Territory Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Territory 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Territory Management improvements can be made.

Examples; 10 of the 991 standard requirements:


1. Does operating expenses from patient care include costs that support the delivery of care, as the health care providers information technology, finance, and human resources costs?
   
   

2. How does your solution handle recruiter and territory management, lead scoring, forecasting, mobile access to prospect data and dashboards for recruiters?
   
   

3. Are there some additional products that could be made with current operating assets to open up new market opportunities with existing customers?
   
   

4. How do you assist your representatives in making better connections with the customers to generate appropriate prescriptions and improve sales?
   
   

5. Which alternative best matches your organizations situation and resources to the opportunities and threats identified in the analysis?
   
   

6. Does your organizations current marketing department have adequate knowledge and resources to properly perform the planning function?
   
   

7. Do organizations that adopt to SPM technology tend to change the approach to territory and quota management, and if so in what ways?
   
   

8. How should your organization currently undergoing a change in ownership to purchase a practice report revenue in its application?
   
   

9. Will hhs allow providers to make corrections to the data used to determine targeted distribution eligibility and payment amounts?
   
   

10. Is it better for your organization to hire experienced salespeople, or fresh recruits straight out of collegiate sales programs?
    
    


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 Territory Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Requirements Documentation: Completeness. are all functions required by the customer included?
   
   

2. Change Log: Does the suggested change request represent a desired enhancement to the products functionality?
   
   

3. Lessons Learned: Under what legal authority did your organization head and program manager direct your organization and Territory Management project?
   
   

4. Probability and Impact Matrix: Is the customer technically sophisticated in the product area?
   
   

5. Team Member Performance Assessment: How do you create a self-sustaining capacity for a collaborative culture?
   
   

6. Stakeholder Management Plan: Do Territory Management project teams & team members report on status / activities / progress?
   
   

7. Scope Management Plan: Is documentation created for communication with the suppliers and Vendors?
   
   

8. Cost Baseline: Has the Territory Management project (or Territory Management project phase) been evaluated against each objective established in the product description and Integrated Territory Management project Plan?
   
   

9. Schedule Management Plan: Are changes in deliverable commitments agreed to by all affected groups & individuals?
   
   

10. Procurement Audit: Does the procurement function/unit have the ability to negotiate with customers and suppliers?


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

1.0 Initiating Process Group:


• 1.1 Territory Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Territory 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 Territory 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 Territory 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 Territory 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 Territory 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 Territory Management project with this in-depth Territory Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Territory 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 Territory 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 Territory Management investments work better.

This Territory 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.