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Run: Hardware Refresh Cycle Planning Worksheet

Plan endpoint replacements before warranties lapse, refresh age is exceeded, or budget surprises hit. This worksheet helps you rank devices, estimate spend, ...

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Planning Context

Planning Period (required)

Enter the quarter or fiscal year covered by this worksheet, such as Q3 2026 or FY2026.

Review Date (required)

Date the refresh cycle review was completed.

Prepared By (required)

Name or team responsible for the worksheet. Avoid including unnecessary PII.

Scope of Review (required)

Select the device groups included in this review.

Asset Inventory Summary

Total Endpoints Reviewed (required)

Count of endpoints included in the review.

Endpoints Past Refresh Age (required)

Number of endpoints older than the organization's standard refresh age.

Endpoints Out of Warranty (required)

Number of endpoints no longer covered by vendor warranty.

Inventory Source (required)

Primary source used to verify asset age and warranty status.

Replacement Priority Assessment

Priority Criteria (required)

Select the factors used to determine replacement priority.

High Priority Devices (required)

Number of devices that should be replaced in the next budget cycle.

Medium Priority Devices (required)

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 (required)

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 (required)

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 (required)

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.

Yes No N/A

Follow-Up Owner

Person or team responsible for next steps and audit trail updates.

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