Account Planning Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Account Planning 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 907 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 Planning improvements can be made.

Examples; 10 of the 907 standard requirements:


1. Does sales leadership effectively communicate the value of account planning, including messaging that investing the time to create a good account plan increases the value exponentially?
   
   

2. Is the interest of the service taken into account when planning for the mobility of middle management or total replacement of the management team and/or critical staff?
   
   

3. Are you fully committed to the change program yourself, modelling the new behaviours needed and seen to be rewarding others who commit to the change program?
   
   

4. What elements should you be thinking about when planning for next years growth and what are some common pitfalls of practices that grow too quickly?
   
   

5. Have you developed a clear line of sight so that all staff can see the way in which the work impacts on the desired outcomes for service provision?
   
   

6. What design or development issues do you believe your organization should take into account when determining commercial planning applications?
   
   

7. Does each member of your staff who needs to be actively involved know the role in implementing the changes associated with the vision?
   
   

8. When planning maintenance and capital works are environmental impacts taken into account and wherever possible best practice applied?
   
   

9. Have you taken into account the effects that market movements, inflation, and rising interest rates could have on your income plan?
   
   

10. Do you have the IT hardware, systems and other technology needed to support the change ready in place, or planned to be in place?
    
    


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 Planning book in PDF containing 907 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Team Operating Agreement: Do you upload presentation materials in advance and test the technology?
   
   

2. Quality Management Plan: Can you perform this task or activity in a more effective manner?
   
   

3. Procurement Audit: Is there management monitoring of transactions and balances?
   
   

4. Procurement Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?
   
   

5. Change Management Plan: What processes are in place to manage knowledge about the Account Planning project?
   
   

6. Probability and Impact Matrix: Are there new risks that mitigation strategies might introduce?
   
   

7. Quality Audit: How does your organization know that its system for inducting new staff to maximize workplace contributions are appropriately effective and constructive?
   
   

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

9. Stakeholder Management Plan: Are there procedures in place to effectively manage interdependencies with other Account Planning projects / systems?
   
   

10. Project Charter: Account Planning project objective statement: what must the Account Planning project do?


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

1.0 Initiating Process Group:


• 1.1 Account Planning project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose Account Planning 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 Planning 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 Planning investments work better.

This Account Planning 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.