Customer Development Toolkit

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Establish Customer Development: design and demonstrate an Information security solution that is scalable and easy to adapt with changing Business Requirements.

More Uses of the Customer Development Toolkit:

  • Create/update Cloud Development/deployment standards to incorporate standards and processes for MuleSoft to reflect current Best Practices and Customer Development standards.

  • Ensure proper packing and packaging of product in accordance with specific Customer Requirements.

  • Establish that your organization coordinates production activities with other functions as material, marketing, New Product Development, Customer Service, Manufacturing Engineering, inspection, and the like.

  • Use Data Mining, model building, and other analytical techniques to develop and maintain Customer Segmentation and predictive models to drive the business.

  • Facilitate collaboration with other platform engineers, product engineers, and cross functional teams to solve interesting and challenging problems delivering customer value.

  • Ensure you negotiate; lead Supply Chain and Operations Strategy, empowering the team to achieve KPIs through excellence in merchandising, manufacturing, logistics, and Customer Service.

  • Help document, shape, iterate, and scale strategy, taking initiative to improve sales practices, tools, and content.

  • Assure your organization leads the overall vision, roadmap and technical architecture of the customer database and oversight of all analytical tools used for data extraction and analysis.

  • Be certain that your venture ses work with Customer Success to coordinate hand off between sales and POC/implementation services, and continue to lead account by fostering key relationships and trust.

  • Pilot Customer Development: development and modification of all quality evaluation and Control Systems in areas of product responsibility, and in compliance with organization policies, Customer Requirements and government regulations.

  • Provide strategic consultancy support to customers when defining / designing Business Processes and researching / identifying enabling technologies based on Customer Requirements.

  • Serve as quality and reliability champion for customer quality issues that are found after a product has been shipped and help manage the communication and responsiveness.

  • Serve as Voice Of Customer to the development team and bridge knowledge gaps between technical needs and written requirements.

  • Manage work with the systems team to troubleshoot, diagnose, and remediate customer application issues.

  • Retain policyholder through efficient and effective Problem Resolution and Customer Service Skills.

  • Help create solutions and new ideas for issues and broken processes based on Customer Feedback.

  • Coordinate Customer Development: design and build automated, self service Data Capabilities, freeing teams to focus on customer features and analysis.

  • Participate (and on occasion lead) cross functional process and Customer Service Initiatives.

  • Develop Customer Development: review demand requirements with cross functional Project Team and facilitate alignment to a unified plan that balances Customer Service, capacity, and operating efficiencies.

  • Develop campaign based strategies to address issues and opportunities across the customer base.

  • Secure that your enterprise complies; conducts hardware, software and system level audits to determine compliance with Quality Management System standards, configuration assurance, related business, regulatory and Customer Requirements and reports results to management.

  • Develop the content vision and strategy in support of Business Objectives based on high value, high ROI customer focused engagement.

  • Arrange that your group collects and analyzes data for root cause determination and implements continual improvement or Problem Solving methodologies to improve process performance, quality performance, compliance to requirements, improve Customer Satisfaction, Reduce Costs, or improve efficiency.

  • Improve Customer Engagement and attrition.

  • Ensure you research; lead strategic initiatives with a customer centric, data informed approach in partnership with Product Marketing, Design, Data Science, Engineering and Research.

  • Collaborate with the Customer Success team to create an internal database of SOPs, and general knowledge (using Guru).

  • Ensure you establish; understand Web Design principles, and optimization levers to improve Customer Engagement with design.

  • Audit Customer Development: efficiently manage time to focus on essential activities to ensure Customer Satisfaction, account renewal, and account growth.

  • Steer Customer Development: teamwork and Customer Service completes tasks given to accomplish group goal, functions as team member.

  • Develop an Operating model with accountable processes to deliver on the Customer Service vision in a repeatable and scalable way.

  • Warrant that your organization supports marketing, Operations and Support center leadership in the evaluation, development and refinement of Strategic Communications at you project, program and brand levels.

  • Manage on premise VMware VSphere environment, ensuring high availability and resource scheduling to optimize performance and distribution of virtual workloads.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Development 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 Customer Development improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a Customer Development process, are the records needed as inputs to the Customer Development process available?

  2. Would you develop a Customer Development Communication Strategy?

  3. What potential environmental factors impact the Customer Development effort?

  4. What were the criteria for evaluating a Customer Development pilot?

  5. Do you combine technical expertise with business knowledge and Customer Development Key topics include lifecycles, development approaches, requirements and how to make your organization case?

  6. Who manages Customer Development risk?

  7. Do you say no to customers for no reason?

  8. How do you measure success?

  9. What are your key Performance Measures or indicators and in process measures for the control and improvement of your Customer Development processes?

  10. Do you have a Customer Development success story or case study ready to tell and share?

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 Customer Development book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Customer Development Project Team have enough people to execute the Customer Development 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 Customer Development 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 Customer Development Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Customer Development 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 Customer Development 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 Customer Development investments work better.

This Customer Development 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.