Competitive Intelligence Toolkit

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Implement an effective data management strategy for your organization

 

Which systems Are employed in your organization to process information?

What Competitive Intelligence can do for your organization?

Is there Competitive Intelligence activities in your organization?

What Are assumptions about your organization?

How do your clients access information?




...Find the answers to these, and more, questions with this Competitive Intelligence Toolkit:

  • Leverage the power of relationships to drive more value for your Competitive Intelligence processes.
  • Truly quantify your talent and develop strategic and Competitive Intelligence.
  • Leverage Win Loss feedback for your Competitive Intelligence program.
  • Create your own patent filing strategy.
  • Improve your search or content strategy.
  • Assess your current competitive understanding.
  • Extend opportunities that are the focus of your current strategy.
  • Integrate knowledge strategies and systems across your organization as a whole.
  • Innovate and model a modern marketing organization to add value to your companies.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 990 standard requirements:

  1. Where is the logic in the argument that overburdened organization leadership can carry the business development load more successfully than staff focused on the task?

  2. Do you have the right number of resources to ensure high quality data, relative to the size and complexity of the web analytics implementation?

  3. Do you have the correct skill sets, in the correct internal organizations, properly coordinated to identify and address data quality problems?

  4. What initiatives do you have to improve highest delivered value includes value added services and all aspects of the customer relationship?

  5. What win strategy does the competitor typically employ, technical features, low price, minimal risk, outstanding customer service?

  6. How do outside sales, inside sales, telemarketing, and customer service work together to facilitate the customer order process?

  7. How often do you plan a formal business review involving the management teams to compare expectations with actual performance?

  8. How are customer satisfaction and customer feedback information incorporated in the performance review and incentive system?

  9. What are the legal guidelines competitive intelligence practitioners should know in deciding how to behave at trade show is?

  10. How to leverage on it and what is the linkage with competitive intelligence, as a step further to information systems?


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 Intelligence book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: Sensitivity analysis -which risks will have the most impact on the Competitive Intelligence project?

  2. Procurement Audit: Are there appropriate controls in place to ensure that the procurement Competitive Intelligence project complies with relevant legislation?

  3. Procurement Audit: Does the strategy discus the best manner of purchase, considering the types of goods and services needed?

  4. Human Resource Management Plan: Have the procedures for identifying budget variances been followed?

  5. Assumption and Constraint Log: Do you know what your customers expectations are regarding this process?

  6. Cost Management Plan: How relevant is this attribute to this Competitive Intelligence project or audit?

  7. Activity Duration Estimates: What steps did your organization take to earn this prestigious quality award?

  8. Risk Audit: Have top software and customer managers formally committed to support the Competitive Intelligence project?

  9. Project Scope Statement: If there are vendors, have they signed off on the Competitive Intelligence project Plan?

  10. Human Resource Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?

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

1.0 Initiating Process Group:

  • 1.1 Competitive Intelligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Competitive Intelligence 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 Intelligence 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 Intelligence 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 Intelligence 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 Intelligence 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 Competitive Intelligence project with this in-depth Competitive Intelligence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Competitive Intelligence 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 Intelligence 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 Intelligence investments work better.

This Competitive Intelligence 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.





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CONTENTS:


Checklists:


Checklists:Competitive Intelligence Checklist Report on DATA.pdf

Checklists:Competitive Intelligence Checklist Report on INTELLIGENCE.pdf

Checklists:Competitive Intelligence Checklist Report on COMPETITORS.pdf

Checklists:Competitive Intelligence Checklist Report on CUSTOMER.pdf

Checklists:Competitive Intelligence Checklist Report on SALES.pdf

Checklists:Competitive Intelligence Checklist Report on BUSINESS.pdf

Checklists:Competitive Intelligence Checklist Report on INFORMATION.pdf

Checklists:Competitive Intelligence Checklist Report on MARKET.pdf

Checklists:Competitive Intelligence Checklist Report on COMPETITIVE.pdf

Checklists:Competitive Intelligence Checklist Report on PROCESS.pdf

Checklists:Competitive Intelligence Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Competitive Intelligence Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Competitive_Intelligence_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Competitive Intelligence Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Competitive_Intelligence.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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These skills will enrich every part of your life.

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