Posts Tagged Management

Get an Onsite SWOT Engagement ON US – learn how!

Join us next Wednesday to find out how to receive a FREE Onsite SWOT Engagement and Strategic Business Improvement Plan with Ongoing Coaching and Support from MSP University – a $16,500 value that will CHANGE YOUR BUSINESS!

Wednesday, June 20th at 11am PDT/1pm CDT/2pm EDT

Our SWOT Analysis identifies and explores how to leverage an organization’s internal Strengths and shore up its Weaknesses, and take advantage of external Opportunities and guard against Threats. By participating in our SWOT Analysis, you will receive a Strategic Improvement Plan for success broken down by business unit and phase, and the specific tasks and timelines needed to realize it – with ongoing guidance and coaching by me and my team of business improvement specialists


During our SWOT Engagement, I personally lead our business transformation experts through a collaborative effort with you and your staff to:

  • Perform a GAP Analysis which determines the difference between your organization’s existing operational performance state and your desired state
  • Identify your organization’s Strengths, Weaknesses, Opportunities and Threats (SWOT)
  • Develop a Strategic Improvement Plan to achieve your desired state of operation and leverage your Strengths, shore up Weaknesses, exploit Opportunities and mitigate Threats

MSP Coaching

Included with our SWOT Engagement is LIFETIME ACCESS to our Enterprise Community Partnership and our NEW BUSINESS IMPROVEMENT TRAINING PLATFORM!

Our Enterprise Community Partnership provides access to every single one of our thousands of business transformation webinars, forms, tools and resources and is suitable for every one of your business units and individual staff and includes everything your organization needs to improve your Marketing, Sales, Service Delivery, and Business Operations Outcomes.

Our Enterprise Community Partnership Includes: 

  • Professionally designed marketing collateral for all of your products and services
  • A professionally designed and hosted IT Services website equipped with lead generation content for all of the products and services you offer today
  • 1 on 1 consultation and support from a dedicated Partner Support Business Specialist
  • Access  to business Improvement Peer Groups focused on Operations, Marketing, Sales and Service Delivery business units within your organization
  • Much, much more…!

Our NEW BUSINESS IMPROVEMENT TRAINING PLATFORM focuses on improving the productivity and performance of every member of your team; with role-specific training and testing tailored for each and every individual on your staff including your leadership, administrative, sales, marketing, project management, dispatch, technical and engineering staff, increasing their competencies, acumen, expertise and job satisfaction – and reducing turnover.

Join me for a very special Webcast next Wednesday, June 20th at 11am PST/2pm EST to learn how you can receive this incredible value for your entire organization!


This Webinar will cover how to effectively train all of your staff:

  • CEO
  • CFO
  • COO
  • CMO
  • CSO
  • Marketing Professionals
  • Sales Professionals
  • Account Managers
  • Sales Engineers
  • Service Managers
  • Service Dispatchers
  • Project Managers
  • Service Desk Technicians
  • NOC Engineers
  • Onsite Technicians
  • Administrative Staff

This Webinar will reveal how you can:

  • Increase staff efficiency and performance
  • Reduce your operational costs
  • Increase client satisfaction
  • Improve employee engagement, retention, loyalty and job satisfaction
  • Reduce costly staff turnover
  • Limit organizational liability

Posted in: SWOT

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The Project Management Process

The Project Management Process


Erick Simpson, Vice President and CIO, MSPU

One of the 3 Service Delivery areas a Solution Provider can become very profitable in; or tremendously unprofitable, is in Project Management.

If the Solution Provider’s Project Management processes are solid and delivered effectively, their project outcomes will have the best chance to meet their established criteria for success. If; however, the Provider’s Project Management processes are weak or non-existent, it will be very difficult to manage timelines, schedules and resources along with change and communications. This will effectively erode customer satisfaction, profitability and the opportunity for additional services.

As the person responsible for overall project success, the Project Manager participates in the Solution Provider’s professional service delivery process, and creates project plans that include activities, phases and timelines, and schedules and assigns resources to deliver all project-based services. In addition, the Project Manager manages every aspect of project delivery from the project kick-off meeting through provisioning, implementation, go-live and sign-off.

Project Planning

Once a prospect or customer has agreed to the Project Proposal and its Terms, the Project Manager can begin the process of planning for Project Implementation. Project Planning is the first component of Project Management, which is defined as the effective organization and management of resources to insure a Project’s completion within its defined scope, timeline and budget. Project Planning includes the following:

  • Definition of the Project Scope
  • Methods to be utilized during Project Implementation
  • The Identification of all tasks to be completed during Project Implementation
  • The creation of a timeline and expected duration for each task’s completion
  • The estimation and allocation of resources for each task’s completion
  • Managing Risk, Change and the Communications and Status Reporting processes
  • Determining the criteria for success of each phase and the overall Project
  • Incorporating Phase and overall Project Review
  • Managing individual Phase and overall Project Acceptance

Project Objectives

The overall Project objectives that the Project Plan must insure are:

  • Specific
  • Measurable
  • Achievable
  • Realistic
  • Time-bound

The evaluation of the Project’s success at meeting these objectives occurs at the Project closure; however, effective Project Management increases the potential for their attainment.

Once the Project Plan has been created, it is presented to the customer in order to:

  • Receive approval of the overall Project Plan
  • Verify the Project Schedule against the customer’s calendar
  • Identify and allocate customer resources required for Project Implementation
  • Agree to Roles, Responsibilities and Task Assignment between all parties
  • Agree upon the Risk Management Plan
  • Agree upon the Change Control process
  • Agree upon the Communication and Status Reporting process
  • Agree to the criteria for success of individual phases and the overall Project
  • Agree to final Acceptance Criteria

In order to move to the implementation phase of the Project, it is important that the customer approve the overall Project Plan, which includes the Project Scope, the methods utilized during Project Implementation and the Project timeline and schedule. In addition, customer resources such as staff and vendors may be required as assets during Project Implementation, and their involvement must also be approved by the customer.

An effective Risk Management Plan will support Project Implementation as a contingency strategy should the need to roll back during any phase of the Project becomes necessary, and a Change Control process is required, should additional tasks or services outside of the agreed-upon Project Plan and Proposal need to be authorized by the customer to insure Project completion.

A solid communication and status reporting process must be agreed to by all parties in order to keep all affected resources including the customer apprised of Project status at all times and facilitate effective decision-making throughout the lifecycle of the Project.

Accountability to tasks and their timely completion can only be enforced once all resources have agreed to their roles and responsibilities, as well as to Project milestones and timelines. 

Join us for Part 2 of this series next month: Project Provisioning, Implementation and Management

Posted in: Service Delivery

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