The Best vCIO Wins!
The vCIO can play a significant part in the success (or failure) of your Managed Services Program. Yet the requirements and priorities of the role – and even the title – are varied and hotly debated, leaving the owner, staff, client, and even the vCIO unsure about how to leverage the position for maximum effect.
Instructor-Led Presentations
Are you seeking answers to questions such as:
“What should a vCIO be doing today, and how many clients can one support?”
“As a vCIO, how do I continue to improve effectiveness and reduce stress?”
“What are the keys to getting clients to see value in the relationship?”
“What makes a world-class vCIO, and what does continuing education look like?”
vCIO University will provide vCIOs of all experience levels insight into today’s requirements, skills, and methods for answering those questions, and the ongoing coaching and Alumni Program Community will ensure execution and deliver of value to everyone involved.
Who should attend?
It does not matter if you / your vCIO…
…is extremely tenured, just starting out, or somewhere in between.
…has their cost allocated under sales or service on your financial statement.
…is a technical engineer or someone who understands how to deliver business outcomes and thinks technology is cool.
…is spread across multiple roles or has an alternative title like TAM, STAM, SME, or CTO.
Any team member(s) who are currently dedicated to, moving towards, or seeking to learn the best practices of provide world-class services as outlined on the vCIO Responsibilities slide, will benefit tremendously from vCIO University and the Alumni Program.
What are the Typical Responsibilities of a vCIO within an MSP?
Assess & Evaluate
- Evaluate technology’s role within a client’s’ business today
- Understand the client’s business goals and needs
- Assess vulnerabilities and risks
- Analyze existing infrastructure, support, and needs to determine future direction
- Gain an intimate understanding of how your client operates and how they make money
Strategic Planning
- Develop a Technology Roadmap focused on delivering the client’s desired business outcomes
- Disaster Recovery & Business
- Continuity Planning
- Network Infrastructure Analysis & Planning
- Cybersecurity & Compliance Planning
- Data Governance Planning
- Facilitate executive technology strategic planning sessions to include creation of reports and deliverables
- Collaborate with client’s finance team on budget creation and management
Account Management
- Conduct regular client meetings to review operational IT metrics, project performance and update the
- Technology Roadmap
- Perform technology project planning and oversight
- Provide service delivery reporting and analytics
- Act as the primary liaison between the various teams within the MSP and your client
- Lead the client toward full-stack adoption
- Be the “glue” in matters related to client retention
Day 1 Topics Include
Becoming a world-class vCIO
Competencies, Skills, and Benchmarks
Achieving Trusted Advisor Status
Technology Roadmap & QBR Essentials
Strategy & Planning Fundamentals
Achieving Business Alignment & Delivering Business Outcomes
Day 2 Topics Include
Budgeting & Resource Management
Operations & Asset Management
Business Continuity Planning
Security & Compliance Success
Stack Adoption & Facilitating Change
Digital Transformation & Generating Leads
Day 3 Topics Include
Pre-Sales Support, The Discovery, Creating & Delivering the F&R
Technology Roadmap / QBR Deep-Dive
Soft Skills Development
Maintaining Technical & Situational Awareness
Group Presentations & Graduation
