Deal Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Deal 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Deal Management improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Are you looking at a merger, making an acquisition, disposing of your organization, undertaking a future public share offering or raising finance?
   
   

2. Will there be things that have a long tail, like IT systems, network consolidation, facility footprint consolidation and optimization?
   
   

3. Have you considered the contemplated transaction, or any similar transaction involving your organization, with any other person?
   
   

4. Where was the information about the direction of the industry, about vital strategic issues confronting the industry?
   
   

5. Does the management team have access to industry experience in similar markets and/or with similar products/services?
   
   

6. Does the management team understand which innovation will deliver the greatest benefit to the end user/customer?
   
   

7. What skills and competencies do your leaders/ managers need in order to deliver on the new business objectives?
   
   

8. What are the most effective delivery channels for specific services and the related service level expectations?
   
   

9. Do you leverage current processes, infrastructure, and technology to deliver on your new business objectives?
   
   

10. What fears/concerns do you have about the way deal information is stored and shared within your organization?
    
    


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 Deal Management book in PDF containing 992 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Variance Analysis: Who are responsible for the establishment of budgets and assignment of resources for overhead performance?
   
   

2. Stakeholder Management Plan: Are the Deal Management project team members located locally to the users/stakeholders?
   
   

3. Procurement Audit: Is a log maintained over the use of signature plates?
   
   

4. Change Management Plan: Why would a Deal Management project run more smoothly when change management is emphasized from the beginning?
   
   

5. Procurement Audit: Were the tender documents comprehensive, transparent and free from restrictions or conditions which would discriminate against certain suppliers?
   
   

6. Stakeholder Management Plan: Are non-critical path items updated and agreed upon with the teams?
   
   

7. Human Resource Management Plan: Are key risk mitigation strategies added to the Deal Management project schedule?
   
   

8. Team Performance Assessment: To what degree can the team measure progress against specific goals?
   
   

9. Quality Audit: How does your organization know that its system for attending to the health and wellbeing of its staff is appropriately effective and constructive?
   
   

10. Procurement Management Plan: Are updated Deal Management project time & resource estimates reasonable based on the current Deal Management project stage?


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

1.0 Initiating Process Group:


• 1.1 Deal Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Deal 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 Deal 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 Deal 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 Deal 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 Deal 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 Deal Management project with this in-depth Deal Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Deal 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 Deal 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 Deal Management investments work better.

This Deal 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.