Customer Lifecycle Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Customer Lifecycle Management 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 991 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 Lifecycle Management improvements can be made.

Examples; 10 of the 991 standard requirements:


1. How effective are your processes in ensuring that customer feedback and usage data are collected and incorporated in the activities of the product development team?
   
   

2. Does your organization profoundly understand the service needs of your customer segments and related opportunities throughout the customer and product life cycle?
   
   

3. How adaptive and effective are other organizations operating models and talent to drive a collaborative approach to service across your organization?
   
   

4. How does your organization ensure sustainable product life cycle management of the network equipment it uses and the devices used by the customers?
   
   

5. Are the brand marketing, demand generation, and customer marketing functions within your organizations aligned under a cohesive strategy?
   
   

6. How will customer demand change over time, and will there be any changes due to seasonal increases or marketing campaigns?
   
   

7. What products or services are most commonly opened or enrolled in with your highest revenue producing product or service?
   
   

8. Have the technology mediated systems included new features that were unavailable in the prior face to face systems?
   
   

9. What would your profit margin be if you were able to turn the occasional customer into a frequent customer?
   
   

10. What performance indicators do marketing leaders use to measure the success of the brand marketing efforts?
    
    


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 Lifecycle Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Customer Lifecycle Management Project Management Form Templates covering over 1500 Customer Lifecycle Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Team Member Performance Assessment: Should a ratee get a copy of all the raters documents about the employees performance?
   
   

2. Activity Duration Estimates: Are costs that may be needed to account for Customer Lifecycle Management project risks determined?
   
   

3. Procurement Management Plan: Is there general agreement & acceptance of the current status and progress of the Customer Lifecycle Management project?
   
   

4. WBS Dictionary: Does the sum of all work package budgets plus planning packages within control accounts equal the budgets assigned to the already stated control accounts?
   
   

5. Human Resource Management Plan: Is a payment system in place with proper reviews and approvals?
   
   

6. Change Request: Have scm procedures for noting the change, recording it, and reporting it been followed?
   
   

7. Lessons Learned: Was the Customer Lifecycle Management project manager sufficiently experienced, skilled, trained, supported?
   
   

8. Assumption and Constraint Log: Is the process working, and people are not executing in compliance of the process?
   
   

9. Activity Duration Estimates: How can you use Microsoft Customer Lifecycle Management project and Excel to assist in Customer Lifecycle Management project risk management?
   
   

10. Risk Audit: Do you have an understanding of insurance claims processes?


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

1.0 Initiating Process Group:


• 1.1 Customer Lifecycle Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Customer Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management project with this in-depth Customer Lifecycle Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Customer Lifecycle Management 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 Lifecycle Management 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 Lifecycle Management investments work better.

This Customer Lifecycle Management 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.