Customer Groups Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Coordinate the development of the Value Stream focus scoping document across the function and Customer Groups that ensures buy in and agreement on the direction of the Value Stream.

More Uses of the Customer Groups Toolkit:

  • Be certain that your group leads all aspects of quality and Continuous Improvement across various Customer Groups.

  • Manage work with Production Operations department to ensure deployments roll out smoothly and Customer Groups receive appropriate support.

  • Manage work with test and facilities Management Team, Customer Groups, and other resources to actively manage the test from set up to completion.

  • Guide: proactively engage with community leaders, business and other Customer Groups to understand and anticipate Business Needs.

  • Manage work with various Customer Groups to develop the business Data Collection and access layer across various Business Intelligence products.

  • Standardize data and report consumption across all Customer Groups.

  • Identify: report, collect, and manage all applicable data and reporting in your respective portfolio provide proactive analysis to Customer Groups where possible/appropriate.

  • Make sure that your strategy costs for specific customers or Customer Groups.

  • Devise: champion the needs of all Customer Groups and use that knowledge to help influence Business Strategies and design decisions.

  • Initiate: server administration, technical Security Management, Performance Management or Customer Groups that are critical or high risk.

  • Tie in user journey mapping, research and analytics for key Customer Groups to ensure the Product(s) are meeting defined objectives.

  • Confirm your planning represents your organization in supporting initiatives and filings with regulators, key community and Customer Groups, and other departments.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are supply costs steady or fluctuating?

  2. Do the viable solutions scale to future needs?

  3. How do you catch Customer Groups definition inconsistencies?

  4. Why do you expend time and effort to implement measurement, for whom?

  5. What qualifications are necessary?

  6. Are your outputs consistent?

  7. What are your most important goals for the strategic Customer Groups objectives?

  8. Where is training needed?

  9. What do you stand for--and what are you against?

  10. How long will it take to change?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Groups 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 Groups 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 Groups project with this in-depth Customer Groups Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Groups 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 Groups 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 Groups investments work better.

This Customer Groups 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.