Net Promoter Score Toolkit

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Complete tasks that directly support the editorial team, as implementing file naming conventions, verifying that files are split or combined properly, verifying that the correct files are delivered to the correct location, and maintaining editorial tracking spreadsheets.

More Uses of the Net Promoter Score Toolkit:

  • Warrant that your project develops sales pipeline by proactive calling to find, develop and convert sales conversations to identified prospects/opportunities.

  • Head: influence lifetime value through higher product adoption, Customer Satisfaction and overall Net Promoter Score (when it becomes measurable).

  • Confirm your strategy ensures business growth by managing annual Marketing And Sales plan; develops and maintains business relationships with customers, develops new business partners and alliances for the business segment or small geography.

  • Collaborate with your Learning And Development team in the development and implementation of sales and training budgets, Performance Metrics, KPIs and targets aligned to sales, productivity, quality, and Customer Service standards.

  • Develop sales activities with new enterprise account customers; up sell and cross sell to the existing customer base.

  • Handle service recovery clients and other clients with intense struggles across product boundaries who would benefit from the time and attention of the implementation process.

  • Drive: effectively partners with sales, marketing and other services organizations, providing overall Thought Leadership specific to service segment.

  • Drive: built upon principles of Customer Service, dynamic Decision Making and leadership, you have the tools to continue your rapid growth.

  • Promote a culture of Continuous Improvement by identifying opportunities, implementing MVP solutions, and rapidly expanding and enhancing the solutions.

  • Be certain that your venture communicates business initiatives, performance standards and process/policy know how striving for high performance and compliance.

  • Direct: work daily with customers to provide guidance in the effective use of your systems, platform, products and services.

  • Establish that your corporation develops forecast of the services Resource Requirements and the processes/tools needed to support Service Delivery.

  • Drive: by demonstrating value, managing and orchestrating the customer journey, and managing risk you keep your customers healthy and drive expansion and advocacy.

  • Make sure that your enterprise develops effective service and sales strategies to promote products and services to meet or exceed individual and team based goals.

  • Drive Customer Success outcomes by influencing Customer Lifetime Value through retention, high product adoption, Customer Satisfaction, and overall Net Promoter Scores, enabling expansion, and new business growth through customer advocacy.

  • Upsell strategically, aligning to solve clients business challenges and create better outcomes for employees, members and/or Key Stakeholders.

  • Ensure your corporation utilizes marketing, digital, branding elements, and all technology to engage members in conversation and needs discovery.

  • Determine the root of the problem, escalate issues to management when necessary, resolve the issue, and implement strategies to improve the process for the future.

  • Arrange that your organization identifies, recruit, retains and develops talent in the Logistic department to secure a diverse, competent and high performing team to secure future succession.

  • Be accountable for partnering with other operational team members to align and ensure Service Delivery for the integration and deployment of your product suite.

  • Be accountable for leading your organization of managers and individual contributors by setting overall initiatives, allocating financial and Human Capital for programs and solutions, and ensuring timely and effective delivery of the services segment business.

  • Be certain that your corporation demonstrates self awareness Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.

  • Be certain that your organization provides historical reference by utilizing filing and retrieval systems and uses database to identify available signing agents.

  • Confirm your strategy ensures that member needs are achieved by understanding financial needs and recommends the most appropriate product and service solutions that fulfill immediate and future financial needs.

  • Steer: work across retail functional silos (merchandising, operations, supply chain) to maximize the value of focal generated data.

  • Collaborate on customer facing marketing strategies and communication, and support cross functional tasks and teams where customer facing touch points are present.

  • Analyze Customer Feedback from various sources to quickly identify opportunities for improvement with the development of a project plan/roadmap for achievement.

  • Be accountable for serving as the prospecting engine driving net new business meetings from cold email, Cold calling, social selling and networking.

  • Evaluate: partner with the Data Strategy team to develop and implement key operational reports that quickly identify trends and provide insight into operational results.

  • Achieve target Net Promoter Scores for your service by effectively managing your work effort and client expectations.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Net Promoter Score 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 Net Promoter Score improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Which Net Promoter Score solution is appropriate?

  2. Who is involved with workflow mapping?

  3. What to do with the results or outcomes of measurements?

  4. What Net Promoter Score metrics are outputs of the process?

  5. How are Net Promoter Score risks managed?

  6. Have you included everything in your Net Promoter Score cost models?

  7. When should you bother with diagrams?

  8. Are the most efficient solutions problem-specific?

  9. Is special Net Promoter Score user knowledge required?

  10. Is there a strict Change Management process?

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 Net Promoter Score book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Net Promoter Score project team have enough people to execute the Net Promoter Score 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 Net Promoter Score 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 Net Promoter Score Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Net Promoter Score Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Net Promoter Score 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 Net Promoter Score 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 Net Promoter Score 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 Net Promoter Score project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Net Promoter Score 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 Net Promoter Score 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 Net Promoter Score investments work better.

This Net Promoter Score 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.