Save time, empower your teams and effectively upgrade your processes with access to this practical RFM Customer Value Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any RFM Customer 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 RFM Customer Value specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the RFM Customer 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which RFM Customer Value improvements can be made.
Examples; 10 of the 993 standard requirements:
- Do your product managers understand how customers behave and respond to various promotional offers or operational impacts to maximize marketing dollars and efforts to improve response rates?
- How well does your organization develop and promote your organizational values, behaviours and culture it needs to support its strategic direction and ensure customer value?
- How do you demonstrate evaluation of product-related risks to your customers as distribution strategies, use of third-parties, product complexity and customer value?
- What are the positive developments your organization has achieved in the past year to make your product stand out amid a crowded solution-provider market?
- How involved is IT with the identification of data streams, aggregation and analytics of customer data, and delivery of insights to your organization?
- What is the value generated by investing in a service-oriented customer centricity program versus an experience-oriented or social marketing program?
- How do other organizations move beyond demographic segmentation to incorporate behavioral, geographic, and psychographic variables for segmentation?
- Do your marketing managers know which demographics, channels, and behavior characteristics differentiate profitable from unprofitable customers?
- What if your data was cleaned as part of the data integration process so you could be confident in its integrity throughout every step?
- What element is least likely to be considered part of the reason for making customer value the focus of the business existence?
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 RFM Customer Value book in PDF containing 993 requirements, which criteria correspond to the criteria in...
Your RFM Customer 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 RFM Customer Value Self-Assessment and Scorecard you will develop a clear picture of which RFM Customer 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 RFM Customer 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 RFM Customer Value projects with the 62 implementation resources:
- 62 step-by-step RFM Customer Value Project Management Form Templates covering over 1500 RFM Customer Value project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity List: How difficult will it be to do specific activities on this RFM Customer Value project?
- Stakeholder Management Plan: Is documentation created for communication with the suppliers and vendors?
- Schedule Management Plan: Does all RFM Customer Value project documentation reside in a common repository for easy access?
- Activity Duration Estimates: When a risk event occurs, is the risk response evaluated and the appropriate response implemented?
- Risk Audit: What impact does experience with one client have on decisions made for other clients during the risk-assessment process?
- Quality Audit: How does your organization know that its quality of teaching is appropriately effective and constructive?
- Project Charter: RFM Customer Value project background: what is the primary motivation for this RFM Customer Value project?
- Scope Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the RFM Customer Value project?
- Probability and Impact Assessment: What new technologies are being explored in the same area?
- Activity List: Is there anything planned that does not need to be here?
Step-by-step and complete RFM Customer Value Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 RFM Customer Value project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 RFM Customer 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 RFM Customer 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 RFM Customer 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 RFM Customer 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 RFM Customer Value project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any RFM Customer Value project with this in-depth RFM Customer Value Toolkit.
In using the Toolkit you will be better able to:
- Diagnose RFM Customer 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 RFM Customer 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 RFM Customer Value investments work better.
This RFM Customer 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.