Planning Worksheets
Pick the worksheet that matches the work.
Use one worksheet for a narrow project, or combine several when the work crosses boundaries. A VMware exit often overlaps with hardware refresh. A blockchain node may need the server build worksheet too.
If the problem is messy or the category is unclear, start with Systems Consulting Triage.
VMware Exit Readiness
For VMware licensing pressure, Proxmox VE planning, cluster sizing, storage changes, backup review, and cutover sequencing.
- Host count, VM count, datastore layout, backup product, restore expectations, and maintenance windows
- Target cluster size, shared storage direction, network segmentation, and rollback tolerance
Open VMware worksheetSystems Consulting Triage
For unclear systems problems, office or server-room buildouts, migrations, vendor decisions, documentation gaps, and one-off technical projects.
- Symptoms, affected users or services, last known change, access owner, and what has already been tried
- Hard deadlines, business impact, vendor dependencies, and what needs to be stabilized first
Open systems triageHardware Refresh Lifecycle
For aging servers, storage, switches, optics, NICs, parts sourcing, spares, support planning, and refresh timing.
- Model numbers, serials, age, warranty state, known failures, repair history, and replacement deadline
- Rack space, depth, power, cooling, cabling, port count, throughput needs, and support owner
Open hardware worksheetMedical Imaging IT Infrastructure
For imaging-center or physician-office servers, storage, switches, PACS-adjacent infrastructure, DICOM network paths, backups, vendor boundaries, and support triage.
- Modality and PACS vendor names, non-patient network diagram, server and switch models, and current symptoms
- Backup ownership, recovery expectations, outage tolerance, change authority, and vendors already involved
Open imaging IT checklistCustom Server Build Intake
For rackmount systems, virtualization hosts, storage-heavy servers, application servers, and workload-specific compute.
- Workload role, CPU and memory target, storage profile, NIC count, OS or hypervisor, and lifecycle expectation
- Rack unit target, depth, power, airflow, serviceability, spares, and preferred hardware families
Open server worksheetHPC Cluster Sizing
For small clusters, node selection, storage throughput, network layout, burn-in planning, and performance tuning.
- Application stack, data size, runtime target, scaling behavior, node count, and current bottleneck
- Shared storage needs, scratch space, interconnect expectations, rack and power limits, and validation plan
Open HPC worksheetBlockchain Node Infrastructure
For validators, RPC nodes, indexers, archive nodes, distributed storage, chain-data growth, and bare-metal node planning.
- Node role, chain and client software, storage growth, snapshot method, network bandwidth, and uptime target
- Replacement path, monitoring, backups, access model, and support handoff expectations
Open blockchain worksheet