Technology Refresh Planning Checklist
This technology refresh planning checklist ensures compliance with ITIL 4 IT Asset Management practices, ISO 55001:2014 physical asset management requirements, NIST Cybersecurity Framework asset management controls, and Gartner Total Cost of Ownership (TCO) methodology. Designed for IT asset managers and CTOs to evaluate aging technology, quantify refresh ROI, and plan capital expenditure cycles. Complete annually for each technology category.
- Industry: Telecommunications & IT
- Frequency: Annually
- Estimated Time: 3-4 hours
- Role: IT Asset Manager / CTO / Infrastructure Director
- Total Items: 30
- Compliance: ITIL 4 IT Asset Management Practice, ISO 55001:2014 Asset Management, NIST CSF ID.AM Asset Management, ISO/IEC 27001:2022 A.5.9 Inventory of Assets, NIST SP 800-53 CM-8 Information System Component Inventory
Asset Inventory Assessment
Current state inventory and age analysis.
- Asset inventory current and accurate?
- Asset age distribution analysis completed?
- End-of-life/end-of-support assets identified?
- Warranty and support contract status reviewed?
- Asset Inventory Age Distribution Chart
Performance and Reliability Assessment
Current technology performance vs. business requirements.
- Current technology meets performance requirements?
- Failure rates within acceptable thresholds?
- Maintenance costs trending up significantly?
- Capacity constraints limiting business growth?
- User productivity complaints related to aging technology?
Security and Compliance Drivers
Security vulnerabilities and compliance gaps requiring refresh.
- Aging hardware preventing security patch application?
- Compliance requirements necessitating hardware upgrade?
- Current hardware supports required encryption standards?
- TPM 2.0 present for secure boot requirements?
- Documented security risks attributable to aging hardware?
Total Cost of Ownership Analysis
Financial justification using Gartner TCO methodology.
- TCO analysis completed for refresh vs. extend scenarios?
- Energy consumption improvement quantified?
- User productivity gains estimated?
- Support/maintenance cost savings calculated?
- ROI/payback period calculated?
Refresh Prioritization and Planning
Technology refresh project planning and prioritization.
- Refresh priority matrix completed (risk, cost, impact)?
- Phased refresh plan over 3-year horizon created?
- New technology standards selected and documented?
- Secure disposal/recycling plan for retired assets?
- Data migration requirements identified?
Budget and Executive Approval
Budget submission and stakeholder approval.
- Capital budget request prepared?
- Business case document prepared for major refreshes?
- Executive sponsor identified for refresh program?
- Procurement strategy defined (direct purchase, lease, cloud)?
- Technology Refresh Planning Notes
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Why Use This Technology Refresh Planning Checklist?
This technology refresh planning checklist helps telecommunications & it teams maintain compliance and operational excellence. Designed for it asset manager / cto / infrastructure director professionals, this checklist covers 30 critical inspection points across 6 sections. Recommended frequency: annually.
Ensures compliance with ITIL 4 IT Asset Management Practice, ISO 55001:2014 Asset Management, NIST CSF ID.AM Asset Management, ISO/IEC 27001:2022 A.5.9 Inventory of Assets, NIST SP 800-53 CM-8 Information System Component Inventory. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Technology Refresh Planning Checklist cover?
This checklist covers 30 inspection items across 6 sections: Asset Inventory Assessment, Performance and Reliability Assessment, Security and Compliance Drivers, Total Cost of Ownership Analysis, Refresh Prioritization and Planning, Budget and Executive Approval. It is designed for telecommunications & it operations and compliance.
How often should this checklist be completed?
This checklist should be completed annually. Each completion takes approximately 3-4 hours.
Who should use this Technology Refresh Planning Checklist?
This checklist is designed for IT Asset Manager / CTO / Infrastructure Director 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.