Representative Technology Readiness Evidence Checklist
Representative sample — not a client engagement. This fictional checklist demonstrates a safe evidence structure. It contains no client identity, credential, configuration, testimonial, or engagement result.How to use this sample
Record evidence location, owner, observation date, status, and gap. Do not copy passwords, private keys, recovery codes, tokens, regulated data, or unnecessary sensitive configuration into the checklist. A missing item is an evidence gap, not automatic proof that a control is absent.
Allowed status values:
Verified — current evidence was read and supports the statement.Partial — some evidence exists; scope, date, or ownership is incomplete.Owner stated — an authorized owner supplied the fact; independent evidence was not reviewed.Unknown — no adequate evidence was available.Not applicable — the owner approved a supported reason.Leadership and decision context
Evidence item Status Evidence owner Observation date Evidence reference / gap Named executive sponsor and decision owner — — — — 90-day budget/renewal/security/vendor/project trigger — — — — Current technology priorities and competing projects — — — — Approved risk/decision escalation route — — — — First roadmap checkpoint owner/date — — — —
Systems, vendors, and ownership
Evidence item Status Evidence owner Observation date Evidence reference / gap Included major-system register (maximum 10) — — — — Included material-vendor register (maximum 6) — — — — Business and technical owner for each included system — — — — Renewal/contract date and escalation path for each vendor — — — — Material data purpose and dependency for each system — — — — Unsupported, duplicated, or unclear vendor responsibility — — — —
Identity and access
Evidence item Status Evidence owner Observation date Evidence reference / gap Named custodian and recovery owner for privileged systems — — — — MFA posture for email, admin, remote, backup, and finance paths — — — — Joiner/mover/leaver approval and execution evidence — — — — Temporary/emergency access handling — — — — Periodic access review scope and last date — — — — Known shared, stale, external, or unowned access exceptions — — — —
Security and recovery
Evidence item Status Evidence owner Observation date Evidence reference / gap Current security responsibilities and escalation route — — — — Endpoint/device inventory and protection ownership — — — — Critical-service recovery priority — — — — Backup coverage, retention, location, and owner — — — — Dated restore test scope, result, duration, and exception — — — — Incident roles, decision authority, and communication route — — — — Material third-party/security questionnaire evidence — — — —
Microsoft 365 and collaboration
Evidence item Status Evidence owner Observation date Evidence reference / gap Tenant/admin ownership and recovery route — — — — Teams/SharePoint/OneDrive purpose and ownership sample — — — — External sharing, guest, and anonymous-link policy/evidence — — — — Role/group/license assignment ownership — — — — Mail/domain routing and role-address ownership — — — — Retention, archive, deletion, and offboarding responsibilities — — — —
Operations, data, and workflow
Evidence item Status Evidence owner Observation date Evidence reference / gap Current-system/source-of-truth index — — — — High-friction manual workflow and named process owner — — — — Reporting source, metric definition, and owner — — — — Sensitive/regulated data locations within included scope — — — — Approved integration and automation boundaries — — — — Change, rollback, testing, and production approval route — — — — Support/contact boundary and escalation expectations — — — —
Budget and roadmap readiness
Evidence item Status Evidence owner Observation date Evidence reference / gap Upcoming renewals and decision dates — — — — Current project list, owner, status, dependency, and outcome — — — — Known committed/recurring technology spend categories — — — — Capacity and owner constraints — — — — Approved decision criteria for fund/defer/decline — — — — First checkpoint inputs and cadence — — — —
Evidence-gap summary
Priority Gap Business consequence Owner type Next evidence/action Due decision High — — — — — Medium — — — — — Later — — — — —
Safe completion checks
[ ] Every included fact has a status, owner, observation date, and reference or explicit gap. [ ] Facts, owner statements, assumptions, and inference are distinguishable. [ ] No secret, recovery material, regulated data, or unnecessary sensitive configuration is copied into the checklist. [ ] Unknowns are not softened into verified statements. [ ] Evidence age and scope limitations are visible. [ ] Each material gap has an owner type and next decision/evidence action. [ ] The checklist supports prioritization without claiming audit, certification, compliance, security, or implementation completion. Read the service scope · Discuss your technology priorities
