Product Positioning Toolkit

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Ensure your organization identifies themes and ideas trending in financial advisor investment practice or regulation and communicate them verbally and in written reports to Internal Stakeholders and leaders periodically to increase your knowledge and your Product Positioning capabilities.

More Uses of the Product Positioning Toolkit:

  • Manage work with Market Development and sales to develop the go to Market Strategy, helping all to understand Product Positioning, key benefits, and target Client Needs.

  • Supervise: brainstorm with other cross Functional Stakeholders to develop Product Positioning and key messages for customers, analysts, media and investors.

  • Methodize: inclusive of Product Positioning, contracting approach, pricing, channel readiness and strategies to manage end of life.

  • Create Product Positioning and Value Propositions that resonate in the insurance market and reflect the vision for your product.

  • Drive: conduct Market Research to evaluate market dynamics, size investment opportunities, and assess Product Positioning.

  • Devise: Product Positioning developing Product Positioning and messaging that differentiates your products, creating original content and defining and coordinating Marketing Programs.

  • Be accountable for identifying client issues related to long term growth, Product Positioning, marketing, operational improvements and efficiency, etc.

  • Control: partner with Product Management and client success teams to understand the value of your products and develop effective Product Positioning to bring to market.

  • Coordinate: share market insights and ensure alignment with Product Marketing to ensure Product Positioning can focus on the problems that you solve with the workforce suite.

  • Oversee the development of Marketing Strategies and execution of launch plans, supporting your organizations products and solutions; create Product Positioning and messaging that differentiates your organizations offerings in the market.

  • Be a thought leader and champion for the consumer, utilizing quantitative and qualitative insights to influence Product Strategy, Product Positioning, and Product Launch strategy.

  • Create detailed product Value Propositions, Product Positioning, message maps and Sales And Marketing collateral for your Product Segment.

  • Promote collaboration with cross functional teams on go to Market Strategies, Product Positioning, Sales Training, pricing and packaging, and Customer Success.

  • Evaluate market and technology trends, key providers, legal/regulatory climate, Product Positioning, and pricing philosophy.

  • Initiate and complete Project Concepts, Briefs and Profiles that generate creative claim opportunities, identify competitive advantages to further enhance Product Positioning and drive story telling around hero products.

  • Develop and support complex analytical Processes And Procedures to identify risks and opportunities in the origination and creation of product and Product Positioning.

  • Systematize: market and customer analysis, Requirements Development, Business Case, collateral, Product Strategy, and Product Positioning.

  • Use Competitive intelligence to lead Product Positioning, messaging, pricing, launch, and long term success of the product.

  • Develop Product Positioning, Value Propositions, and messaging to be used in Product Development and Marketing Campaigns.

  • Ensure you organize; lead your Product Positioning strategy using competitive information and market and Product Analysis, placing your products right next to other brands to highlight your Competitive Edge.

  • Generate sales specific product comparisons, vulnerable Competitor analysis and Product Positioning in the marketplace using third party Analytical Tools.

  • Collaborate with Product Management and Marketing Communications to develop Product Positioning and messaging that resonate with your target Buyer Personas.

  • Provide input to ensure manufacturing specifications are set properly, particularly for critical attributes that affect customer preference and desired Product Positioning.

  • Formulate: through engagement in the field, support Competitive intelligence gathering efforts that informs continuous refinement of Product Positioning in collaboration with Product Marketing.

  • Be accountable for working closely with Product Marketing to collaborate on Product Positioning, messaging, Value Proposition, packaging design, naming.

  • Develop Product Positioning and feature/benefit messaging and ensure effective delivery of messages through Marketing And Sales.

  • Collaborate with product, development, design and content to articulate Product Positioning, features and benefits.

  • Drive category margin improvements through design, Product Positioning and Vendor Negotiations in partnership with Sourcing counterparts.

  • Confirm your enterprise assesses needs for marketing, communications and training to ensure Product Positioning is effectively delivered and revenue goals are met.

  • Oversee: inclusive of Product Positioning, contracting approach, pricing, channel readiness, RFP Content Development and strategies to manage Product Lifecycle management.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Product Positioning 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 Product Positioning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What counts that you are not counting?

  2. In the past few months, what is the smallest change you have made that has had the biggest positive result? What was it about that small change that produced the large return?

  3. How widespread is its use?

  4. What risks do you need to manage?

  5. Do you all define Product Positioning in the same way?

  6. What data do you need to collect?

  7. How do you engage the workforce, in addition to satisfying them?

  8. Do Product Positioning rules make a reasonable demand on a users capabilities?

  9. What is the problem and/or vulnerability?

  10. How do you manage Product Positioning risk?

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 Product Positioning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Product Positioning 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 Product Positioning 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 Product Positioning investments work better.

This Product Positioning 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.