Free working resource
AEGITz MSP Transition Plan
A 30-day transition plan for changing managed service providers, including the credentials to secure first and the bargaining power you lose after you give notice.
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Ready to use
The resource is available without a form.
- Download without an email gate
- Formula cells checked for errors
- Designed for executive and operator use
- Connected to the method behind it
How to use it
Start with evidence. Finish with a decision.
- 01Download and save a working copy.
- 02Complete the inputs with the people who own the process.
- 03Review gaps, assumptions, and scores together.
- 04Turn the result into named actions and owners.
The decision this supports
Use the completed resource to make the next conversation specific.
Most of a successful IT provider switch happens before notice is given: confirming you own your domain, DNS, tenant, licenses, backup data, and phone numbers, obtaining current documentation, reading the contract, and creating a break-glass admin account you control. The transition itself runs about 30 days in four stages.
The connected guide explains the reasoning behind the questions, the evidence worth keeping, and the tradeoffs leadership should review before approving work.