Business Relationship Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Relationship Management 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 999 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 Relationship Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is employee satisfaction measured in ways that can be linked to similar measures of customer satisfaction with sufficient frequency and consistency to establish trends for management use?

  2. How do you build strong relationships and encourage your team and colleagues to do the same, to foster networks across your organization, with your clients and stakeholders?

  3. Do your organizations efforts to improve external service quality emphasize effective recovery from service errors in addition to providing a service right the first time?

  4. How thoroughly do your business development managers understand how to proceed through the buying/selling process in a client-focused way that builds deep levels of trust?

  5. Is the applicant organization engaged, or does it expect to be engaged, in any business relationship with any of its (prospective) directors, Senior Managers or managers?

  6. Are the sizes and volumes of business of both companies reasonably compatible so that potential relationships can take place on a basis of a certain degree of equality?

  7. Does your organization have the expertise and staff required to monitor, manage (and troubleshoot) the outsourcing relationship through to its termination or renewal?

  8. Who is the key day-to-day contact from within the stakeholder organization, and who in the project will be responsible for managing the relationship with them?

  9. Is effective digital marketing more about your business capability Ð your ability to change an operating model quickly Ð than about the technology itself?

  10. What is the relationship between technologies, as the Internet, e-mail, and the phone and the information processing and collaboration for businesses?


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 Relationship Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Risk Audit: What limitations do auditors face in effectively applying risk-assessment results to the risk of material misstatement measures?

  2. Lessons Learned: How useful was the content of the training you received in preparation for the use of the product/service?

  3. Scope Management Plan: Are staff skills known and available for each task?

  4. Variance Analysis: How are material, labor, and overhead variances calculated and recorded?

  5. Lessons Learned: Was any formal risk assessment carried out at the start of the Business Relationship Management project, and was this followed up during the Business Relationship Management project?

  6. Procurement Audit: Was the overall procurement done within a reasonable time?

  7. Team Member Performance Assessment: To what degree do team members articulate the teams work approach?

  8. Activity Duration Estimates: Is risk identification completed regularly throughout the Business Relationship Management project?

  9. Procurement Audit: Were the tender documents comprehensive, transparent and non-discriminating?

  10. Risk Management Plan: Does the Business Relationship Management project have the authority and ability to avoid the risk?

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

1.0 Initiating Process Group:

  • 1.1 Business Relationship Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Relationship Management 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 Relationship Management 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 Relationship Management 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 Relationship Management 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 Relationship Management 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 Relationship Management project with this in-depth Business Relationship Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Relationship Management 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 Relationship Management 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 Relationship Management investments work better.

This Business Relationship Management 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.