Save time, empower your teams and effectively upgrade your processes with access to this practical Business KPIs Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business KPIs 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 Business KPIs specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Business KPIs 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business KPIs improvements can be made.
Examples; 10 of the 996 standard requirements:
- How do our sales and account management teams leverage customer feedback and sentiment analysis to drive business growth and improvement, and are there opportunities to integrate these insights more deeply into our business operations?
- How do our sales and account management teams collaborate with cross-functional teams, such as customer success and marketing, to drive business growth and improvement, and are there opportunities to improve this collaboration?
- What are the most critical customer needs and pain points that our sales and account management teams should be addressing, and how can we ensure that our teams are equipped to provide value-added solutions and support?
- What are the most effective sales enablement tools and resources, such as sales automation platforms and content management systems, and how can we optimize our sales enablement strategies to drive better performance?
- What are the most important sales milestones and checkpoints, such as proof-of-concept completions and contract signings, and how do these milestones inform our sales forecasting and pipeline management processes?
- What are the key components of our sales and account management strategies that drive business growth and improvement, and how can we prioritize and optimize these components to achieve our business objectives?
- How do our sales teams' skills and competencies align with the needs of our customers and the evolving market landscape, and are there opportunities to upskill or reskill our teams to drive better performance?
- How do our sales teams' customer-facing interactions, such as demos and trials, contribute to the conversion process, and are there opportunities to optimize these interactions to improve conversion rates?
- How do our sales forecasting and pipeline management processes inform our business planning and resource allocation, and are there opportunities to improve the accuracy and reliability of these processes?
- What are the most effective sales channels and tactics for reaching new customers and expanding existing relationships, and how can we optimize our sales strategy to leverage these channels and tactics?
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 Business KPIs book in PDF containing 996 requirements, which criteria correspond to the criteria in...
Your Business KPIs 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 Business KPIs Self-Assessment and Scorecard you will develop a clear picture of which Business KPIs 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 Business KPIs 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 Business KPIs projects with the 62 implementation resources:
- 62 step-by-step Business KPIs Project Management Form Templates covering over 1500 Business KPIs project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Are there special emergency purchase order procedures?
- Risk Audit: Can assurance be expanded beyond the traditional audit without undermining independence?
- Cost Management Plan: Are key risk mitigation strategies added to the Business KPIs project schedule?
- Variance Analysis: Are estimates of costs at completion generated in a rational, consistent manner?
- Requirements Management Plan: Is stakeholder risk tolerance an important factor for the requirements process in this Business KPIs project?
- Variance Analysis: Are indirect costs charged to the appropriate indirect pools and incurring organization?
- Activity List: Is there anything planned that does not need to be here?
- Project or Phase Close-Out: What were the goals and objectives of the communications strategy for the Business KPIs project?
- Planning Process Group: Are work methodologies, financial instruments, etc. shared among departments, organizations and Business KPIs projects?
- Change Request: Will new change requests be acknowledged in a timely manner?
Step-by-step and complete Business KPIs Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Business KPIs project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Business KPIs project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Business KPIs 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 Business KPIs 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 Business KPIs 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 Business KPIs 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 Business KPIs project with this in-depth Business KPIs Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Business KPIs 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 Business KPIs 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 Business KPIs investments work better.
This Business KPIs 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.
