Indirect Channel Toolkit

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Standardize Indirect Channel: constantly review code, look for design breaches, provide meaningful and relevant feedback to developers, stay up to date with System Changes.

More Uses of the Indirect Channel Toolkit:

  • Ensure your organization complies; focuses on revenue producing activity and maximizes selling time on direct and inDirect Sales efforts and local marketing.

  • Supervise Indirect Channel: direct or indirect involvement in the development and/or adoption of policies, Best Practices and guidelines for portal technologies.

  • Govern Indirect Channel: proactively motivate and develops direct and indirect reports; evaluates the team on a consistent basis to ensure objectives are met, expected results are achieved, and necessary Corrective Action is taken quickly.

  • Manage Indirect Channel: indirect leadership and Communication Skills to lead cross functional optimization and collaboration across multi cultural teams and external partners.

  • Ensure quality use of performance Management Processes with direct and indirect reports.

  • Be certain that your corporation complies; focuses on revenue producing activity and maximizes selling time on direct and inDirect Sales efforts and local marketing.

  • Lead and manage it Supply Chain team to deliver site operational objectives and provide outstanding Supply Chain Service Levels on quality and delivery whilst achieving lowest total cost of acquisition for direct material, indirect Goods And Services, and logistics.

  • Direct Indirect Channel: proactively engage with the direct and inDirect Sales teams to coordinate, communicate, and optimize the impact of marketing activities.

  • Manage the communications ecosystems, providing guidance, coaching, and feedback to indirect team members located in business segments as Finance (investor relations) Compliance (government relations), Marketing (lines of business) and People and Culture (employee communication).

  • Contribute to the Sales Enablement Strategy and provide Thought Leadership around the management of an indirect Sales Channel.

  • Formulate Indirect Channel: monitor development and performance of indirect reports by reviewing progress against goals through direct reports and periodic meetings to develop or maintain relationships.

  • Standardize Indirect Channel: proactively engage with the direct and inDirect Sales teams to coordinate, communicate, and optimize the impact of marketing activities.

  • Supervise Indirect Channel: proactively engage with the direct and inDirect Sales teams to coordinate, communicate, and optimize the impact of marketing activities.

  • Identify areas user errors are likely to occur in the indirect vendor creation and organization master set up process and help inform on design and training.

  • Formulate Indirect Channel: proactively engage with the direct and inDirect Sales teams to coordinate, communicate, and optimize the impact of marketing activities.

  • Provide expert guidance to Project Managers and Planners regarding the development of direct and indirect resource needs and compile forecasts.

  • Provide expert Integrated Business Planning and Stakeholder Management for all indirect items and services.

  • Manage indirect or possibly direct reporting resources to clear expectations and delivery across the capabilities outlined here.

  • Be accountable for developing and executing systems to support the implementation and ongoing administration of scorecards for direct material, research and indirect Suppliers.

  • Systematize Indirect Channel: indirect report (titles) varies by client.

  • Have indirect influence beyond functional boundaries, as with product on technical feasibility and roadmap, or with Test Engineering on tooling and execution needs.

  • Ensure you oversee; build, develop, and manage team of direct and indirect Category Managers engaged in End To End Strategic Sourcing activities, Cost Savings across the enterprise, and negotiation strategies.

  • Initiate Indirect Channel: hrm direct activities of direct and indirect reports, general Human Resource Management functions, and staffing.

  • Solidify in depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.

  • Ensure you do cument; build, develop, and manage team of direct and indirect Category Managers engaged in End To End Strategic Sourcing activities, Cost Savings across the enterprise, and negotiation strategies.

  • Maintain ERP System for managing spare parts inventory and provide weekly reporting on indirect material purchases and inventory levels.

  • Steer Indirect Channel: effectively promote Business Growth through indirect management of extended teams, affording a balanced selling effort at multiple customer levels of the strategic accounts.

  • Manage work with the marketing department and channel organization to develop marketing programs and campaigns that support your inDirect Selling efforts through your resellers, technology partnerships and MSSPs.

  • Identify Indirect Channel: indirect leadership and Communication Skills to lead cross functional optimization and collaboration across multi cultural teams and external partners.

  • Contribute to you performance Management Process for all indirect functional reports and contribute feedback to any project related resources.

  • Head Indirect Channel: Distribution Channel activity, changes, and potential opportunities to increase efficiency, or add value to customers by utilizing new distribution methods are properly supported.

  • Ensure you listen; lead the internal Risk Management program; develop and implement Organization Strategy, policies, and procedures, emphasizing proactive Risk Identification and mitigation.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Indirect Channel 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Indirect Channel improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you deal with Indirect Channel risk?

  2. How will you measure your Indirect Channel effectiveness?

  3. Are you assessing Indirect Channel and risk?

  4. What are the costs of delaying Indirect Channel action?

  5. Do the Indirect Channel decisions you make today help your organization in three years time?

  6. Can you do Indirect Channel without complex (expensive) analysis?

  7. How do you provide a safe environment -physically and emotionally?

  8. Will existing staff require re-training, for example, to learn new business processes?

  9. Are actual costs in line with budgeted costs?

  10. What resources or support might you need?


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 Indirect Channel book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Indirect Channel project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Indirect Channel Project Team have enough people to execute the Indirect Channel Project Plan?

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

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Indirect Channel Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Indirect Channel 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 Indirect Channel 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 Indirect Channel project with this in-depth Indirect Channel Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Indirect Channel 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 Indirect Channel 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 Indirect Channel investments work better.

This Indirect Channel 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.