The IT annual review in practice – checklists, preparation, execution and documentation

The IT annual review in practice – checklists, preparation, execution and documentation

In the rapidly evolving world of information technology, it is crucial for IT service providers to stay ahead of the curve. An annual strategy meeting with clients is therefore not just an opportunity, but an absolute necessity for sustainable success.

Such a conversation offers a unique opportunity to elevate the partnership between IT service provider and client to a new level. It enables an in-depth exchange about goals, challenges, and visions that goes far beyond day-to-day business. 

Both sides benefit from a well-prepared and structured conversation.

Contents:

• Planning: Frequency – annually or quarterly?
• Review of current contracts
• Post-calculation – do costs and revenues still match?
• Type of delivery: On-site or via Teams?
• Preparation with ISA – Update with ISA App
• Analyze the challenges of the customer's industry in advance using AI.
• From ISA, present what is good and what is not yet good.
• Present what the customer has already booked and what they still need from our perspective (practical examples)
• The potential list
• The IT investment plan for the present and future years
• Review of set and achieved goals
• IT disaster recovery planning
• The security audit
• The annual IT security check
• The annual penetration test
• Updating the backup with restore tests
• Digitization of business processes – DMS / Managed Wiki / AI support
• The consultation protocol with liability waiver
• Handling objections
• Introducing new IT & AI trends 
• Optional: Live conduct of an annual review

Documents:

• Templates
• Potential list
• Checklist
• Consultation protocol 

Date / Duration:
The online seminar will take place over two days, each from 2:00 PM to 3:30 PM:

• 11.03.2026 von 2:00 PM – 3:30 PM
• 18.03.2026 von 2:00 PM – 3:30 PM 

Platform:
Google Meet

certificate 
After the seminar, all participants will receive their certificate of participation digitally.

Lecturer:
Frank Neumann, Dipl. Wirtschafts-Ing. KIT Karlsruhe, specializing in Operations Research, Business Planning and Optimization, and Marketing, is the owner of EDVNeumann GmbH in Karlsruhe.
Founded in 1993 as a traditional computer distributor
Currently 13 employees
Since 2017, focus on MSP and transformation from computer store to IT systems house.