Customer Success requires analysis of available data to determine customer health and identification of new data to drive Proactive Outreach, which in turn increases Customer Satisfaction and lowers sales and delivery risks.



More Uses of the Proactive Outreach Toolkit:




• Develop new Client Relationships by Proactive Outreach.
  
  

• Fortify Customer Relationships through consistent outbound contact, Proactive Outreach, and automated delivery.
  
  

• Assure your enterprise supports campaign work for Health Assessments and Proactive Outreach.
  
  

• Provide Proactive Outreach to Programming to ensure high profile content adheres to Best Practices.
  
  

• Assure your strategy complies; this team increases adoption and engagement by using Proactive Outreach based on defined customer health metrics.
  
  

• Establish: Proactive Outreach and follow up with vendors to gather scheduling availability, quotes, and invoices.
  
  

• Evaluate: Proactive Outreach to clients and internal partners to address processing errors or in support of platform changes.
  
  

• Drive revenue through Proactive Outreach and finding key accounts.
  
  

• Be accountable for conducting Proactive Outreach to departments to encourage cost effective energy and water projects.
  
  




 



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



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Proactive Outreach 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 Proactive Outreach improvements can be made.



Examples; 10 of the 999 standard requirements:




1. Are you / should you be revolutionary or evolutionary?
   
   

2. What are your current levels and trends in key measures or indicators of workforce and leader development?
   
   

3. When are costs are incurred?
   
   

4. Will Proactive Outreach deliverables need to be tested and, if so, by whom?
   
   

5. What is the funding source for this project?
   
   

6. What are the costs of delaying Proactive Outreach action?
   
   

7. What methods do you use to gather Proactive Outreach data?
   
   

8. What is the kind of project structure that would be appropriate for your Proactive Outreach project, should it be formal and complex, or can it be less formal and relatively simple?
   
   

9. How can you become more high-tech but still be high touch?
   
   

10. Who defines (or who defined) the rules and roles?
    
    




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 Proactive Outreach book in PDF containing 994 requirements, which criteria correspond to the criteria in...




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




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

4. Closing Process Group: Did the Proactive Outreach Project Team have enough people to execute the Proactive Outreach 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 Proactive Outreach 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 Proactive Outreach Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Proactive Outreach project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Proactive Outreach Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Proactive Outreach 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 Proactive Outreach 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 Proactive Outreach 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 Proactive Outreach 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 Proactive Outreach project with this in-depth Proactive Outreach Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Proactive Outreach 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 Proactive Outreach 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 Proactive Outreach investments work better.



This Proactive Outreach 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.