Turn product evaluations, technician access reviews, client exits, endpoint inventory, endpoint-management changes, migrations, and security incidents into owned, reviewable records. All eight templates are plain CSV files—no account, email address, or product installation required.
33 controls · CSV
Deployment-readiness checklist
Plan and reconcile an RMM rollout across preparation, pilot, waves, verification, and closeout.
- Assign control and exception owners
- Record evidence and due dates
- Define rollback triggers before rollout
30 controls · CSV
Incident response runbook
Coordinate readiness, detection, containment, investigation, recovery, communication, and corrective action after a suspected RMM security event.
- Preserve audit evidence and a UTC timeline
- Contain accounts, automations, and remote access
- Assign and verify corrective actions
26 controls · CSV
Change-window and rollback plan
Document the timing, approval, pilot, validation, communications, go/no-go authority, and reversible actions for a material RMM change.
- Set success and stop criteria
- Name the rollback decision owner
- Close the record with evidence
30 controls · CSV
RMM migration workbook
Reconcile source inventory, target mappings, pilot evidence, coexistence, cutover waves, rollback, retirement, and final acceptance.
- Prevent duplicate automation during coexistence
- Track every endpoint and migration exception
- Retire source access with evidence
10 areas · CSV
RMM evaluation scorecard
Compare observed pilot evidence across the operational lifecycle without averaging away a failed control.
- Use consistent 0–2 score definitions
- Link evidence and assign every open risk
- Record retest dates and rollout decisions
23 fields · CSV
Endpoint inventory and CMDB readiness
Build a trustworthy endpoint record before uncertain inventory is synchronized into a CMDB.
- Keep device identity durable across change
- Record source and observation time
- Assign lifecycle and data exceptions
29 fields · CSV
RMM technician access review
Review each technician or role against tenant scope, privileged capabilities, justification, approvals, MFA, expiration, and remediation.
- Separate remote control, scripts, automation, and administration
- Verify MFA and managed admin devices
- Record retain, reduce, revoke, or investigate
32 controls · CSV
MSP client offboarding evidence register
Coordinate an authorized service exit without losing track of access, agents, assets, data, exceptions, or customer acceptance.
- Reconcile accounts, endpoints, agents, vendors, and documentation
- Prove transfer, revocation, removal, and data disposition
- Monitor unexpected activity after the cutoff