Customer Research Toolkit

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Decide when it is time to leave your current area of research and move into a new one

 

Does your organization perform Customer Research?

Have you done your own Customer Research to aid in the design of your green power product or development of your marketing plan?

How does your organization become customer centric?

Which barriers to adoption of customer analytics apply to your organization?

Has one done any Customer Research to see What customers would prefer?




...Find the answers to these, and more, questions with this Customer Research Toolkit:

  • Gain support for user research within your organization.
  • Ensure that your decisions are research based and data driven.
  • Make your research more relevant and meaningful to society.
  • Set up your marketing budget using brand research and analytics.
  • Fully integrate research and extension activities at your organization and program levels.
  • Ensure that your research data are protected.
  • Improve your research skills for future use.
  • Build on the richness of your current research base.
  • Strengthen your research infrastructure and institutions in support of your vision.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Research 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 995 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 Research improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What are the procedures that are critical in the delivery of the product in the format and channels identified through market research and using the structure set up to serve the market?

  2. Is the savings or efficiency of using equipment sufficient to offset its cost in a reasonable period of time, as compared to the cost of employing more labor?

  3. What changes are happening in sales in your industry, and what are the demographic characteristics of consumers whose purchase patterns are changing the most?

  4. What links producers to other middleman or to ultimate consumers through contractual arrangement or through purchase and reselling of products?

  5. How do you strengthen collaboration with department to promote buy in for growth and conduct more effective market research for new programs?

  6. Does your organization have an identified group of super users in mind to participate in market research among a random coalition of people?

  7. How would you implement the six steps of the research process to identify ways to improve customer satisfaction in your organization?

  8. Does the outsourcer combine customer research with analytics to gain better intelligence about improving customer experience?

  9. Are you combining market research with broad data analytics to complement and augment each other for competitive advantage?

  10. How does the owner manager deal with innovation and is there evidence of market research prior to new product development?


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 Research book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Variance Analysis: How does the monthly budget compare to the actual experience?

  2. Procurement Audit: Are the supporting documents for payments voided or cancelled following payment?

  3. Risk Management Plan: Who should be notified of the occurrence of each of the indicators?

  4. Monitoring and Controlling Process Group: What is the expected monetary value of the Customer Research project?

  5. Risk Management Plan: What is the probability the risk avoidance strategy will be successful?

  6. Scope Management Plan: Were Customer Research project team members involved in detailed estimating and scheduling?

  7. Risk Management Plan: Are the required plans included, such as nonstructural flood risk management plans?

  8. Human Resource Management Plan: Is an industry recognized support tool(s) being used for Customer Research project scheduling & tracking?

  9. Change Request: How well do experienced software developers predict software change?

  10. Executing Process Group: Is activity definition the first process involved in Customer Research project time management?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Customer Research 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 Research 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 Research investments work better.

This Customer Research 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.





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CONTENTS:


Checklists:


Checklists:Customer Research Checklist Report on BRAND.pdf

Checklists:Customer Research Checklist Report on MARKET.pdf

Checklists:Customer Research Checklist Report on ORGANIZATION.pdf

Checklists:Customer Research Checklist Report on RESEARCH.pdf

Checklists:Customer Research Checklist Report on TIME.pdf

Checklists:Customer Research Checklist Report on BUSINESS.pdf

Checklists:Customer Research Checklist Report on SERVICE.pdf

Checklists:Customer Research Checklist Report on CUSTOMER.pdf

Checklists:Customer Research Checklist Report on PRODUCT.pdf

Checklists:Customer Research Checklist Report on DATA.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Customer_Research_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Customer Research Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Customer Research Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Customer_Research.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

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Tried:

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