Managed Service Provider Toolkit

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Day to day operations work closely with the Service Delivery and Back Office teams to ensure that day to day client requirements are being met; ensure SLA/KPI compliance is met at all levels.

More Uses of the Managed Service Provider Toolkit:

  • Warrant that your group complies; operations specialization determines when network equipment, printers, computers, and internet circuits are due for upgrades.

  • Advise business users and other staff on recommended processes, workflows and standards when managing and publishing data.

  • Secure that your project complies; operations specialization proactively assesses data and errors, along with user reports, to determine areas for improvement or repair.

  • Ensure you meet; recommend new processes/procedures or changes to existing ones to enhance the Quality of Service delivered to internal and client users.

  • Manage work with your service provider to establish supplier metrics and Performance Feedback to drive ongoing program improvement.

  • Govern: act as Single Point of Contact for clear business units to engage with the Service Desk and stand up operational support for new initiatives.

  • Ensure the streamlined operation of the IT department in alignment with the Business Objectives of your organization.

  • Provide leadership in the development, and execution of the business vision helping customers transform business and derive measurable business value from IT investment.

  • Govern: hardware and software troubleshooting for desktops, laptops, mobile devices, wireless access points, switches, printers.

  • Establish: Project Management overall responsibility for management and implementation of program/project modifications and enhancements.

  • Communicate with customers, sales staff, or engineering staff to determine customer needs and/or internal needs and design relevant solutions to accomplish stated requirements.

  • Arrange that your organization translates Business Needs into system/ application requirements and project components to help determine solutions to business problems.

  • Evaluate different Software Applications, solutions, and hardware for your organization and your organization, providing a detailed analysis of systems and use case scenarios.

  • Methodize: act as the main point of contact for clients to turn to and ensure needs are met by utilizing the correct departments or individuals.

  • Arrange that your business creates a working environment that is conducive to individual growth, high performance, is challenging and rewarding.

  • Lead: escalation management proactively identify and successfully manage through day to day issues that impact program performance and client satisfaction levels.

  • Follow all applicable Incident and Change Management Processes And Procedures to ensure the accuracy and integrity of the solutions delivered.

  • Confirm your planning ensures that established IT Governance methodology, standards, and practices are followed by employees, contract resources and third party partners.

  • Manage work with system and network administrators on the design of new or upgraded systems, connectivity, and server design, configuration and set up.

  • Evaluate: in finance operations, work hand in hand with leaders across your organization to ensure smooth, disciplined execution of strategic Business Objectives.

  • Meet with department heads, managers, supervisors, vendors and others to proactively manage relationships and resolve issues.

  • Maintain high levels of cooperation and rapport with team members to promote accurate and efficient operations and service.

  • Be certain that your operation complies; operations specialization assesses current organization or department needs and assigns personnel to resolve each issue.

  • Ensure you bolster; lead enterprise and departmental initiatives from an IT standpoint, ensuring delivery to agreed upon schedule and budget.

  • Lead the on boarding and off boarding of employees with regards to managing User Accounts and determine license level based on need.

  • Develop and execute account plans for all accounts to maintain and maximize client fill penetration to increase market share.

  • Secure that your operation provides Thought Leadership and Program Management for initiatives that align with or complement the MSP Hybrid Cloud service.

  • Facilitate Change Management, acting as a liaison with Managed Service Provider and interface directly with Change Advisory Board (CAB).

  • Establish and maintain relationships and communication with your organizations executives, department heads, and end users regarding pertinent IT activities.

  • Ensure your venture complies; partners with the other supporting IT groups to achieve common goals PMO, architecture, security, infrastructure, etc.


Save time, empower your teams and effectively upgrade your processes with access to this practical Managed Service Provider Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Managed Service Provider 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 Managed Service Provider specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Managed Service Provider 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Managed Service Provider improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who will determine interim and final deadlines?

  2. How do your work systems and key work processes relate to and capitalize on your core competencies?

  3. What is the output?

  4. What are the operational costs after Managed Service Provider deployment?

  5. What is the Managed Service Provider business impact?

  6. Are decisions made in a timely manner?

  7. What are the Managed Service Provider key cost drivers?

  8. For your Managed Service Provider project, identify and describe the business environment, is there more than one layer to the business environment?

  9. Do you think you know, or do you know you know?

  10. How do you verify if Managed Service Provider is built right?

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 Managed Service Provider book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Managed Service Provider 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 Managed Service Provider Self-Assessment and Scorecard you will develop a clear picture of which Managed Service Provider 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 Managed Service Provider 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 Managed Service Provider projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Managed Service Provider project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Managed Service Provider Project Team have enough people to execute the Managed Service Provider project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Managed Service Provider project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

  • 1.1 Managed Service Provider project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Managed Service Provider Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Managed Service Provider 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 Managed Service Provider 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 Managed Service Provider 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 Managed Service Provider project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Managed Service Provider 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 Managed Service Provider 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 Managed Service Provider investments work better.

This Managed Service Provider 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.