Customer base Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer base 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 690 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 base improvements can be made.

Examples; 10 of the 690 standard requirements:

  1. How representative is twitter sentiment analysis relative to our customer base?

  2. What should I spend to save a customer based on their expected future value?

  3. How representative is Twitter sentiment analysis relative to our customer base?

  4. What should you spend to save a customer based on expected future value?

  5. Customer base - how many packages has the vendor sold and who buys them?

  6. Consider Impact of Acquisition on the Customer Base Reaction to Merger?

  7. Does your workforce reflect the cultural makeup of your customer base?

  8. Over the past three years how has my customer base changed, and why?

  9. How well does the product fit our current customer base?

  10. How many devices can the system manage as the customer base grows?


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 base book in PDF containing 690 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Customer base Project Management Form Templates covering over 6000 Customer base project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Work Breakdown Structure: What is the probability of completing the Customer base project in less that xx days?

  2. Schedule Management Plan: Does the IMS reflect accurate current status and credible start/finish forecasts for all to-go tasks and milestones?

  3. Team Member Performance Assessment: How is the organizations Strategic Management System tied to performance measurement?

  4. Team Operating Agreement: Communication Protocols: How will the team communicate?

  5. Assumption and Constraint Log: How many Customer base project staff does this specific process affect?

  6. Team Performance Assessment: To what degree do all members feel responsible for all agreed-upon measures?

  7. Initiating Process Group: Are there resources to maintain and support the outcome of the Customer base project?

  8. Responsibility Assignment Matrix: Are the organizations and items of cost assigned to each pool identified?

  9. Probability and Impact Assessment: What risks does the organization have if the Customer base projects fail to meet deadline?

  10. Planning Process Group: Have more efficient (sensitive) and appropriate measures been adopted to respond to the political and socio-cultural problems identified?

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

1.0 Initiating Process Group:

  • 1.1 Customer base project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer base 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 base 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 base 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 base 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 base 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 base project with this in-depth Customer base Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer base 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 base 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 base investments work better.

This Customer base 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 5th Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 5th Sep 2018

    JOHN G. Principal Consultant

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 4th Sep 2018

    DAAN C Senior Consultant

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 3rd Sep 2018

    Bruno C. ICT Director

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 5th Aug 2018

    BRETT O. Strategist

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 4th Aug 2018

    Dr. Martin K. CEO

  • 5
    Thank you for this achievement.

    Posted by IFMA on 4th Aug 2018

    IFMA International Facility Management Association

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 4th Aug 2018

    KEN W. Managing Director

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 2nd Aug 2018

    MEL F. Change Management Professional