Customer Success Manager Toolkit

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

STEP 1: Get your bearings

Start with...


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

Examples; 10 of the 995 standard requirements:


1. How are evaluations of the leaders of teams progress used to determine when the client is ready to proceed with more advanced team leadership interventions, as coaching continues?
   
   

2. How do senior leaders review organizational performance to assess organizational success, competitive performance, and progress relative to strategic goals and action plans?
   
   

3. Does the record keeping or record management system take into account the legislative and regulatory environments within which your organization operates?
   
   

4. How effective is your organization in leveraging data and AI/advanced analytics to assist with business decision making in demand management/forecasting?
   
   

5. Does the program take into account any lead times associated with statutory permissions and critical dependencies that are required?
   
   

6. Has the board properly defined the vision for your organization and is it thinking strategically about the institutions future?
   
   

7. How confident are you in your teams ability to identify the root of the problem or opportunity expressed in customer feedback?
   
   

8. Are personnel resources available and are the personnel qualified to ensure product and production process implementation?
   
   

9. How does your organization invest in further training and development of the compliance and other control personnel?
   
   

10. Do the functional areas or departments use the information from the performance reviews to revise procedures?
    
    


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


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


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


Examples; 10 of the check box criteria:


1. Risk Audit: Are all managers or operators of the facility or equipment competent or qualified?
   
   

2. Initiating Process Group: Have you evaluated the teams performance and asked for feedback?
   
   

3. Human Resource Management Plan: Does the schedule include Customer Success Manager project management time and change request analysis time?
   
   

4. Activity Duration Estimates: Research risk management software. Are many products available?
   
   

5. Project Schedule: If there are any qualifying green components to this Customer Success Manager project, what portion of the total Customer Success Manager project cost is green?
   
   

6. Resource Breakdown Structure: What is the number one predictor of a groups productivity?
   
   

7. Procurement Management Plan: Have the key elements of a coherent Customer Success Manager project management strategy been established?
   
   

8. Assumption and Constraint Log: Is the steering committee active in Customer Success Manager project oversight?
   
   

9. Stakeholder Analysis Matrix: If you can not fix it, how do you do it differently?
   
   

10. Issue Log: Can you think of other people who might have concerns or interests?


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

1.0 Initiating Process Group:


• 1.1 Customer Success Manager project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Customer Success Manager 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 Success Manager 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 Success Manager 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 Success Manager 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 Success Manager 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 Success Manager project with this in-depth Customer Success Manager Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Customer Success Manager 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 Success Manager 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 Success Manager investments work better.

This Customer Success Manager 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.