---
title: Events | Humanize IT
description: Our Humanized Annual roadmap will keep your team on track every year.  Check here for upcoming topics and pre-recorded versions from previous years!
image: https://www.managedservicesplatform.com/hubfs/News%20and%20Events.jpeg
---

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# Humanize IT Roadmap!

Each year we design a set of topics with the aspiration of teaching account managers to have better conversations with clients that result in stickiness, more projects, and increased perceived value

## 2023

### Register For the Sessions

##### Meet our industry experts

Each quarter is dedicated to one of our 4 pillars.  These are divided up in order to maximize effectiveness, align with annual activities all while minimizing the impact on your teams.

| #### First Quarter: Architecture |
| --- |
| ##### January |
| Week 1: Beginning of the calendar fiscal year. <No update in 2023 this week> - 2023 Is going to be a busy year with the recession - Change your fiscal Narrative to help your clients - Announcing the 2023 roadmap |
| Week 2: Assess, Recommend, Budget, Roadmap [2022 Roadmapping](https://youtu.be/pTRw2vCRFfc) - Event Calendar breakdown, what activities to focus on. - What are client expectations this year? - What action items can you take to be successful this year? |
| Week 3: Beginning Stakeholder interviews - These may be the biggest tool you have for - Revenue generation - Client retention - Profitability |
| Week 4: Architecture Audits  [2022 Architecture Audits](https://youtu.be/gZukrP_efXI) - Tips and tricks to make the process more efficient. - Defining your high level stack - Where to focus to get the best experience... - ...spoiler alert...it is projects! |
| ##### February |
| Week 1: Architecture Audits Continued [2022 Architecture Audits Continued](https://youtu.be/MDVjaEIgKnY) - Deep dive of the architecture report - Drive your projects with proper audit proceedures - Increase your perceived value by moving the needle! |
| Week 2: Architecture Audits Integrate with Dashboard [2022 Architecture Audits: Integrate with Dashboard](https://youtu.be/LHIu-sGGRBA) - Using the dashboard to win over clients - How to sell your projects as a competitive advantage to customers - Build trust with a customer journey   |
| Week 3: New Release Overview [2022: Architecture Audits Integrate Stakeholder data](https://youtu.be/nWOa0ZBU3AY) How to use the new home screens to: - Save time - Increase customer stickiness - Generate revenue - Close opportunities faster. |
| Week 4:Architecture Audits: Recommendations [2022 Architecture Audits: Recommendations](https://youtu.be/TGg1ynrS3ik) - Decrease time to decision - Increase customer buy-in - Understand the mindset of your customer |
| ##### March |
| Week 1: Next Level QBRs! (Part 1) [2022 QBR! Meet with Customers to plan Q2 activities (Part 1)](https://youtu.be/2fNs6N8Papk) - Out with the old QBR in with Strategic Alignment - How to differentiate yourself with dashboards - Build scenarios to show context |
| Week 2:Next Level QBRs (Part 2) 2022: [QBR! Meet with Customers to plan Q2 activities (Part 2)](https://youtu.be/JWAueDP0rwg) - Upgrade the content of your meetings - How to talk about the coming quarter   |
| Week 3: Quoting vs Proposing for dummies [2022 Quotes R Us](https://youtu.be/xYcYGGzFHug) - An overview of the Proposal Tool - How to use all your work to fuel the proposal - The Value of Soft Selling   |
| Week 4: Quarter 1 Summary, Q2 Roadmap [2022 Quarter 1 Summary, Q2 Roadmap](https://youtu.be/k9Kpjny9DXw) - MILESTONE: End of quarter 1. - What to do when you are behind. - How to wrap up Q1 activites in the tool (Snapshots) |
| Week 5: Bonus Session [2022 Q1 Review, Q2 Roadmap (Bonus Session)](https://youtu.be/k9Kpjny9DXw) |
| #### Second Quarter: Service |
| ##### April  |
| Week 1: Education Focused MSPs...now is the time! [2022 Schedule action items for Educational Institutions](https://youtu.be/banUvZJjxG8) - Grants...why you need to know them - Summer change windows - School Administrator mindset...it isnt like a CEO...completely |
| Week 2: Gov't Focused MSPs...your time has arrived too! [2022 Begin Annual Workshops for Fiscal Year Budget cycle customers](https://youtu.be/iJkYjKCS2Jw) - Who should you invite to a budget workshop? - What are the key activities for a budget workshop. - How will a budget workshop increase your client success? - How does the managed Humanize IT tool fit into a budget workshop? |
| Week 3: Stop Wasting time! Classify your clients...Easy as A, B, C [2022 Classify A, B, C](https://youtu.be/fSNpIRQqjFU) - How to classify your clients - How to match up appropriate services - How alignment will increase perceived value! - How to use the tool to deliver services to client levels and save time! (eg. using playbooks, CES and donuts) |
| Week 4: How Service Audits add context [2022 Service Audits](https://youtu.be/hYdP8dlUjYo) - How to use the built in service audits. - How to use the April action item to align customer services. - A smidge on pre-sales of services to increase perceived value |
| Week 5: Bonus Session (TBD) 2022 we talked through the new software roadmap which is finished now! Assess, Reccomend, Budget, Deliver - No recording |
| ##### May  |
| Week 1: Service Audits: Delivery Alignment [2022 Education Service Audits](https://youtu.be/meWW8skcpCA) - How to generate profits with service audits. - Why are your focused on hardware/software? - How to spread out the project load to take advantage of summer - How to align delivery with your project teams to reduce stress. |
| Week 2: How to build healthy work-life balance [2022 Provisioning Employees](https://youtu.be/QOkwFzFs1Zw) - - - - Using Roadmaps to provision Employees - What is an Employer of Choice and how do I become one? - How to put the right people in the right seats. |
| Week 3: Use Service Gap Analysis to prove your worth [2022: Gap analysis](https://youtu.be/JZeYfxgoR6Q) - How to Audit Customer Gaps (Service Stack) - How to align with your customer's gaps - How to Deliver Quality Solutions that your client wants |
| Week 4: Add context to your recommendations [2022 Integrate with QBR](https://youtu.be/8ZjOK9ADo0w) - Create "Friendly" names for projects - Add in business need to your pojects - Ensure that you are talking with your client rather than at them |
| ##### June  |
| Week 1: Q2 Review Q3 Planning [2022 QBR! Meet with Customers to plan Q3 activities](https://youtu.be/NJATe9YfY2c) - Q2: What went well, what could go better? - How to increase perceived value through Service Delivery - What does Q3 look like? |
| Week 2: Set Expectations [2022 Project Planning and Delivery](https://youtu.be/fzGIfEYeeW0) - How do you set expectations appropriately? - How does the tool help? - What do we mean by top down planning and delivery? - NOTE: This will be a key differentiator for your MSP |
| Week 3: Ticket Review and SLAs - Why it is easy to get addicted to ticket KPIs - Why SLAs are almost always mismanaged - How to change your mindset, and decrease your overhead. |
| Week 4: Project maps - Tactical vs Strategic Project planning. - Using Project Roadmaps to manage the battlefield - How to get out of the way of your engineers, while freeing up their time. |
| Week 5: Next Level Service Delivery - How to deliver next level service - How to speak your clien'ts language - How to identify and prioritize services |
| #### Third Quarter: Risk |
| ##### July  |
| Week 1: Intro to the Risk Pillar - What is Risk? (Are you certain you know?) - How do talk about Risk - What the biggest mistakes MSPs make when assessing clients. |
| Week 2: Sell Risk audits using project proposals - How to use project proposals to sell Risk Audits - How much should I charge for a NIST Overview? - Tips and tricks to get buyin from your clients so they see the value. |
| Week 3: Use the NIST report to focus on specific areas. - How to read the nice overview report - How to monitize NIST assessments - How to use controls to push projects |
| Week 4: Cadence - How to start a cadence today! - How a cadence increases your revenue immediately - How a cadence will put you ahead in your market year over year. |
| ##### August  |
| Week 1: Client Touchpoint Alerting - Why do touchpoints get missded so often? - How touchpoints generate revenue - How to use touchpoint alerting with the tool |
| Week 2: Risk Audits: Why Control Families Keep You Secure - What are Control Families - How do they keep us secure - How do they drive profits! |
| Week 3: Risk Audits: How Control Families Increase Confidence - You NEED to learn compliance basics - A small history lesson. - Confidence = Shorter Sales Cycle |
| Week 4: Risk Audits: Be secure, be certain, be confident. |
| ##### September  |
| Week 1: 4TH QUARTER WARNING! Start building strategy for 2023! - Here is the journey we will take you on in 2023,  - Here is how much it will cost, - How it will build your business" |
| Week 2: Strategy meets Budgets, be an example for customers. - How to create a proposal for budget - How to use the new asset management tool for planning budgets - A sneak peek at the new budgeting tool! |
| Week 3: Meet with Customers to plan Q4 activities - What should a Q4 QBR look like - How to combine Q4 QBRs and Annual reviews - A list of DO NOT DO THIS in a Q4 QBR. |
| Week 4: Asset Management - What should a Q4 QBR look like - How to combine Q4 QBRs and Annual reviews - A list of DO NOT DO THIS in a Q4 QBR. |
| #### Fourth Quarter: Strategy |
| ##### October (Cyber Security Month) |
| #### Week 1: (FISCAL YEAR BEGIN) Running Annual Strategy Sessions - How to deal with Gov't clients - How are annual review sessions different than QBRs - How to maximize delivery this month! |
| Week 2: Continuing Stakeholder interviews (We told you in January we would hit these again) - What are Stakeholder interviews - Why this results in cash for you immediately - What are the RIGHT questions?...(you already have them FYI) |
| Week 3: Get your MSP 'unstuck' - How to avoid getting operationally stuck. - The difference between operational and strategic planning. - How to increase profits with an appropriate vision. |
| Week 4: Strategic QBRs - Strategic vs Tactical (again) - Using the vCIO dashboard to deliver true Strategy - Using the new project roadmap to deliver true strategy. |
| ##### November |
| Week 1: IT NATION, NO UPDATES [Live From IT Nation Connect 2022](https://youtu.be/fsfEtT2By-s) |
| Week 2: End of year activities - End-of-year quick proposals (not quotes) - Snapshotting the end of year, starting a new year - Build customer Trust with Roadmaps |
| Week 3: Thanksgiving NO UPDATE |
| Week 4: USA BREAK |
| ##### December |
| Week 1: Christmas Month! - Dos and Don't of the holiday season - How to de-stress prior to Q1 - 2023 road mapping etiquette |
| Week 2: A Few Last Minute Tricks - Cadence and Planning = Profit and Client Confidence - Using proposals to increase client confidence - Profitability win-win: Trade hardware for service - Client Christmas gift ideas |
| Week 3: Thats a Wrap! (Bonus Session) |
| Week 4: BREAK (Merry Christmas) |
|  |
|  |

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