Free Checklist · PDF
Cloud Readiness Checklist
23 checks to run before you move email, files or business apps to the cloud, so you know what to fix first.
What’s inside
- Inventory — every app, file location, owner and monthly cost.
- Connectivity & devices — internet, supported devices and individual logins.
- Identity & access — admin accounts, multi-factor authentication and leaver process.
- Data & backup — where files live, backups and a test restore.
- Plan & people — timing, staff communication and a 30-day review.
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About this checklist
Moving to the cloud goes wrong most often on the basics: nobody knows who owns the admin account, files are scattered across personal accounts, or backups were never checked. This checklist finds those gaps before you start. It is vendor-neutral and works whichever provider you choose.
Ready to plan the move? The Cloud Email & Office Migration Plan turns it into a step-by-step project plan.
General information and templates only, not legal advice, a security audit or a guarantee. No checklist, policy or plan makes a business secure or compliant on its own; adapt every document to your business and have counsel review policies that affect employees or customers.