- Account manager Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics
Save time, empower your teams and effectively upgrade your processes with access to this practical Account manager Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Account manager 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 manager specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Account manager 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 695 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 manager improvements can be made.
Examples; 10 of the 695 standard requirements:
- Did a better profile of customers arise from the implementation of CRM, or from something that the account manager did differently, or from pure luck?
- How does a service account manager gain enough customer understanding to appreciate what creates value for the customer?
- How well does the Vendor Project Manager, Account Manager and Key Personnel present information and address questions?
- How do we report progress to management and hold system and business owners accountable?
- What is the value of a key account program for the individual key account customer?
- Do you have a dedicated account manager at the ats company?
- Do you have service accounts which are domain admins?
- What are the consequences if your data is breached?
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 manager book in PDF containing 695 requirements, which criteria correspond to the criteria in...
Your Account manager 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 manager Self-Assessment and Scorecard you will develop a clear picture of which Account manager 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 manager 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 manager projects with the 62 implementation resources:
- 62 step-by-step Account manager Project Management Form Templates covering over 6000 Account manager project requirements and success criteria:
Examples; 10 of the check box criteria:
- Responsibility Assignment Matrix: Are estimates of costs at completion generated in a rational, consistent manner?
- Schedule Management Plan: After initial schedule development, will the schedule be reviewed and validated by the Account manager project team?
- Procurement Audit: Is the approval graduated according to the amount disbursed?
- Resource Breakdown Structure: What is each stakeholders desired outcome for the Account manager project?
- Quality Management Plan: How does the material compare to a regulatory threshold?
- Project Scope Statement: Have you been able to thoroughly document the Account manager projects assumptions and constraints?
- Change Management Plan: What roles within the organization are affected, and how?
- Scope Management Plan: Are there procedures in place to effectively manage interdependencies with other Account manager projects, systems, Vendors and the organization's work effort?
- Project Performance Report: To what degree are the structures of the formal organization consistent with the behaviors in the informal organization?
- Procurement Audit: Is the departments procurement function/unit well organized?
Step-by-step and complete Account manager Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Account manager project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Account manager 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 manager 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 manager 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 manager 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 manager 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 manager project with this in-depth Account manager Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Account manager 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 manager 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 manager investments work better.
This Account manager 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.