Channel Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Channel 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 992 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 Management improvements can be made.

Examples; 10 of the 992 standard requirements:


1. What analytics do you need to keep sales, marketing, finance and other executives up to date on channel sales revenue and inventory?
   
   

2. How do channels of distribution allow businesses to get products to final consumers as effectively and efficiently as possible?
   
   

3. What are the roles of advertising, direct marketing and public relations when your organization engages in a promotional mix?
   
   

4. What types of systems do you see in place in comparable channel programs for competitors or collaborators?
   
   

5. What does your organization need to build a supply chain management mentality into its marketing channels?
   
   

6. Why do other organizations select different types of media for what may be perceived as similar messages?
   
   

7. Do you easily track when specific changes were made, for which channel, and for a specific future date?
   
   

8. How do you organize product management when there are multiple people involved with varying skill sets?
   
   

9. Who in your organization is focused on next year and the one after, the next product, the next market?
   
   

10. What kind of challenges do other organizations face when trying to conduct marketing research abroad?
    
    


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 Management book in PDF containing 992 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Monitoring and Controlling Process Group: Feasibility: how much money, time, and effort can you put into this?
   
   

2. Scope Management Plan: Are Channel Management project leaders committed to this Channel Management project full time?
   
   

3. Responsibility Assignment Matrix: What tool can show you individual and group allocations?
   
   

4. Team Operating Agreement: Do you leverage technology engagement tools group chat, polls, screen sharing, etc.?
   
   

5. Risk Audit: Will participants be required to sign a legally counselled waiver or risk disclaimer when entering an event?
   
   

6. Procurement Audit: Did the conditions of contract comply with the detail provided in the procurement documents and with the outcome of the procurement procedure followed?
   
   

7. Stakeholder Analysis Matrix: What do your organizations stakeholders do better than anyone else?
   
   

8. Change Management Plan: What is the worst thing that can happen if you chose not to communicate this information?
   
   

9. Procurement Management Plan: What is the last item a Channel Management project manager must do to finalize Channel Management project close-out?
   
   

10. Change Request: Which requirements attributes affect the risk to reliability the most?


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

1.0 Initiating Process Group:


• 1.1 Channel Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Channel 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 Channel 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 Channel 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 Channel 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 Channel 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 Channel Management project with this in-depth Channel Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Channel 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 Channel 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 Channel Management investments work better.

This Channel 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.