Commercial Excellence Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Commercial Excellence 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 Commercial Excellence improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How do you harness data, advanced analytics and actionable insights with a real time understanding of the customer and the business, to shape integrated business decisions?

  2. How do you design seamless, intentional experiences for customers, employees, and partners, supporting the customer value propositions and delivering business objectives?

  3. How do you develop compelling customer value propositions on price, products, and services to engage the most attractive customers and drive profitable growth?

  4. What is the network functionality required to provide real time distribution of absolute time of day reference services and/or phase synchronization?

  5. Do hear a lot of companies are putting emphasis on customer education, which sounds like the right thing to do, and is it really effective?

  6. Have you changed your earlier management policy that called for each business to be self reliant within the scope of its own cash flow?

  7. What other challenges arise from complex supplier/competitor relationships, standards, and other aspects of a globalized market?

  8. What do your customers think of the new approach, and more importantly, how might it impact the brand loyalty moving forward?

  9. What performance incentives do public authorities provide to encourage good program design, implementation and monitoring?

  10. What are the ethical considerations business professionals need to be aware of when using customer data to make decisions?


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 Commercial Excellence book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Executing Process Group: Does the Commercial Excellence project team have enough people to execute the Commercial Excellence project plan?

  2. Decision Log: What is your overall strategy for quality control / quality assurance procedures?

  3. Stakeholder Management Plan: What conditions make using three-point estimating justifiable?

  4. Initiating Process Group: Are identified risks being monitored properly, are new risks arising during the Commercial Excellence project or are foreseen risks occurring?

  5. Schedule Management Plan: Are risk oriented checklists used during risk identification?

  6. Activity Duration Estimates: Write a oneto two-page paper describing your dream team for this Commercial Excellence project. What type of people would you want on your team?

  7. Stakeholder Management Plan: Are there checklists created to demine if all quality processes are followed?

  8. WBS Dictionary: Are data elements summarized through the functional organizational structure for progressively higher levels of management?

  9. Cost Baseline: Has operations management formally accepted responsibility for operating and maintaining the product(s) or service(s) delivered by the Commercial Excellence project?

  10. Team Performance Assessment: To what degree does the teams work approach provide opportunity for members to engage in fact-based problem solving?

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

1.0 Initiating Process Group:

  • 1.1 Commercial Excellence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Commercial Excellence project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Commercial Excellence 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 Commercial Excellence 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 Commercial Excellence 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 Commercial Excellence 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 Commercial Excellence project with this in-depth Commercial Excellence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Commercial Excellence 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 Commercial Excellence 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 Commercial Excellence investments work better.

This Commercial Excellence 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.