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Goal: Quickly identify the biggest reliability and security gaps in a small business environment, then produce a short, prioritized fix list.

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Aligned with modern security baselines (NIST, CIS, Microsoft Secure Score principles)

Doc Rev 1.2 - February 2026


Printable Version:

Baseline Print Checklist.pdf


How to use

Access and Accounts

Owner: *@JohnSmith ***Last Reviewed: February 11, 2026

Score: Action: Note: Severity:
Every user has their own account No shared logins for email/admin tools
Admin accounts are separate From daily use accounts
Offboarding process exists Disable accounts, reclaim devices, revoke access
MFA is enabled For email, VPN, finance tools, and admin portals
Password manager is used Company managed vault, not browser only

Notes / Gaps found:

Notes go here


Devices and Updates

Score: Action: Note: Severity:
Device inventory exists Laptops, desktops, phones, servers, network gear
OS updates enforced Windows/macOS auto-update, reboot policy
Disk encryption enabled BitLocker or FileVault
Endpoint protection present (EDR/AV) and centrally visible
Local admin rights restricted Exceptions documented

Notes / Gaps found:

Notes go here