Channel Experience Toolkit

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  • Distribute content and materials; coordinate with channel owners and stakeholders.

  • Manage work with the marketing department and channel organization to develop marketing programs and campaigns that support your inDirect Selling efforts through your resellers, technology partnerships and MSSPs.

  • Ensure you operate at the bleeding edge of innovation around tools and technology to maximize channel effectiveness and look ahead at how to propel the use of the channel forward.

  • Collect feedback from the field, synthesize, analyze and channel to Product Management and Engineering for Product Roadmap.

  • Utilize analytics and metrics to drive initiatives around Workforce Management, Cost Optimization and channel distribution.

  • Ensure you negotiate; lead development of omni channel media communication strategy for agreed focus brands in consumer and professional channels to deliver against brand strategies.

  • Analyze social channel performance weekly to inform new strategic initiatives to implement and test accordingly.

  • Analyze, interpret, and report out monthly management reports in regards to Product Sales activity to budget, programs, market and channel trends and competition.

  • Be accountable for networking with external Key Stakeholders, thought leaders and influencers in multi channel engagement and digital innovation to inform a compelling and differentiated approach to multi channel.

  • Develop and implement the channel business plan, ensuring execution of effective strategies and programs across multiple customer segments.

  • Convert incoming leads into qualified Customer Engagements for channel partners and/or the Field Sales Team to work to closure.

  • Manage Distribution Channel activity, changes, and potential opportunities to increase efficiency, or add value to customers by utilizing new distribution methods are properly supported.

  • Coordinate a broad group of channel owners in the assembly of tactics and activities that come together as an integrated marketing program to drive Customer Engagement.

  • Manage operations for department level WFM and Data Analytics supporting all contact centers across a multi site and multi channel environment.

  • Initiate localized Affiliate Marketing activities to promote the channel and build brand.

  • Manage cross functional relationships to develop strategic digital channel plans that drive brand consideration and education.

  • Ensure your planning complies; as you take the next step in your journey through Digital Transformation, you are building new teams to support ever changing User Needs on your websites.

  • Ensure your organization participates in the planning and development of departmental budgets, revenue, capital and operational expenses, sufficient number of staff, and any other plans for allocation of fiscal or other resources according to the scope of services provided.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Experience 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 Channel Experience improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. For estimation problems, how do you develop an estimation statement?

  2. Marketing budgets are tighter, consumers are more skeptical, and Social Media has changed forever the way you talk about Channel Experience, how do you gain traction?

  3. Why should people listen to you?

  4. Who are four people whose careers you have enhanced?

  5. Who has control over resources?

  6. Where do you need to exercise leadership?

  7. What knowledge, skills and characteristics mark a good Channel Experience project manager?

  8. What are the affordable Channel Experience risks?

  9. Do you verify that Corrective Actions were taken?

  10. Which needs are not included or involved?


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 Channel Experience book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Channel Experience project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Channel Experience Project Team have enough people to execute the Channel Experience Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Channel Experience Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 Channel Experience Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Channel Experience 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 Channel Experience 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 Channel Experience 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 Channel Experience 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 Channel Experience project with this in-depth Channel Experience Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Channel Experience 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 Channel Experience 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 Channel Experience investments work better.

This Channel Experience 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.