Strategy Guide

 

Getting Started: myITprocess Setup & Training
Setting up myITprocess
Watch the myITprocess myITprocess Quick Start Training

 myITprocess Training Lessons

 Length in Minutes

Strategic Roadmap Training

 15

 Initiatives and Recommendations in the vCIO Role (Podcast)

 9

 Required Video Content

 Length in Minutes

 The vCIO Role

 50

 The Essence of vCIO

 10

 Required Action Items

 Articles/Resources

 Create initiatives and recommendations to begin building out a Strategic Roadmap for one client

 Strategic Roadmaps

 Create a client meeting

Add Meeting & Meeting History

 Go through the presentation mode
 for that meeting

Meeting Presentation

 Read through the vCIO Standards Manual

Virtual CIO Standards and Training Manual

Other helpful links

myITprocess Documentation - Our Strategic Roadmap knowledge base articles

Strategic Roadmap - Specific links pertaining to the strategy feature

Apr 2019- Tips to Simplify your vCIO Process - Community Meeting (Recording)

Related Posts

vCIO Playbook Activities and Goals

What is the Magic Number of Clients that a vCIO Can Manage Effectively?