Direct to Consumer Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Direct to Consumer 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Direct to Consumer improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. Does the product help consumers or any stakeholder in the downstream value chain to directly, significantly and measurably address own sustainability needs or challenges?

  2. Should DTC services allow themselves to be aggregated online – will short term growth be at the expense of consumer data, revenue shares and long term profit potential?

  3. Does your organization continue to honor the consumers opt out direction until revoked by the consumer in writing, or, if the consumer agrees, electronically?

  4. Does your organization refrain from requiring all joint consumers to opt out before implementing any opt out direction with respect to the joint account?

  5. What should be your approach if the opportunities presented by the growth and spread of digital technologies give rise to new consumer protection risks?

  6. Has the facility implemented consumer satisfaction surveys, considered results with staff, and used results to direct revisions in service provision?

  7. Does the provider perform penetration testing to exploit security vulnerabilities and determine how to mitigate any risks to important business data?

  8. Has the facility implemented consumer satisfaction surveys, considered results with staff and used results to direct revisions in service provision?

  9. Is appropriate information about products readily available to consumers, either directly from the platforms, or indirectly through various tools?

  10. How credible is social media when actually owned media, managed and directed by the corporate marketer, and used to influence consumer behavior?


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 Direct to Consumer book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: What action would you take to the identified risks in the Direct to Consumer project?

  2. Monitoring and Controlling Process Group: How well defined and documented were the Direct to Consumer project management processes you chose to use?

  3. Network Diagram: If the Direct to Consumer project network diagram cannot change and you have extra personnel resources, what is the BEST thing to do?

  4. Stakeholder Management Plan: How is information analyzed, and what specific pieces of data would be of interest to the Direct to Consumer project manager?

  5. Project Management Plan: Are there any scope changes proposed for a previously authorized Direct to Consumer project?

  6. Stakeholder Analysis Matrix: Are there different rules or organizational models for men and women?

  7. Procurement Audit: Is the performance of the procurement function/unit benchmarked with other procurement functions/units in the different stages of the procurement process?

  8. Planning Process Group: Mitigate. what will you do to minimize the impact should a risk event occur?

  9. Procurement Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?

  10. Risk Audit: Can analytical tests provide evidence that is as strong as evidence from traditional substantive tests?

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

1.0 Initiating Process Group:

  • 1.1 Direct to Consumer project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Direct to Consumer project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Direct to Consumer 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 Direct to Consumer 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 Direct to Consumer 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 Direct to Consumer 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 Direct to Consumer project with this in-depth Direct to Consumer Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Direct to Consumer 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 Direct to Consumer 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 Direct to Consumer investments work better.

This Direct to Consumer 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.