Relationship Management Toolkit

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Support supplier Product Roadmap and product lifecycle plans in collaboration with category procurement, packaging and ops integration to ensure proper supplier coverage, diversification, value and security of supply.

More Uses of the Relationship Management Toolkit:

  • Secure that your design creates, modifie, and extracts Reports And Dashboards to communicate key metrics to contracting personnel and leadership team.

  • Develop standards and strategies for Contract Negotiation and serve as the primary organizational contact during the Contract Negotiation process.

  • Locate, analyze, develop and maintain a consolidated supplier base to meet current and future needs of all purchased materials and services.

  • Keep abreast of changing business requirements and market conditions, and manage suppliers and contracts to maintain value and competitiveness.

  • Be accountable for participating in the Continuous Improvement of processes and implementation of best practices to maximize efficiency for the team.

  • Assure your organization complies; access, analyze and align technology for information, efficiency and business relationships.

  • Confirm your group engages supplier and internal Piedmont Healthcare customers to ensure timely resolution of any service, communication and delivery issues.

  • Warrant that your operation keeps management informed by submitting activity and results reports, tracking deals, contacts, organizations, and activities in a customer Relationship Management suite.

  • Steer: partner with internal teams as product marketing, logistics, engineering, accounting, supply and demand, to ensure successful launch of new products.

  • Ensure you designate; lead process development design and implement continuous updates to the procurement lead process in an effort to make the lead process more efficient and mature.

  • Support all social impact partnerships with Project Management, Relationship Management, operational organization, impact tracking and reporting.

  • Drive the definition of manage scope, expectations, implementation approach, deliverables and acceptance testing criteria, whilst appropriately managing risk.

  • Warrant that your enterprise complies; challenges all team members to achieve higher levels of performance by establishing and communicating clear goals.

  • Ensure you control; understand and monitor key spending trends, Cost Drivers, market factors, geographic considerations and strategic importance of critical materials in order to implement appropriate sourcing strategies/.

  • Steer: Performance Improvements, cost reductions, improved or enhanced service level and quality excellence.

  • Provide coaching and mentoring to Account Managers for Employee Development and career progression.

  • Drive Continuous Improvement in all aspects of the procurement process by leveraging Lean Six Sigma tools.

  • Be accountable for driving the development of short, medium, and long term plans and regularly interact across functional areas with executives to achieve Strategic Objectives.

  • Warrant that your project provides direction, leadership and guidance on operational tasks and techniques, Fosters growth of associates in the development of technical, business and Relationship Management skills.

  • Confirm your planning
  • Ensure the procurement website reflects the latest information regarding all programs in assigned commodity categories.

  • Drive: executive level sales, account and Relationship Management skills essential to influence Decision Making.

  • Confirm your organization complies; audits new accounts booked with Vendor to executed legal documentation to ensure accuracy of transfer and Vendor is in compliance with contract and Consumer regulations.

  • Be accountable for reporting on a regular bases progress toward your goals to meet and exceed audit compliance by end of the year.

  • Manage coordination of activities between Bright technology department with Business Operations and Finance teams to improve Process Flows and vendor issues.

  • Lead: Relationship Management work seamlessly and effectively with members of the Influencer Marketing team, and cross department account team members on all aspects of Influencer Marketing and client service.

  • Standardize: account and customer Relationship Management, sales and software license and cloud subscription revenue.

  • Confirm your design develops appropriate Supply Chain strategy to maximize Customer Satisfaction at the lowest possible cost.

  • Drive shared accountability for results in a highly matrix environment using Service Level Agreements and Operating Level agreements with clients and suppliers across the enterprise.

  • Ensure you address; lead supplier business review process to drive Continuous Improvement in cost, delivery, and quality performance.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Relationship 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 Relationship Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What baselines are required to be defined and managed?

  2. Do you have any cost Relationship Management limitation requirements?

  3. How likely is the current Relationship Management plan to come in on schedule or on budget?

  4. In retrospect, of the projects that you pulled the plug on, what percent do you wish had been allowed to keep going, and what percent do you wish had ended earlier?

  5. What is the overall Business Strategy?

  6. What are the timeframes required to resolve each of the issues/problems?

  7. Who will be responsible for making the decisions to include or exclude requested changes once Relationship Management is underway?

  8. How is data used for Program Management and improvement?

  9. How will your organization measure success?

  10. Who are the Key Stakeholders for the Relationship Management evaluation?

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 Relationship Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Relationship Management project team have enough people to execute the Relationship Management 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 Relationship Management 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 Relationship Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Relationship Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

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 Relationship 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 Relationship Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Relationship 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 Relationship 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 Relationship Management investments work better.

This Relationship 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.