vCIO Annual Performance Evaluation Template
The vCIO Performance Evaluation Template provides a comprehensive assessment of a vCIO’s effectiveness in building strategic, long-lasting client relationships. This form evaluates critical performance areas, including client retention, advisory impact, roadmap and budget development, and quarterly review completion. Additionally, the form integrates EOS principles—such as the GWC (Get it, Want it, Capacity to do it) evaluation […]
vCIO Job Description Template
A great vCIO job description template is essential to attract top candidates. By clearly defining the responsibilities, a well-crafted template streamlines your hiring process and ensures you find a vCIO ready to make an immediate impact. Check out our template by entering your email below. Virtual Chief Information Officer (vCIO) Job Title: Virtual Chief Information […]
vCIO Interview Questions Cheatsheet
Hiring the right vCIO can transform your client relationships and strategic impact. Our vCIO Interview Questions Cheat Sheet gives you a set of questions designed to identify candidates who not only have the technical skills but also the strategic vision, client-focused mindset, and adaptability needed to thrive in this role.
The vCIO Playbook Part 2 – Mindset
To excel as a vCIO, adopting the right mindset is crucial. Let’s explore effective strategies for creating strong client relationships and establishing yourself as an indispensable, trusted tech advisor. Start Strong with Strategic Alignment The cornerstone of your role as a vCIO is a profound understanding of your client’s business. This understanding starts with […]
The vCIO Playbook Part 1 – Goals
Starting a role as a vCIO can be both exhilarating and daunting. Understanding the details of vCIO services and identifying your initial steps are critical to your success. This guide will demystify the vCIO role, highlighting its pivotal goals and outlining a process to excel in delivering value to your clients. The Goals of […]
From Shock to Awe: How We Transformed Our MSP into a User-First Powerhouse
In 2003, we started our MSP, but it wasn’t until a startling wake-up call a few years back that I truly understood the core of our business. This moment of clarity was precipitated by an unexpected phone call: a valued client of over ten years, who contributed significantly with $14K in MRR, announced their decision […]
The Secret Ingredient in vCIO Services That Changes Everything
As an MSP, understanding your clients’ core needs and goals is not just beneficial—it’s imperative. In our MSP, vCIO services have been marked by a continuous evolution aimed at perfecting this. Here’s how we’ve refined our approach to exceed our clients’ expectations! The Genesis of Strategic Alignment In the early days of our MSP, […]
“vCIO Talks” w/ Bryan Lukralle
In this episode of “vCIO Talks”, Simon chats with Bryan Lukralle, VP Client Strategy at Charter Technology Solutions (CTS). Charter Technology Solutions is an MSP primarily servicing Charter Schools in New York state. https://www.youtube.com/watch?v=h0zyXDdUGs0 vCIO Talks is a podcast about vCIOs talking to vCIOs, discussing their business and their vision for the MSP and strategic […]
Example Disclaimer Letter
Contact First Name, Last Name CLIENT COMPANY NAME The purpose of this letter is to confirm, in writing, your acknowledgement of the presence of servers and computers (Annex A) running an unsupported version of the Microsoft Windows operating system on your infrastructure and that you are also aware of the associated risks. Every version of […]
Setting the Right vCIO Objectives
We all know that compensation is a driver of behaviour. Choosing the right objectives to give bonuses to vCIOs is critical to get the behaviour you are looking for. The wrong objectives could have unforeseen effects and break what you are trying to achieve. I’m a strong believer that the vCIO’s #1 priority is to […]
