– Vol. 1 – Front Office Mastery: SOPs for Office Management, Finances, Administration, and Running Your Company More Efficiently – Vol. 2 – Employees and Internal Processes: SOPs for Hiring, Employee Evaluations, Team Management, and More – Vol. 3 – Running the Service Department: SOPs for Managing Technicians, Daily Operations, Service Boards, and Scheduling – Vol. 4 – Support and Service Delivery: SOPs for Client Relationships, Service Delivery, Scheduled Maintenance, and All about Backups
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.
Includes three of Karl Palachuk’s most popular books for small IT companies.
– Managed Services in a Month
– Cloud Services in a Month
– Service Agreements for SMB Consultants
This is a sample Monthly Maintenance Checklist in Word docs format. Updated 2019.
Includes samples of “Monthly Single” tasks to accompany the monthly maintenance. The Word doc is editable so you can easily customize for each of your clients.
Includes Paperback or Ebook version of these Books:
– Service Agreements for SMB Consultants – Revised Edition by Karl W. Palachuk
– Managed Services In A Month 3rd ed. by Karl W. Palachuk
– The Managed Services Operations Manual – 4 volume set – by Karl W. Palachuk
– Relax Focus Succeed by Karl W. Palachuk
– Project Management in Small Business by Dana Goulston and Karl W. Palachuk
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?
The Network Documentation Workbook is now 15 years old. I know – we can hardly believe it either. Still, we’ve had to make the tough decision to take it off the shelves and retire it.
If you just can’t imagine your life without it, it will still be available inside the Small Biz Thoughts Technology Community – you can learn more about the community here.
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.
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
– Getting to the Next Level: A Blueprint for Taking You and Your Business to the Top! (Manuel’s latest book)
– The Standards & Procedures Seed Document
Volume 1 is all about the Front Office. Here you’ll find SOPs for Office Management, Finances, Administration, and Running Your Company More Efficiently
