---
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

## 2025

[(Click Here to View Previous Year's Stream on Youtube)](https://www.youtube.com/@HumanizeIT/streams)

### Live Stream and On-Demand!

##### Weekly advice on Client Engagement

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 so you don't fall behind. 

We have been doing these for a while, so click on the title for the week to see the previous live streams on that topic.

| #### First Quarter: Architecture |
| --- |
| ##### January |
| Week 1: A New Hope - This Is going to be a busy year. - Change your fiscal Narrative to help your clients - Announcing the annual roadmap |
| [Week 2: Assess, Recommend, Budget, Roadmap](https://www.youtube.com/watch?v=Vsol0OHkhxw) - 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](https://youtu.be/f9YZ3q8YSqA) - These may be the biggest tool you have for - Revenue generation - Client retention - Profitability |
| [Week 4: Architecture Audits ](https://youtu.be/fbxAs3Lrt4E) - 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](https://youtu.be/RMYPeVdr3FU) - 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 Personnas](https://youtu.be/LHIu-sGGRBA) - Using the personna 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 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: QBRs are Dead](https://youtu.be/RZVP_IDSYb8) - Software Update Notes - Why QBRs are dead, or at least evolved - Where QBRs went wrong... |
| [Week 2:Next Level QBRs (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](https://youtu.be/7WdOrd6UkxY) - 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](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: Wrapping Up Architecture](https://youtu.be/MI1l-Sx5P_8) - Make sure the right Solutions are in place before trying to leverage additional features |
| #### Second Quarter: Service |
| ##### April  |
| Week 1: Education Focused MSPs...now is the time! How to increase revenue for schools: - 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!](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](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](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](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](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](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](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](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](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](https://youtu.be/Hb494i4aVI4) - 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](https://youtu.be/x9iGqo3qtCY) - 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](https://youtube.com/live/yqKkmHvrsbc) - What are Control Families - How do they keep us secure - How do they drive profits! |
| [Week 3: Risk Audits: How Control Families Increase Confidence](https://youtube.com/live/Fl0PfYjX3aU) - 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 2025!](https://youtube.com/live/m8IzWWlvqw0) - Here is the journey we will take you on in 2025 - Here is how much it will cost - How it will build your business |
| [Week 2: Strategy meets Budgets, be an example for customers.](https://youtube.com/live/WJtla35MGgQ) - How to plan budgets - How to create a proposal for a budget (in seconds) - An easy change to your proposals to push them over the edge |
| [Week 3: Meet with Customers to plan Q4 activities](https://youtube.com/live/pcfXEe1OFac) - 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](https://youtube.com/live/4FFyURzdJic) - How to properly handle Asset Management - Budgeting for Depreciation...not warranties. - CAPEX vs OPEX a primer...and how not knowing costs you money. |
| #### Fourth Quarter: Strategy |
| ##### October (Cyber Security Month) |
| #### [Week 1: (FISCAL YEAR BEGIN) Running Annual Strategy Sessions](https://youtube.com/live/d7ncsayOKBM) - 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)](https://youtube.com/live/ZkrkdJ1g7nI) - 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'](https://youtube.com/live/oFxIOO1hSws) - How to avoid getting operationally stuck. - The difference between operational and strategic planning. - How to increase profits with an appropriate vision. |
| [Week 4: Tactical vs Strategic QBRs](https://youtube.com/live/brvo1TSB2iU) - Strategic vs Tactical (again) - Using the QBR Personna to Change Mindsets - Using the new project roadmap to deliver true strategy. |
| ##### November |
| [Week 1: End of Year Activities](https://youtube.com/live/7jiPd93JvNg) - End-of-year quick proposals (not quotes) - Snapshotting the end of year, starting a new year - Build customer Trust with Roadmaps |
| Week 2: IT NATION [Live From IT Nation Connect 2022](https://youtu.be/fsfEtT2By-s)  |
| [Week 3: End of Year Activites (Continued)](https://youtube.com/live/uqNQ5Tzc8rE) - Painpoints - 2024 Projects - The one thing |
| Week 4: USA BREAK |
| ##### December |
| [Week 1: Holiday Month!](https://youtube.com/live/Cs157V8J488) - Dos and Don't of the holiday season - How to de-stress prior to Q1 - Road mapping etiquette |
| [Week 2: The Value of Laziness](https://youtube.com/live/evp4yEN2B9o) - 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: A Few Last Minute Tricks](https://youtube.com/live/JXadPYHYTTs) - What was the deal with this year?!? - What happened to the planned recession? - What does this mean for MSPs in 2024? |
| [Week 4: A Look into the Future](https://youtube.com/live/4Ezhq7jjDE4) - How does an election year affect customer buying? - Tips on taking advantage of the economy. - Tips from the group for 2024? |
|  |
|  |

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