A managed IT plan should cover the day-to-day work of keeping your people productive and your systems secure: a help desk, Microsoft 365 management, endpoint protection, backup, monitoring and patching, a security baseline, staff onboarding and offboarding, documentation and coordination with your other technology vendors. Projects, after-hours work, on-site visits, hardware, licensing and extra devices are usually billed separately. The checklist below lets you sort any quote into included, extra and unclear.
Why the details matter more than the monthly number
Two quotes with the same per-user price can deliver very different service. One may include backup and security monitoring; the other may list them as add-ons that appear on the first invoice. The cheapest-looking quote is not always the cheapest year.
Scope also decides who answers the phone when something breaks. If a task is not in the plan, it either waits for a separate quote or does not get done. Knowing the boundary up front avoids awkward conversations later.
The core checklist: what a plan should include
Use these nine areas as your baseline. A plan does not need to describe them in the same words, but each one should be clearly covered or clearly excluded.
One point many owners miss: Microsoft secures its cloud platform, but under its shared responsibility model your organization stays responsible for your data, user accounts, access settings and the devices that connect. A managed IT plan is one way to cover that customer side of the line.
What commonly costs extra
These items are reasonable to bill separately, as long as the plan says so and tells you how they are priced.
How to use this checklist on any quote
A worked example
Take a hypothetical 14-person architecture firm comparing two quotes. Quote A is lower per user but lists backup and MDR as add-ons and says nothing about Microsoft 365 management. Quote B is higher per user and includes all three.
Once the firm adds backup and MDR to Quote A and asks who will manage its Microsoft 365 accounts and sharing settings, the gap narrows sharply. The firm also notices that five staff use both a desktop and a laptop, so it asks both providers how extra devices are priced. The decision becomes about service fit, not a headline number.
Common mistakes
How NexJen can help
NexJen Essentials is one example of a plan written out line by line. It includes unlimited remote help desk during business hours by ticket or email, Microsoft 365 management, endpoint protection with MDR on every covered Windows and Mac computer, Microsoft 365 backup through a separate third-party service, 24/7 automated monitoring and patching, a Microsoft 365 security baseline scaled to your plan, onboarding and offboarding of staff, and an optional annual check-in call.
What is extra is also stated: computers beyond one per user are $5 per device per month, after-hours and emergency work is $250 per hour with a one-hour minimum, and project work is $200 per hour or a fixed fee agreed in writing. There is a one-time $499 setup fee. On-site technical work goes through a referral to an independent local technician whom you contract directly. By default you keep your own Microsoft 365 subscription and pay Microsoft directly, though we can quote licensing case by case.
Common questions
Should a managed IT plan include cybersecurity?
It should include the basics: endpoint protection with detection and response, patching, MFA and a security baseline. Specialized work such as formal compliance audits is often separate.
Is Microsoft 365 licensing usually included?
It varies. Some providers resell licenses inside the plan, others leave the subscription with you. Ask which applies so you compare quotes on the same basis.
What does 24/7 monitoring actually mean?
Usually that automated tools watch your devices around the clock. Ask separately whether a person responds outside business hours and what that costs.
See what a published plan looks like
NexJen Essentials lists what is included and what is extra on one page, so you can hold it up against any other quote.