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The Art of Service Standard Requirements Self Assessments

Cross-selling Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Cross-selling Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cross-selling 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 737 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Cross-selling improvements can be made.

Examples; 10 of the 737 standard requirements:

  1. How do you select, collect, align, and integrate Cross-selling data and information for tracking daily operations and overall organizational performance, including progress relative to strategic objectives and action plans?

  2. Am I making the right decisions related to balancing acquisition, cross-selling and upselling and for the right customer groups?

  3. Am I making the right decisions related to balancing acquisition, cross-selling and upselling and for the right customer groups?

  4. Ask yourself: how would we do this work if we only had one staff member to do it?

  5. What are the usability implications of Cross-selling actions?

  6. What is the control/monitoring plan?

  7. What defines Best in Class?

  8. How to Improve?


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 Cross-selling book in PDF containing 737 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Cross-selling Project Management Form Templates covering over 6000 Cross-selling project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Planning Process Group: Mitigate. What will you do to minimize the impact should a risk event occur?

  2. Cost Management Plan: Are Vendor invoices audited for accuracy before payment?

  3. Activity Duration Estimates: Is training acquired to enhance the skills, knowledge and capabilities of the Cross-selling project team?

  4. Project Schedule: It allows the Cross-selling project to be delivered on schedule. How Do you Use Schedules?

  5. Procurement Audit: Is there a formal program of inservice training for personnel in the business management function?

  6. Procurement Management Plan: Are quality inspections and review activities listed in the Cross-selling project schedule(s)?

  7. WBS Dictionary: Are records maintained to show full accountability for all material purchased for the contract, including the residual inventory?

  8. Project Performance Report: What is the degree to which rules govern information exchange between groups?

  9. Activity List: Are the required resources available or need to be acquired?

  10. Project Charter: Pop Quiz Ð Which are the same inputs as in the Cross-selling project Charter?

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

1.0 Initiating Process Group:

  • 1.1 Cross-selling project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Cross-selling project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Cross-selling 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 Cross-selling 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 Cross-selling 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 Cross-selling 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 Cross-selling project with this in-depth Cross-selling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cross-selling 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 Cross-selling 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 Cross-selling investments work better.

This Cross-selling 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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