IT Document Roadmap | Legacy Launchpad

📁 File Directory Structure

Ref	Document	Purpose
IT-001	CIPC Registration Certificate	Proof of company registration
IT-002	Memorandum of Incorporation (MOI)	Company constitution
IT-003	SARS Registration (IT, PAYE, VAT)	Tax compliance (VAT if turnover >R1m)
IT-004	COIDA Registration	Employee injury cover
IT-005	Public Liability Insurance	Cover for client site visits
IT-006	Professional Indemnity Insurance	For software errors, data loss – critical
IT-007	Cyber Liability Insurance	For data breaches, ransomware
IT-008	B‑BBEE Certificate	For corporate and government tenders
IT-009	CSD Registration	For government tenders

Ref	Document	Purpose
IT-010	Software Development Agreement (Master)	For custom builds
IT-011	IT Support / Maintenance Agreement (SLA)	Ongoing services
IT-012	Website Development Agreement	Design, hosting, maintenance
IT-013	Non‑Disclosure Agreement (NDA)	Protect source code, client data
IT-014	Data Processing Agreement (DPA)	For POPIA compliance (client data)
IT-015	Hosting / Server Colocation Agreement	With data centre provider
IT-016	Software Licence Agreement	Terms of use for selling software
IT-017	Quotation / Proposal Template	Per project
IT-018	Change Order / Variation Form	Scope changes
IT-019	Acceptance Testing Sign‑Off (UAT)	Client confirms delivery
IT-020	Warranty / Maintenance Period Addendum	Bug fixes for 30–90 days
IT-021	Subcontractor Agreement (freelance developer/designer)	Outsourced work

Ref	Document	Purpose
IT-022	Employment Contract – Software Developer	Permanent staff
IT-023	Employment Contract – IT Support Technician	Help desk, onsite
IT-024	Employment Contract – Project Manager	Client delivery
IT-025	Employment Contract – Sales / Account Manager	Business development
IT-026	Independent Contractor Agreement (freelance coder)	Project basis
IT-027	Code of Conduct (Employees)	IP protection, professionalism
IT-028	Disciplinary Code & Procedure	HR compliance
IT-029	Remote Work Policy	Home office expectations
IT-030	Attendance / Timesheet Register	Client costing
IT-031	Training Record (certifications – AWS, Azure, etc.)	Skills tracking

Ref	Document	Purpose
IT-044	Occupational Health & Safety (OHS) Policy	Office H&S
IT-045	Ergonomic Workstation Assessment (per employee)	Prevent RSI, back pain
IT-046	Incident / Accident Report Form	Office injury
IT-047	First Aid Kit Register (office)	Inventory
IT-048	Fire Extinguisher Inspection Log (office)	Monthly check
IT-049	Emergency Evacuation Plan (office)	Map and procedure
IT-050	Remote Work Health & Safety Checklist	For home office staff

Ref	Document	Purpose
IT-051	Invoice Template (per project / retainer)	Billing
IT-052	Supplier Invoice Register (licences, hosting, hardware)	Expense tracking
IT-053	Payroll Register	Staff salaries
IT-054	Petty Cash Log	Small office expenses
IT-055	Retainer / Subscription Billing Schedule	Monthly recurring clients
IT-056	Client Payment History	Accounts receivable
IT-057	Supplier Payment Schedule	Creditors aging
IT-058	Bank Reconciliation Template	Monthly finance

Ref	Document	Purpose
IT-059	Asset Register (Master)	Computers, servers, monitors, phones
IT-060	Software Licence Register (Microsoft, Adobe, etc.)	Compliance
IT-061	Domain Name Register (all client domains)	Renewal tracking
IT-062	SSL Certificate Renewal Log	Expiry reminders
IT-063	Equipment Maintenance Log (cleaning, hardware)	Service records
IT-064	Vehicle Log Sheet (if onsite support)	Fuel, trips
IT-065	Tool / Development Environment Access Log	IDE, DB tools
IT-066	Cloud Subscription Register (AWS, Azure, Google)	Cost management
IT-067	Asset Disposal Form	Retirement of old hardware


IT Company (Pty) Ltd/
│
├── 01 Registration & Compliance/
│   ├── CIPC_Registration.pdf
│   ├── MOI.pdf
│   ├── SARS_Registration.pdf
│   ├── COIDA_Certificate.pdf
│   ├── Public_Liability_Insurance.pdf
│   ├── Professional_Indemnity_Insurance.pdf
│   ├── Cyber_Liability_Insurance.pdf
│   ├── B-BBEE_Certificate.pdf
│   └── CSD_Registration.pdf
│
├── 02 Contracts & Client Docs/
│   ├── Software_Development_Agreements/ (by client)
│   ├── IT_Support_SLA_Template.docx
│   ├── Website_Development_Agreement.docx
│   ├── NDA_Template.docx
│   ├── Data_Processing_Agreements/ (by client)
│   ├── Hosting_Service_Agreements/ (with providers)
│   ├── Software_Licence_Agreement_Template.docx
│   ├── Quotation_Template.docx
│   ├── Change_Order_Form.docx
│   ├── UAT_Sign_Offs/ (by project)
│   ├── Warranty_Addendum.docx
│   └── Subcontractor_Agreements/
│
├── 03 Human Resources/
│   ├── Employment_Contracts/
│   │   ├── Software_Developer.docx
│   │   ├── IT_Support_Technician.docx
│   │   ├── Project_Manager.docx
│   │   └── Sales_Account_Manager.docx
│   ├── Independent_Contractor_Agreement.docx
│   ├── Code_of_Conduct.pdf
│   ├── Disciplinary_Code.pdf
│   ├── Remote_Work_Policy.pdf
│   ├── Timesheets/ (by month)
│   └── Training_Records/ (certifications)
│
├── 04 Operations & Project Management/
│   ├── Client_Projects/
│   │   └── [Client Name_Project]/
│   │       ├── Requirements_Document.docx
│   │       ├── Statement_of_Work.docx
│   │       ├── Project_Plan_Gantt.pdf
│   │       ├── Progress_Reports/ (weekly)
│   │       ├── Bug_Issue_Tracker.xlsx
│   │       ├── Change_Request_Log.xlsx
│   │       ├── Timesheet_Log.xlsx
│   │       └── IP_Assignment_Form.docx
│   ├── Code_Repo_Access_Log.xlsx
│   ├── Backup_Disaster_Recovery_Log.xlsx
│   ├── Server_Uptime_Monitoring_Logs.xlsx
│   └── Client_Password_Register.xlsx (encrypted)
│
├── 05 Health & Safety/
│   ├── OHS_Policy.pdf
│   ├── Ergonomic_Assessments/ (by employee)
│   ├── Incident_Reports/ (by date)
│   ├── First_Aid_Kit_Register.xlsx
│   ├── Fire_Extinguisher_Log.xlsx
│   ├── Emergency_Evacuation_Plan.pdf
│   └── Remote_Work_H&S_Checklist.docx
│
├── 06 Finance & Suppliers/
│   ├── Invoices_Issued/ (by client)
│   ├── Supplier_Invoice_Register.xlsx
│   ├── Payroll_Records/ (by month)
│   ├── Petty_Cash_Log.xlsx
│   ├── Retainer_Billing_Schedule.xlsx
│   ├── Client_Payment_History.xlsx
│   ├── Supplier_Payment_Schedule.xlsx
│   └── Bank_Reconciliation.xlsx
│
├── 07 Equipment & Assets/
│   ├── Asset_Register.xlsx
│   ├── Software_Licence_Register.xlsx
│   ├── Domain_Name_Register.xlsx
│   ├── SSL_Certificate_Renewal_Log.xlsx
│   ├── Equipment_Maintenance_Logs/
│   ├── Vehicle_Logs/ (if onsite support)
│   ├── Tool_Access_Log.xlsx
│   ├── Cloud_Subscription_Register.xlsx
│   └── Asset_Disposal_Form.docx
│
└── 08 Forms & Templates/
    ├── Client_Onboarding_Checklist.docx
    ├── Project_Offboarding_Checklist.docx
    ├── Overtime_Form.docx
    ├── Leave_Application.docx
    ├── IT_Access_Request_Form.docx
    ├── Supplier_Evaluation_Form.docx
    ├── Customer_Satisfaction_Survey.docx
    └── Termination_Checklist.docx

Legacy Launchpad

💻 Information Technology (IT)

📋 Document Roadmap

Phase 1: Registration & Compliance (9 docs)

Phase 2: Contracts & Client Docs (12 docs)

Phase 3: Human Resources (10 docs)

Phase 4: Operations & Project Management (12 docs)

Phase 5: Health & Safety (7 docs)

Phase 6: Finance & Suppliers (8 docs)

Phase 7: Equipment & Assets (9 docs)

Phase 8: Forms & Templates (8 docs)

📁 File Directory Structure