Revenue Generation Toolkit

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Steer Revenue Generation: partner with external content teams and internal teams to facilitate creative Problem Solving and deepening opportunities for innovation and scale.

More Uses of the Revenue Generation Toolkit:

  • Measure and report on the effectiveness of Marketing Programs and campaigns with the purpose of improving Resource Allocation, efficiency, and Revenue Generation.

  • Drive Revenue Generation: work in line with the operational procedures of your organization towards its Revenue Generation and Sales Growth goals.

  • Manage Revenue Generation: proactively driving activities in a manner that increases Brand Awareness, product presence and Revenue Generation for all organization products.

  • Revenue team, you collaborate with Product, Marketing and Customer Success teams to drive growth, and Revenue Generation.

  • Work closely with Loyalty, Revenue Generation, Call Routing and Rep Strategy leads in driving the rhythm of thE Business thinking holistically and strategically about key operational policies, Business Processes, procedures and communication and enabling effectivE Business planning and execution.

  • Coordinate Revenue Generation: you continually work to create value by managing costs and risks, engaging in Revenue Generation opportunities with your sales teams, and providing superior service to your clients as you ensure On Time Delivery.

  • Measure and report on effectiveness of marketing campaigns, with the purpose of improving Resource Allocation, efficiency and Revenue Generation.

  • Confirm your organization complies; directs all growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Organize Revenue Generation: conduct regular reporting and use the data to tell a story and tie back to Revenue Generation of the investment bank.

  • Secure that your design complies; directs all growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Drive high impact / Strategic Procurement initiatives with the goal of driving substantial value realization efforts in all forms Revenue Generation, cost reductions and Productivity Improvements while maintaining or improving Product Quality and supplier Service Levels.

  • Assure your corporation complies; monitors Cost Control and Revenue Generation trends, initiates action, and provides feedback to promote profitability.

  • Make sure that your business complies; directs all growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Assure your planning complies; directs all growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Secure that your venture complies; directs growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Warrant that your team complies; directs growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Be certain that your strategy complies; directs growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and Revenue Generation.

  • Manage work with the existing leadership to develop KPIs and Team Goals that meet or exceed On Time Go Live and Client Pass Rates targets.

  • Drive Revenue Generation: easy to understand and use, it is affordable for small and largE Businesses and educational organizations to develop skills and knowledge to grow revenue and markets through greener product innovation.

  • Develop, forecast, and execute Test Plans to drive incremental revenue and build playbook in partnership with Revenue Management and Product Teams to ensure Tech Stack and tools deliver on offers.

  • Systematize Revenue Generation: partner with sales and business insights to develop regional, Account Based Marketing and Content Strategies and create go to market plans to accomplish sales and revenue goals.

  • Devise Revenue Generation: work closely and collaborate with sales leadership, Product Marketing, Demand Generation, Revenue Operations, enablement, Human Resources and recruiting teams as key partners in hitting Team Goals.

  • Develop IT Investment Strategies that drive shareholder value through revenue growth, operating margin or asset efficiency.

  • Create statistical models for long term load and revenue forecasting using specialized software; identify trends in market forces that impact energy use or demand; incorporate energy modeling techniques and new End Users that could impact energy delivery.

  • Identify Revenue Generation: new design concepts are created and designed which provide significant revenue growth.

  • Orchestrate Revenue Generation: research and understand market needs, trends and competitive offerings to identify Strategic Partnerships, go to Market Strategy and long term revenue growth.

  • Improve performance by evaluating processes to drive efficiencies and understand Revenue in departmental programs and operations.

  • Be certain that your project complies; focus on keeping production website and other revenue impacting systems fast, stable, and secure.

  • Establish Revenue Generation: work closely with the Chief Revenue officers and Chief Technology officers to understand organization sales and technology strategies.

  • Coordinate Revenue Generation: revenue deal accountant, cloud Business Finance.

  • Be accountable for using cutting edge public and Private Cloud technologies extending the next generation security protection to all Cloud Services, customers on.

  • Ensure you pioneer; build and maintain relationships across the Engineering Organization to identify problems while scoping and driving collaboration on solutions in a quickly changing environment.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Revenue Generation 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 Revenue Generation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What did you miss in the interview for the worst hire you ever made?

  2. What business benefits will Revenue Generation goals deliver if achieved?

  3. What is measured? Why?

  4. How do you spread information?

  5. What tools do you use once you have decided on a Revenue Generation strategy and more importantly how do you choose?

  6. Have design-to-cost goals been established?

  7. What are the rules and assumptions your industry operates under? What if the opposite were true?

  8. What successful thing are you doing today that may be blinding you to new growth opportunities?

  9. Who are four people whose careers you have enhanced?

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

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 Revenue Generation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Revenue Generation 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 Revenue Generation 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 Revenue Generation investments work better.

This Revenue Generation 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.