Account Management Toolkit

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Coordination with colleagues and utilization of resources from the Engineering, Quality, Purchasing, Accounting, Operations, and Customer Service teams to fulfill customer needs is critical to the success of Account Management.

More Uses of the Account Management Toolkit:

  • Engage business and IT stakeholders to build consensus around overall IAM Program success metrics, business benefit, and support for organizational change.

  • Organize: review Work Plans and equipment requirements to ensure efficient response and start and completion of projects.

  • Identify information system security requirements and practices to ensure the safety and security of your organizations information assets.

  • Arrange that your team serves as an Information Technology specialization to accomplish difficult and complex projects and/or individual problems.

  • Be a key member of the leadership team, contributing to business success and growth strategies at large.

  • Be certain that your venture develops and executes Communication Plans, in easily understood terms, to inform all levels of your organization about security risks and program changes.

  • Confirm your strategy complies; is accountable for thorough enterprise policies, security technology architecture, and active monitoring and response objectives.

  • Formulate: openly support your organization, the management team and executive leadership team, even during times of adversity.

  • Identify opportunities to improve automation and standardization for network and application accounts, with long term focus on cloud based deployments.

  • Confirm your design utilizes Open Communication and managerial courage to ensure the standards, expectations and goals of your organization are respected and upheld.

  • Collaborate with other information technology departments and vendors to deliver optimum Customer Service .

  • Make sure that your organization assess tools and technologies in place and develop long term technical plan for future identify management enhancements.

  • Establish: pro actively analyze performance results in order to consistently identify revenue opportunities and revenue protection for the client.

  • Ensure your planning performs analysis of retrieved data, and the preparation of detailed reports of INFOSEC security incidents.

  • Ensure you know how to serve as a gatekeeper to protect the Executive Directors time so high level projects stay on track.

  • Secure that your strategy complies; directs and provides a Strategic Risk management vision that scales to effectively secure the business while balancing innovation and execution.

  • Ensure your planning suggests resolution that are most likely to be used on a regular basis; performs Account Management on a regular basis to clear duplicate and outdated entries.

  • Steer: partner with implementation Project Management as advisor and strategist when onboarding key client accounts to help ensure implementation stays on time, client ramps according to plan and acv stays on track.

  • Am automation builds automation and Machine Learning solutions to optimize the efficiency and impact of the Account Management team.

  • Systematize: monitor adherence to your organizations partner Account Management standards and guidelines in accordance with documented processes and partner communication.

  • Guide: design and implement measurement methodologies to rigorously evaluate the revenue lift attributable to Account Management programs.

  • Provide daily management of program level risks and issues related to organizational impact and acceptance of change, regulatory controls and audit findings, identity Data Security, and scope/schedule/cost.

  • Audit: partner with your direct and channel sales teams to develop, scale, and grow your post sales Account Management function.

  • Confirm your organization analyzes opportunities for security technology advancement to establish highly effective solutions designed to prevent and detect advanced threats to your organization network and systems.

  • Participate as part of the key account teams to nurture and partner with the customer organizations communications teams and coordinate communications strategy into overall account planning.

  • Confirm your team coordinates, execute, implements, and maintains the installation and operation of customer application systems.

  • Install and configure commercial off the shelf applications and software/hardware enhancement products.

  • Oversee user provisioning processes to support a large user base, meet organizational needs, and service enterprise application needs.

  • Manage work with the Active Directory team and O365 team to implement and establish new technology and processes for automation and minimize security risks.

  • Methodize: conduct historical contract review and prepare contract summaries for legal and Account Management and collaborate on contracting approach for upcoming renewals.


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

Start with...

  • 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 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 Account Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the scope of Account Management?

  2. How much does it cost?

  3. How do you accomplish your long range Account Management goals?

  4. Are all requirements met?

  5. What are (control) requirements for Account Management Information?

  6. Is the solution technically practical?

  7. How can you measure Account Management in a systematic way?

  8. What threat is Account Management addressing?

  9. Are you making progress, and are you making progress as Account Management leaders?

  10. What is the funding source for this project?

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 994 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 1500 Account Management 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 Account Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Account Management project team have enough people to execute the Account Management 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 Account Management 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 Account Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

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.