Customer lifetime value 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 lifetime value Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer lifetime value 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 lifetime value specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer lifetime value 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 661 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 lifetime value improvements can be made.

Examples; 10 of the 661 standard requirements:

  1. Customer lifetime value is calculating all the future gains of the organizations and treating the customer on service parameters accordingly. How far do you agree with the approach?

  2. Customer lifetime value is calculating all the future gains of the organisations and treating the customer on service parameters accordingly. How far do you agree with the approach?

  3. How do you calculate Customer Lifetime Value CLV in different verticals like ecommerce social networking content portals etc?

  4. Are metrics such as product profitability, customer lifetime value, and marketing campaign ROI calculated consistently?

  5. Which is the total combined customer lifetime values of all of the organizations current and potential customers?

  6. Do you track the customer lifetime value of all of the companys current and potential customers?

  7. What would be the goal or target for a Customer lifetime values improvement team?

  8. What is the Customer lifetime value sustainability risk?

  9. Can you Predict Customer Lifetime Value?


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 lifetime value book in PDF containing 661 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Describe the process that will be used to design, develop, review, accept, distribute and change outputs. Will all outputs delivered by the Customer lifetime value project follow the same process?

  2. Procurement Management Plan: Are staff skills known and available for each task?

  3. Procurement Audit: Were products/services not received within the prescribed time limit?

  4. Schedule Management Plan: Are individual tasks of reasonable time effort (8Ð40 hours)?

  5. Project Management Plan: Are there non-structural buyout or relocation recommendations?

  6. Risk Register: People risk -Are people with appropriate skills available to help complete the Customer lifetime value project?

  7. Project Scope Statement: Are there backup strategies for key members of the Customer lifetime value project?

  8. Team Performance Assessment: To what degree are the members clear on what they are individually responsible for and what they are jointly responsible for?

  9. Variance Analysis: Are meaningful indicators identified for use in measuring the status of cost and schedule performance?

  10. WBS Dictionary: Are estimates developed by Customer lifetime value project personnel coordinated with those responsible for overall management to determine whether required resources will be available according to revised planning?

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

1.0 Initiating Process Group:

  • 1.1 Customer lifetime value project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer lifetime value 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 lifetime value 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 lifetime value 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 lifetime value 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 lifetime value 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 lifetime value project with this in-depth Customer lifetime value Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer lifetime value 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 lifetime value 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 lifetime value investments work better.

This Customer lifetime value 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
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 4th Sep 2018

    WALTER H. Business Coach

  • 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 4th Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 3rd Sep 2018

    NATALIE F. Healthcare Information Technology Consultant

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

    Posted by Brett O. on 2nd Sep 2018

    BRETT O. Strategist

  • 5
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 2nd Sep 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 2nd Sep 2018

    JOHN G. Principal Consultant

  • 5
    Hi everybody, The book is amazing, I will read it deeper during my next holidays. Thanks and regards

    Posted by Diego P. on 5th Aug 2018

    Diego P. Head of BDA Business Unit

  • 5
    Thank you for this achievement.

    Posted by IFMA on 5th Aug 2018

    IFMA International Facility Management Association

  • 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 4th Aug 2018

    MEL F. Change Management Professional