Orientation Meeting

Member Performance Dashboard

 

Step Back, Assess, Reflect, Plan and Present an engaging QBR with your group

 

 

What is new in MPD 2.0?

Enhanced Functions

 
You can review, plan and present your MPD to your group with new functions such as 4 Plans integration, Goal Timeline, Task Management, Flexible Layout, the Note section or the Online Presentation view.

Enhanced Security

 

You can be more confident about your privacy as we have moved your MPD  into a restricted personal account.  You control the access to your personal data by content sharing and monitoring, and Multi-Factor Authentication (MFA) is also available

Enhanced Support

 

You can gain a better understanding of the process with help available from a dedicated MPD Expert providing A Step-By-Step Walkthrough, Video Channel, FAQ, Chat Support and Online Seminar.

Popular requests

 

You will have a smooth experience with the Mobile Friendly Layout, the increased entries per scorecard, and the increased space for text in the MPD fields. Many improvements have been made to improve your experience.

 

5-Step Quarterly Planning Process

The 5-Step Quarterly Planning Process helps you to get the most out of your peer group meetings. 

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Getting Started

Watch this short video to get an overview of the new MPD and to complete your steps quickly.

 

 

Guided QBR Planning

Complete your MPD Step-By-Step: Step Back, Assess, Reflect, Plan, and Present an engaging Quarterly Business Review with your group.

Sign up for a Seminar

FAQ

 

Get quick answers to your frequently asked questions: How to log in, add new members, access support, etc.

 

Get Answers

Step-By-Step Walkthrough

 

A complete guided walkthrough of the 5-Step Quarterly Planning Process with explanations, screenshots, and hints & tips.

 

Do the MPD Step-By-Step

Video Channel

 

Watch the 5-Step Quarterly Planning video series to learn about the advanced uses of the MPD.

 

Watch Videos

The 5-step Quarterly Planning Process with the MPD

 

Complete the new MPD step-by-step

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Your Guides

Connie Arentson from IT Nation Evolve took the MPD initiative to the next level by focusing on user experience, information security, and methodology.

Elissa Kulczycki from the Managed Services Platform added her EOS Integrator’s experience to build a set of processes, education, help, and support documentation to allow for members’ success.

 

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Framework

The IT Nation Evolve Planning For Success framework helps the members to Plan their Business, Leadership, Personal & Business Legacy, and Life Goals. Planning is dreaming without execution. The MPD helps in achieving: Planning, Execution, and Accountability.

 

 

5 Step Quarterly Planning Process

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Process

  1. Step Back - Review and set next steps for your Plans
  2. Assess - Complete and Send the Health Assessments
  3. Reflect - Answer the questions to be prepared for the planning
  4. Plan - Set your goals for the quarter
  5. Present - Perform an engaging Quarterly Business Review with your group

 

 

5 Step Quarterly Planning Process

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Start your MPD in 4 easy steps

 

Step 1. Log in to your Managed Services Platform account

Step 2. Access your MPD on the Personal Report section

Step 3. Follow the 5-Step Planning process

Step 4. Present your MPD in the meeting

 

Login to your Member Performance Dashboard

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CEO / Imagine IT

Managed Services Platform is pretty cool. We've tried a lot of MSP coaching, training and marketing systems. We truly feel that the Managed Services Platform is the most in-depth, comprehensive, advanced and fastest evolving

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Founding Partner / Heroic Technologies

Managed Services Platform helps us to sell more SaaS but also helps us to get more revenue because we do more for the same client. The report tool forces us to get out of our comfort zone (the bits and bytes), and makes us focus on why a client needs IT.

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Business Manager / EXPRO IT