Shopper Marketing Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Shopper 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Shopper Marketing improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Is there a way to allow for centralized visibility, performance monitoring and tighter security, and also strengthen engagement through apps that enhance the customer experience?

  2. How to deliver and maintain optimal customer experience and satisfaction, consistently even as network demand and business expands, while optimizing profitability?

  3. Can the marketing and sales team effectively communicate technical terms and building plan development in a way that an architect would?

  4. Can an essentially undifferentiated product with no brand attributes, no brand equity, and only passive loyalty drive value creation?

  5. Which communication channels would be most effective for maintaining brand visibility during a crisis without a focus on sales?

  6. How influential are consumer engagement trends on social media in choosing a particular social media platform for advertising?

  7. What is the first brand that comes to mind when thinking about a positive in person customer experience you have had recently?

  8. What do your customers think of the new approach, and more importantly, how might it impact the brand loyalty moving forward?

  9. What do you do to harness digital technology, counter misinformation, and build and maintain trust internally and externally?

  10. Which improvements in your communications experience have been made in the past year by the companies you do business with?


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 Shopper Marketing book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Monitoring and Controlling Process Group: What is the expected monetary value of the Shopper Marketing project?

  2. Risk Audit: Has risk management been considered when planning an event?

  3. Risk Register: What is the probability and impact of the risk occurring?

  4. Issue Log: Do you have members of your team responsible for certain stakeholders?

  5. Executing Process Group: Why do you need a good WBS to use Shopper Marketing project management software?

  6. Change Request: How does your organization control changes before and after software is released to a customer?

  7. Schedule Management Plan: Will the Shopper Marketing project sponsor be involved in preliminary schedule reviews?

  8. Probability and Impact Matrix: During Shopper Marketing project executing, a major problem occurs that was not included in the risk register. What should you do FIRST?

  9. Stakeholder Management Plan: Is documentation created for communication with the suppliers and vendors?

  10. Responsibility Assignment Matrix: The already stated responsible for overhead performance control of related costs?

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

1.0 Initiating Process Group:

  • 1.1 Shopper Marketing project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Shopper 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 Shopper 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 Shopper Marketing investments work better.

This Shopper 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.