Competitive Analysis Toolkit

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Develop and implement Social Media strategies that help client achieve brand, marketing, communications and sales objectives using inputs from clients, Social Media monitoring tools, Competitive Analysis, and secondary research.

More Uses of the Competitive Analysis Toolkit:

  • Maintain key customer relationships and develop and implement strategies for expanding your organizations customer base.

  • Ensure you collaborate; build and run a Technical Product Management function that is able to help drive product strategy through Competitive Analysis and support your corporate development efforts.

  • Maintain and build relationships with key client staff to maintain optimal retention rate and client satisfaction.

  • Confirm your organization engages in comparative and Competitive Analysis to ensure utilization of most appropriate and beneficial techniques in each situation respectively.

  • Manage: conduct customer win/loss calls, aggregate findings into a summary report, and present findings to key organization stakeholders.

  • Systematize: review creative deliverables with teams to ensure creative is on brand, integrated, and aligned with organization objectives.

  • Be certain that your venture possess deep Business Applications knowledge in customer segments and products, Market Research, Competitive Analysis and consultative selling.

  • Lead: research and document Competitive Analysis from a product feature perspective while working with Product Managers to inform quarterly product increments prioritization and annual Product Roadmap.

  • Qualify prospective customers quickly by fact finding to identify decision makers, pain points, competition, budget, timeline, and other potential obstacles.

  • Drive: core skills and insights expert in market/Competitive Analysis, Business Strategy formulation and Business Case development.

  • Devise: transformation strategy skills as Competitive Analysis, market entry strategy, Corporate Strategy, value prop articulation.

  • Ensure you mobilize; understand users the marketplace the competition and future trends for the domain or type of system being developed through customer and Market Research Competitive Analysis rapidly acquiring domain expertise.

  • Oversee: effectively recommend changes to website architecture, linking, and other factors to improve SEO positions for target keywords.

  • Establish: own and drive key product marketing initiatives as Sales Enablement content, Competitive Analysis, Market Research, and product releases.

  • Help maintain Competitive Analysis, monitoring trends, analyzing performance of assigned products and contribute to new product ideas.

  • Collaborate with various internal and external stakeholders in driving the product definition, go to market strategy, Competitive Analysis and revenue analysis.

  • Steer: Competitive Analysis and formulation of competitive counter strategies for all new products and existing products.

  • Provide Competitive Analysis on various companies market offerings, identify Market Trends, pricing/business models, sales and methods of operation.

  • Support Product Management with product feature Gap Analysis, competitive threats and product launch strategies derived from Competitive Analysis.

  • Be accountable for performing clinical and industry Trend Analysis, market share and Competitive Analysis and win/loss tracking to identify product and commercial strategies for growth.

  • Arrange that your design defines project requirements by identifying project milestones, phases, and elements; forming project team; establishing project budget.

  • Organize: pinpoint and overcome potential obstacles as competition, pain points, budgets, and timelines by qualifying your prospective customers quickly and thoroughly.

  • Provide industry feedback to executive leadership regarding Competitive Analysis, prospect needs, and generate Business Development ideas.

  • Establish and communicate a clear strategic vision for the digital messaging channel that accounts for Industry Standards and Competitive Analysis.

  • Systematize: Solution Development, Requirements Analysis, pricing, planning, Competitive Analysis, Financial Planning, and strategy, technology evangelism.

  • Provide Thought Leadership to develop innovative and strategic deal structures to fit the needs of the business and your customers.

  • Devise: pitch innovative features and concepts that are designed to improve customer acquisition, engagement, and/or monetization.

  • Dedicate time to conducting Competitive Analysis to confirm talent attraction factors and employer brand are superior to talent competitors.

  • Coordinate with all channels to ensure teams have clear direction and intent of projects and track workflow key dates.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Competitive Analysis 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 Competitive Analysis improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How is performance measured?

  2. If you got fired and a new hire took your place, what would she do different?

  3. Can support from partners be adjusted?

  4. Why improve in the first place?

  5. What Competitive Analysis metrics are outputs of the process?

  6. What threat is Competitive Analysis addressing?

  7. Which Competitive Analysis goals are the most important?

  8. What to do with the results or outcomes of measurements?

  9. What would be a real cause for concern?

  10. Who manages Competitive Analysis risk?

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 Competitive Analysis book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Competitive Analysis Project Management Form Templates covering over 1500 Competitive Analysis 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 Competitive Analysis project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Competitive Analysis project team have enough people to execute the Competitive Analysis 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 Competitive Analysis 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 Competitive Analysis Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Competitive Analysis Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Competitive Analysis 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 Competitive Analysis 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 Competitive Analysis 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 Competitive Analysis project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Competitive Analysis 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 Competitive Analysis 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 Competitive Analysis investments work better.

This Competitive Analysis 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.