This famous checklist has been used by thousands of IT Professionals to begin their network audits, provide monthly maintenance of client computers, and generally keep client computer tuned up and working great. Originally published in 2005, this checklist has recently been revised to include cloud services and a lot more. Let’s be honest: Seven years is a long time in the computing world! Best of all, this checklist is FREE for the taking.
Handouts for sample Business Plans for an IT consulting company. Includes sample profit and loss statements in PDF format and a worksheet for generating those in Excel format.
This handout is referred to in some of my blog posts, primarily the five part “Business Plan in a Month” series that begins here: Business Plan in a Month, Part One
Karl’s Cloud Readiness Checklist was designed for technology consultants to use when evaluating whether their clients are ready for cloud services. It’s also a great starting place for designing cloud service offerings that are just right for your clients.
The Standards and Procedures Document contains the core framework that binds all of your company’s key and critical documentation together. As your business grows you need more and more structure in how you collect, manage, and disseminate this information we refer to as our business related documents. There are tools to help with this that bigger companies use that are not commonly known to smaller companies. They are called the Information Management (IM) and Knowledge Management (KM) systems
Much more than just a handful of important documents that every company must have. It’s also about how to kick-start your company’s knowledge management system and to seed a culture of effective quality communications.
When Manuel says “knowledge management system”, he means a company-wide standards and procedures guide, documentation of policies, processes, procedures, checklists, forms, and reports. To kick-start this knowledge management system, Manuel has provided a few of the most important document templates you will need, starting with a checklist template that you will use for everything from new client onboarding to new workstations to archiving users and beyond.
Sometimes the hardest thing to accomplish is the documentation for the thing you’re building. It’s the bane of your existence if you’re in any field that performs repetitive work of any kind. And if it’s not just the documentation of what you built but also how to use it, well that comes in pretty handy when you want to show someone how to actually use what you built. From a light bulb to an electron microscope, knowing how to build one of these can change a nation overnight. But who has time for that?
Imagine if you had the most commonly performed processes, no matter how simple, documented in one place. Like the onsite service call process, or maybe the new user onboarding checklist and how to use it. Let’s say we store these in a Standards and Procedures guide or Standard Operating Procedure manual. And what if the SaP or SOP was in a Wiki on SharePoint for everyone to see?
A Comprehensive Guide to Clearing Out the Junk and Reducing the Size of Your Mailbox. A Series of Proven Processes for Users of Microsoft Exchange and Outlook.
We’ve all seen it (or done it). There are fifty users on the network, and four of them take up 13 GB of space in Exchange while the remaining forty-six take up less than 2 GB combined. There are three things you need to do to fix this situation. The first is education. You need to let the client know how expensive this lack of policies and procedures is for their company.
After that, you need to clean out the offending mailboxes. And finally, you need to set up processes so that the bloat doesn’t happen again. This white paper was written specifically to address these issues with MSP clients. It has also proven to be a good marketing tool. We offer up the white paper to prospects as a way to demonstrate our seriousness and commitment to providing more than “tech support.”
Technical professionals will also find great information here, including detailed procedures for cleaning out email boxes and helping clients maintain them going forward.
Long-time community member Amy Babinchak shows you her strategy for building a local LinkedIn network that you can use to build your client base – and fill your local events. Amy’s strategy will help you make great contacts without making people feel like you’re a spammer. And, as a side benefit, you’ll improve you LinkedIn Sales sore.
Includes Amy hottest four tips for setting up a LinkedIn profile that works!
UPDATED: Version 3 – April 2022. Now 14 pages, delivered as a PDF document.
To be successful you must have good people and good processes. This bundle of five white papers provides some great “Best Practices” to organize and run you MSP business successfully. Written by a proven successful consultant and coach with more than twenty years of experience designing and implementing process improvements in dozens of businesses.
Includes the following white papers:
– Email Cleanup Whitepaper
– Most Important Documents
– Core Competency Matrix
– Working and Tracking Time in Real-Time
– How to Document Any Process
To be successful, you need to have the right people in your company and then you have to play to their strengths. Likewise, you must staff the best talent possible for the core competencies that support what you sell to your clients. These two meet up in the Core Competency Matrix. Here, you can set the expectations of every employee’s growth within their roles while ensuring three-level-deep mastery of the key technologies, tools, and solutions you leverage for your solutions.
Use the time-proven methods outlined in this whitepaper along with the Core Competency Matrix to map out your current coverage of key competencies and build a plan for propelling the company’s talent to the top along solid, well-planned training paths.
Tackle the single toughest obstacle to super high profits in your service delivery system with this in-depth paper written specifically with IT Services in mind. Every CRM, PSA, and ticketing system out there wants to supply you with great reports on your billability and your efficiency, but not one of them can do it unless everyone is working and tracking time in real-time.
Tap into the wisdom of the author who has turned service delivery systems around for many companies, and who can help you do the same for yourself. Even if you are the only one who creates billable time in your company, you likely need some coaching on how to make the transition, and here it is.
If you think process control has no place in our industry, nothing could be further from the truth, and the presenter clearly details where it does in fact fit. From the ROI of Process Control to getting everyone on board, this presentation lays out the path to success for building a culture of quality refinement in any size company. If you want to have any hope at making order out of chaos in your company, you must start here.
Based on a strategy Amy used to double the size of her mature managed service business in just eighteen months. This white paper covers all the detail of creating an event, marketing, training employees to make presentations, and more. Amy gives you all the details for every aspect of creating and executing live events as a way to nurture new clients.