Market Analysis Toolkit

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Generate new business leads, Develop Relationships, conduct Market Analysis, Cold calling, prospecting with potential clients and strengthening relationships with existing clients.

More Uses of the Market Analysis Toolkit:

  • Audit: conduct and report Competitive Market Analysis, Competitive intelligence, and other sales related information.

  • Ensure Market Analysis, metrics, Capacity Analysis, Customer Segmentation, Predictive Analysis and other internal intelligence is developed for the booking organization.

  • Standardize: conduct Market Analysis to identify appropriate Brand Awareness outlets based on Organization Strategy.

  • Arrange that your planning performs Market Analysis of primary and secondary service area to aid in creating strategic advertising campaigns to promote specialized services to targeted market.

  • Develop Business Intelligence based on continuous Market Analysis, monitoring and forecasting against variable market conditions.

  • Ensure Market Analysis, Capacity Analysis, Customer Segmentation, Predictive Analysis and other internal intelligence is provided to the sales organization.

  • Organize: Project Management conduct regular competitor and Market Analysis staying abreast of all market and Industry Trends and issues.

  • Solicit and consolidate input from customers and field staff to provide in depth Market Analysis and insight regarding customer and market needs, issues and opportunities.

  • Direct: conduct Strategic Market Analysis to understand Market Trends and inform which initiatives to pursue.

  • Confirm your team contributes to the overall development of Category Strategy through targeted Market Analysis and Consumer Research, and helps develop content to support annual Strategic Planning.

  • Provide leadership in the area of Market Analysis, User Research, Customer Journey transformation and Financial Analysis to internal Sales Teams, clients and partners.

  • Arrange that your team uses Market Analysis to actively develop new Customer Service (and self service) ideas and enhancements.

  • Warrant that your team develops and executes competitive strategies based on thorough Competitive intelligence and Market Analysis.

  • Lead: conduct supply Market Analysis, stay abreast of Industry Trends, engaging with stakeholders for operating development plans, recommend or implement changes.

  • Create user centered designs by considering Market Analysis, Customer Feedback, site metrics, and usability findings.

  • Guide: corE Business skills (leadership, Data Intelligence, Project Management, Market Analysis, negotiations, supplier management).

  • Develop: conduct Market Analysis and business segmentation research to maximize conversion potential in marketplace to drive engagement and profitability.

  • Methodize: conduct Market Analysis to identify challenges and opportunities for growth and track competitors activities.

  • Assure your venture evaluates in depth Market Analysis and leads Business Case for optimization of existing products/solutions alternatives and/or to create the next generation of new products.

  • Arrange that your team complies; as the market expertise, conduct and report Competitive Market Analysis, Competitive intelligence, and other sales related information for the territory.

  • Devise: conduct Market Analysis in order to identify gaps, drivE Business outcomes, and increase efficiency.

  • Confirm your enterprise complies; conducts Market Analysis to evaluate maturity and suitability of potential Technology Solutions to satisfy documented needs.

  • Confirm your design acts as liaison to market Research Team to ensure Market Analysis data is properly used for quoting prices to customers.

  • Support with Market Analysis and portfolio reporting related to the International Business strategy.

  • Ensure you unite; lead strategic framework and Market Analysis to set the brand voice, message architecture, concept and design for cohesive storytelling and brand communications.

  • Create and deliver standard Consumer Insights around consumer profiling, market sizing, and Target Market Analysis to Key Stakeholders.

  • Create user centered designs by considering Market Analysis, Customer Feedback, site metrics, and usability findings.

  • Secure that your organization complies; conducts Competitive Analysis of suppliers, Cost Models, Market Analysis and Supply Chain alternatives.

  • Develop and implement tools to allow rigorous cost and Market Analysis to be completed by thE Procurement professionals.

  • Gather intelligence through customer interaction and Market Analysis to identify new strategic Business Opportunities.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Market Analysis 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 Market Analysis improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What extra resources will you need?

  2. Where is Market Analysis data gathered?

  3. How do you manage changes in Market Analysis requirements?

  4. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  5. What do people want to verify?

  6. Are you taking your company in the direction of better and revenue or cheaper and cost?

  7. Does the goal represent a desired result that can be measured?

  8. How will you recognize and celebrate results?

  9. Is the required Market Analysis data gathered?

  10. If you find that you havent accomplished one of the goals for one of the steps of the Market Analysis strategy, what will you do to fix it?

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

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

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

  4. Closing Process Group: Did the Market Analysis Project Team have enough people to execute the Market Analysis 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 Market Analysis 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 Market Analysis 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 Market Analysis 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 Market Analysis project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Market Analysis 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 Market Analysis 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 Market Analysis investments work better.

This Market Analysis 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.