Planning Task Checklist 
This checklist provides a convenient way for you to document your planning progress. 
Working with your sales representative, establish completion dates for each of the tasks. You may want to 
review your planning schedule periodically with your marketing representative. 
 
Planning Step  Person Responsible  Target Date  Completion Date 
Plan Your Office or Computer Room 
Layout (Physical Planning) 
Prepare for Power Cords and 
Electrical Needs 
Prepare for Cables and Cabling 
Create or Modify Communications 
Networks
 
Perform Building Alterations, as 
Needed
 
Prepare Maintenance, Recovery, and 
Security Plans 
Develop an Education Plan 
Order Supplies 
Prepare for System Delivery 
  
 
 
 
2  Site and Hardware Planning Information