Account Managers and Solutions Architects
Onboarding a new client or transitioning a legacy system to a managed service model
The DJH Analysis mind map template is a professional project management framework designed for Managed Service Providers (MSPs) and consultants to evaluate the financial and operational impact of new initiatives. This 56-node template provides a structured methodology for assessing client commitments, billing adjustments, and technical liabilities. It covers critical project phases including 'Turn Up Burden' and 'New costs' to ensure no hidden expenses are overlooked during the transition. By utilizing this DJH Analysis cheat sheet, project leads can systematically document 'KPI at risk' and 'SLA at risk' factors, ensuring that both the client and the organization maintain clear expectations. The layout is organized into eight primary branches that guide users through a comprehensive risk-benefit analysis, making it an essential tool for Master Service Agreement (MSA) reviews and Statement of Work (SOW) preparation.
Terms and ConditionsOnboarding a new client or transitioning a legacy system to a managed service model
Conducting a quarterly business review (QBR) to evaluate project profitability and risk exposure
Preparing a complex Statement of Work (SOW) that involves significant hardware and licensing changes
Open the .xmind file and review the eight main branches to understand the full scope of the DJH Analysis framework.
Replace the generic nodes under 'New costs' and 'Turn Up Burden' with your specific hardware quotes and implementation timelines.
Evaluate the 'Risk' and 'Liability' sections, then export the map as a PDF or Image to include in your project proposal.
The DJH Analysis template is used to conduct a 360-degree review of a project's impact. It helps project managers identify potential savings, assess risks to existing service level agreements, and calculate the total cost of ownership, including often-ignored factors like 'Turn Up Burden' and shipping.
The template includes a dedicated 'MSA' branch to distinguish between services already 'included' in the current contract and those that require a new 'Project or SOW'. This prevents scope creep and ensures all new work is properly billed.
Yes, the template is fully editable in Xmind. You can expand the 'Risk' and 'Liability' branches to include specific regulatory or security concerns relevant to your industry, such as compliance audits or data residency requirements.
Absolutely. The structured layout of the 'DJH Analysis' makes it an excellent visual aid for walking clients through the complexities of a project, specifically highlighting 'Client Commitments at risk' to manage expectations early.
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