RevOps Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RevOps 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which RevOps improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Does your organization have an integrated and aligned view of revenue engine performance with a shared understanding of performance metrics and KPIs?

  2. Does your it operations team have personnel who can write and maintain scripts that enable integration with the apis used to automate deployments?

  3. Can your dev teams leverage mainframe applications and resources to empower mobile and web development, integration or modernization?

  4. Which personnel, procedural, and cultural changes need to occur within your organization so you can implement marketing measurement?

  5. When considering host based, server workload security controls, how does your organization currently and plan to deploy controls?

  6. Which attributes would be most attractive to your organization as part of a comprehensive hybrid cloud security product offering?

  7. When evaluating a new product development project using net present value analysis, which will make the project more attractive?

  8. Does the grantee implement regularly scheduled meetings to track to resolution any identified hazards and/or vulnerabilities?

  9. How to solve the discrepancy between the freedom to innovate, and the wish to align the actions and the business targets?

  10. What does your implementation timeline look like and how will you seamlessly swap technology, or seamlessly introduce it?


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 RevOps book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step RevOps Project Management Form Templates covering over 1500 RevOps project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: How does your organization ensure that RevOps project and program benefits and risks are being managed to optimize the overall value creation from the portfolio?

  2. Change Request: How do you get changes (code) out in a timely manner?

  3. Change Request: What is the function of the change control committee?

  4. Project Management Plan: Are the existing and future without-plan conditions reasonable and appropriate?

  5. Risk Audit: Do requirements put excessive performance constraints on the product?

  6. Team Member Performance Assessment: How effective is training that is delivered through technology-based platforms?

  7. Team Member Performance Assessment: How do you currently account for your results in the teams achievement?

  8. Schedule Management Plan: Are updated RevOps project time & resource estimates reasonable based on the current RevOps project stage?

  9. Project Charter: Market – identify products market, including whether it is outside of the objective: what is the purpose of the program or RevOps project?

  10. Activity Cost Estimates: What were things that you did very well and want to do the same again on the next RevOps project?

 
Step-by-step and complete RevOps Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 RevOps project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 RevOps project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 RevOps 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 RevOps 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 RevOps 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 RevOps 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 RevOps project with this in-depth RevOps Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose RevOps 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 RevOps 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 RevOps investments work better.

This RevOps 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.