Deliver new products and segment fit existing products that meet/exceed the needs of small, medium, and mid sized businesses and help the SMB Product Organization achieve associated targets.



More Uses of the SMB Toolkit:




• Organize: remote file systems (SMB).
  
  

• Ensure you cooperate; build and iterate Self Service SMB sales tracking and reporting.
  
  

• Coordinate: form customer solutions leader SMB.
  
  

• Pilot: grade, unified, Communication Services at an SMB price.
  
  

• Become capable of managing IT Projects in an SMB environment as a participant resource.
  
  

• Lead: schedule as a key member of the Business Development and Sales Management teams, ensure success and growth in your SMB customers cloud journey through the partner engagements.
  
  

• Organize: content Marketing Management, SMB.
  
  

• Deploy digital and traditional campaigns and programs, choosing the best channels and tactics to build your network of Enterprise, SMB, and Strategic Partners.
  
  

• Steer: own messaging, positioning and go to market for all SMB products and solutions.
  
  

• Accelerate your growth with products from SMB Suite.
  
  

• Make outbound calls and emails to you SMB customer base.
  
  

• Ensure you involve; lead Business Development management, containers for SMB.
  
  

• Drive operational support to partner managers and account managers for your field, growth and SMB Sales Channels as it relates to orders, billing reconciliation and other key tasks.
  
  

• Ensure primary focus for partner sales on SMB segment.
  
  

• Generate lead and convert them to Enterprise Sales opportunities or SMB Self Service customers.
  
  

• Manage a team of success managers that work across SMB and Enterprise Clients.
  
  

• Be accountable for working knowledge in SMB (Supplier Management Base).
  
  

• Organize: really good at prospecting and developing opportunities with SMBs.
  
  

• Ensure you raise; lead Business Process specialization, SMB.
  
  

• Develop: partner with sales leaders in SMB, upmarket, and channel to support the field.
  
  

• Ensure you conceptualize; lead Cloud Security engineering, SMB.
  
  




 



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



STEP 1: Get your bearings



Start with...




• The latest quick edition of the SMB 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 SMB improvements can be made.



Examples; 10 of the 999 standard requirements:




1. Do you aggressively reward and promote the people who have the biggest impact on creating excellent SMB services/products?
   
   

2. What is the worst case scenario?
   
   

3. What else needs to be measured?
   
   

4. Why not do SMB?
   
   

5. How will you measure success?
   
   

6. Is the final output clearly identified?
   
   

7. Who are the people involved in developing and implementing SMB?
   
   

8. What SMB requirements should be gathered?
   
   

9. Does your organization systematically track and analyze outcomes related for accountability and quality improvement?
   
   

10. Why is SMB important for you now?
    
    




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 SMB book in PDF containing 994 requirements, which criteria correspond to the criteria in...




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




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




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 SMB project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the SMB Project Team have enough people to execute the SMB 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 SMB 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 SMB Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 SMB project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 SMB Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 SMB 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 SMB 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 SMB 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 SMB 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 SMB project with this in-depth SMB Toolkit.



In using the Toolkit you will be better able to:




• Diagnose SMB 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 SMB 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 SMB investments work better.



This SMB 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.