Hardware Refresh Cycle Planning Worksheet

Worksheet for identifying endpoints past refresh age or warranty, prioritizing replacements, and forecasting budget impact.

Planning Context

• Planning Period
  Enter the quarter or fiscal year covered by this worksheet, such as Q3 2026 or FY2026.
• Review Date
  Date the refresh cycle review was completed.
• Prepared By
  Name or team responsible for the worksheet. Avoid including unnecessary PII.
• Scope of Review
  Select the device groups included in this review.

Asset Inventory Summary

• Total Endpoints Reviewed
  Count of endpoints included in the review.
• Endpoints Past Refresh Age
  Number of endpoints older than the organization's standard refresh age.
• Endpoints Out of Warranty
  Number of endpoints no longer covered by vendor warranty.
• Inventory Source
  Primary source used to verify asset age and warranty status.

Replacement Priority Assessment

• Priority Criteria
  Select the factors used to determine replacement priority.
• High Priority Devices
  Number of devices that should be replaced in the next budget cycle.
• Medium Priority Devices
  Number of devices that should be replaced after high-priority items are addressed.
• Priority Notes
  Add brief notes on any exceptions, business-critical systems, or deferred replacements.

Cost Forecast

• Estimated Unit Cost
  Average replacement cost per endpoint.
• Estimated Total Replacement Cost
  Calculated forecast based on the number of devices planned for replacement and the estimated unit cost.
• Budget Cycle
  Budget period to which the forecast should be assigned.
• Cost Assumptions
  Document assumptions such as accessories, imaging, shipping, tax, or deployment labor.

Replacement Plan and Follow-Up

• Recommended Action
  Select the recommended next step for the reviewed devices.
• Remediation Steps
  Describe any interim actions such as RAM upgrades, battery replacement, or OS remediation.
• Approval Needed
  Check if this plan requires management or finance approval before execution.
• Follow-Up Owner
  Person or team responsible for next steps and audit trail updates.