Who should use this checklist?

Security, compliance, ESG, IT operations, procurement and finance teams responsible for asset retirement, data sanitisation, recycling, recovery value or sustainability reporting.

Is this only for end-of-life assets?

It focuses on retirement, but the best ITAD models are planned earlier in the lifecycle through asset tagging, refresh planning, data visibility and governance.

What is the biggest ITAD risk for global enterprises?

Inconsistency. If countries use different recovery, sanitisation and reporting processes, global teams may struggle to prove what happened to every asset.

What should we do after completing the checklist?

Use the findings to identify high-risk countries, missing documentation, unclear ownership and reporting gaps. Then run a focused ITAD readiness review with Egiss if the risk is material.

Global ITAD readiness checklist

Can your ITAD model stand up to global review?

Use this checklist to assess whether your organisation can recover, sanitise, document, refurbish, recycle and report on used IT assets consistently across countries.

Built around Egiss' lifecycle-connected ITAD approach: recover, sanitise, refurbish, remarket, recycle and report.

Retirement is where lifecycle control is proven.

Used technology still carries data, value, compliance obligations and environmental impact. If every country handles retirement differently, global teams may not be able to prove chain of custody, data sanitisation, recovery value or recycling quality.

This checklist helps teams identify ITAD gaps before they become audit, security, ESG or financial problems.

Download the ITAD readiness checklist

Checklist areas

What the checklist covers.

Asset visibilityDo you know which assets should be recovered, where they are and who owns the return process?
Chain of custodyCan you document asset handoff, transport, receipt and disposition across regions?
Data sanitisationAre sanitisation methods, evidence and responsibilities defined consistently?
Refurbishment and reuseAre reusable assets identified before they move to recycling or disposal?
Remarketing and residual valueIs recovery value tracked and connected to finance or lifecycle reporting?
RecyclingAre non-reusable assets handled through responsible recycling routes with documentation?
Sustainability reportingCan ITAD data support CO2e, circularity, reuse and recycling reporting?
GovernanceAre SLAs, reporting cadence, exceptions, country requirements and stakeholder ownership clear?

Readiness checklist

Score your global ITAD readiness.

Mark each item as Ready, Partial, Missing or Unknown across the countries in scope. The first ten items are open - unlock the full checklist, your readiness score and the evidence lists with your work email.

1. Asset visibility

We know which assets are eligible for recovery.

We know where assets are located by country, site or user group.

We can identify device owner, status and lifecycle stage.

We have a process for collecting devices from remote users.

We have a process for collecting devices from sites, plants or offices.

We can identify assets that should be redeployed before recycling.

We can reconcile recovered assets against expected recovery lists.

2. Recovery process

Recovery workflows are defined by country or region.

Responsibilities are clear between IT, facilities, procurement and users.

Packaging, collection and return instructions are documented.

Local logistics requirements are known.

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Exceptions are tracked and escalated.

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Recovery SLAs are defined.

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Lost or unrecovered assets are reported.

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3. Chain of custody

Handoff points are documented.

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Asset transport is traceable.

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Receipt at processing location is confirmed.

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Discrepancies are logged and resolved.

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Chain-of-custody documentation is available by asset or batch.

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Country-specific handling rules are understood.

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Stakeholders know where custody evidence is stored.

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4. Data sanitisation

Sanitisation method is defined by device type.

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Sanitisation evidence is created per asset where required.

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Failed sanitisation is handled through a defined escalation.

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Devices with storage media are identified before processing.

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Certificates are stored and retrievable.

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Security and compliance teams approve sanitisation standards.

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Exceptions are documented.

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5. Refurbishment and reuse

Assets are evaluated for reuse before recycling.

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Grading criteria are defined.

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Redeployment rules are clear.

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Refurbishment outcomes are reported.

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Reusable assets are separated from end-of-life assets.

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Local reuse restrictions are understood.

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Reuse outcomes are connected to sustainability reporting.

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6. Remarketing and residual value

Remarketable assets are identified.

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Residual value expectations are documented.

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Remarketing proceeds are reported.

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Fees and deductions are transparent.

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Finance receives recovery value reporting.

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Recovery value is connected to lifecycle cost analysis.

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Markets with low recovery value are reviewed.

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7. Recycling and disposal

Non-reusable assets are routed to responsible recycling.

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Recycling partners and downstream routes are documented.

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Hazardous material handling is understood.

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Recycling certificates are available.

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Landfill, export or disposal restrictions are reviewed.

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Country-specific recycling requirements are captured.

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Exceptions are reported.

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8. Sustainability reporting

ITAD outputs support reuse, recycling and circularity reporting.

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CO2e reporting inputs are tied to a defined methodology where used.

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Recovery and recycling data is available by country.

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Reporting cadence is agreed.

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ESG, procurement, IT and finance agree required data fields.

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Claims are reviewed before external publication.

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Data gaps are disclosed internally.

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9. Governance and accountability

ITAD ownership is defined globally and locally.

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Supplier responsibilities are documented.

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SLAs and reporting cadence are agreed.

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Country exceptions are governed.

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Escalation paths are clear.

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Audit requirements are known.

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ITAD is included in lifecycle planning and RFPs.

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Get the full checklist

All 63 checklist items across 9 categories

Your readiness score, level and category breakdown

Evidence-to-collect lists for every category

Critical failure signals to prioritise

This checklist is for planning and discussion. Statuses reflect your own review and should be validated with security, compliance, ESG and finance before being used in an audit or RFP.

Frequently asked questions

Next step

Can your ITAD model stand up to global review?

This checklist helps teams identify ITAD gaps before they become audit, security, ESG or financial problems.