Sample Planning Worksheets

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Defining Client Administration and Configuration Standards

The chapter "Defining Client Administration and Configuration Standards"in this book describes the key planning steps that you need to complete to meet and manage the needs of your organization's users. To do this, begin by understanding your users' unique requirements and the problems your client support teams must address to meet user needs.

Table A.23 helps you identify the computing requirements of the various types of users within your organization. Use it to group users according to the type of work they do (roaming, stationary professional, task-based, and so on) and where they fit in the organization (location and workgroup) to develop common standards for applications, configurations, and autonomy. For a sample table like the one that follows and for information that can help you complete a table such as this, see "Defining Client Administration and Configuration Standards" in this book.

Table A.23 Identify Your Users' Computing Requirements

  Job Title 1 Job Title 2 Job Title 3
Category      
Workgroup      
Location      
Application requirements      
Operating system requirements      
Computer hardware requirements      
Support requirements      
Autonomy allowed or required      

Table A.24 helps you define your primary client support issues and assign someone to resolve them. Later in the planning process, you can use this table to track progress toward resolving these client support issues.

Table A.24 Define Client Support Issues

Support Issue or Problem Severity/Frequency Owner Solution

     

     

     

     

     

If you want to reassign client support tasks, use Table A.25 to define where in your organization these tasks are currently performed and where you want them to be performed.

Table A.25 Assign Client Management and Support Tasks

Client Support Task Current Owner Proposed Owner

   

   

   

   

   

   

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