Customer Segmentation Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Customer Segmentation 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Customer Segmentation improvements can be made.

Examples; 10 of the 995 standard requirements:


1. Do you aspire to be a leader in payments, creating innovative new products and services, differentiating ourselves in core customer segments, and competing with emerging specialists?
   
   

2. What kinds of features, functions, and benefits matter the most to different kinds of customer segments and, when present, ultimately drive different kinds of customer behavior?
   
   

3. Does your organization profoundly understand the service needs of your customer segments and related opportunities throughout the customer and product life cycle?
   
   

4. How do editorial levels of engagement differ between different domains with respect to the number of editors, edits, length of edits and time between edits?
   
   

5. Does the existing corporate culture include values or practices that might undermine any new data ethics guidelines or increase the risk of non compliance?
   
   

6. Does your defined strategy and risk appetite clearly articulate goals and constraints across markets, customer segments, and products?
   
   

7. Which financial product combinations and features are most conducive to various customer segments that make prioritized investments?
   
   

8. Does the customer segment have access to the technology required, and competence in operating that technology to begin the process?
   
   

9. How do you effectively employ customer segmentation and anthropological research techniques to get into the mind of the customer?
   
   

10. Do you have a clear and unified customer segmentation in your organization / business unit that also includes channel behaviors?
    
    


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 Customer Segmentation book in PDF containing 995 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Requirements Management Plan: How will bidders price evaluations be done, by deliverables, phases, or in a big bang?
   
   

2. Project or Phase Close-Out: What stakeholder group needs, expectations, and interests are being met by the Customer Segmentation project?
   
   

3. Probability and Impact Matrix: While preparing your risk responses, you identify additional risks. What should you do?
   
   

4. Requirements Documentation: How do you know when a Requirement is accurate enough?
   
   

5. Source Selection Criteria: When is it appropriate to conduct a preproposal conference?
   
   

6. Assumption and Constraint Log: Is staff trained on the software technologies that are being used on the Customer Segmentation project?
   
   

7. Lessons Learned: How clearly defined were the objectives for this Customer Segmentation project?
   
   

8. Initiating Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?
   
   

9. Stakeholder Management Plan: Are Customer Segmentation project team members involved in detailed estimating and scheduling?
   
   

10. Communications Management Plan: What steps can you take for a positive relationship?


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

1.0 Initiating Process Group:


• 1.1 Customer Segmentation project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Customer Segmentation project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Customer Segmentation 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 Customer Segmentation 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 Customer Segmentation 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 Customer Segmentation 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 Customer Segmentation project with this in-depth Customer Segmentation Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Customer Segmentation 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 Customer Segmentation 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 Customer Segmentation investments work better.

This Customer Segmentation 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.