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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. What training and capacity building actions are needed to implement proposed reforms?

  2. Do you have an implicit bias for capital investments over people investments?

  3. If we got kicked out and the board brought in a new CEO, what would he do?

  4. Is Sales operations currently on schedule according to the plan?

  5. Are gaps between current performance and the goal performance identified?

  6. How do we improve productivity?

  7. Is there a critical path to deliver Sales operations results?

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

  9. What information do users need?

  10. Have new or revised work instructions resulted?


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 Sales operations book in PDF containing requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

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

  2. Risk Audit: Is there (or should there be) some impact on the process of setting materiality when the auditor more effectively identifies higher risk areas of the financial statements?

  3. Project or Phase Close-Out: What information did each stakeholder need to contribute to the Sales operations projects success?

  4. Initiating Process Group: How well did the chosen processes produce the expected results?

  5. Procurement Audit: When competitive dialogue was used, did the contracting authority provide sufficient justification for the use of this procedure and was the contract actually particularly complex?

  6. Schedule Management Plan: Where is the scheduling tool and who has access to it to view it?

  7. Project Portfolio management: Are portfolios aligned to strategic business objectives?

  8. Project Schedule: Was the Sales operations project schedule reviewed by all stakeholders and formally accepted?

  9. Monitoring and Controlling Process Group: Propriety: Who needs to be involved in the evaluation to be ethical?

  10. Cost Management Plan: Is the assigned Sales operations project manager a PMP (Certified Sales operations project manager) and experienced?

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

1.0 Initiating Process Group:

  • 1.1 Sales operations project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Sales 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 Sales 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 Sales 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 Sales 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 Sales 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 Sales operations project with this in-depth Sales operations Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales 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 Sales 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 Sales operations investments work better.

This Sales 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 4th Sep 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

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

    Posted by Ken W. on 3rd Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Sep 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 2nd Sep 2018

    JOHN G. Principal Consultant

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 2nd Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Thank you for this achievement.

    Posted by IFMA on 5th Aug 2018

    IFMA International Facility Management Association

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 5th Aug 2018

    PENGILLY W. Director IT & Logistics at a leading University

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

    Posted by Diego P. on 4th Aug 2018

    Diego P. Head of BDA Business Unit

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 4th Aug 2018

    Christine R. University Officer