Strategy Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Handle small to medium scale implementations and ongoing servicing, with a focus on scale, quality, and Digital CX Best Practices as part of the Professional Services account team; Aligning Digital strategy with the overall Business Objectives of larger CX program.

More Uses of the Strategy Toolkit:

  • Be accountable for working in small dynamic teams who partner with key client decision makers managing the people components of the program from initial Strategy to implementation.

  • Head: if you catch inefficiencies or mistakes in your work or someone elses, you are driven to find out how you can improve and prevent it from happening again.

  • Develop and drive holistic Social Strategy designed to engage and connect with key audiences across all brands in multiple geographic markets.

  • Confirm your corporation builds relationships with Organizational Leadership to ensure successful implementation of the Talent Acquisition Strategy aligns with department and organizational staffing goals.

  • Methodize: proactively identify, research, and resolve problems or issues; lead team Strategy sessions to consider solutions; proactively recommend updated strategies to improve analysis and outreach tactics.

  • Ensure you clearly assign responsibility for tasks and decisions, set and communicate a clear vision, and drive positive outcomes through objectives and measures.

  • Audit: conduct general Data Analysis, Data Mining, and Data Manipulation to understand organization needs, devise possible solutions, and communicate results and ideas to key decision makers.

  • Collaborate with finance, it, marketing, sales, recruiting, development, and other corporate functions to execute the overall talent and liability Strategy.

  • Methodize: ownership and execution of Account Management plans defining and achieving upsell and cross sell targets whilst ensuring alignment with overall Corporate Strategy.

  • Initiate: partner with insights and Platform Strategy teams to set learning agenda and incorporate findings into real time improvements for social plans.

  • Ensure that all internal and external interactions are handled professionally and with the highest Level Of Service, follow through and consistently keep commitments.

  • Collaborate with communications team and management to ensure that the website aligns with Brand Strategy and meets your organizations standards.

  • Gather evaluative information about, identify and engage key industry experts using various methods of outreach, investigation and communication.

  • Drive asset protection excellence by facilitating selling process through consistent adherence to Policies and Procedures that safeguard customers, associates and organization assets.

  • Ensure you nurture; leAd Cloud Strategy and migration lead Cloud Service Provider Selection, leAd Cloud migration assessment and Business Case, leAd Cloud CoE assessment and design, leAd Cloud finance Management Design.

  • Secure that your organization defines and implements Business Strategy and goals through the collection, analysis, review, reporting, documentation and communication of Business Needs and requirements.

  • Help manage and support your portfolio by tracking partner organizations impact and financial metrics, and working closely with them on strategic aspects to help scale impact.

  • Lead account Strategy sessions and work on large or tactically important targeted accounts in conjunction with the Account Management.

  • Ensure you contribute; build a body of knowledge on media, technology, and Strategy performance with the objective of informing future media decisions on schedules, budgets, partners, and strategies.

  • Manage outside inquiries from external parties pertaining to the business area by identifying the concern, clarifying the underlying problem, and researching and conducting Due Diligence to provide solutions and/or alternatives.

  • Manage work with the Strategy and Analytics Team to use Real Time Data, testing, and campaign learnings to effectively optimize and manage campaigns.

  • Organize: IT Strategy and architecture driving next gen it and Business Architecture, it Capability Assessment, new Operating model design, Value Realization.

  • Collaborate with editorial, research, Account Management, and product to conceptualize and deliver solutions that are aligned with client budget, brand, timing, and objectives, and are executable from a timing and inventory standpoint.

  • Liaise with other key departments to ensure cross departmental communication to Support Strategy, program operations, and decentralization of Education Programs.

  • Synthesize overall Strategy by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements as Business Case, pricing, or complex Financial Analysis, and interpreting and reporting on outputs.

  • Manage to support the Service Contract business, price products, forecast performance, drive penetration, identify opportunities, sales and market, etc.

  • Be accountable for leading the evolution and optimization of the Shared Service center Strategy for Bids Sourcing and Pricing and Procurement Programs, as appropriate.

  • Oversee client relationship mapping to the account team, orchestrating an account Strategy across a broad Virtual Team Solutions Consultants, Solutions specialization, Success resources, Partners and Marketing, etc.

  • Orchestrate: prospect and partner with sales to brainstorm and implement brand outreach strategies to maximize revenue for new business, renewals, cross selling, and upselling for brand partners.

  • Coordinate: own the development and maintenance of a Category Management handbook to translate the Category Strategy and annual Category Plan into clear, practical guidance for key procurement and functional colleagues and ensure a Best Practice approach to operational buying.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Strategy 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Strategy improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will corresponding data be collected?

  2. Does Strategy Analysis isolate the fundamental causes of problems?

  3. Why do the measurements/indicators matter?

  4. What methods are feasible and acceptable to estimate the impact of reforms?

  5. If you weren't already in this business, would you enter it today? And if not, what are you going to do about it?

  6. Who have you, as a company, historically been when you've been at your best?

  7. The political context: who holds power?

  8. How do senior leaders actions reflect a commitment to the organizations Strategy values?

  9. What Strategy requirements should be gathered?

  10. Do you know what you are doing? And who do you call if you don't?

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 Strategy book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Strategy project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Strategy Project Team have enough people to execute the Strategy Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Strategy Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Strategy 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 Strategy project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Strategy project with this in-depth Strategy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Strategy 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 Strategy 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 Strategy investments work better.

This Strategy 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.