Consumer Journey Toolkit

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Direct Consumer Journey: plan validation activities and coordinate project timelines to ensure timely and thorough completion of all validation deliverables.

More Uses of the Consumer Journey Toolkit:

  • Manage knowledge and troubleshooting about most common consumer devices NAS, IoT, Smart devices, etc.

  • Initiate Consumer Journey: mine trend and consumer data to map where the consumer is going and generate compelling product ideas that meet needs.

  • Warrant that your operation establishes quality and reliability standards by studying product and consumer requirements with other members of management and with production operators, technicians, and engineers.

  • Ensure you forecast; lead ideation and innovation focused brainstorming sessions; drive innovation in the product categories to deliver against changing consumer needs.

  • Devise Consumer Journey: quickly respond to consumer and industry complaints and appropriately complete and document follow up activities in accordance with procedures.

  • Collaborate with the creative team to develop creative strategies, concepts and ideas that promote consumer engagement with the brand.

  • Collaborate with engineering, design groups and product leads to escalate, investigate and resolve issues (defects) escalated by Consumer Services and your partners and customers.

  • Be accountable for creating aspirational goals and partnering closely with consumer and revenue Product and Engineering to identify and execute on a roadmap that unlock capabilities for your partner organizations.

  • Work closely and collaborate with internal and external teams across the business to provide more focus and visibility to consumer behavior, timely consumer and campaign insights to increase the ROI and the Customer Lifetime Value.

  • Drive key consumer analysis to aid in Decision Making and development of category strategy.

  • Ensure your organization operators use your solutions to save network capacity costs, Reduce Risk, address Regulatory Requirements and generate revenues through personalized consumer and corporate services.

  • Be accountable for developing and executing plans to increase consumer wallet share, product consumption, improve profit on existing spend and identify/exploit key categories.

  • Ensure you allocate; lead the translation of Consumer Insights into holistic concepts (product).

  • Arrange that your organization opportunities in the One IoT and Mixed Reality team are expansive because you span the entire product lifecycle from incubation, prototyping and portfolio planning to the design in, sell in and sell through motions that touch consumer and business customers.

  • Direct Consumer Journey: which is part of your organization segment you call Direct to Consumer and international.

  • Secure that your team complies; analysts work on your centralized enterprise analytics team to analyze consumer data, develop Data Visualizations, and perform various Advanced Analytics activities.

  • Translate Regulatory Requirements, changing cultural norms and consumer expectations into actionable Business Requirements and ensure clear communication and coordination of requirements to business and Development Teams.

  • Be accountable for developing and executing assigned high profile plans/programs to enhance/maximize consumer awareness, market share and support specified initiatives.

  • Pilot Consumer Journey: partner with groups across the consumer organization to share best practices for digital accessibility.

  • Provide Thought Leadership and drive technology aspects of Solution Architecture design, implementation, and operational activities as it relates to consumer identity and Access management.

  • Advance provide support leadership and drive technology aspects of Solution Design, implementation for new capabilities or enhancements to current capabilities, and operational activities as it relates to consumer identity and Access management (CIAM).

  • Be accountable for working domain knowledge across consumer and small business banking, wealth management, and Investment Banking products, Business Processes, and data.

  • Identify consumer sampling opportunities in support of local accounts and focus territory and partner with the local Field Marketing team to execute.

  • Confirm you enable; lead the quality and testing processes across consumer and provider for all lines of business to ensure the product meets the User Needs by collaborating closely with the overall program test management.

  • Secure that your organization opportunities in the One IoT and Mixed Reality team are expansive because you span the entire product lifecycle from incubation, prototyping and portfolio planning to the design in, sell in and sell through motions that touch consumer and business customers.

  • Be accountable for ensuring clear accountability for proper stewardship of consumer information throughout the Data Lifecycle.

  • Systematize Consumer Journey: clear, unbiased communication of industry, genre, design and consumer value trends and specific product evaluations.

  • Guide Consumer Journey: mine trend and consumer data to map where the consumer is going and generate compelling product ideas that meet needs.

  • Be accountable for managing the delivery of high quality, consumer focused, culturally sensitive, and cost efficient services based on the recovery model.

  • Develop and refine models to predict consumer behavior and help prescribe actions to improve forecasting, personalization, Customer Engagement, and monetization.

  • Collaborate on Marketing Communications to the customer base and identify stages in the customer journey to engage champions, influencers and buyers.

  • Standardize Consumer Journey: own equipment improvement plans for more responsive and developed preventative maintenance strategies, equipment effectiveness, and minimization of production downtime.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Consumer Journey 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 Consumer Journey improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is there a high likelihood that any recommendations will achieve their intended results?

  2. How do you go about securing Consumer Journey?

  3. How do you manage changes in Consumer Journey requirements?

  4. What tools do you use once you have decided on a Consumer Journey strategy and more importantly how do you choose?

  5. What are the disruptive Consumer Journey technologies that enable your organization to radically change your Business Processes?

  6. How do you engage the workforce, in addition to satisfying them?

  7. Act/Adjust: What Do you Need to Do Differently?

  8. What Consumer Journey skills are most important?

  9. Why is this needed?

  10. Do you think Consumer Journey accomplishes the goals you expect it to accomplish?

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 Consumer Journey book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Consumer Journey 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 Consumer Journey 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 Consumer Journey investments work better.

This Consumer Journey 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.