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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales quote 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 quote improvements can be made.

Examples; 10 of the standard requirements:

  1. how do you incorporate cycle time, productivity, cost control, and other efficiency and effectiveness factors into these Sales quote processes?

  2. Are new benefits received and understood?

  3. Is the Sales quote organization completing tasks effectively and efficiently?

  4. Which functions and people interact with the supplier and or customer?

  5. What is our Sales quote Strategy?

  6. What is the purpose of Sales quote in relation to the mission?

  7. What one word do we want to own in the minds of our customers, employees, and partners?

  8. To whom do you add value?

  9. What are the costs of reform?

  10. What controls do we have in place to protect data?


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

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

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

Examples; 10 of the check box criteria:

  1. Activity Resource Requirements: Are there unresolved issues that need to be addressed?

  2. Procurement Audit: Is funding made available for payments under the contract at the appropriate time and in accordance with the relevant national/public financial procedures?

  3. Probability and Impact Assessment: How are the local factors going to affect the absorption?

  4. Cost Baseline: If you sold 11 widgets on day, what would the affect on profits be?

  5. WBS Dictionary: Are overhead costs budgets established on a basis consistent with anticipated direct business base?

  6. Executing Process Group: Does the Sales quote project team have enough people to execute the Sales quote project plan?

  7. Stakeholder Management Plan: Are the people assigned to the Sales quote project sufficiently qualified?

  8. Responsibility Assignment Matrix: Do managers and team members provide helpful suggestions during review meetings?

  9. Stakeholder Analysis Matrix: Who holds positions of responsibility in interested organizations?

  10. Initiating Process Group: What areas does the group agree are the biggest success on the Sales quote project?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales quote 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 quote 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 quote investments work better.

This Sales quote 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
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 4th Sep 2018

    KEN W. Managing Director

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

    Posted by Christine R. on 2nd Sep 2018

    Christine R. University Officer

  • 5
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 2nd Sep 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 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
    Congrats! Very cool!

    Posted by Caryn B. on 3rd Aug 2018

    Caryn B. Vice President Production

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 2nd Aug 2018

    HARRY M. Enterprise Architect

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

    Posted by Nguyen Hoang Vu on 4th Jul 2018

    Nguyen Hoang Vu

  • 5
    Thank you for providing these valuable resources.

    Posted by HANS D. on 4th Jul 2018

    HANS D. Integration & Solution Architect