Managed Service Provider Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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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 970 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 970 standard requirements:

  1. Follow-up of an incident should include regular status reporting, describing new controls and lessons learned to improve future performance. The most important element of the follow-up stage is performing a postmortem analysis of the response procedure itself. Exactly what happened and at what times? How is this process managed?

  2. The increasingly mobile work force makes compliance more difficult. With more endpoints, devices and people involved, there is that much more to watch. There are devices not owned by the organization pulling data off the organizations network. Is your organizations policy consistent with that of contractors you work with?

  3. For HIPAA, GLBA and/or other state or federal regulation compliance, what due diligence/auditing is performed to ensure that you remain in compliance and what individual(s) in your organization are responsible for said compliance?

  4. Do you have written clearance procedures in place regarding use, licensing, and consent agreements for third party content used by you in your products or services and on your website or in your promotional materials?

  5. Policy compliance is closely related to IT governance. Compliance has much to do with defining, controlling and governing security efforts. How does your organization respond to security events?

  6. Do you have contracts in place with the 3rd parties that require the vendor to maintain controls, practices and procedures that are as protective as your own internal procedures?

  7. Do you monitor security alerts and advisories from your system vendors, Computer Emergency Response Team (CERT) and other sources, taking appropriate and responsive actions?

  8. Pay particular attention to your termination rights when negotiating managed services or ASP contracts. Do you have an out in the case of a providers bankruptcy filing?

  9. What are the critical success factors that you closely manage when transforming a business from an IT consulting organization to an IT managed service provider MSP?

  10. Does the organization envision that all the users that elect to use the shared services will be consolidated to a consistent deployment using a single repository?

 

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 970 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. Quality Audit: How does the organization know that its system for managing intellectual property issues is appropriately effective, constructive and fair?

  2. Team Performance Assessment: Lack of method variance in self-reported affect and perceptions at work: Reality or artifact?

  3. Requirements Traceability Matrix: How will it affect the stakeholders personally in their career?

  4. Schedule Management Plan: Are the primary and secondary schedule tools defined?

  5. Probability and Impact Assessment: What are the risks involved in appointing external agencies to manage the Managed Service Provider project?

  6. Stakeholder Management Plan: Which of the records created within the Managed Service Provider project, if any, does the Business Owner require access to?

  7. Human Resource Management Plan: Are cause and effect determined for risks when others occur?

  8. Activity Duration Estimates: Will it help promote wellness at the company and reduce insurance costs?

  9. Executing Process Group: On which process should team members spend the most time?

  10. Human Resource Management Plan: Has a provision been made to reassess Managed Service Provider project risks at various Managed Service Provider project stages?

 
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

 

Results

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.

46 Reviews Hide Reviews Show Reviews

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 5th Sep 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 4th Sep 2018

    DAVIN B. Systems Manager

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 5th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 5th Aug 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 4th Aug 2018

    Christine R. University Officer

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 4th Aug 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 3rd Aug 2018

    MEL F. Change Management Professional

  • 5
    This is great!

    Posted by GREG C, on 5th Jul 2018

    GREG C. CEO Managed Service Provider

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 4th Jul 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!