Save time, empower your teams and effectively upgrade your processes with access to this practical Account Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any 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 Account Management specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the 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 710 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Account Management improvements can be made.
Examples; 10 of the 710 standard requirements:
- Specify the customers critical success factors. In other words, what criteria does the customer use when selecting suppliers?
- Specify the critical success factors of the key accounts customers. In other words, how do their customers choose a supplier?
- Is your proposed implementation team comprised of different personnel than the ongoing account management team?
- Increasing demands for greater commitment for your business; faster npd, more r&d support, e-commerce systems etc?
- How do clients contact client services with any questions about business processes?
- How do you allow users to perform elevated tasks without losing control of the root password?
- How can you manage your key accounts, when they think they are managing you?
- Third Party Security: Are your vendors compromising the security of your organization?
- What sort of customer justifies the level of account management investment?
- Can the risk of privileged accounts being exposed or abused by an insider be managed?
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 Account Management book in PDF containing 710 requirements, which criteria correspond to the criteria in...
Your 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 Account Management Self-Assessment and Scorecard you will develop a clear picture of which 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 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 Account Management projects with the 62 implementation resources:
- 62 step-by-step Account Management Project Management Form Templates covering over 6000 Account Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Assumption and Constraint Log: Diagrams and tables are included to explain complex concepts and increase overall readability?
- Human Resource Management Plan: Are all key components of a Quality Assurance Plan present?
- Scope Management Plan: Are there any scope changes proposed for the previously authorized Account Management project?
- Scope Management Plan: Are staff skills known and available for each task?
- Procurement Audit: How do you ensure whether the goods were supplied or works executed in time and properly recorded in measurement books and stock/works registers after inspection?
- Lessons Learned: How adequately involved did you feel in Account Management project decisions?
- Change Log: Does the suggested change request represent a desired enhancement to the products functionality?
- Project Scope Statement: Was planning completed before the Account Management project was initiated?
- Scope Management Plan: Assess the expected stability of the scope of this Account Management project how likely is it to change, how frequently, and by how much?
- Communications Management Plan: Are there potential barriers between the team and the stakeholder?
Step-by-step and complete Account Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Account Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 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 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 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 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 Account Management project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Account Management project with this in-depth Account Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose 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 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 Account Management investments work better.
This 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.