Templates & Checklists Pack

A practical set of free templates and checklists for NZ small businesses - designed to reduce common IT risks, improve operational clarity, and make monthly governance easier to manage.

How to use these resources
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Quick picks

Trimmed down to the six strongest starting points for most businesses.

Guides Reference

Industry Guides Hub

Sector guides, quick wins, case studies, and 30/60/90-day planning ideas for NZ organisations

Reading time: 9–12 min

Security Staff

Phishing staff one-pager

Reducing phishing risk and improving reporting behaviour

Reading time: 5–8 min

Continuity Backup

Restore readiness checklist

Building evidence you can actually restore (ransomware readiness)

Reading time: 15–25 min

M365 Security

M365 sanity check

Spotting common Microsoft 365 “default mode” risks quickly

Reading time: 10–20 min

Governance Planning

IT operating rhythm template

Moving from firefighting to predictable monthly/quarterly IT

Reading time: 10–15 min

Security Email Trust

DMARC Email Trust Baseline

Reducing spoofing risk and improving trust in business email

Reading time: 10–15 min

Full pack index

Search by keyword, topic, or title (e.g., “M365”, “backup”, “vendor”, “Wi‑Fi”, “DMARC”, “RTO”, or “MSP”).

Resource Best for Reading time What you get Link
Industry Guides Hub
Guides Reference
Sector guides, quick wins, case studies, and 30/60/90-day planning ideas for NZ organisations 9–12 min Sector-specific guidance, practical planning ideas, and leadership-friendly direction
Phishing staff one-pager
Security Staff
Reducing phishing risk and improving reporting behaviour 5–8 min Golden rules, common NZ phish patterns, what to do if clicked, template message
Invoice scam payment controls
Security Finance
Stopping bank-detail change fraud and urgent-payment social engineering 10–15 min 1-page policy, call-back script, internal record form, red flags cheat sheet
Restore readiness checklist
Continuity Backup
Building evidence you can actually restore (ransomware readiness) 15–25 min 15-minute monthly test, quarterly rehearsal plan, first-hour checklist, restore log template
Employee offboarding checklist
Access Security
Preventing lingering access when staff/contractors leave 10–15 min Same-day checklist, 48h and 7-day checks, email template, common gotchas
Endpoint hygiene baseline (quick checks)
Security Devices
Reducing endpoint risk: patching, encryption, admin rights, and evidence 10–15 min 30-minute baseline checklist, monthly rhythm, tracking table, owner-friendly metrics
Cloud/SaaS cost tidy-up checklist
Governance Cost
Keeping SaaS spend predictable and reducing waste 8–12 min Monthly checklist, subscription register template, renewal ownership, leaver cleanup
Privacy baseline checklist (plain English)
Privacy Governance
Practical privacy/compliance basics for NZ SMEs 10–15 min Data map template, retention basics, access control, incident plan, common gotchas
Patch rhythm inventory template
Ops Maintenance
Making patching predictable and reducing change risk 10–20 min Recommended patch cadence, what to inventory, maintenance message template, risk reduction checklist
M365 sanity check
M365 Security
Spotting common Microsoft 365 “default mode” risks quickly 10–20 min Fast checks, high-value settings, questions to ask IT/MSP, minimum baseline outcome
Backup restore drill
Continuity Backup
Running a repeatable restore drill and logging evidence 30 min Three test items, quarterly drill steps, restore log, RTO/RPO worksheet
Vendor access register
Governance Access
Tracking who has access to what (and reducing third-party risk) 10–15 min Register template + checklist for third-party access reviews
Wi‑Fi vs internet troubleshooting flow
Connectivity Wi‑Fi
Isolating whether dropouts are Wi-Fi, internet, or the application 5–10 min 5-step flow, copy/paste capture sheet, quick fixes, when to escalate
IT operating rhythm template
Governance Planning
Moving from firefighting to predictable monthly/quarterly IT 10–15 min Cadence table, agendas, action tracker, simple structure to reduce surprises
DMARC Email Trust Baseline
Security Email Trust
Reducing spoofing risk and improving trust in business email 10–15 min SPF/DKIM/DMARC checks, staged rollout path, questions to ask IT/MSP, common gotchas
Admin Access Baseline
Access Security
Reducing privileged-account risk without making support chaotic 10–15 min Fast checks, admin access register, hardening checklist, common gotchas
Recovery Planning Worksheet (RPO / RTO + Restore Evidence)
Continuity Recovery
Turning recovery assumptions into written targets and evidence 15–20 min RTO/RPO worksheet, restore evidence checklist, gap logging, planning prompts
First-Hour Incident Checklist + Communications Template
Security Incident Response
Reducing confusion and delay in the first hour of an incident 10–15 min First-hour checklist, role prompts, internal comms template, common gotchas
Patch Ring Plan Template
Ops Patching
Making updates safer through pilot groups, controlled rollout, and exception handling 10–15 min Patch ring plan, evidence checklist, exceptions register, success markers
SaaS Governance + Shadow IT Checklist
Governance SaaS
Reducing app sprawl, unknown subscriptions, and hidden access risk 10–15 min Quick review questions, SaaS register, shadow IT controls, common gotchas
Failover + Connectivity Resilience Checklist
Connectivity Failover
Testing backup connectivity and proving failover really works 10–15 min Quick checks, controlled test plan, evidence log, questions for IT/MSP
MSP Reporting Pack Template (Owner-Friendly)
Governance MSP
Making service reviews clearer and more useful for owners/managers 10–15 min Monthly report structure, simple metrics, action tracker, quarterly prompts
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Disclaimer: These materials are a practical aid and do not constitute legal advice. Consult sector bodies, regulators, and advisors for obligations specific to your organisation.

Informational only, non contractual. Final scope and commercials are confirmed in your Order Form / Statement of Work.

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