managers to verify RMM platform health, ticket queues, patch compliance, and client SLA adherence. Complete all sections each shift to maintain service delivery standards.
- Industry: Telecommunications & IT
- Frequency: Daily
- Estimated Time: 20-30 minutes
- Role: MSP NOC Technician / Service Delivery Manager
- Total Items: 30
- Compliance: ITIL 4 Service Management Framework, SOC 2 Type II Trust Services Criteria, NIST Cybersecurity Framework (CSF) 2.0, ISO/IEC 20000-1:2018 IT Service Management, MSPAlliance Unified Certification Standard
RMM Platform Health
Remote monitoring and management platform status verification.
- RMM platform operational and receiving agent check-ins?
- Offline agents below threshold (< 2%)?
- All critical RMM alerts reviewed and triaged?
- Patch compliance dashboard reviewed?
- RMM Platform Notes
Ticket Queue Management
PSA/ticketing system review and SLA compliance monitoring.
- All new tickets triaged and prioritized?
- No active SLA breach warnings?
- Pending escalations reviewed with Tier 2/3?
- Total Open Tickets
- Tickets older than 7 days reviewed?
Security Monitoring
Client security posture and threat detection review per NIST CSF and SOC 2.
- EDR/antivirus alerts reviewed across all tenants?
- Firewall alerts and blocked connections reviewed?
- MFA enforcement verified for critical accounts?
- Backup success/failure reports reviewed?
- Security Notes
Client Infrastructure Health
Server, network, and cloud service health monitoring.
- All monitored servers online and healthy?
- No disk space alerts (threshold > 85% utilization)?
- M365/Google Workspace service health checked?
- Network switches, routers, and APs reporting normally?
- No SSL/TLS certificates expiring within 30 days?
Compliance and Reporting
Daily compliance checks and report generation.
- Compliance dashboard reviewed for all clients?
- Audit logs reviewed for unauthorized access attempts?
- Daily operations report generated?
- All incidents documented with root cause?
- Screenshot of Compliance Dashboard
Documentation and Shift Handover
End-of-shift documentation and knowledge transfer per ITIL 4.
- Shift log completed with all activities documented?
- Handover notes prepared for next shift?
- New KB articles created for recurring issues?
- All client communications logged in PSA?
- Additional Notes for Next Shift
Related IT & Data Security Checklists
- ITIL Change Management Board (CAB) Review Checklist
- ITIL Problem Management Root Cause Analysis Checklist
- ITIL Release Management Deployment Checklist
- IT Disaster Recovery / BCP Tabletop Exercise Checklist
- VoIP/UCaaS Deployment Quality Testing Checklist
- SIP Trunk Commissioning Checklist
- Wireless Site Survey / Wi-Fi Validation Checklist
- SaaS Vendor Security Assessment Checklist
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Why Use This Managed Services Provider (MSP) Daily Operations Checklist?
This managed services provider (msp) daily operations checklist helps telecommunications & it teams maintain compliance and operational excellence. Designed for msp noc technician / service delivery manager professionals, this checklist covers 30 critical inspection points across 6 sections. Recommended frequency: daily.
Ensures compliance with ITIL 4 Service Management Framework, SOC 2 Type II Trust Services Criteria, NIST Cybersecurity Framework (CSF) 2.0, ISO/IEC 20000-1:2018 IT Service Management, MSPAlliance Unified Certification Standard. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Managed Services Provider (MSP) Daily Operations Checklist cover?
This checklist covers 30 inspection items across 6 sections: RMM Platform Health, Ticket Queue Management, Security Monitoring, Client Infrastructure Health, Compliance and Reporting, Documentation and Shift Handover. It is designed for telecommunications & it operations and compliance.
How often should this checklist be completed?
This checklist should be completed daily. Each completion takes approximately 20-30 minutes.
Who should use this Managed Services Provider (MSP) Daily Operations Checklist?
This checklist is designed for MSP NOC Technician / Service Delivery Manager professionals in the telecommunications & it industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.