Experience Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Experience 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Experience Management improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How can cmos pinpoint a laser focus on the customer experience, and stimulate growth across entire organization, to improve acquisition, retention and upsell/cross-sell potential?

  2. What experience do you have in developing and implementing strategic human capital plans to improve the ability of your organization under your leadership to achieve its mission?

  3. How do you integrate on-premise, mobile, and cloud-based technologies into a single, seamless customer contact infrastructure, delivering differentiating customer experience?

  4. Does the change produce clear, identifiable, proven and measurable benefits that meet needs for all stakeholders including clients, policy makers and all involved staff?

  5. How can employees experience modern management - cooperative, networked, informal - in a traditionally managed department - linear, formal, and top-down?

  6. How do you enhance fraud detection and prevention, while delivering great customer experiences based on fast, simple identity and authentication checks?

  7. What technologies and services are enterprise marketers currently using to support the management and execution of personalized customer experiences?

  8. What are the main hurdles for your organization to be able to offer and fulfill product and service bundles that are unique to each customers needs?

  9. Have stakeholders been consulted on potential improvements to the data collection and indicator development methodology, based on local experiences?

  10. How do you create a comprehensive returns management plan that transforms inherently negative customer experiences into a valuable strategic asset?


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 Experience Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Initiating Process Group: Are identified risks being monitored properly, are new risks arising during the Experience Management project or are foreseen risks occurring?

  2. Source Selection Criteria: What are the guidelines regarding award without considerations?

  3. Issue Log: What steps can you take for positive relationships?

  4. Process Improvement Plan: What actions are needed to address the problems and achieve the goals?

  5. Quality Management Plan: How does your organization ensure the reliability, accuracy, timeliness, security and accessibility of data and information?

  6. Procurement Audit: Are decisions to outsource and being part of public private partnerships closely linked to the delivery of departments core services and functions?

  7. Stakeholder Management Plan: Have all involved Experience Management project stakeholders and work groups committed to the Experience Management project?

  8. WBS Dictionary: Are estimates developed by Experience Management project personnel coordinated with the already stated responsible for overall management to determine whether required resources will be available according to revised planning?

  9. Quality Audit: Is refuse and garbage adequately stored and disposed of with sufficient frequency to prevent contamination?

  10. Procurement Audit: Were no tenders presented after the time limit accepted?

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

1.0 Initiating Process Group:

  • 1.1 Experience Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Experience 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 Experience 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 Experience Management investments work better.

This Experience 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.