Pipeline Planning Toolkit

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Govern Pipeline Planning: budget and Supplier Management establish and manage an annual zero based operating budget designed to support activation of critical digital and Direct to Consumer marketing and Social Media initiatives.

More Uses of the Pipeline Planning Toolkit:

  • Support client feedback, competitive information, and coordinate with cross functional teams to design new product ideas and requirements.

  • Be accountable for interacting with peers across Business Functions at your organization to gather and analyze data and other information relevant to your Business Development activities.

  • Develop and oversee technical timelines, Resource Utilization and processes to ensure teams meet key development milestones.

  • Initiate Pipeline Planning: interface directly with client stakeholders, Development Teams and Internal Project Team in order to achieve scope of work.

  • Supervise Pipeline Planning: historical success in navigating cross function/cross segment, enterprise teams in a rapidly changing Work Environment.

  • Confirm your organization complies; Sales Strategies develop effective and specific account plans to ensure revenue target delivery and Sustainable Growth.

  • Contribute to Proposal Development either directly or in collaboration with bID Management and Solution Architecture teams.

  • Maintain an email Service Level agreement (SLA) towards customers and meet all other workflow deadlines to keep projects on time.

  • Recognize and address shifts in project complexity, scope, staffing and strategy, and help the technical team revise plans accordingly.

  • Maintain and Develop Relationships with existing customers and subsidiary companies, acting as a Single Point of Contact for customers.

  • Identify untapped opportunities through client insights and data and build Business Cases and strategic/operational plans against opportunities.

  • Confirm your organization complies; monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules and Marketing Techniques.

  • Supervise Pipeline Planning: research, analyze, and monitors financial, technological, and demographic factors to capitalize on market opportunities and minimize effects of competitive activity.

  • Bring new brands, products, and skus to life from start to finish, and drive the marketing agenda and support plan for each.

  • Oversee the design of programs and solutions that proactively address shifts in Business Strategy and/or the needs and preferences of the evolving workforce.

  • Develop Pipeline Planning: effectively share information and context across your organization regarding Customer Needs, problems, interests, and potential for new products and services.

  • Ensure you support; understand the customer Decision Making process and Develop Relationships with key decision makers, nurture champions and coaches, and progress a deal through sales cycle.

  • Drive Pipeline Planning: each new sales hire is formally evaluated using leading personal assessment tools to improve Work Productivity, teamwork and communication.

  • Gather and evaluate information on Industry Trends, client needs and satisfaction, and monitor and improve product usage.

  • Execute and deliver the Product Strategy for the product by working closely with Product Leadership and cross functional teams.

  • Unify your organization brand and build the Marketing Organization, processes and efforts to drive Brand Recognition, corporate communications and Demand Generation across all products.

  • Create training opportunities for the product, marketing, sales and account Management Teams to ensure product knowledge is complete and Best Practices are shared and codified.

  • Ensure you use Critical Thinking and Project Management skills to assess a customers needs at the beginning of each project and keep each project on time.

  • Manage Project Timelines and escalation issues using your internal Support Team and proactively communicate updates to the customer.

  • Identify critical factors and steps that impact the overall success of a pipeline and work with Technology Development to generate a plan to resolve any issues to minimize impact on success.

  • Methodize Pipeline Planning: partner with external Partners And Vendors on various projects ranging from staff Professional Development, to managing materials ordering.

  • Ensure you maximize; lead finance technology Continuous Delivery team through process/application enhancements delivery utilizing a modified Kanban Agile Methodology.

  • Generate revenue, owning the End To End process from pipeline generation to closed deals in close collaboration with the Go to Market team.

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

  • Maintain Open Communication with operations, Sales Management, Demand Planning and suppliers.

  • Arrange that your group develops and maintains Project Schedule, in conjunction with the Project Team, to meet milestones and completion dates.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Pipeline Planning 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 Pipeline Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How will corresponding data be collected?

  2. Which individuals, teams or departments will be involved in Pipeline Planning?

  3. What is effective Pipeline Planning?

  4. Are the Pipeline Planning standards challenging?

  5. Where is it measured?

  6. What Process Improvements will be needed?

  7. How do you do Risk Analysis of rare, cascading, catastrophic events?

  8. Who needs to know?

  9. How will you know when its improved?

  10. Do those selected for the Pipeline Planning team have a good general understanding of what Pipeline Planning is all about?

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 Pipeline Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Pipeline Planning 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 Pipeline Planning 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 Pipeline Planning investments work better.

This Pipeline Planning 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.