Outbound Marketing Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Outbound Marketing 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Outbound Marketing improvements can be made.

Examples; 10 of the 991 standard requirements:


1. Is there a relationship between strategy formation activities with organization performance, in terms of growth in sales revenues, in capitalization and in manpower?
   
   

2. What does the enterprises leadership think it is doing to collect, maintain, and distribute customer zero party data, as customer consents and preferences?
   
   

3. How do you start seeing your customers from every angle when the data is collected and processed across different interactions, channels, and platforms?
   
   

4. What is your organizations reliance on accurate location for decisions related to marketing, facilities, risk assessment, logistics, and other areas?
   
   

5. What is the enterprise doing to collect, maintain, and distribute customer zero party data, as customer consents and preferences?
   
   

6. Can your platform integrate internal systems with partners and third party providers to provide the desired experience?
   
   

7. Where do you start in formulating a digital business strategy, and how does it differ from business strategy?
   
   

8. What are your top complaints about the technology currently used to execute your digital marketing strategy?
   
   

9. Is inbound and outbound communications traffic monitored for unusual or unauthorized events or activities?
   
   

10. What is it about your solution that makes you uniquely able to deliver meaningful value for this customer?
    
    


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 Outbound Marketing book in PDF containing 991 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Initiating Process Group: Professionals want to know what is expected from them what are the deliverables?
   
   

2. Schedule Management Plan: What tools and techniques will be used to estimate activity resources?
   
   

3. Risk Management Plan: Market risk -will the new service or product be useful to your organization or marketable to others?
   
   

4. Stakeholder Management Plan: Is a pmo (Outbound Marketing project management office) in place and does it provide oversight to the Outbound Marketing project?
   
   

5. Activity Duration Estimates: What is pmp certification, and why do you think the number of people earning it has grown so much in the past ten years?
   
   

6. Activity Duration Estimates: Outbound Marketing project has three critical paths. Which BEST describes how this affects the Outbound Marketing project?
   
   

7. Project Charter: Avoid costs, improve service, and/ or comply with a mandate?
   
   

8. Stakeholder Management Plan: Are written status reports provided on a designated frequent basis?
   
   

9. Scope Management Plan: Are actuals compared against estimates to analyze and correct variances?
   
   

10. Monitoring and Controlling Process Group: Contingency planning. if a risk event occurs, what will you do?


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

1.0 Initiating Process Group:


• 1.1 Outbound Marketing project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Outbound Marketing project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Outbound Marketing 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 Outbound Marketing 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 Outbound Marketing 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 Outbound Marketing 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 Outbound Marketing project with this in-depth Outbound Marketing Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Outbound Marketing 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 Outbound Marketing 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 Outbound Marketing investments work better.

This Outbound Marketing 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.