Channel Sales Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Channel Sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Channel Sales related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Channel Sales specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Sales Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Channel Sales improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. What are the reasons behind the changing of your organizations perspective about capacity to the extent that solutions from literature is less practiced and capacity strategies thrive in its stead?

  2. What should be your organizations strategies in pursuing foreign trade, given the available logistics alternatives and assessment of opportunity, risk, and enterprise capability?

  3. What is the nature of the internal and external information requirements of the enterprise necessitating a change in the manner by which information is currently processed?

  4. What impact will the implementation of new information technology have on the customer service, logistics, and financial functions of the current organization?

  5. Is how people have an experienced representative professionals create progress reports of authority on data organization policies, what you looking for sales?

  6. Can supply chain trading partners provide targeted productive assets that will free capital investment while simultaneously increase customer value?

  7. Do you expect your channel sales as a percentage of your organizations overall sales to increase, stay the same or decrease in the next year?

  8. Do your customers work with service providers as departments or systems integrators to implement and take full advantage of your solution?

  9. What analytics do you need to keep sales, marketing, finance and other executives up to date on channel sales revenue and inventory?

  10. What would be the impact on growth initiatives as well as customer service if current assets were reduced across the supply channel?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Channel Sales book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your Channel Sales self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Channel Sales Self-Assessment and Scorecard you will develop a clear picture of which Channel Sales areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Channel Sales Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Channel Sales projects with the 62 implementation resources:

  • 62 step-by-step Channel Sales Project Management Form Templates covering over 1500 Channel Sales project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Monitoring and Controlling Process Group: How well did the chosen processes produce the expected results?

  2. Probability and Impact Assessment: How would you assess the risk management process in the Channel Sales project?

  3. Procurement Audit: Was the submission of variant tenders accepted and duly ruled?

  4. Responsibility Assignment Matrix: Cwbs elements to be subcontracted, with identification of subcontractors?

  5. Stakeholder Management Plan: Are there any potential occupational health and safety issues due to the proposed purchases?

  6. Cost Management Plan: Have the procedures for identifying budget variances been followed?

  7. Project Scope Statement: Was planning completed before the Channel Sales project was initiated?

  8. Responsibility Assignment Matrix: Too many is: do all the identified roles need to be routinely informed or only in exceptional circumstances?

  9. Probability and Impact Assessment: What should be the external organizations responsibility vis-à-vis total stake in the Channel Sales project?

  10. Schedule Management Plan: Are all activities captured and do they address all approved work scope in the Channel Sales project baseline?

 
Step-by-step and complete Channel Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Channel Sales project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Channel Sales project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Channel Sales project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Channel Sales project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Channel Sales project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Channel Sales project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Channel Sales project with this in-depth Channel Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Channel Sales projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Channel Sales and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Channel Sales investments work better.

This Channel Sales All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.