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Technology & AI / Workbook
IT Asset & Software Inventory
Create an owner-based inventory of devices, software, access, data, vendors, patching, recovery, and retirement status.
What is inside
A working file—not a teaser.
01Inventory control
02Hardware record
03Software and cloud-service record
04Risk, recovery, and retirement
BEST FOR
Finding unmanaged assets, access, renewals, and recovery dependencies.
NOT DESIGNED FOR
Storing account passwords or recovery secrets in the inventory.
PERMITTED USE
Use and adapt the blank public edition inside your own business. Do not resell it as a standalone template or imply professional review that did not occur.
How to use it
Make it yours
Remove anything that does not apply. Add facts, owners, evidence, and dates.
Get the right review
When tax, legal, mortgage, employment, security, or compliance stakes are involved, use a qualified reviewer.
Want help applying it?
Bring the completed template—not a blank meeting.
We can review the facts, identify what is missing, and scope only the work that requires judgment or execution.
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