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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?

  2. Am I making the right decisions related to balancing acquisition, cross-selling and upselling and for the right customer groups?

  3. Am I making the right decisions related to balancing acquisition, cross-selling and upselling and for the right customer groups?

  4. How do you use Upselling data and information to support organizational decision making and innovation?

  5. Are new process steps, standards, and documentation ingrained into normal operations?

  6. Who will be responsible for documenting the Upselling requirements in detail?

  7. Were the planned controls working?

  8. Why dont our customers like us?


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

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

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

Examples; 10 of the check box criteria:

  1. Variance Analysis: Are the overhead pools formally and adequately identified?

  2. Lessons Learned: What things surprised you on the Upselling project that were not in the plan?

  3. Scope Management Plan: Has adequate time for orientation & training of Upselling project staff been provided for in relation to technical nature of the application and the experience levels of Upselling project personnel?

  4. Team Member Performance Assessment: To what degree is the team cognizant of small wins to be celebrated along the way?

  5. Project Scope Statement: Will statistics related to QA be collected, trends analyzed, and problems raised as issues?

  6. Variance Analysis: Are significant decision points, constraints, and interfaces identified as key milestones?

  7. Quality Audit: How does the organization know that its staff support services planning and management systems are appropriately effective and constructive?

  8. Procurement Audit: Is the foreseen budget compared with similar Upselling projects or procurements yet realised (historical standards)?

  9. Monitoring and Controlling Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  10. Change Management Plan: What are you trying to achieve as a result of communication?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Upselling 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 Upselling 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 Upselling investments work better.

This Upselling 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
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 5th Sep 2018

    CRAIG T. Chief Technology Officer

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

    Posted by ELLEN C. on 4th Sep 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    DAVID S. Director Organisational performance

    Posted by DAVID S. on 3rd Sep 2018

    Honestly - at the extremely low outlay - the capacity to accelerate your journey, increase productivity and be a more informed buyer (when combined with what actual business problems you are trying to solve) I would be extremely hard pressed to not undertake it.

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 6th Aug 2018

    KENNETH O. MD/CEO, Emerging Media

  • 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 5th Aug 2018

    RON F. Director Analytics Governance

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 3rd Aug 2018

    Caryn B. Vice President Production

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 3rd Aug 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 2nd Aug 2018

    DAAN C Senior Consultant

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 2nd Aug 2018

    JOHN G. Principal Consultant