THE TAKEAWAY
Start with a business profile. Gather the asset links. Identify an owner for each item. Then add the dates you need to keep in view.
Start with the business
Write down the business name and the person responsible for keeping its details up to date.
List what it runs on
Gather links to domains, email, websites, apps, software, bank account references and agreements. Keep passwords and keys in their original secure location.
EXAMPLE / ACME SUPPLY CO.
- Asset
- Business domain
- Reference
- Registrar account (link only)
- Responsible role
- Office manager
- Next review
- Next review: January 15
Add the next date
Include renewal and review dates where you know them. Mark missing dates for follow-up.
Make ownership clear
Record who looks after each asset and who needs access.
YOUR NEXT STEP
Build a starting inventory.
Start small. Confirm the information. Then work through the next item.