Internal Customers Toolkit

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Work involve receiving and reviewing license and permit applications; ensuring compliance with applicable policies, administrative codes, and statutes; communicating with external and Internal Customers; and approving license and permit applications.

More Uses of the Internal Customers Toolkit:

  • Collaborate with Internal Customers or partner teams to identify and execute successful engagement models to ensure adherence of the Enterprise Controls Standard.

  • Provide consultation on Best Practices to Internal Customers to ensure processes are embedded at the correct time and frequency and to ensure compliance to security standards.

  • Secure that your organization provides consultation and guidance on complex projects and meets with Internal Customers, management, and vendors to provide top level contributor/specialization function.

  • Be certain that your organization provides guidance to enterprise architects in the development of architectures for complex systems, ensuring consistency with specified requirements agreed with Internal Customers.

  • Orchestrate: Risk Management and development of mitigation plans with buyer, supplier, supplier performance team technical Service Management, Supplier Quality managers and Internal Customers.

  • Maintain a safe work environment for all production employees, while ensuring delivery of quality product to all Internal Customers using optimized processes, allowing for a continuous flow of material throughout your organization.

  • Be accountable for leading engagements with Internal Customers to initiate or advance Agile journey with a sharp focus on business outcomes and creating consistent approaches, terminology and communications.

  • Assure your group identifies appropriate relationships in conjunction with Internal Customers and suppliers to drive proper alignment on business and operational topics.

  • Communicate and engage with Internal Customers (Retail, Asset Recovery, Commercial and Supply Chain) to create solid rapport and share/action insights.

  • Develop: proactively communicate and collaborate with external and Internal Customers to analyze needs and develop Interface Design or User Stories and acceptance criteria based on the defined requirements.

  • Confirm your project builds and maintains trusting relationships with Internal Customers and Third Party Vendors to ensure the alignment, buy in, and support of diverse Project Stakeholders.

  • Align with Internal Customers, finance and procurement operations to understand budgetary targets and changes to develop an agreed method of measuring and defining savings, value and other category metrics.

  • Specify market requirements for current and future products by conducting Market Research supported by on going communications to customers, prospective customers, partners, and Internal Customers.

  • Direct: review sales agreements and deal structures for external and Internal Customers, assure contract existence, validate purchasing documents, create sales orders and subscriptions according to billing terms and Revenue recognition policy.

  • Methodize: Customer Service skills to interact courteously and productively and build relationships with business unit leaders, other Internal Customers, and vendors.

  • Oversee: partner with Internal Customers and executive leaders throughout your organization to identify opportunities for leveraging organization data to drivE Business solutions.

  • Provide consultation on Best Practices to Internal Customers ensuring processes are executed at the correct time and frequency and to ensure compliance to security standards.

  • Devise: partner with Internal Customers (area leads) to tactically implement lean principles in order to solve challenging problems, apply the right Tool Sets, standardize, and sustain performance.

  • Collaborate with Internal Customers to develop security solutions to address evolving operational processes with a focus on identifying solutions that facilitate Business Objectives.

  • Guide: proactively communicate and collaborate with external and Internal Customers to gather and analyze IAM business and functional requirements to achieve successful enrollment of enterprise wide applications to the centralized IAM infrastructure.

  • Consult with Internal Customers on Market Trends, Competitive intelligence, and prepare thE Business for current and future market dynamics related to the acquisition of talent.

  • Coordinate: service Internal Customers by continuously improving production and maintenance processes which directly impacts safety, efficiencies, and material and labor cost.

  • Manage work with Internal Customers to identify and address unmet needs that align with inventory, procurement, and business unit goals to deliver long term value.

  • Formulate: staff ensure adherence to business and System Requirements of Internal Customers as it pertains to other provider netWork Management areas, as provider contracts.

  • Pilot: partner with Internal Customers and external departments to identify, assess, and drive solutions to achieve organization and department objectives; partner with marketing team to understand roadmap, timelines and Business Needs.

  • Orchestrate: continual, tactical communication with external customers (carriers, vendors/suppliers) and Internal Customers (retail, finance, Software Support, fulfillment centers).

  • Establish: in conjunction with appropriate Business Management, develops and maintains professional communications with Internal Customers and vendors to enhancE Business relationships and information Systems Integration.

  • Ensure you spearhead; build and maintain KPI dashboards to disseminate information used by Internal Customers to measure/track results, identify and target sales opportunities, plan work activities, and drivE Business decisions.

  • Bring about establishing and maintaining constructive, positive, and objective working relationships with Internal Customers at all levels in your organization and communicating effectively with others.

  • Steer: assertive leadership, with effective skills in gaining Internal Customers management and users cooperation and acceptance of changes and the need for performing value analysis of the requirements.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Internal Customers 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 Internal Customers improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are there recognized Internal Customers problems?

  2. Do you combine technical expertise with business knowledge and Internal Customers Key topics include lifecycles, development approaches, requirements and how to make your organization case?

  3. Do your leaders quickly bounce back from setbacks?

  4. Risk identification: what are the possible Risk Events your organization faces in relation to Internal Customers?

  5. What current systems have to be understood and/or changed?

  6. What is the risk?

  7. What is the extent or complexity of the Internal Customers problem?

  8. Why a Internal Customers focus?

  9. What is the scope of Internal Customers?

  10. Do you have an implicit bias for capital investments over people investments?

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

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

  • 62 step-by-step Internal Customers Project Management Form Templates covering over 1500 Internal Customers 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 Internal Customers project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Internal Customers Project Team have enough people to execute the Internal Customers 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 Internal Customers 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 Internal Customers Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Internal Customers 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 Customers 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 Customers 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 Customers 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 Customers project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Internal Customers project with this in-depth Internal Customers Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Internal Customers 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 Customers 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 Customers investments work better.

This Internal Customers 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.