Categories

Categories

Account Navigation

Account Navigation

Currency - All prices are in AUD

Currency - All prices are in AUD
 Loading... Please wait...
The Art of Service Standard Requirements Self Assessments

Categories

Categories

Account planning Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Account planning Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Availability:
Downloadable Resources, Instant Access

Product Description

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 769 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 769 standard requirements:

  1. How will we insure seamless interoperability of Account planning moving forward?

  2. How do we Lead with Account planning in Mind?

  3. Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organizations ability to leverage the new Account planning in a volatile global economy?

  4. What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?

  5. What are the short and long-term Account planning goals?

  6. Are approval levels defined for contracts and supplements to contracts?

  7. How do we Improve Account planning service perception, and satisfaction?

  8. Was a pilot designed for the proposed solution(s)?

  9. What does the should be process map/design look like?

  10. Has the improvement team collected the voice of the customer (obtained feedback; qualitative and quantitative)?


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 769 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 6000 Account planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Were Account planning project team members involved in the development of activity & task decomposition?

  2. Quality Audit: How does the organization know that its systems for assisting staff with their career planning and employment placements are appropriately effective and constructive?

  3. Probability and Impact Matrix: Were there any Account planning projects similar to this one in existence?

  4. Human Resource Management Plan: Are Account planning project leaders committed to this Account planning project full time?

  5. Procurement Management Plan: Are individual tasks of reasonable time effort (8Ð40 hours)?

  6. Probability and Impact Matrix: Workarounds are determined during which risk management process?

  7. Change Management Plan: Are there resource implications for your communications strategy?

  8. Activity Attributes: What conclusions/generalizations can you draw from this?

  9. Assumption and Constraint Log: Are there processes in place to ensure that all the terms and code concepts have been documented consistently?

  10. Quality Audit: How do you know what, specifically, is required of you in your work?

 
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.

Product Reviews

Find Similar Products by Category