Save time, empower your teams and effectively upgrade your processes with access to this practical Sales and Operations Execution Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sales and Operations Execution 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 Sales and Operations Execution specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Sales and Operations Execution 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 Sales and Operations Execution improvements can be made.
Examples; 10 of the 991 standard requirements:
- Can csps embrace a model where the operations, processes, sales and post sales support can all be driven through online channels, with a well drafted digital first strategy?
- What functions have to be allotted to the different area units and what will be the relative powers of different organization units in each area unit?
- What is sales & operations execution, what is its place in the supply chain planning cycle, and what added value does it bring to your supply chain?
- How do you free up resources for customer projects and still improve the day to day operations driving the success of your own sales funnel?
- Are retailers looking to serve the long tail, which might be high margin on a relative basis, exclusively through online orders?
- Are there particular organizational units, employee groups, or age groups where the problems are concentrated?
- How does your organization handle fractional share investing in the context of its best execution obligations?
- What internal and external individuals or groups are at risk of being adversely affected by your operations?
- What are the minimum sales you should reach and during which time span to cover the costs of your business?
- How does your organization determine the appropriate method and frequency of its execution quality reviews?
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 Sales and Operations Execution book in PDF containing 991 requirements, which criteria correspond to the criteria in...
Your Sales and Operations Execution 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 Sales and Operations Execution Self-Assessment and Scorecard you will develop a clear picture of which Sales and Operations Execution 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 Sales and Operations Execution 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 Sales and Operations Execution projects with the 62 implementation resources:
- 62 step-by-step Sales and Operations Execution Project Management Form Templates covering over 1500 Sales and Operations Execution project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Does the department evaluate and benchmark the performance of the procurement function/ unit against other comparable procurement functions/units?
- Procurement Management Plan: Does the resource management plan include a personnel development plan?
- Project Performance Report: To what degree are the members clear on what they are individually responsible for and what they are jointly responsible for?
- WBS Dictionary: Are all elements of indirect expense identified to overhead cost budgets of Sales and Operations Execution projections?
- Team Member Status Report: Are the attitudes of staff regarding Sales and Operations Execution project work improving?
- Cost Estimating Worksheet: Does the Sales and Operations Execution project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?
- Team Member Performance Assessment: How do you know that all team members are learning?
- Project Scope Statement: Will this process be communicated to the customer and Sales and Operations Execution project team?
- Stakeholder Analysis Matrix: If the baseline is now, and if its improved it will be better than now?
- Stakeholder Management Plan: Are target dates established for each milestone deliverable?
Step-by-step and complete Sales and Operations Execution Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Sales and Operations Execution project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Sales and Operations Execution project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Sales and Operations Execution 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 Sales and Operations Execution 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 Sales and Operations Execution 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 Sales and Operations Execution 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 Sales and Operations Execution project with this in-depth Sales and Operations Execution Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Sales and Operations Execution 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 Sales and Operations Execution 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 Sales and Operations Execution investments work better.
This Sales and Operations Execution 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.
