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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Field marketing 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 808 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Field marketing improvements can be made.

Examples; 10 of the 808 standard requirements:

  1. How do you assess your Field marketing workforce capability and capacity needs, including skills, competencies, and staffing levels?

  2. Who is responsible for errors?

  3. Was a cause-and-effect diagram used to explore the different types of causes (or sources of variation)?

  4. Are the criteria for selecting recommendations stated?

  5. What is an unallowable cost?

  6. How do our controls stack up?

  7. What are the challenges?

  8. What should the next improvement project be that is related to Field marketing?

  9. What is our question?

  10. In the case of a Field marketing project, the criteria for the audit derive from implementation objectives. an audit of a Field marketing project involves assessing whether the recommendations outlined for implementation have been met. Can we track that any Field marketing project is implemented as planned, and is it working?


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 Field marketing book in PDF containing 808 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Assumption and Constraint Log: Is staff trained on the software technologies that are being used on the Field marketing project?

  2. Contractor Status Report: How does the proposed individual meet each requirement?

  3. Initiating Process Group: The Field marketing project you are managing has nine stakeholders. How many channel of communications are there between these stakeholders?

  4. Quality Management Plan: How are senior leaders, employees, and the organization involved in supporting the community?

  5. Activity Duration Estimates: How does a Field marketing project life cycle differ from a product life cycle?

  6. Project Portfolio management: How does the organization ensure that Field marketing project and program benefits and risks are being managed to optimize the overall value creation from the portfolio?

  7. Quality Audit: Is the organizational structure established and each positions responsibility defined?

  8. Procurement Audit: Are procurement policies and practices in line with (international) good practice standards?

  9. Activity Duration Estimates: How do you enter durations, link tasks, and view critical path information?

  10. Network Diagram: If a current contract exists, can you provide the vendor name, contract start, and contract expiration date?

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

1.0 Initiating Process Group:

  • 1.1 Field marketing project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Field marketing 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 Field marketing 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 Field marketing investments work better.

This Field marketing 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
    Thank you for this achievement.

    Posted by IFMA on 4th Sep 2018

    IFMA International Facility Management Association

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 4th Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 4th Sep 2018

    Caryn B. Vice President Production

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 2nd Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 2nd Sep 2018

    DAVIN B. Systems Manager

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 2nd Sep 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 5th Aug 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 5th Aug 2018

    Nguyen Hoang Vu

  • 5
    Thank you so much for a great tool!

    Posted by Kristy M. on 4th Aug 2018

    Kristy M. Project Manager