Executing IT Operational Excellence Workshop: Orlando 2026
September 15th, 2026 by Brian Suerth
Elevate Your Operational Standards with TAG
Every managed technology services provider knows that growth without operational discipline quickly becomes chaos. You can win new clients, add services, and expand your team - but if your operational foundation isn't strong, profitability leaks out through inefficiency, inconsistent service delivery, and burned-out staff. That's why Technology Assurance Group is hosting the Executing IT Operational Excellence Workshop in Orlando, Florida, on October 22-23, 2026.
This in-depth, two-day training experience is designed specifically for managers, team leads, and operational staff who want to move beyond firefighting and build systems that deliver consistent results. Led by instructor Jonathan Blakey, the workshop merges theoretical know-how with hands-on exercises so you leave with tools you can implement immediately.
Workshop Details at a Glance
- Class: Executing IT Operational Excellence Workshop
- Instructor: Jonathan Blakey
- Date: October 22, 2026, 8:30 AM - October 23, 2026, 12:00 PM
- Location: Orlando, FL
Space is limited, so secure your seat early through the TAG class registration page.
Why Operational Excellence Matters for MTSPs
Operational excellence is what separates high-performing MTSPs from those that struggle with profitability. You can have the best sales team and the most advanced technology stack, but without disciplined operations you'll constantly battle service quality issues, client churn, and margin erosion.
The workshop is built around a simple premise: if you can't measure your operational health, you can't improve it. Participants learn to assess their organization's performance through targeted KPIs, then apply systemized approaches that drive continual operational improvements. The result is an operation that scales - one where growth actually strengthens your business instead of straining it.
Key Features of the Workshop
The Executing IT Operational Excellence Workshop covers four core competencies:
- Gauge operational health: Understand how to measure the true health of your organization using KPIs that matter - not vanity metrics that look good in a report but tell you nothing about performance
- Systemized improvements: Master structured approaches for continual operational improvements that compound over time instead of relying on one-off fixes
- Robust customer support: Develop a customer support system that starts with effective onboarding - the moment when client relationships are won or lost
- Drive customer success: Learn to use impactful Strategic Business Reviews (SBRs) and annual strategy reviews to deepen client relationships and expand revenue
The Power of Effective Onboarding
Onboarding is the most overlooked driver of customer experience in managed services. When onboarding is smooth, clients feel confident in their decision and become receptive to future growth conversations. When it's chaotic, you start every relationship digging out of a trust deficit.
This workshop shows you how to build onboarding as a system - with defined steps, clear communication, and measurable outcomes - so every new client receives the same exceptional experience regardless of who handles the process. That consistency is the foundation of a customer support operation that drives retention and referrals.
Turning SBRs into Revenue Drivers
Most providers run quarterly business reviews as status meetings. TAG teaches you to run them as strategy sessions. Impactful SBRs demonstrate value, surface risks before they become problems, and naturally create expansion opportunities. Combined with well-structured annual strategy reviews, they transform your client relationships from transactional to truly strategic.
Going Deeper: Technology, Tech Stack, and Team Dynamics
Beyond the core curriculum, the workshop dives into three additional areas that shape operational performance:
Leveraging Technologies That Drive Operational Success
Technology is both what you sell and how you operate. The workshop explores how to leverage the right technologies to streamline service delivery, automate routine work, and free your team to focus on high-value activities. You'll evaluate where technology can remove friction in your operations - and where it's creating complexity instead.
Tech Stack Adoption and Evolution
Your tech stack should be a competitive advantage, not an inherited mess. Participants learn how to drive adoption across their teams and manage stack evolution deliberately - when to standardize, when to consolidate, and how to ensure every tool earns its place. A well-managed stack reduces training time, improves consistency, and simplifies onboarding for both employees and clients.
Team Dynamics: Accountability, Gaps, and Career Paths
Operational excellence is a people discipline as much as a process discipline. The workshop addresses team dynamics head-on, covering accountability charts that clarify ownership, gap analysis that reveals where your team lacks capacity or skill, and career path development that keeps your best people engaged and growing. Teams with clear accountability and visible growth paths deliver better service with less churn.
Who Should Attend
This workshop is built for the people who make operations work every day:
- Service managers and operations managers
- Team leads and dispatch supervisors
- Operational staff seeking to advance their careers
- Owners and CEOs who want their leadership team speaking the same operational language
If you're responsible for service quality, team performance, or client experience at an MTSP, this training is designed for you.
What You Take Home
This isn't a lecture series. The workshop combines proven frameworks with hands-on exercises, so you'll practice what you're learning in real time. Attendees leave with:
- A KPI framework for assessing operational health
- An onboarding system blueprint for consistent customer experience
- SBR and annual strategy review templates ready to deploy
- An accountability chart and career path model for your team
- An action plan for tech stack evaluation and adoption
Join Us in Orlando
Orlando in October - with TAG's expert-led training on the agenda - is the ideal setting to step away from the day-to-day and invest in your operation. Two focused days with instructor Jonathan Blakey and peers facing the same challenges will pay dividends in service quality, team alignment, and client retention long after you return home.
Don't let another quarter pass with the same operational bottlenecks. Register now for the Executing IT Operational Excellence Workshop and give your team the systems, skills, and confidence to excel at operational effectiveness.
Posted in: MSP Business Strategy