First Quarter: Architecture
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January
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Week 1: Beginning of the calendar fiscal year.
- 2022 will bring a new season to our podcast. We are going to focus on MSPs and where we are going as an industry.
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Week 2: Roadmapping 2022!
- Review of last year's journey
- What does 2022 have in store for community?
- What action items can you take to be successful this year.
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Week 3: Beginning Stakeholder interviews
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Week 4: Architecture Audits
- Tips and tricks to make the process more efficient.
- The power of delegation!
- Where to focus to get the best experience...
- ...spoiler alert...it is projects!
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February
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Week 1: Architecture Audits Continued
- Deep dive of the architecture report
- Drive your projects with proper audit proceedures
- Increase your perceived value by moving the needle!
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Week 2: Architecture Audits: Integrate with Dashboard
- Using the dashboard to win over clients
- How to sell your projects as a competitive advantage to customers
- Build trust with a customer journey
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Week 3: Architecture Audits Integrate Stakeholder data
- How to collate multiple stakeholder interviews into useful data
- How to build projects that solve business problems
- How to build projects with HIGH perceived value
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Week 4: Architecture Audits: Recommendations
- Decrease time to decision
- Increase customer buy-in
- Understand the mindset of your customer
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March
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Week 1: QBR! Meet with Customers to plan Q2 activities (Part 1)
- A book recommendation on how to have engaging meetings
- Some things to avoid!
- How to prepare for the meeting
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Week 2: QBR! Meet with Customers to plan Q2 activities (Part 2)
- Upgrade the content of your meetings
- How to talk about the coming quarter
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Week 3: Quotes R Us
- An overview of the Proposal Tool
- How to use all your work to fuel the proposal
- The Value of Soft Selling
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Week 4: Quarter 1 Summary, Q2 Roadmap
- MILESTONE: End of quarter 1.
- What to do when you are behind.
- How to wrap up Q1 activites in the tool (Snapshots)
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Week 5: Q1 Review, Q2 Roadmap (Bonus Session)
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Second Quarter: Service
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April
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Week 1: Schedule action items for Educational Institutions
- Grants...why you need to know them
- Summer change windows
- School Administrator mindset...it isnt like a CEO...completely
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Week 2: Begin Annual Workshops for Fiscal Year Budget cycle customers
- Who should you invite to a budget workshop?
- What are the key activities for a budget workshop.
- How will a budget workshop increase your client success?
- How does the managed Humanize IT tool fit into a budget workshop?
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Week 3: Classify A, B, C
- How to classify your clients
- How to match up appropriate services
- How alignment will increase perceived value!
- How to use the tool to deliver services to client levels and save time! (eg. using playbooks, CES and donuts)
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Week 4: Service Audits
- How to use the built in service audits.
- How to use the April action item to align customer services.
- A smidge on pre-sales of services to increase perceived value
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Week 5: MSPL + HIT Software Roadmap (Bonus)
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May
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Week 1: Education Service Audits
- How to use the built in service audits.
- How to spread out the project load to take advantage of summer
- How to align delivery with your project teams to reduce stress.
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Week 2: Provisioning Employees
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- Using Roadmaps to provision Employees
- What is an Employer of Choice and hwo do I become one?
- How to put the right people in the right seats.
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Week 3: Gap analysis
- How to Audit Customer Gaps (Service Stack)
- How to align with your customers gaps
- How to Deliver Quality Solutions that your client wants
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Week 4: Integrate with QBR
- Create "Friendly" names for projects
- Add in business need to your pojects
- Ensure that you are talking with your client rather than at them
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June
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Week 1: QBR! Meet with Customers to plan Q3 activities
- Q2: What went well, what could go better?
- How to increase perceived value through Service Delivery
- What does Q3 look like?
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Week 2: Project Planning and Delivery
- How do you set expectations appropriately?
- How does the tool help?
- What do we mean by top down planning and delivery?
- NOTE: This will be a key differentiator for your MSP
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Week 3: Ticket Review and SLAs
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Week 4: Project maps
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| Week 5: Next Level Service Delivery |
Third Quarter: Risk
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July
- Week 1: Intro to the Risk Pillar
- Week 2: Sell Risk audits using project proposals
- Week 3: Use the NIST report to focus on specific areas.
- Week 4: Cadence
August
- Week 1: Client Touchpoint Alerting
- Week 2: Risk Audits: Why Control Families Keep You Secure
- Week 3: Risk Audits: How Control Families Increase Confidence.
- Week 4: Risk Audits: Be secure, be certain, be confident.
September
- Week 1: 4TH QUARTER WARNING! Start building strategy for 2023!
- Week 2: Strategy meets Budgets, be an example for customers.
- Week 3: Meet with Customers to plan Q4 activities
- Week 4: Asset Management
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Fourth Quarter: Strategy
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October (Cyber Security Month)
- Week 1: (FISCAL YEAR BEGIN) Running Annual Strategy Sessions
- Week 2: Continuing Stakeholder interviews (We told you in January we would hit these again)
- Week 3: NO UPDATE
- Week 4: Strategic QBRs
November
- Week 1: Meet with Customers to plan Q1 activities
- Week 2: End of year activities
- Week 3: Review of Budget tools
- Week 4: USA BREAK
December
- Week 1: Christmas Month!
- Week 2: Closing your Year
- Week 3: BREAK
- Week 4: BREAK
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