MSP project templates: standardize delivery and cut rework
Webinar · February 2026 · 57 min
A webinar on building and maintaining project templates, hosted by Wim Kerkhoff of TopLeft with two ops people. Te’neyl is an operations leader at an MSP (Morgan Birgé), and Dean Sanderson is an operations manager who now helps other MSPs. They cover why teams skip templates, how to size tasks, how to keep templates current, and example templates in Autotask, HaloPSA and ConnectWise, plus the template TopLeft uses to run its own webinars.
Chapters
- 0:00Introductions and housekeeping
- 1:42Problems templates solve
- 4:31Why teams lack good templates
- 8:45Keeping templates alive and iterating
- 13:19Predecessors and the cost of no standards
- 16:35Onboarding new hires and checklists
- 18:47Standardizing work and sizing tasks
- 23:14Ticket design and visibility
- 27:06Issue tickets across PSAs
- 31:08Benefits: faster projects, quote to cash, growth
- 37:54Template examples in Autotask, HaloPSA, ConnectWise
- 49:51TopLeft's own webinar template
- 52:11Resources, takeaways and close

