Account Managers Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Account Managers 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 994 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 Managers improvements can be made.

Examples; 10 of the 994 standard requirements:


1. To what extent do Account Managers rely on data and analytics to identify opportunities for customer expansion and growth through new product and service adoption, and how do they use these insights to inform their sales and marketing strategies?
   
   

2. To what extent do Account Managers rely on internal subject matter experts or technical resources to provide customers with in-depth knowledge and support for new products and services, and how do they collaborate with these resources?
   
   

3. To what extent do Account Managers rely on relationships with key decision-makers and influencers within customer organizations to drive adoption of new products and services, and how do they nurture and maintain these relationships?
   
   

4. In what ways do Account Managers leverage customer data and analytics to inform their sales and marketing strategies for new products and services, and how do they use data to identify opportunities for upselling and cross-selling?
   
   

5. How do Account Managers use customer advisory boards or other feedback mechanisms to gather insights and input on new products and services, and how do they incorporate this feedback into their development and marketing strategies?
   
   

6. To what extent do Account Managers rely on customer feedback and testimonials to validate the value proposition of new products and services, and how do they incorporate this feedback into their sales and marketing efforts?
   
   

7. What strategies do Account Managers use to create a sense of ownership and accountability among customers for the adoption and utilization of new products and services, and how do they use these approaches to drive results?
   
   

8. In what ways do Account Managers use customer segmentation and profiling to target specific groups of customers with new products and services, and how do they tailor their messaging and marketing efforts to each segment?
   
   

9. What role do Account Managers play in providing targeted education and training to customers on the benefits and applications of new products and services, and how do they measure the effectiveness of these efforts?
   
   

10. In what ways do Account Managers use storytelling and emotional appeals to make new products and services more relatable and compelling to customers, and how do they use these tactics to drive adoption and loyalty?
    
    


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 Managers book in PDF containing 994 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Initiating Process Group: Are the changes in your Account Managers project being formally requested, analyzed, and approved by the appropriate decision makers?
   
   

2. Variance Analysis: Are there changes in the direct base to which overhead costs are allocated?
   
   

3. Change Management Plan: Who should be involved in developing a change management strategy?
   
   

4. WBS Dictionary: Does the contractor require sufficient detailed planning of control accounts to constrain the application of budget initially allocated for future effort to current effort?
   
   

5. Cost Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?
   
   

6. Requirements Traceability Matrix: What percentage of Account Managers projects are producing traceability matrices between requirements and other work products?
   
   

7. Quality Audit: How does your organization know that the review processes are effective?
   
   

8. Stakeholder Management Plan: Were Account Managers project team members involved in the development of activity & task decomposition?
   
   

9. Monitoring and Controlling Process Group: Propriety: who needs to be involved in the evaluation to be ethical?
   
   

10. Probability and Impact Matrix: Has the need for the Account Managers project been properly established?


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

1.0 Initiating Process Group:


• 1.1 Account Managers project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Account Managers 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 Managers 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 Managers 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 Managers 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 Managers 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 Account Managers project with this in-depth Account Managers Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Account Managers 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 Managers 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 Managers investments work better.

This Account Managers 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.