Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Success Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Success 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 Customer Success Management specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Customer Success 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 999 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 Success Management improvements can be made.
Examples; 10 of the 999 standard requirements:
- How can management leverage resources to improve customer service, operate more efficiently and cost effectively, and ensure competitive success?
- How do you disparage a development methodology that focuses on better collaboration, satisfied customers, and high quality software?
- Is that the companies that are positioning for seeing some upgrades of the current versions planning to go into the cloud?
- How can quality proponents make the case for inclusion of customer satisfaction as a strategic goal of your organization?
- How can big data analytics be used to help the manager to identify the success factor of a specific engagement approach?
- What does the successful alignment of quality management and business objectives look like in your business?
- What is the best way for early stage, high growth companies to go about establishing the customer journey?
- How important to you is it to work for your organization that is digitally enabled or is a digital leader?
- What is the most important skill your organizational leader should have to succeed in a digital workplace?
- Does your organization have a mature customer success team with regular touch points with tier customers?
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 Success Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Customer Success 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 Customer Success Management Self-Assessment and Scorecard you will develop a clear picture of which Customer Success 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 Customer Success 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 Customer Success Management projects with the 62 implementation resources:
- 62 step-by-step Customer Success Management Project Management Form Templates covering over 1500 Customer Success Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Probability and Impact Matrix: How are the local factors going to affect the absorption?
- WBS Dictionary: Does the contractors system provide for the determination of cost variances attributable to the excess usage of material?
- Requirements Documentation: Does your organization restrict technical alternatives?
- Stakeholder Management Plan: Contradictory information between different documents?
- Source Selection Criteria: When is it appropriate to issue a Draft Request for Proposal (DRFP)?
- Requirements Management Plan: Is requirements work dependent on any other specific Customer Success Management project or non-Customer Success Management project activities (e.g. funding, approvals, procurement)?
- Schedule Management Plan: Is an industry recognized mechanized support tool(s) being used for Customer Success Management project scheduling & tracking?
- Stakeholder Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?
- Activity Duration Estimates: Are processes defined to monitor Customer Success Management project cost and schedule variances?
- Procurement Audit: Are existing suppliers that have a special right to be consulted being contacted?
Step-by-step and complete Customer Success Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Customer Success Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Customer Success 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 Customer Success 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 Customer Success 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 Customer Success 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 Customer Success 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 Customer Success Management project with this in-depth Customer Success Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Customer Success 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 Customer Success 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 Customer Success Management investments work better.
This Customer Success 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.
