vCIOToolbox

Meeting and Meeting Management 8

• Meeting Creation and Assigning Meeting Types
• Ensuring your Meeting Matches your Templates
• Meeting Close Process
• The difference between Meeting Types and States
• Create New Meeting Types for use in vCIOToolbox

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Strategy View 5

• Goal Setting and Business Insights
• Using and modifying the strategy dashboard
• Choosing and sending a Business Insight survey to a client
• Modifying a Business Insight Template
• Using Predefined Goals

IT Review and Assessments 2

• Differences between Vulnerability and Risk in your IT Review
• Hiding Questions in an assessment

Roadmaps & Recommendations 6

• Hide Completed Recommendations
• Using the Roadmap View
• How to build a recommendation
• Aligning assets to a recommendation
• Clone a Recommendation

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Templates and Template Management 9

• How to move questions between subtopics on a template
• Creating duplicate templates for use
• Create a New Template in vCIOToolbox - QBR Module
• IT Review - Maturity Levels
• Modifying an existing template

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Asset Management 4

• Creating Asset Rules
• Creating an Asset Policy
• Cloning an existing policy
• Adding Asset Policies to a client and run the policy sync