Skip to main content

Managed Service Provider Checklist and Audit Essentials

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
Adding to cart… The item has been added

Managed Service Provider Checklist and Audit Essentials Course Curriculum



Course Overview

This comprehensive course is designed to equip Managed Service Providers (MSPs) with the knowledge and skills necessary to deliver high-quality services to their clients. The course covers the essential checklists and audit processes that MSPs need to implement to ensure compliance, security, and operational efficiency.



Course Outline

Module 1: Introduction to Managed Service Providers

  • Definition and Overview of MSPs: Understanding the role and responsibilities of MSPs
  • Benefits of MSPs: Exploring the advantages of MSPs for businesses
  • Types of MSPs: Proactive, reactive, and hybrid MSPs
  • MSPs in the Modern Business Landscape: Trends and challenges facing MSPs

Module 2: Service Level Agreements (SLAs) and Contracts

  • Understanding SLAs: Defining service level agreements and their importance
  • Key Components of SLAs: Service level metrics, response times, and resolution rates
  • Contract Negotiation and Management: Best practices for negotiating and managing contracts
  • SLA Templates and Examples: Reviewing sample SLAs and contracts

Module 3: IT Service Management (ITSM) Frameworks

  • Introduction to ITSM: Understanding the principles of IT service management
  • ITIL (Information Technology Infrastructure Library): Overview of the ITIL framework
  • Other ITSM Frameworks: Exploring alternative frameworks such as COBIT and ISO 20000
  • Implementing ITSM Frameworks: Best practices for implementing ITSM frameworks

Module 4: Security and Compliance

  • Security Fundamentals: Understanding security threats and vulnerabilities
  • Compliance Requirements: Overview of regulatory compliance requirements (e.g., HIPAA, PCI-DSS)
  • Security Best Practices: Implementing security measures such as firewalls, antivirus software, and encryption
  • Compliance Auditing: Conducting compliance audits and risk assessments

Module 5: Audit Essentials

  • Audit Types and Purposes: Understanding the different types of audits (e.g., internal, external, compliance)
  • Audit Planning and Preparation: Best practices for planning and preparing for audits
  • Conducting Audits: Techniques for conducting effective audits
  • Audit Reporting and Follow-up: Writing audit reports and implementing audit recommendations

Module 6: Operational Efficiency and Process Improvement

  • Process Mapping and Analysis: Understanding business processes and identifying areas for improvement
  • Lean and Six Sigma Methodologies: Overview of lean and Six Sigma principles
  • Implementing Process Improvements: Best practices for implementing process changes
  • Monitoring and Measuring Performance: Tracking key performance indicators (KPIs) and metrics

Module 7: Client Onboarding and Management

  • Client Onboarding Process: Best practices for onboarding new clients
  • Client Communication and Relationship Management: Strategies for effective client communication and relationship management
  • Client Expectations and Satisfaction: Understanding client expectations and measuring client satisfaction
  • Client Retention and Growth: Strategies for retaining and growing client relationships

Module 8: MSP Tools and Technologies

  • Remote Monitoring and Management (RMM) Tools: Overview of RMM tools and their features
  • Professional Services Automation (PSA) Tools: Understanding PSA tools and their benefits
  • Other MSP Tools and Technologies: Exploring other tools and technologies used by MSPs (e.g., backup and disaster recovery, security)
  • Evaluating and Selecting MSP Tools: Best practices for evaluating and selecting MSP tools


Course Benefits

Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise in MSP checklist and audit essentials.

  • Comprehensive Knowledge: Gain a deep understanding of MSP checklist and audit essentials
  • Practical Skills: Develop practical skills in implementing MSP checklist and audit processes
  • Improved Efficiency: Improve operational efficiency and reduce risk
  • Enhanced Credibility: Demonstrate expertise and enhance credibility with clients and stakeholders


Course Features

  • Interactive and Engaging: Interactive lessons, quizzes, and discussions
  • Personalized Learning: Learn at your own pace and on your own schedule
  • Up-to-date Content: Access to regularly updated content and resources
  • Practical and Real-world Applications: Real-world examples and case studies
  • Expert Instructors: Learn from experienced instructors with industry expertise
  • Flexible Learning: Learn on your desktop, laptop, or mobile device
  • User-friendly Platform: Easy-to-use platform with intuitive navigation
  • Community-driven: Participate in online discussions and forums
  • Actionable Insights: Gain actionable insights and takeaways
  • Hands-on Projects: Apply learning through hands-on projects and activities
  • Bite-sized Lessons: Learn in bite-sized chunks with micro-lessons
  • Lifetime Access: Access course materials for a lifetime
  • Gamification: Engage with gamification elements and activities
  • Progress Tracking: Track progress and earn badges and rewards
,