Customer Gateways 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 Gateways Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Gateways 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 Gateways specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Gateways 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 619 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 Gateways improvements can be made.

Examples; 10 of the 619 standard requirements:

  1. Was a cause-and-effect diagram used to explore the different types of causes (or sources of variation)?

  2. Who are you going to put out of business, and why?

  3. Does the goal represent a desired result that can be measured?

  4. Why improve in the first place?

  5. If we werent already in this business, would we enter it today? And if not, what are we going to do about it?

  6. What about Customer Gateways Analysis of results?

  7. How is the way you as the leader think and process information affecting your organizational culture?

  8. Is there a Customer Gateways Communication plan covering who needs to get what information when?

  9. If substitutes have been appointed, have they been briefed on the Customer Gateways goals and received regular communications as to the progress to date?

  10. What would happen if Customer Gateways werent done?


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 Gateways book in PDF containing 619 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Is action taken to increase the effectiveness and efficiency of Customer Gateways projects?

  2. Activity Duration Estimates: Do you think many other organizations could apply this methodology, or does each organization need to create its own methodology?

  3. Scope Management Plan: Are all payments made according to the contract(s)?

  4. Risk Audit: Does your organization communicate regularly and effectively with its members?

  5. Requirements Documentation: How do you get the user to tell you what they want?

  6. Activity Duration Estimates: Does a process exist to formally recognize new Customer Gateways projects?

  7. Team Directory: Who will report Customer Gateways project status to all stakeholders?

  8. Cost Baseline: Does a process exist for establishing a cost baseline to measure Customer Gateways project performance?

  9. Responsibility Assignment Matrix: Are all authorized tasks assigned to identified organizational elements?

  10. Schedule Management Plan: Is quality monitored from the perspective of the customers needs and expectations?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Gateways 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 Gateways 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 Gateways investments work better.

This Customer Gateways 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
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 5th Sep 2018

    CRAIG T. Chief Technology Officer

  • 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 4th Sep 2018

    Christine R. University Officer

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 4th Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 2nd Sep 2018

    JULIE M. AWS Solution Architect

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 5th Aug 2018

    DAAN C Senior Consultant

  • 5
    Thank you for this achievement.

    Posted by IFMA on 4th Aug 2018

    IFMA International Facility Management Association

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 4th Aug 2018

    HARRY M. Enterprise Architect

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

    Posted by Ken W. on 5th Jul 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Thank you for providing these valuable resources.

    Posted by HANS D. on 5th Jul 2018

    HANS D. Integration & Solution Architect