Client Management Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Client Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Client Management 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 Client Management specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Client Management 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Client Management improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Which factors will pose the biggest challenge to the implementation of digital and operational transformation in your organization?
   
   

2. What does your organization do to identify and manage project risks during the development and delivery process?
   
   

3. When your organization receives market news, how quickly does your employees determine the best way to use it?
   
   

4. What is your expectation of what financial service providers can offer to support your digital capabilities?
   
   

5. Which strategies, if any, is your organization planning to employ in order to accelerate digital innovation?
   
   

6. What services or initiatives is your organization implementing as part of its digital transformation goals?
   
   

7. Is your legally untrained receptionist also your organizations director of operations and legal resources?
   
   

8. How can all your organizations work together with customers and ensure there is no disruption in services?
   
   

9. Have areas for improvement been identified and does the scope for improvement make a strong business case?
   
   

10. How is transformation working there, because you are almost starting from the other end of the spectrum?
    
    


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 Client Management book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Client Management 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 Client Management Self-Assessment and Scorecard you will develop a clear picture of which Client Management 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 Client Management 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 Client Management projects with the 62 implementation resources:


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


Examples; 10 of the check box criteria:


1. Issue Log: Are there too many who have an interest in some aspect of your work?
   
   

2. Risk Audit: Does your organization have an up-to-date constitution?
   
   

3. Team Performance Assessment: Can team performance be reliably measured in simulator and live exercises using the same assessment tool?
   
   

4. Change Request: How is the change documented (format, content, storage)?
   
   

5. Team Performance Assessment: If you have received criticism from reviewers that your work suffered from method variance, what was the circumstance?
   
   

6. Executing Process Group: In what way has the program come up with innovative measures for problem-solving?
   
   

7. Procurement Audit: Are checks safeguarded against theft, loss, or misuse?
   
   

8. Risk Audit: Are end-users enthusiastically committed to the Client Management project and the system/product to be built?
   
   

9. Stakeholder Management Plan: Do Client Management project managers participating in the Client Management project know the Client Management projects true status first hand?
   
   

10. Risk Data Sheet: What are you weak at and therefore need to do better?


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

1.0 Initiating Process Group:


• 1.1 Client Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Client Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Client Management 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 Client Management 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 Client Management 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 Client Management 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 Client Management project with this in-depth Client Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Client Management 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 Client Management 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 Client Management investments work better.

This Client Management 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.