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
- 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 906 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 906 standard requirements:
- Is your organization screening for the right traits, attracting the best candidates and then enabling your SAMs with the technology, coaching and organizational mettle they need to thrive?
- Has an assessment been completed of your organizations ability to collect data and process information for each key performance indicator listed in the strategic quality plan?
- What happens when a supplier considers a customer to be strategic to the suppliers business, and the customer does not consider the supplier to be strategic to the customers?
- If a segment is a group of customers with the same needs, attitudes and behaviours, and if you segment properly, would you need more than one key account in any segment?
- Is your organization focusing IRM goals, strategies, and resources on core business process improvement within the context of your organization-wide architecture?
- Do senior executives behavior and activities demonstrate that importance is placed on IRM strategies, activities, and IT applications as key management areas?
- Because of outcome-oriented nature, strategic objectives may be affected by factors beyond your organizations control. What are you held accountable for?
- Do leaders take an active role in regularly reviewing all performance measures related to strategic quality planning goals and objectives?
- How do the elements of your strategic service concept (both structural and managerial) account for the success of your organization?
- Do your strategic planning products include a high-level strategic business plan and guidance for operational and tactical planning?
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 906 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:
- Assumption and Constraint Log: Is staff trained on the software technologies that are being used on the Strategic Account Management project?
- Stakeholder Analysis Matrix: Guiding question: who shall you involve in the making of the stakeholder map?
- Variance Analysis: Are overhead costs budgets established on a basis consistent with the anticipated direct business base?
- Scope Management Plan: Are risk oriented checklists used during risk identification?
- Team Operating Agreement: Are there more than two functional areas represented by your team?
- Requirements Management Plan: Controlling Strategic Account Management project requirements involves monitoring the status of the Strategic Account Management project requirements and managing changes to the requirements. Who is responsible for monitoring and tracking the Strategic Account Management project requirements?
- Schedule Management Plan: Has the ims been resource-loaded and are assigned resources reasonable and available?
- Team Operating Agreement: Do you use a parking lot for any items that are important and outside of the agenda?
- Contract Close-Out: Have all acceptance criteria been met prior to final payment to contractors?
- Probability and Impact Matrix: During Strategic Account Management project executing, a major problem occurs that was not included in the risk register. What should you do FIRST?
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
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.