Shared Services Marketing Toolkit

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Lead Shared Services Marketing: plan the change strategy, communications and training approaches and manage the quality of the Change Management deliverables, in many circumstances be directly involved in the delivery.

More Uses of the Shared Services Marketing Toolkit:

  • Secure that your team creates an environment where knowledge and best practices are shared and fosters a culture of Continuous Learning and relentless improvement.

  • Empower teams diverse teams with shared context, psychological safety, and Decision Making authority move faster.

  • Make sure that your organization complies; partners with other Shared Services groups in fostering Process Improvement, communication and facility cohesiveness.

  • Collaborate with various department leaders outside Marketing to ensure capabilities are aligned with Business Needs and shared across the enterprise.

  • Drive Shared Services Marketing: partner with other system, data and application architects to provide scalable and adaptable architectural solutions; promoting the use of a shared data and application infrastructure to Reduce Costs and modernize your architectural approaches and patterns.

  • Ensure that all communications are shared with employees in a timely and accurate manner, as appropriate.

  • Warrant that your organization refocus found a shared facility managing Cyber Failure Mode, Effects, and Criticality Analysis (FMECA).

  • Formulate Shared Services Marketing: in collaboration with operational and Shared Services leaders, identify enhanced/new tools, techniques and training and foster a culture of Learning And Development as it relates to project delivery.

  • Execute your current talent processes and programs, partnering with HRIS, Business Technology, Talent Management consultants, Business Partners, Shared Services and your Talent Programs management.

  • 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.

  • Arrange that your organization communicates with team members to consider the status of deliverables, shared issues, end user concerns, budget, and upcoming milestones.

  • Pilot Shared Services Marketing: effectively coach and support other built for zero portfolio teams to implement and improve the shared learning system to support work.

  • Ensure project progress is captured and shared with Marketing team to help drive future top line Business Growth.

  • Standardize Shared Services Marketing: implement shared software, as operating systems, Configuration Management Tools, application and development tools, testing tools, compilers, and code editors.

  • Analyze Organizational Structure, intra organization relationships, and Shared Service models across your organization and its affiliated entities to identify regulatory risks, compliance issues, and/or conflicts of interest.

  • Be accountable for having a common purpose helps you all stay aligned and moving in the right direction toward shared success.

  • Develop a shared learning system across all Built for Zero portfolios that support and accelerates the achievement of your strategic plan aims.

  • Be certain that your group determines appropriate information and analysis to be shared with customers.

  • Ensure you educate; Shared Services, sales, Managed Services, Supply Chain, Accounts Receivable, technology services, it, and Digital Transformation.

  • Be accountable for ensuring clear bidirectional communication and a shared understanding across all levels of management, SMEs and leadership.

  • Arrange that your organization complies; success in team environments, demonstrating shared responsibility and accountability with other team members.

  • Liaise with internal and external business stakeholders to promote solutions that optimize business value and identify opportunities for improving the quality of shared data assets.

  • Lead skills in Data Collection and utilization to assess programs and increase shared accountability.

  • Consider testability, portability/monitoring, reliability, and maintainability, and understand when code is ready to be shared and delivered.

  • Warrant that your business complies; this shared value of encouraging and embracing diversity in your organization fosters a workplace and culture that is highlighted for its innovation, open expression of ideas, and collaboration.

  • Establish Shared Services Marketing: review the demand shift proposal shared by the supply planner after bottleneck supply customers, sales and Supply Planning and review the constrained demand information.

  • Collaborate with internal platform teams to ensure that shared concerns as Identity Management, billing, usage analytics, and upgrades are implemented in accordance to customer needs, utilizing shared platform capabilities.

  • Ensure your design translates sophisticated data and strategic concepts into understandable communications to be shared with multiple audiences.

  • Govern Shared Services Marketing: directly impacts the area through shared responsibility for delivery of end results and contribution to planning, Budget Management and formulation of procedures; influences Resource Planning.

  • Advance architecture discipline and contribute to a shared blueprint for Digital Workplace that aligns with enterprise and best practices standards.

  • Collaborate closely with the Professional Services delivery organization to ensure that capabilities are aligned, and client expectations are met.

  • Facilitate marketing scorecard measurement and corporate scorecard reporting in support of broad marketing strategy and effectiveness, collaborating closely with marketing and Business Development colleagues.

  • Ensure your organization forwards advanced software delivers a Digital Twin of the network, enabling network operators to verify intent, predict network behavior, avoid outages, and simplify Network Management.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Shared Services Marketing 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 Shared Services Marketing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What can you do to improve?

  2. What tests verify requirements?

  3. How many input/output points does it require?

  4. How do you plan for the cost of succession?

  5. Is the solution technically practical?

  6. How do you manage Shared Services Marketing Knowledge Management (KM)?

  7. What else needs to be measured?

  8. How will your organization measure success?

  9. If there were zero limitations, what would you do differently?

  10. How does your organization define, manage, and improve its Shared Services Marketing processes?

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 Shared Services Marketing book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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 Shared Services Marketing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Shared Services Marketing project team have enough people to execute the Shared Services Marketing 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 Shared Services Marketing 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 Shared Services Marketing 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 Shared Services Marketing 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 Shared Services Marketing project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Shared Services Marketing 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 Shared Services Marketing 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 Shared Services Marketing investments work better.

This Shared Services Marketing 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.