Generic Planning Checklist – Part 2

This post is a continuation of the sample checklist I introduced in my last post.  Let’s look at items 8-14.

  1.  Hardware Configurations
    • All devices and features supported?  Any compatibility issues?
    • How was hardware configuration validated?
    • Correct quantity and types of adapters, cables, and connectors?
    • Correct power, plug, and receptacles configured?
    • Firmware or microcode levels correct?
  2. Software Configurations
    • All components at required version and level?
    • Any maintenance to apply?
    • Have new products been properly licensed?
  3. Network Configurations
    • Any network address changes?
    • Any required firewall changes?
    • Connector and cabling components in place?
  4. Support Plans
    • Warranty understood?
    • Maintenance agreements in place?
    • Procedures documented for obtaining technical support?
  5. Service Offerings
    • Contract services required?
    • Agreements (contracts, SOW) in place?
    • Scheduling completed?
  6. Systems Management
    • Backup/recovery plans in place?
    • Problem management processes understood?
    • Change management processes understood?
    • Availability management process understood?
    • Newly required tools in place or on order?
  7. Equipment Removal or Disposal
    • Any components or parts to be returned to a 3rd party?
    • Understand who handles packing, delivery, and transportation costs?

As I said, this is a sample of a generic checklist.  It may seem like a list of obvious things.  If so, that’s good.  That’s the purpose of a checklist like this.

As Dr. Gawande says in his book, the function of a checklist is to be sure you get the “stupid stuff” right.

Exactly.