Prepare one request for every provider
Build your RFP by selecting the sections your service needs. Copy or print the request, save a working file to reopen your brief and choices, or download the blank Word template and response workbook.
Start with two or three providers, then ask each one to respond to the same scope and workload.
Compare the costs
- Staffing and outsourcing calculator - compare internal, outsourced and hybrid scenarios using your productive hours and quote inputs.
- Compare three provider quotes - normalize the same demand and billing unit, including minimums, onboarding and retained management.
Blank costs remain unanswered. Use zero only when a charge is confirmed absent.
Inspect the service commitments
Check SLA completeness against scope, severity definitions, the five timers, exclusions and escalation. Use the SLA guide to clarify how each target is measured.
Map the coverage gap
Plan after-hours coverage by marking staffed, on-call and uncovered hours. Select a dated week and timezone to account for skipped or repeated clock intervals. Save a coverage plan file to continue later, then check the dated week again after reopening it. Print the checked plan separately to share its grid, totals and clock-change notes.
Prepare the next shift
Prepare an after-hours handoff with the incident, actions, accepting owner, next customer update and fallback route. A blank Markdown handoff template is also available.
Keep a working handoff file to continue an unfinished request. You can also copy, print or save the prepared draft.
Keep pilot results
Download a blank NOC pilot case log or help desk pilot case log. Set acceptance criteria before running cases, then keep the original outcome, evidence, correction and retest together. Each log includes a separate decision for the scope your team accepts.
Keep transition and exit decisions
Use the blank cutover and rollback log to assign gate owners and keep go/hold decisions. Use the exit and handover log to reconcile the queue, permitted exports and access, while keeping financial acceptance separate. Both downloads start unanswered.
Keep the process connected
Use the buying checklist to plan the next step. Before onboarding, review tool integrations and transition planning.
Inputs are not uploaded. You can choose to save directory selections and calculator assumptions on this device; other tool inputs stay in the current tab. Copy or download your work before leaving. Read the privacy policy for details.
Editable Word worksheets
Use a blank working copy for each candidate and retain the applicable proposal with your answers.
- MSP outsourcing checklist - nine gates, owners and a decision log.
- SLA evaluation worksheet - separate targets and measurement definitions for all five timers.
- RMM and PSA integration worksheet - inventory, workflow questions and pilot acceptance.