The Most Important Checklists for Any I.T. Service Provider

Learn how to standardize your operating procedures for both your internal company as well as externally with your client relationships and their technology.

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 I.T. 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 daily 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

Additional information

Elective Pathway

Management, Service Manager, Technician

Topic

Automation, Entrepreneurship, Financial Processes, Hiring & Training, Managed Services, Management, Office Admin, Organize Your Business, Selling an MSP, SOPs, Sustainable Growth

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

Manuel Palachuk

Entrepreneur, Coach, Author

He believes that small business is the backbone of the world and the service industry in particular is the heart! Manuel has 30 years of business, management, and training experience in the computer and electronics industries.

See full profile →

Karl W. Palachuk

Series Organizer & Principal Instructor

Karl W. Palachuk has built and sold two managed service businesses in Sacramento, CA. He is the founder and president of the Sacramento SMB IT Professionals Group, and author of many books, including The Network Documentation Workbook and Managed Services in a Month.

See full profile →

Specialist Certification Pathways

Meets Elective requirement:

This class is currently offered on-demand and will be taught live in the next 12-18 months.
If you enroll in an on-demand course, you can attend future live classes at no extra charge.

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 Employee Hiring Process / Exit Process
Unit 3 New Client On-boarding / Client Off-boarding / Quarterly Client Roadmap
Unit 4 Monthly Maintenance Checklist / New PC Checklist
Unit 5 The Pre-Discovery Checklist / Class Summary

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