Chief Revenue Officer Toolkit

Downloadable Resources, Instant Access

How do you identify the gaps in your knowledge of the processes around the role and impact of a Chief Revenue Officer?

With access to this practical Chief Revenue Officer Toolkit and guide you can address common challenges through the use of best-practice templates, step-by-step work plans and maturity diagnostics.

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 Chief Revenue Officer specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Chief Revenue Officer 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Chief Revenue Officer improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. What are the methods a sustainability officer can use to further integrate sustainability into your organizations business operations when the officer has no ability to mandate that it be done?

  2. Why should the architects construction organization be entitled to share in the construction revenues when it delegates all of the construction risks to a general contractor?

  3. How does sales operations work to improve sales productivity and effectiveness without becoming the dumping ground for any task that sits outside of the core selling roles?

  4. Does your current sales process involve methods for providing business development personnel with Thought Leadership necessary for Targeting, Creating, and Shaping Demand?

  5. Can the division provide further details or examples of the types of relevant business transactions and financial information it is seeking with respect to addendum a?

  6. How do you promote organic revenue growth, increase cross-sales to existing customers, acquire new customers, and differentiate your organization from competitors?

  7. Does your organization have a defined revenue target for each market segment, that identifies the sales, and gross profit dollars required for each market segment?

  8. Should the focus be on the equity created in a Brand name or the total asset of the customer base, or (only) on incremental revenues/profits created by marketing?

  9. Is it more effective to adapt the culture of your organization to its sustainability strategy or try to integrate sustainability into your organizations culture?

  10. Are sales and marketing at least minimally aligned and able to collaborate effectively toward the shared goal of targeted revenue growth at your organization?

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 Chief Revenue Officer book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Changes in the overhead pool and/or organization structures?

  2. Risk Audit: Do you have proper induction processes for all new paid staff and volunteers who have a specific role and responsibility?

  3. Procurement Management Plan: Is the Chief Revenue Officer project sponsor clearly communicating the business case or rationale for why this Chief Revenue Officer project is needed?

  4. Lessons Learned: Was the user/client satisfied with the end product?

  5. Procurement Audit: Is a physical inventory taken periodically to verify fixed asset records?

  6. Project Charter: Assumptions and constraints: what assumptions were made in defining the Chief Revenue Officer project?

  7. Stakeholder Analysis Matrix: What mechanisms are proposed to monitor and measure Chief Revenue Officer project performance in terms of social development outcomes?

  8. Source Selection Criteria: When is it appropriate to issue a Draft Request for Proposal (DRFP)?

  9. Stakeholder Management Plan: Do Chief Revenue Officer project teams & team members report on status / activities / progress?

  10. Change Request: Who is responsible for the implementation and monitoring of all measures?

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

1.0 Initiating Process Group:

  • 1.1 Chief Revenue Officer project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Chief Revenue Officer project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Chief Revenue Officer 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 Chief Revenue Officer 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 Chief Revenue Officer 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 Chief Revenue Officer project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Chief Revenue Officer project with this in-depth Chief Revenue Officer Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Chief Revenue Officer 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 Chief Revenue Officer 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 Chief Revenue Officer investments work better.

This Chief Revenue Officer 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.