Most MDM checklists are written for enterprise IT teams with unlimited resources. This one isn't.
The MDM Implementation Checklist is a practical guide designed for small and medium-sized businesses (SMBs) managing remote or hybrid device fleets. It breaks down complex Mobile Device Management (MDM) tasks into simple, actionable steps to help IT teams stay in control of their device fleet, regardless of size or resources.
This checklist covers everything from inventory assessment and security baseline setup to policy development, MDM implementation, emergency response planning, user training, and regular maintenance. It emphasizes automation, scalability, and ease of implementation, making device security more manageable without overwhelming IT teams.
Whether you're securing 10 devices or 200, this checklist gives you the step-by-step sequence to get your fleet protected without getting overwhelmed.
Table of Contents
- Introduction
- Purpose of the checklist
- How to use it effectively
- Device Inventory Assessment
- Listing company and personal (BYOD) devices
- Documenting device details and user assignments
- Security Baseline Setup
- Implementing encryption and access controls
- Setting up backup systems and security policies
- Policy Development
- Establishing device usage and security policies
- Defining onboarding and offboarding procedures
- MDM Implementation
- Selecting and deploying an MDM solution
- Configuring automated monitoring and security features
- Emergency Response Preparation
- Creating incident response and data recovery plans
- Setting up breach response protocols
- Training and Documentation
- Developing security training materials
- Maintaining process workflows and troubleshooting guides
- Regular Maintenance Schedule
- Weekly, monthly, and quarterly security tasks
- Conducting audits and policy reviews
- Quick Reference & Next Steps
- Prioritizing tasks
- Assigning responsibilities and scheduling training
Download the checklist to get your implementation roadmap — then start your free trial to put it into action.
