Save time, empower your teams and effectively upgrade your processes with access to this practical Complex sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Complex sales 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 Complex sales specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Complex sales 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 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Complex sales improvements can be made.
Examples; 10 of the standard requirements:
- Does the response plan contain a definite closed loop continual improvement scheme (e.g., plan-do-check-act)?
- How large is the gap between current performance and the customer-specified (goal) performance?
- Does the Complex sales performance meet the customers requirements?
- What will be the consequences to the stakeholder (financial, reputation etc) if Complex sales does not go ahead or fails to deliver the objectives?
- What quality tools were used to get through the analyze phase?
- What would have to be true for the option on the table to be the best possible choice?
- How will your organization measure success?
- How do we provide a safe environment -physically and emotionally?
- How much are sponsors, customers, partners, stakeholders involved in Complex sales? In other words, what are the risks, if Complex sales does not deliver successfully?
- Who controls key decisions that will be made?
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 Complex sales book in PDF containing requirements, which criteria correspond to the criteria in...
Your Complex sales 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 Complex sales Self-Assessment and Scorecard you will develop a clear picture of which Complex sales 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 Complex sales 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 Complex sales projects with the 62 implementation resources:
- 62 step-by-step Complex sales Project Management Form Templates covering over 6000 Complex sales project requirements and success criteria:
Examples; 10 of the check box criteria:
- Risk Management Plan: Litigation Ð What is the probability that lawsuits will cause problems or delays in the Complex sales project?
- Stakeholder Management Plan: Do you use diagrams and tables to explain complex concepts and increase overall readability?
- Scope Management Plan: Have the scope, objectives, costs, benefits and impacts been communicated to all involved and/or impacted stakeholders and work groups?
- Activity Cost Estimates: Performance bond should always provide what part of the contract value?
- Lessons Learned: How effective were the communications materials in providing and orienting team members about the details of the Complex sales project?
- Project Management Plan: Was the peer (technical) review of the cost estimates duly coordinated with the cost estimate center of expertise and addressed in the review documentation and certification?
- Procurement Audit: Are the purchase order forms designed for efficient and simple completion?
- WBS Dictionary: Are budgets or values assigned to work packages and planning packages in terms of dollars, hours, or other measurable units?
- Probability and Impact Assessment: How would you assess the risk management process in the Complex sales project?
- Scope Management Plan: Is there an on-going process in place to monitor Complex sales project risks?
Step-by-step and complete Complex sales Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Complex sales project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Complex sales project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Complex sales 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 Complex sales 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 Complex sales 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 Complex sales project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Complex sales project with this in-depth Complex sales Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Complex sales 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 Complex sales 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 Complex sales investments work better.
This Complex sales 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.