Project Management for MSPs
Everything you need to successfully scope, plan, and manage projects. This course is built specifically for the challenges you face managing projects in the Managed IT space.
Welcome to the Project Management for MSPs Course!
The Project Maturity Spectrum
Project Management Fundamentals
The Role of the PM
Using Your MSP Tools
Pitfalls To Avoid
One Page Summary of the MSP Projects Fundamentals
Scoping and Quoting
The Planning Fallacy
BOM & WBS Tools
WBS/BOM Quoting Sheet
Using a SOW
Sales/Pre-Scoping Overview One-Pager
Project Kick Off
PM Red-Light / Green-Light Reporting Tool
Project Execution Pitfalls to Avoid
Managing Scope Creep
Scope Change Verbiage
Project Closure Document
One Page Summary of Key Lessons for Kick-Off, Execution, and Close
Before you go!
How to run a project in Connectwise PSA
The tools and practices you need to be successful right away
You also get simple and effective tools to help you scope and manage the projects
Free worksheet that allows you and your team to scope projects accurately in minutes
Bonus scripts for difficult conversations that help techs and PMs avoid scope creep
Free templates to improve your statement of work and meeting agendas.
How this course helped an MSP owner in his own words
Put these processes, tools, and resources to use for you today!