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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Portfolio 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 691 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 Portfolio improvements can be made.

Examples; 10 of the 691 standard requirements:

  1. Were lessons learned captured and communicated?

  2. How do you improve your likelihood of success ?

  3. How are measurements made?

  4. What were the financial benefits resulting from any ground fruit or low-hanging fruit (quick fixes)?

  5. Design Thinking: Integrating Innovation, Customer Portfolio, and Brand Value

  6. What other jobs or tasks affect the performance of the steps in the Customer Portfolio process?

  7. Is key measure data collection planned and executed, process variation displayed and communicated and performance baselined?

  8. What key inputs and outputs are being measured on an ongoing basis?

  9. Does Customer Portfolio analysis show the relationships among important Customer Portfolio factors?

  10. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?


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 Portfolio book in PDF containing 691 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Resources Ð How will human resources be scheduled during each phase of the Customer Portfolio project?

  2. Activity Duration Estimates: Why do you need a good WBS to use Customer Portfolio project management software?

  3. Cost Management Plan: Is the Customer Portfolio project schedule available for all Customer Portfolio project team members to review?

  4. Procurement Audit: Are incentives to deliver on time and in quantity properly specified?

  5. Change Management Plan: What is the negative impact of communicating too soon or too late?

  6. Source Selection Criteria: What is price analysis and when should it be performed?

  7. Procurement Audit: Does the individual having check-signing responsibility review the use of the signature plates?

  8. Probability and Impact Matrix: Is the present organizational structure for handling the Customer Portfolio project sufficient?

  9. Source Selection Criteria: Can you reasonably estimate total organization requirements for the coming year?

  10. Procurement Audit: When tenders were actually rejected because they were abnormally low, were reasons for this decision given and were they sufficiently grounded?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Portfolio 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 Portfolio 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 Portfolio investments work better.

This Customer Portfolio 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
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 6th Sep 2018

    BRETT O. Strategist

  • 5
    Thank you for providing these valuable resources.

    Posted by HANS D. on 4th Sep 2018

    HANS D. Integration & Solution Architect

  • 5
    The Self Assessment is deemed qualified, accurate and comprehensive as a Guidance that Incorporates the NIST Cybersecurity Framework.

    Posted by U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) on 4th Sep 2018

    U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 2nd Sep 2018

    JOHN G. Principal Consultant

  • 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 6th Aug 2018

    CRAIG T. Chief Technology Officer

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

    Posted by JUNE M. on 6th Aug 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
    Hi everybody, The book is amazing, I will read it deeper during my next holidays. Thanks and regards

    Posted by Diego P. on 6th Aug 2018

    Diego P. Head of BDA Business Unit

  • 5
    ctmfile.com

    Posted by ctmfile.com on 4th Aug 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
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 4th Aug 2018

    WALTER H. Business Coach