Internal Customer Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Internal Customer 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Internal Customer improvements can be made.

Examples; 10 of the 998 standard requirements:


1. When an individual has included only name demographic information in a contact form on a website, how do you match that interaction to an internal customer record?
   
   

2. Have you given enough attention to planning, measuring, and rewarding internal customer service for your various staff operations and administrative functions?
   
   

3. Is there a belief that strong customer relationships are essential for long term survival and profit, or is short term profit the overriding goal?
   
   

4. Do you leverage business relationships throughout the enterprise to expand your scope of responsibilities beyond the IT organization?
   
   

5. Does your organization measure the level of satisfaction internal customers have with the service each internal department provides?
   
   

6. Where can employers find potential staff with the creative skills needed to successfully implement a story approach to branding?
   
   

7. Are you well versed in how emerging technologies and innovative processes can address uncovered business needs in your industry?
   
   

8. How can organizations capitalize on stories reflecting the founding, history, core values, purpose, and enduring practices?
   
   

9. Have you translated the internal customers requirements into clear and complete specification to your internal suppliers?
   
   

10. How should sales organizations think about sales managers and salespeople as distinct internal customers for reporting?
    
    


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 Internal Customer book in PDF containing 998 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Variance Analysis: Are procedures for variance analysis documented and consistently applied at the control account level and selected WBS and organizational levels at least monthly as a routine task?
   
   

2. Project Charter: Major high-level milestone targets: what events measure progress?
   
   

3. Responsibility Assignment Matrix: Are overhead costs budgets established on a basis consistent with anticipated direct business base?
   
   

4. Issue Log: How is this initiative related to other portfolios, programs, or Internal Customer projects?
   
   

5. Activity Duration Estimates: Do stakeholders follow a procedure for formally accepting the Internal Customer project scope?
   
   

6. Executing Process Group: Why do you need a good WBS to use Internal Customer project management software?
   
   

7. Procurement Management Plan: Are the schedule estimates reasonable given the Internal Customer project?
   
   

8. Change Management Plan: Have the approved procedures and policies been published?
   
   

9. Project Scope Statement: How will you verify the accuracy of the work of the Internal Customer project, and what constitutes acceptance of the deliverables?
   
   

10. Quality Audit: How does your organization know that the quality of its supervisors is appropriately effective and constructive?


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

1.0 Initiating Process Group:


• 1.1 Internal Customer project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Internal Customer project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Internal Customer 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 Internal Customer 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 Internal Customer 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 Internal Customer 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 Internal Customer project with this in-depth Internal Customer Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Internal Customer 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 Internal Customer 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 Internal Customer investments work better.

This Internal Customer 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.