MSP Practice Playbook Practice development action plan

From commitment to launch in 49 actions


Work through four phases that mirror the MSP Readiness Assessment. Each action has a suggested owner and links to the template that helps you complete it.

  1. 1Plan12 actions
  2. 2Create15 actions
  3. 3Build11 actions
  4. 4Launch11 actions
1
Phase 1 · 12 actions

Plan

Commit, choose your model, and plan the business. Aligned to MSP Organization Readiness.

AMP UP! support: AMP UP! Business Discovery Workshop · AMP UP! Business Planning Workshop

Qualification and readiness

  1. P1

    Understand the managed services market opportunity and how it applies to your business.

  2. P2

    Given your existing capabilities, evaluate and determine the managed service business model you will pursue.

  3. P3

    Using the Qualification and Readiness Assessment and other available information, determine your business readiness and the priority of this initiative.

    Executive Sponsor and Extreme PAMQualification and Readiness Assessment

Executive commitment

  1. P4

    Affirm your executive commitment and assign an executive sponsor with full authority to develop Extreme managed service capabilities and offers.

  2. P5

    Secure your extended leadership team's support and commitment.

  3. P6

    Establish the working team that will develop and execute the practice development action plan.

Business and financial planning

  1. P7

    Formulate your managed services vision and mission statements.

  2. P8

    Use the Business Model Selector to choose the Extreme managed services business model best suited to your business.

  3. P9

    Perform a SWOT analysis to identify opportunities to establish competitive differentiation.

    Marketing Leader or Managed Services LeaderSWOT and Competitive Differentiation
  4. P10

    Model your anticipated financial performance and define your managed services financial objectives.

  5. P11

    Develop your managed services business plan, outlining financial and development objectives, tasks, activities, and timelines.

  6. P12

    Establish practice, leadership, and individual MBOs / OKRs to drive performance and accountability for execution.

2
Phase 2 · 15 actions

Create

Find, define, package, and price your services. Aligned to MSP Offer Readiness.

AMP UP! support: AMP UP! Service Concept Ideation Workshop · AMP UP! Managed Services Definition Workshop

Opportunity and segmentation

  1. C1

    Analyze your installed base to understand your managed services opportunity and your customers' likely service requirements.

  2. C2

    Drawing on your market and installed base research, segment customers to identify differentiated managed service requirements.

  3. C3

    Use the Service Evaluation Matrix to identify three candidate managed services, outline segment requirements, and quantify strategic value and priority.

Service concept and validation

  1. C4

    Facilitate a Managed Service Discovery Workshop to vet the candidate services, decide which to advance, and begin to frame the service.

  2. C5

    Develop a New Managed Service Idea brief to capture high-level service details to vet with prospective buyers and take forward for concept commit.

    Managed Services Leader or Product ManagerMarket Segmentation and New Service Idea
  3. C6

    Engage target buyers through digital marketing, surveys, or focus groups to validate the high-level service concept.

    Managed Services Leader or Product ManagerMarket Segmentation and New Service Idea
  4. C7

    Establish unique value propositions for target customers, Extreme as your business partner, and internal stakeholders.

    Marketing LeaderUnique Value Proposition
  5. C8

    Confirm internal concept commit to secure the resources and investment required to develop the new managed service.

    Managed Services Leader or Product ManagerManaged Service Definition (MSD) and Creation Workshop

Service definition, packaging, and pricing

  1. C9

    Facilitate a Managed Service Creation Workshop, using the workshop agenda and development template, to define the new service in detail.

  2. C10

    Evaluate opportunities to package or bundle the new service with other offers, and define the requirements of doing so.

    Managed Services Leader or Product ManagerPackaging, Bundling, and Pricing
  3. C11

    Based on the service requirements and the unique value offered, determine pricing for the new managed service.

    Managed Services Leader or Product ManagerPackaging, Bundling, and Pricing
  4. C12

    Based on updated service constructs, investment requirements, and pricing, finalize the business case and obtain agreement.

    Managed Services Leader or Product ManagerPackaging, Bundling, and Pricing
  5. C13

    Where possible, validate the offer one final time with prospective buyers.

    Managed Services Leader or Product ManagerMarket Segmentation and New Service Idea
  6. C14

    Develop a managed service description (MSD) outlining the features of the new service.

  7. C15

    Define your customer onboarding process and methodologies.

3
Phase 3 · 11 actions

Build

Stand up delivery and prove it in a pilot. Aligned to MSP Operational Readiness.

AMP UP! support: Operational readiness planning and technical certifications · AMP UP! Managed Services Optimization Workshop

NOC and service desk

  1. B1

    Define your requirements for both the NOC and the service desk.

    Managed Services Leader or Product ManagerNOC and Service Desk StrategyService Management Process Catalog
  2. B2

    Evaluate your NOC and service desk requirements and decide whether to build, buy, or partner to deliver them.

    Delivery Leader or Business Operations LeaderNOC and Service Desk StrategyEcosystem Partner Plan

Platforms and integration

  1. B3

    Define the platform requirements for provisioning, managing, maintaining, and billing the new services.

    Managed Services Leader or Product ManagerPlatform and Tools Requirements
  2. B4

    Identify, procure, and configure the platforms required to provision, manage, maintain, and bill for the new services.

    Delivery Leader or Business Operations LeaderPlatform and Tools RequirementsEcosystem Partner Plan
  3. B5

    Create and configure your Extreme Platform ONE dashboard.

  4. B6

    Integrate your new platforms with your existing OSS/BSS/PSA platforms for seamless handoffs, delivery, and visibility.

  5. B7

    Establish a lab environment to validate services before launch and to replicate and troubleshoot customer issues.

Operating processes

  1. B8

    Define your ordering processes and establish the business rules in your OSS/BSS/PSA platforms, including recurring billing.

  2. B9

    Define your rules of engagement for the transition from onboarding to live service.

Structured pilot

  1. B10

    Establish a structured pilot that will validate your new managed service capabilities.

    Managed Services LeaderManaged Service Piloting Checklist
  2. B11

    Execute the structured pilot and address the gaps identified.

    Managed Services LeaderManaged Service Piloting Checklist
4
Phase 4 · 11 actions

Launch

Take your services to market and grow. Aligned to GTM and Sales Acceleration Readiness.

AMP UP! support: AMP UP! GTM Plan Workshop · AMP UP! Sales Acceleration Workshop

Marketing and routes to market

  1. L1

    Develop your go-to-market plan to take your new managed services to market.

  2. L2

    Define and execute your managed service marketing plan, including required collateral.

  3. L3

    Determine your sales routes to market for each target customer segment and buyer persona.

Sales readiness and incentives

  1. L4

    Develop and execute a sales readiness plan for each route to market.

  2. L5

    Assess sales readiness against the skills and capacity required to take your new services to market.

  3. L6

    Develop and execute a sales enablement plan so sellers can position the value, capabilities, and features of the service, the sales motions, onboarding, and delivery.

  4. L7

    Establish sales KPIs / OKRs aligned to your GTM plan and your managed services business plan.

  5. L8

    Align sales compensation to your business plan so it drives accountability and rewards superior performance.

Launch

  1. L9

    Based on the success of the pilot, develop customer use cases and testimonials to use in your launch.

  2. L10

    Identify your initial target customers in preparation for launch, and plan key accounts with your Extreme account team.

  3. L11

    Launch your new Extreme-powered managed services offer(s).