Save time, empower your teams and effectively upgrade your processes with access to this practical Revenue Operations Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Revenue Operations 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 Revenue Operations specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Revenue Operations 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Revenue Operations improvements can be made.
Examples; 10 of the 997 standard requirements:
- What processes will we put in place to ensure that revenue operations teams are aligned with and supporting overall business objectives, and how will we measure the impact of revenue operations on business outcomes?
- What training and education programs will we implement to ensure that revenue operations teams have the skills and knowledge needed to effectively use data and analytics for risk management and compliance?
- How do we currently leverage data and analytics to measure the success of revenue operations innovation and R and D initiatives, and what metrics do we use to evaluate their impact on revenue growth?
- How do we prioritize and resource revenue operations innovation and R and D initiatives that are focused on driving revenue growth versus those that are focused on improving operational efficiency?
- How will we ensure that all revenue operations processes are designed with compliance in mind, and what is our process for integrating compliance considerations into process design and development?
- What mechanisms will we put in place to ensure that our Revenue Operations strategy actively supports and promotes diversity, equity, and inclusion across all customer-facing teams and departments?
- How will we ensure that all customer data and information is handled and stored in compliance with relevant regulations, and what is our process for responding to customer requests and complaints?
- What are the potential roadblocks or challenges that may impact the successful integration of Revenue Operations with IT and technology strategy initiatives, and how will we mitigate these risks?
- How does our current employee engagement strategy consider the role of Revenue Operations in driving a positive employee experience, and what adjustments need to be made to better align the two?
- What role will external vendors and partners play in our revenue operations risk management and compliance initiatives, and how will we ensure their compliance with our policies and procedures?
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 Revenue Operations book in PDF containing 997 requirements, which criteria correspond to the criteria in...
Your Revenue Operations 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 Revenue Operations Self-Assessment and Scorecard you will develop a clear picture of which Revenue Operations 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 Revenue Operations 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 Revenue Operations projects with the 62 implementation resources:
- 62 step-by-step Revenue Operations Project Management Form Templates covering over 1500 Revenue Operations project requirements and success criteria:
Examples; 10 of the check box criteria:
- Team Performance Assessment: To what degree do team members articulate the teams work approach?
- Contractor Status Report: Describe how often regular updates are made to the proposed solution. Are corresponding regular updates included in the standard maintenance plan?
- Team Directory: Process decisions: are all start-up, turn over and close out requirements of the contract satisfied?
- Stakeholder Management Plan: Are meeting objectives identified for each meeting?
- Stakeholder Management Plan: Is an industry recognized mechanized support tool(s) being used for Revenue Operations project scheduling & tracking?
- Procurement Audit: Is the approval graduated according to the amount disbursed?
- Responsibility Assignment Matrix: What cost control tool do many experts say is crucial to Revenue Operations project management?
- Scope Management Plan: Have the key functions and capabilities been defined and assigned to each release or iteration?
- Project Charter: Customer benefits: what customer requirements does this Revenue Operations project address?
- Scope Management Plan: Have all involved Revenue Operations project stakeholders and work groups committed to the Revenue Operations project?
Step-by-step and complete Revenue Operations Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Revenue Operations project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Revenue Operations project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Revenue Operations 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 Revenue Operations 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 Revenue Operations 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 Revenue Operations 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 Revenue Operations project with this in-depth Revenue Operations Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Revenue Operations 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 Revenue Operations 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 Revenue Operations investments work better.
This Revenue Operations 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.
