Strategic Account Management Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Strategic Account Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Strategic Account Management 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 Strategic Account Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Strategic Account Management 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Strategic Account Management improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. How does your board hold management accountable for implementing the regulatory requirements for climate relevant disclosure and for maintaining oversight of emerging regulation?

  2. How are core values and public expectations integrated into the mission, strategic objectives, decision making processes, and accountability and transparency mechanisms?

  3. Are there efforts under way to ensure that your organizations human capital strategies are linked to strategic and programmatic planning and accountability mechanisms?

  4. Does each investment sponsor regard benefits management as a strategic skill and accept accountability for benefits delivery throughout the investment lifecycle?

  5. Is a process in place for linking KPIs and other strategic measures to department and group objectives and the workgroup, team or individual accountabilities?

  6. Are strategic account leaders effective in forming, developing, and leading cross functional account teams to serve client needs and uncover opportunities?

  7. Has your association developed a set of Key Performance Indicators or some other form of accountability to track the success of strategic initiatives?

  8. Does customers account profitability significantly differ between a key account and other accounts in a typical professional services organization?

  9. Does your organization have an accountability system which verifies that all employees have assigned health and safety goals and/or targets that?

  10. Is there a well developed business plan that includes fiscal and human resource management, as well as strategic planning and accountability?


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 Strategic Account Management book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Strategic Account Management Project Management Form Templates covering over 1500 Strategic Account Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Is the entire contract planned in time-phased control accounts to the extent practicable?

  2. Monitoring and Controlling Process Group: What will you do to minimize the impact should a risk event occur?

  3. Monitoring and Controlling Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

  4. Activity Cost Estimates: What is the last item a Strategic Account Management project manager must do to finalize Strategic Account Management project close-out?

  5. Quality Metrics: What are your organizations expectations for its quality Strategic Account Management project?

  6. Team Performance Assessment: To what degree will team members, individually and collectively, commit time to help themselves and others learn and develop skills?

  7. Scope Management Plan: Are post milestone Strategic Account Management project reviews (PMPR) conducted with your organization at least once a year?

  8. Variance Analysis: How are material, labor, and overhead variances calculated and recorded?

  9. Schedule Management Plan: Are assumptions being identified, recorded, analyzed, qualified and closed?

  10. Stakeholder Management Plan: How will you engage this stakeholder and gain commitment?

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

1.0 Initiating Process Group:

  • 1.1 Strategic Account Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Strategic Account Management 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 Strategic Account Management 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 Strategic Account Management investments work better.

This Strategic Account Management 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.