The Most Important Checklists for Any IT Service Provider
- On-Demand Learning
- Course Code: 5W08
This class will help you:
- Build a Checklist-Centric Business
- Improve your team and culture
- Increase customer satisfaction
- Increase profit on all fronts
- Build a scalable process for all future SOPs
What you get
- On-Demand Learning
- Handouts & Resources
- Full Lifetime Access
- Automatic updates to course content
- Access to Instructor
- Last taught live: May 28, 2024
Class Description
This course is intended for managers and owners of a managed service business. It covers many facets of the “checklist mentality” that the instructors have used at a variety of successful IT consulting businesses.
In addition to building hundreds of checklists and standard processes for KPEnterprises in Sacramento, CA, the authors have both written books, trained individuals, and coached teams on successful processes and habits for running a modern, successful managed service business.
This course will cover the use of checklists in daily operations as well as the “larger picture” of running the entire company. It will address both internal checklists for running your own company and external checklists for managing client relationships and client technology.
This is an intensive live webinar course over a five week period. All assignments are voluntary, of course. But if you want feedback on assignments, please complete assignments during this course and email them to the instructor.
Delivered by Karl Palachuk and Manuel Palachuk, authors of the Network Migration Workbook and many other books for MSPs – managed service providers.
Includes five weeks of webinar classes with related handouts, assignments, and “office hours” with the instructor.
This course is intended for business owners and managers. It is particularly useful for the Service Manager or Operations Manager.
Sample Handouts for this course:
- Class Syllabus
- Slides from all classes
- MPI Checklist Template
- MPI Doc with TOC Template
- NMW Discovery Checklist
- NMW Remote Workstation Migration
- How To Document Any Process White Paper by Manuel Palachuk
- Personnel Folders
- New Hire Checklist
- Hiring Folder (ZIP)
- Employee Goals Template
- Employee Evaluation Template
- Client Onboard Checklist
- Client Removal Checklist
- Roadmap Questionnaire
- Roadmap Template
- Roadmap Meeting Notes Template
- Monthly Maintenance Checklist
- New Workstation Checklist
- New User Checklist
- Welcome New Employee Orientation
- Server Build Checklist
- Troubleshooting and Repair Log
- Time Stamp Version Standards
Your Instructor
Manuel Palachuk
Karl W. Palachuk
Course Outline
| Module 1 | Class Introduction | |
|---|---|---|
| Unit 1 | Introduction - Preview | |
| Unit 2 | Live Class Information | |
| Module 2 | Class Content | |
| Unit 1 | What is a Checklist / Sample: Daily Backup Monitoring and Maintenance | |
| Unit 2 | The Pre-Discovery Checklist / Discovery Process | |
| Unit 3 | Employee Hiring Process / Exit Process | |
| Unit 4 | New Client On-boarding / Client Off-boarding / Quarterly Client Roadmap | |
| Unit 5 | Monthly Maintenance Checklist / New PC Checklist | |
| Unit 6 | Next Steps . . . |
Certifications
All classes help you work toward a Specialist Certification as either a Core or Elective class for a particular pathway.
You can become a Certified Professional by taking just one class and passing the associated exam.
You can become a Certified Specialist by taking 5 classes and exams that apply to a single pathway.
This class fulfills requirements for these Specialist Certification Pathways:
How it works
IT Service Provider is intentionally set up to give busy IT Business owners access to focused, high-quality education right when you need it most.
All classes are available on-demand, with the most recent live class recordings available immediately upon registration.
Most classes are taught live every 12-18 months. Instructors take care to update content, slides, and handouts to reflect changes in the industry.
Good news: Once you register, you’ll have lifetime access which means you can attend the new live class and review the newest recordings for life.
Log in or create a new account
Logging in before you register helps make sure you don’t accidentally pay twice!
Register for this class
If it’s your first time, welcome! Add this class to your cart and go through the checkout. You’ll be added to the live Zoom portion automatically. Handouts are available now (or shortly) inside the class units.
If you’re a returning student to this class and just need to register for the new Zoom link, head to Module 1, Unit 2.
See Class Outline below.
Add this class to your calendar
Check your email for the Zoom Confirmation. You should receive reminders ahead of each Unit, but we always recommend you add the class to your calendar. Remember, it’s 5 consecutive Tuesdays from 9 – 10am Pacific.
Revisit the class as needed
You’ll have perpetual access to the class recordings, transcripts, and handouts. And, next time it’s taught live, you’ll be able to join the Zoom sessions and access the new content.
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Frequently Asked Questions
I want to become a Certified Specialist. How do I declare a Specialist Pathway?
In your Dashboard, go to “My Pathways” and you choose your pathway there. Declaring your pathway lets you easily track your progress, and it’s free!
I registered for this class years ago – can I attend the new live sessions?
Yes – you’re welcome and encouraged to join live sessions whenever it’s taught again.
To get the Zoom information, make sure you’re logged in and head to Module 1, Unit 2: Live Class Information – see Class Outline above. By the way: you’ll automatically have access to the new recordings and handouts by visiting any unit in Module 2.
I lost the Zoom link for the live portion, where is it?
Log in, and then head to Module 1, Unit 2: Live Class Information.
Where are the recordings?
Same place as the handouts – make sure you’re logged in and head to Module 2.
Please allow 24 hours for the recordings to be posted after the live class.
I’m already registered. Where are the handouts?
Handouts are inside each unit of Module 2.
Make sure you’re logged in and check out the Course Outline above.
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