Opportunity management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Opportunity management 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 Opportunity management improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Is your organization looking for opportunities for social or community enterprises that will be operated as non profit businesses employing a target group?
   
   

2. What policies are in place to promote a non punitive culture, so that employees are encouraged to express concerns related to errors and failures?
   
   

3. Do you know the implications on a selling organization, of shifting from selling standard products to selling large complex deals?
   
   

4. Is there a fast track internal clearance and approval process in place for social media strategy and messages during crises?
   
   

5. Does your approach towards all large opportunities remain the same or is it different for different selling situations?
   
   

6. What process do you follow in working towards a specific goal, using your supporters and the influencing power?
   
   

7. Does your organization have social media tools & tactics as part of your risk & crisis communications plan?
   
   

8. Does the location of the work area allow easy interaction between related departments within the workplace?
   
   

9. Does the process collect data relating to work and non work related factors that may contribute to fatigue?
   
   

10. Where should you spend your time for the greatest impact on pipeline performance and accurate forecasting?
    
    


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 Opportunity management book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Quality Management Plan: Is staff trained on the software technologies that are being used on the Opportunity management project?
   
   

2. Procurement Management Plan: Financial capacity; does the seller have, or can the seller reasonably be expected to obtain, the financial resources needed?
   
   

3. Quality Audit: Is your organizational structure a help or a hindrance to deployment?
   
   

4. Cost Management Plan: Is the Opportunity management project sponsor clearly communicating the business case or rationale for why this Opportunity management project is needed?
   
   

5. Stakeholder Management Plan: What potential impact does the stakeholder have on the Opportunity management project?
   
   

6. Change Management Plan: Who is the target audience of the piece of information?
   
   

7. Schedule Management Plan: Are the results of quality assurance reviews provided to affected groups & individuals?
   
   

8. Risk Audit: Auditor independence: a burdensome constraint or a core value?
   
   

9. Responsibility Assignment Matrix: Is it safe to say you can handle more work or that some tasks you are supposed to do arent worth doing?
   
   

10. Communications Management Plan: Will messages be directly related to the release strategy or phases of the Opportunity management project?


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

1.0 Initiating Process Group:


• 1.1 Opportunity management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Opportunity management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Opportunity management 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 Opportunity management 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 Opportunity management 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 Opportunity management 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 Opportunity management project with this in-depth Opportunity management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Opportunity management 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 Opportunity management 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 Opportunity management investments work better.

This Opportunity management 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.