Save time, empower your teams and effectively upgrade your processes with access to this practical New Business Development Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any New Business Development 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 New Business Development specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the New Business Development 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which New Business Development improvements can be made.
Examples; 10 of the 995 standard requirements:
- What are the most effective strategies for showcasing customer success stories through employee ambassadors and customer champions, and what are the benefits of empowering employees and customers to share their own success stories?
- How can AI-powered account profiling be used to identify new business development opportunities and create targeted sales strategies, and what are the benefits of this approach in terms of revenue growth and customer acquisition?
- What are the most effective ways to showcase customer success stories in a way that is visually engaging and attention-grabbing, and how can multimedia elements such as images, videos, and infographics be used to maximum effect?
- What are the most effective ways to use sales automation to facilitate seamless handoffs and transitions between sales and marketing teams, and what are the benefits of this approach in terms of lead nurturing and conversion?
- What are the cultural and organizational implications of forming partnerships and collaborations, and how can companies ensure that their culture and organizational structure are aligned with their partnership strategy?
- What is the role of sales, marketing, and customer success teams in identifying and pursuing high-value upsell and cross-sell opportunities, and how can we ensure alignment and collaboration across these functions?
- How does the organization's external environment, such as market trends and competitor activity, impact the experimentation and testing process, and how do you stay aware of and respond to those external factors?
- How can businesses ensure that their new business development efforts are transparent, ethical, and socially responsible, and what are the key considerations for building trust and credibility with new customers?
- What are some emerging trends or developments in experimentation and testing that the organization is exploring or investing in, and how do you see those trends impacting the future of new business development?
- How can AI-powered sales automation be used to identify and mitigate potential risks and roadblocks in the sales process, and what are the benefits of this approach in terms of deal closure and revenue growth?
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 New Business Development book in PDF containing 995 requirements, which criteria correspond to the criteria in...
Your New Business Development 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 New Business Development Self-Assessment and Scorecard you will develop a clear picture of which New Business Development 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 New Business Development 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 New Business Development projects with the 62 implementation resources:
- 62 step-by-step New Business Development Project Management Form Templates covering over 1500 New Business Development project requirements and success criteria:
Examples; 10 of the check box criteria:
- Cost Management Plan: Will the forecasts be based on trend analysis and earned value statistics?
- Procurement Audit: Must the receipt of goods be approved prior to payment?
- Scope Management Plan: Is there an on-going process in place to monitor New Business Development project risks?
- Project Scope Statement: What should you drop in order to add something new?
- Quality Management Plan: Were there any deficiencies / issues in prior years self-assessment?
- Schedule Management Plan: Have the procedures for identifying budget variances been followed?
- Responsibility Assignment Matrix: Are there any drawbacks to using a responsibility assignment matrix?
- Requirements Management Plan: Will you use an assessment of the New Business Development project environment as a tool to discover risk to the requirements process?
- Executing Process Group: Why is it important to determine activity sequencing on New Business Development projects?
- Activity Duration Estimates: What is the critical path for this New Business Development project and how long is it?
Step-by-step and complete New Business Development Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 New Business Development project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 New Business Development project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 New Business Development 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 New Business Development 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 New Business Development 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 New Business Development 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 New Business Development project with this in-depth New Business Development Toolkit.
In using the Toolkit you will be better able to:
- Diagnose New Business Development 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 New Business Development 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 New Business Development investments work better.
This New Business Development 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.
