RFM Customer Value Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the RFM Customer Value 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 RFM Customer Value improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Which has detailed actions taken to provide value to customer & gain competitive advantage by exploiting core competencies in specific, individual products/services?
   
   

2. What role does growing your business through adding new services, entering new markets, or targeting new types of customers play in your business strategy?
   
   

3. How can subscription businesses drive customer loyalty in an environment where a range of market verticals face more competition than ever before?
   
   

4. What is your current situation regarding challenges, bottlenecks, information sharing, audit trails, customer satisfaction, and speed to market?
   
   

5. What communication platform does your organization need to effectively communicate and market to channel customers and prospects?
   
   

6. Are you sending personalized email correspondence that provides recommended products based on your customers purchase history?
   
   

7. What systems, processes, tools, and human experiences are required for your organization to deliver the desired service?
   
   

8. When things go wrong, does your organization rectify matters swiftly and to the satisfaction of the complainant?
   
   

9. How do you deliver a touchless program that meets your energy savings goals while remaining customer focused?
   
   

10. Is the customer base growing, and are existing and new customers adopting the digital products and channels?
    
    


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 RFM Customer Value book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Project Performance Report: To what degree are fresh input and perspectives systematically caught and added (for example, through information and analysis, new members, and senior sponsors)?
   
   

2. Assumption and Constraint Log: If it is out of compliance, should the process be amended or should the Plan be amended?
   
   

3. Roles and Responsibilities: Does your vision/mission support a culture of quality data?
   
   

4. Cost Management Plan: Is RFM Customer Value project status reviewed with the steering and executive teams at appropriate intervals?
   
   

5. Stakeholder Management Plan: Are software metrics formally captured, analyzed and used as a basis for other RFM Customer Value project estimates?
   
   

6. Planning Process Group: In what way has the program contributed towards the issue culture and development included on the public agenda?
   
   

7. Activity Resource Requirements: How many signatures do you require on a check and does this match what is in your policy and procedures?
   
   

8. Cost Management Plan: Is the structure for tracking the RFM Customer Value project schedule well defined and assigned to a specific individual?
   
   

9. Scope Management Plan: Are all payments made according to the contract(s)?
   
   

10. Activity Duration Estimates: (Cpi), and schedule performance index (spi) for the RFM Customer Value project?


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

1.0 Initiating Process Group:


• 1.1 RFM Customer Value project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 RFM Customer Value project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 RFM Customer Value 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 RFM Customer Value 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 RFM Customer Value 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 RFM Customer Value 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 RFM Customer Value project with this in-depth RFM Customer Value Toolkit.

In using the Toolkit you will be better able to:


• Diagnose RFM Customer Value 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 RFM Customer Value 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 RFM Customer Value investments work better.

This RFM Customer Value 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.