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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. Schedule -can it be done in the given time?

  2. Will We Aggregate Measures across Priorities?

  3. Are we using SalesLoft to communicate information about our Cybersecurity Risk Management programs including the effectiveness of those programs to stakeholders, including boards, investors, auditors, and insurers?

  4. What are the uncertainties surrounding estimates of impact?

  5. What are your key performance measures or indicators and in-process measures for the control and improvement of your SalesLoft processes?

  6. Who defines (or who defined) the rules and roles?

  7. What are my customers expectations and measures?

  8. Why is it important to have senior management support for a SalesLoft project?

  9. How will you measure your SalesLoft effectiveness?

  10. Is data collected and displayed to better understand customer(s) critical needs and requirements.


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

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

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

Examples; 10 of the check box criteria:

  1. Risk Register: How could such Risk affect the SalesLoft project in terms of cost and schedule?

  2. Requirements Traceability Matrix: How will it affect the stakeholders personally in their career?

  3. Project Scope Statement: Will the SalesLoft project risks be managed according to the SalesLoft projects risk management process?

  4. Quality Audit: How does your organization know that the review processes are effective?

  5. Cost Management Plan: Are target dates established for each milestone deliverable?

  6. Cost Baseline: Have all approved changes to the schedule baseline been identified and impact on the SalesLoft project documented?

  7. Stakeholder Management Plan: Why would a customer be interested in a particular product or service?

  8. Source Selection Criteria: What is the basis of an estimate and what assumptions were made?

  9. Variance Analysis: Does the scheduling system identify in a timely manner the status of work?

  10. Activity Duration Estimates: Do SalesLoft project team members work in the same physical location to enhance team performance?

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

1.0 Initiating Process Group:

  • 1.1 SalesLoft project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose SalesLoft 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 SalesLoft 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 SalesLoft investments work better.

This SalesLoft 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
    Congrats! Very cool!

    Posted by Caryn B. on 4th Sep 2018

    Caryn B. Vice President Production

  • 5
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 4th Sep 2018

    WALTER H. Business Coach

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 3rd Sep 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 2nd Sep 2018

    JOHN G. Principal Consultant

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 2nd Sep 2018

    Ravi P. Senior Consultant Big 5

  • 5
    I look forward to becoming more familiar with the material and conducting the survey with my employer. So far it looks very comprehensive. Thank you.

    Posted by RON F. on 2nd Sep 2018

    RON F. Director Analytics Governance

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 2nd Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 5th Aug 2018

    DIANNE L Chief Learning Officer

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 5th Aug 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!