Customer equity Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer equity 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 715 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 equity improvements can be made.

Examples; 10 of the 715 standard requirements:

  1. What particular quality tools did the team find helpful in establishing measurements?

  2. Do we monitor the Customer equity decisions made and fine tune them as they evolve?

  3. How are the Customer equitys objectives aligned to the groups overall stakeholder strategy?

  4. How frequently do you track Customer equity measures?

  5. What are the agreed upon definitions of the high impact areas, defect(s), unit(s), and opportunities that will figure into the process capability metrics?

  6. What is Effective Customer equity?

  7. What were the underlying assumptions on the cost-benefit analysis?

  8. Among the Customer equity product and service cost to be estimated, which is considered hardest to estimate?

  9. What are you trying to prove to yourself, and how might it be hijacking your life and business success?

  10. How do we measure risk?


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 equity book in PDF containing 715 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Is accountability placed at the lowest-possible level within the Customer equity project so that decisions can be made at that level?

  2. Procurement Audit: Is the purchasing department responsible for a continual review of marketing trends, particularly on long-term contracts and contracts containing escalation clauses?

  3. Stakeholder Management Plan: Is there a requirements change management processes in place?

  4. Responsibility Assignment Matrix: Is cost and schedule performance measurement done in a consistent, systematic manner?

  5. Cost Management Plan: Cost tracking and performance analysis Ð How will cost tracking and performance analysis be accomplished?

  6. Quality Management Plan: What process do you use to minimize errors, defects, and rework?

  7. Procurement Management Plan: Have all involved Customer equity project stakeholders and work groups committed to the Customer equity project?

  8. Risk Audit: Does your organization have a social media policy and procedure?

  9. Assumption and Constraint Log: How many Customer equity project staff does this specific process affect?

  10. Cost Management Plan: Forecasts Ð How will the time and resources needed to complete the Customer equity project be forecast?

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

1.0 Initiating Process Group:

  • 1.1 Customer equity project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer equity 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 equity 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 equity 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 equity 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 equity 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 Customer equity project with this in-depth Customer equity Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer equity 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 equity 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 equity investments work better.

This Customer equity 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    cake.hr

    Posted by cake.hr on 5th Jul 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 5th Jul 2018

    PENGILLY W. Director IT & Logistics at a leading University

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 4th Jul 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Jul 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 3rd Jul 2018

    JOHN G. Principal Consultant

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 2nd Jul 2018

    Bruno C. ICT Director

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 5th Jun 2018

    Christine R. University Officer

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 3rd Jun 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 2nd Jun 2018

    MEL F. Change Management Professional