Save time, empower your teams and effectively upgrade your processes with access to this practical Strategic Account Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Strategic Account Management 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 Strategic Account Management specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Strategic Account Management 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 Strategic Account Management improvements can be made.
Examples; 10 of the 999 standard requirements:
- What is the organization's approach to onboarding new Strategic Account Managers, and how does it ensure they have the necessary skills and knowledge to effectively communicate with and influence C-level executives and other senior decision-makers?
- How does the organization use technology, such as sales enablement platforms or customer relationship management (CRM) systems, to support Strategic Account Managers in their interactions with C-level executives and other senior decision-makers?
- How does the organization ensure that Strategic Account Managers stay up-to-date with industry trends, market developments, and emerging technologies to maintain credibility with C-level executives and other senior decision-makers?
- How does the organization provide access to relevant customer insights, market research, and competitive intelligence to inform Strategic Account Managers' conversations with C-level executives and other senior decision-makers?
- How does the organization recognize and reward Strategic Account Managers who consistently demonstrate exceptional skills and knowledge in communicating with and influencing C-level executives and other senior decision-makers?
- What is the organization's approach to providing feedback and coaching to Strategic Account Managers on their communication style, tone, and approach when interacting with C-level executives and other senior decision-makers?
- How does the organization stay up-to-date with the latest trends and best practices in communication and influencing, and how are these incorporated into the training and development programs for Strategic Account Managers?
- What is the organization's approach to identifying the specific skills and knowledge required for Strategic Account Managers to effectively communicate with and influence C-level executives and other senior decision-makers?
- How does the organization provide training and development opportunities to ensure Strategic Account Managers possess the necessary skills and knowledge to interact with C-level executives and other senior decision-makers?
- How does the organization foster a culture of transparency and open communication among Strategic Account Managers and internal stakeholders, and what mechanisms are in place to address conflicts or issues that may arise?
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 Strategic Account Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Strategic Account Management 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 Strategic Account Management Self-Assessment and Scorecard you will develop a clear picture of which Strategic Account Management 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 Strategic Account Management 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 Strategic Account Management projects with the 62 implementation resources:
- 62 step-by-step Strategic Account Management Project Management Form Templates covering over 1500 Strategic Account Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Contract Close-Out: How is the contracting office notified of the automatic contract close-out?
- Scope Management Plan: Is an industry recognized mechanized support tool(s) being used for Strategic Account Management project scheduling & tracking?
- Project Schedule: How closely did the initial Strategic Account Management project Schedule compare with the actual schedule?
- Project Scope Statement: Will tasks be marked complete only after QA has been successfully completed?
- Team Directory: How do unidentified risks impact the outcome of the Strategic Account Management project?
- Change Request: Describe how modifications, enhancements, defects and/or deficiencies shall be notified (e.g. Problem Reports, Change Requests etc) and managed. Detail warranty and/or maintenance periods?
- Activity Attributes: Would you consider either of corresponding activities an outlier?
- Schedule Management Plan: Are estimating assumptions and constraints captured?
- Initiating Process Group: What were things that you did very well and want to do the same again on the next Strategic Account Management project?
- Responsibility Assignment Matrix: Is work properly classified as measured effort, LOE, or apportioned effort and appropriately separated?
Step-by-step and complete Strategic Account Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Strategic Account Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Strategic Account Management project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Strategic Account Management 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 Strategic Account Management 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 Strategic Account Management 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 Strategic Account Management 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 Strategic Account Management project with this in-depth Strategic Account Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Strategic Account Management 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 Strategic Account Management 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 Strategic Account Management investments work better.
This Strategic Account Management 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.
