Consumer Journey Toolkit

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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 993 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 993 standard requirements:

  1. Does a relationship exist between the demographics of a laptop user and the most important evaluative buying criteria identified by the consumer in contributing to the purchase decision?

  2. How do other organizations balance the increasing demand for digital channels with the need to provide alternatives for consumers who are unable to transact / interact digitally?

  3. Is there a relationship between the laptop brand purchased and the most important evaluative buying criteria identified by the consumer in contributing to the purchase decision?

  4. Have corresponding pricing innovations occurred throughout the mobile wireless industry, or have some been limited to certain types of services or a subset of providers?

  5. What internal business strategies need to be reviewed in order to determine what processes, tools, and communications structures should be kept, revised, or eliminated?

  6. Is it better to have a single service to rule them all, or a tool that uses collaborations with vendors and industry leaders to drive your organization forward?

  7. How are providers differentiating themselves from rivals by the applications and Internet content that some offer or the level of choice that some allow?

  8. Has your organization created databases or data warehouses that integrate both internal and external sources of data across applications and channels?

  9. How are you currently using your data to support program staff (or other internal experts) with reports, alerts, or other software/web interfaces?

  10. How can beauty brands create meaningful connections with consumers in the mobile moments that matter the most, throughout the consumer journey?


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 993 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. Risk Management Plan: Can the risk be avoided by choosing a different alternative?

  2. Procurement Audit: Are advantages and disadvantages of in-house production, outsourcing and Public Private Partnerships considered?

  3. Project Scope Statement: Is an issue management process documented and filed?

  4. Stakeholder Management Plan: Does the role of the Consumer Journey project Team cease upon the delivery of the Consumer Journey projects outputs?

  5. Schedule Management Plan: Are all activities captured and do they address all approved work scope in the Consumer Journey project baseline?

  6. Executing Process Group: What are the main types of goods and services being outsourced?

  7. Stakeholder Management Plan: What potential impact does the Consumer Journey project have on the stakeholder?

  8. Procurement Audit: When tenders were actually rejected because they were abnormally low, were reasons for this decision given and were they sufficiently grounded?

  9. Schedule Management Plan: Are non-critical path items updated and agreed upon with the teams?

  10. Activity Resource Requirements: How many signatures do you require on a check and does this match what is in your policy and procedures?

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

1.0 Initiating Process Group:

  • 1.1 Consumer Journey project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


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

 

Results

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.