The vCIO Performance Evaluation Template provides a comprehensive assessment of a vCIO’s effectiveness in building strategic, long-lasting client relationships.
This form evaluates critical performance areas, including client retention, advisory impact, roadmap and budget development, and quarterly review completion. Additionally, the form integrates EOS principles—such as the GWC (Get it, Want it, Capacity to do it) evaluation
Simon is the President of S3 Technologies, a leading Canadian MSP he co-founded in 2003. He built and scaled the vCIO team which eventually lead to him co-founding Propel Your MSP in 2018 to help MSPs with their vCIO services.
