IT Managed Services Toolkit

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Know if the managed services model is right for your organization

 

Why does your business need IT Managed Services?

Are managed services right for your business?

How important were in your organizations decision to adopt managed security services?

Where does a user within your organization go to request services?

How can unethical behaviour be managed in your organization to enhance employees performance?




...Find the answers to these, and more, questions with this IT Managed Services Toolkit:

  • Increase the performance of your professional services organization.
  • Know that IT Managed Services will bring value to your business.
  • Know which MSP is right for your organization.
  • Use it yourself, in your own apps and services.
  • Increase performance of your applications even more.
  • Get more speed, agility and performance for your IT assets.
  • Maximize the performance of your network.
  • Design your future IT organization.
  • Improve the performance of your model.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical IT Managed Services Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any IT Managed Services related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated IT Managed Services specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the IT Managed Services Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which IT Managed Services improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. Should departments and divisions have the responsibility of making the own information technology decisions or should IT infrastructure be centrally controlled and managed?

  2. Is a managed services provider as adapt at helping businesses stay on top of an evolving IT infrastructure as it is at designing and implementing big picture initiatives?

  3. Should departments and divisions have the responsibility of making own information technology decisions or should IT infrastructure be centrally controlled and managed?

  4. Will your organization consider a start up, small business, out of the evaluation criteria and support the growth of the start up as its small business obligation?

  5. What percentage of your IT budget is spent directly with vendors, rather than third party solution or managed service providers, or value added resellers?

  6. Is the system operated and maintained by people who are trained and competent in its use to ensure the digitised records are adequately managed over time?

  7. How well does the technical approach reflect how requirements for in service configuration changes will be determined, managed, and controlled?

  8. How will your organization ensure that data are managed safely, including protecting the confidentiality of individuals receiving services?

  9. Do all of the line items have to be services inhouse or do you partner with another organization that complements your core competencies?

  10. Does your managed services provider deliver accurate inventory reports, network drawings and quarterly performance statistics per device?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the IT Managed Services book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your IT Managed Services self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the IT Managed Services Self-Assessment and Scorecard you will develop a clear picture of which IT Managed Services areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough IT Managed Services Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage IT Managed Services projects with the 62 implementation resources:

  • 62 step-by-step IT Managed Services Project Management Form Templates covering over 1500 IT Managed Services project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Management Plan: Show/provide copy of procedures for taking field notes?

  2. Probability and Impact Matrix: Were there any IT Managed Services projects similar to this one in existence?

  3. Activity Duration Estimates: What are the options you found to help people prepare for the exam?

  4. Project Performance Report: To what degree are the tasks requirements reflected in the flow and storage of information?

  5. Human Resource Management Plan: Is it possible to track all classes of IT Managed Services project work (e.g. scheduled, un-scheduled, defect repair, etc.)?

  6. Risk Register: What would the impact to the IT Managed Services project objectives be should the risk arise?

  7. Stakeholder Management Plan: What preventative action can be taken to reduce the likelihood a risk will be realised?

  8. Variance Analysis: What is the incurrence of actual indirect costs in excess of budgets, by element of expense?

  9. Probability and Impact Matrix: How are the local factors going to affect the absorption?

  10. Probability and Impact Matrix: Is the number of people on the IT Managed Services project team adequate to do the job?

 
Step-by-step and complete IT Managed Services Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 IT Managed Services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 IT Managed Services project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 IT Managed Services project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 IT Managed Services project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 IT Managed Services project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 IT Managed Services project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any IT Managed Services project with this in-depth IT Managed Services Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose IT Managed Services projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in IT Managed Services and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make IT Managed Services investments work better.

This IT Managed Services All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:IT Managed Services Checklist Report on DATA.pdf

Checklists:IT Managed Services Checklist Report on INFORMATION.pdf

Checklists:IT Managed Services Checklist Report on SERVICE.pdf

Checklists:IT Managed Services Checklist Report on CLOUD.pdf

Checklists:IT Managed Services Checklist Report on PROCESS.pdf

Checklists:IT Managed Services Checklist Report on TIME.pdf

Checklists:IT Managed Services Checklist Report on PERFORMANCE.pdf

Checklists:IT Managed Services Checklist Report on WORK.pdf

Checklists:IT Managed Services Checklist Report on BUSINESS.pdf

Checklists:IT Managed Services Checklist Report on SECURITY.pdf

Checklists:IT Managed Services Checklist Report on ORGANIZATION.pdf

Checklists:IT Managed Services Checklist Report on SYSTEM.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:IT Managed Services Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:IT_Managed_Services_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:IT Managed Services Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:IT_Managed_Services.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
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  • Software / SaaS
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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
  • I want to follow a proven process from someone that has already done it
  • I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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