B2B Demand Generation Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical B2B Demand Generation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any B2B Demand Generation 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 B2B Demand Generation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the B2B Demand Generation 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which B2B Demand Generation improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How does the difference of gender based leadership style matter in facilitating the process of implementing strategic flexibility and innovative human resource management practices?

  2. What typically gets in the way of a job your customer needs to finish, and how does your content facilitate the decision to hire your brand or purchase your product?

  3. What does the enterprises leadership think it is doing to collect, maintain, and distribute customer zero party data, as customer consents and preferences?

  4. What is the likely onward cost of investment, who will lead the product development, how much it will cost and what risks are associated with the project?

  5. How effective is your organizations capability to leverage consumer data, analytics and insights to inform product innovation and development?

  6. What will strengthen the confidence, what will lower the risk of a product launch, how do you win new customers as effortlessly as possible?

  7. How does management begin to maximize the human assets in your organization when everyones motivating factors are different?

  8. What does having a customer on the receiving end of a consistently relevant, hyper personalized experience actually achieve?

  9. How does a customer acquisition program for an existing product rank against a set of launch activities for something new?

  10. What are the biggest internal barriers you face when trying to implement customer experience automation technologies?


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 B2B Demand Generation book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your B2B Demand Generation 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 B2B Demand Generation Self-Assessment and Scorecard you will develop a clear picture of which B2B Demand Generation 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 B2B Demand Generation 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 B2B Demand Generation projects with the 62 implementation resources:

  • 62 step-by-step B2B Demand Generation Project Management Form Templates covering over 1500 B2B Demand Generation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: What proven methodologies and standards will be used to ensure that materials, products, processes and services are fit for purpose?

  2. Project or Phase Close-Out: What is the information level of detail required for each stakeholder?

  3. Stakeholder Management Plan: Will all relevant stakeholders be included within the review process?

  4. Assumption and Constraint Log: Were the system requirements formally reviewed prior to initiating the design phase?

  5. Contract Close-Out: Have all contract records been included in the B2B Demand Generation project archives?

  6. Human Resource Management Plan: Is your organization heading towards expansion, outsourcing of certain talents or making cut-backs to save money?

  7. Procurement Management Plan: Is the assigned B2B Demand Generation project manager a PMP (Certified B2B Demand Generation project manager) and experienced?

  8. Requirements Documentation: How does what is being described meet the business need?

  9. Team Member Performance Assessment: Does the rater (supervisor) have the authority or responsibility to tell an employee that the employees performance is unsatisfactory?

  10. Cost Management Plan: What is the work breakdown structure for the B2B Demand Generation project?

 
Step-by-step and complete B2B Demand Generation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 B2B Demand Generation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 B2B Demand Generation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 B2B Demand Generation 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 B2B Demand Generation 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 B2B Demand Generation 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 B2B Demand Generation 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 B2B Demand Generation project with this in-depth B2B Demand Generation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose B2B Demand Generation 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 B2B Demand Generation 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 B2B Demand Generation investments work better.

This B2B Demand Generation 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.