Virtual Assistants Toolkit

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Manage the key point of contact with your customers technical and development teams, bringing back requirements and feedback for your product management team to help drive product innovation.

More Uses of the Virtual Assistants Toolkit:

  • Ensure you lead and mentor software engineers on the team; be a positive multiplier to team performance.

  • Evaluate: curate, structure and implement a long term post closing sphere of influence client retention communication and engagement strategy.

  • Ensure you understand customers business problems and workflows and engage with customer success, product, and engineering teams to drive successful solutions.

  • Thrive in a data driven environment and use analytics to lead the team to meet or exceed KPIs.

  • Manage the day to day operations of a team of Customer Support Advisors.

  • Initiate: robotic process automation virtual worker process builds, script generation utilizing ai tool sets.

  • Establish: document win and losses to gain insight when future processes could be jeopardized.

  • Serve as the key point of contact and relationship lead for a variety of channel partner contacts.

  • Direct: track end customer activity to identify risk and work proactively with partner on action plans to eliminate risk.

  • Drive escalation of partner issues, coordinate key resources in the escalation process, and project manage the partner issue through resolution.

  • Ensure you hold kick off calls with new onboarding partners in tandem with other key Partner Enablement Team Members.

  • Manage work with the management team to prioritize suggested changes to each business segment.

  • Apply yourself to continuous learning and experimentation to strengthen your skill set.

  • Ensure you understand the partners industry, markets, use cases, and advise on product usage to achieve desired goals and outcomes.

  • Drive escalation of client issues, coordinate key resources in the escalation process, and project manage the customer issue through resolution.

  • Ensure you lead the planning, architecture, and implementation of customer integration projects, supporting and enhancing existing customer integrations after go live.

  • Maintain website and tracking analytics assuring that content is consistently updated.

  • Develop marketing materials and advertising campaigns from conception to completion that are timely and effective.

  • Orchestrate: partner closely with product management and ux design as a strategic part of your product development engine.

  • Drive customer integrations by collaborating closely with other teams, like Delivery, Sales, Engineering, Product, and Technical Support.

  • Develop a trusted advisor relationship with your partners delivery team and key stakeholders.

  • Direct: conversation performance analyst produces in depth reports that suggest strategic and operational changes for customers, partners and internal usage.

  • Drive team results through coaching and mentoring, communicating expectations, and identifying areas of development.

  • Lead technical design sessions to ensure a robust and resilient operating posture for your offerings.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Virtual Assistants 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 935 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Virtual Assistants improvements can be made.

Examples; 10 of the 935 standard requirements:

  1. As for any service the goals and intents of the chatbot and users has to be defined at an early stage in the project. What user needs and problems are going to be solved with the chatbot?

  2. Do you end topics with an open question? The chatbot closes the current conversation topic and asks an open question, such as Sorry I do not know. Could you tell me something interesting?

  3. The benefits of intelligent Virtual Assistants are clear - improve your online customer service experience and increase sales. and what character would suit your business best?

  4. Some experts claim that if a business gets 52 percent of its decisions right, it will be successful. Would using a decision support system guarantee better results?

  5. Intelligence allows them to remember facts, learn from conversations and maintain a two-way dialogue with visitors and what other characteristics should they have?

  6. At precisely what level of intelligence would you propose to ban a conversational natural language search interface, an automated call center chatbot, or bot?

  7. If you run a recursive partitioning algorithm on a dataset several times, would you expect it to produce exactly the same outputs each time?

  8. Do you elicit more information? i.e. the chatbot asks the user to say more about the current topic, such as Could you talk more about that?

  9. What is the part of the software in your expert system that determines how the rules are followed and what conclusions can be drawn?

  10. How much more natural the does the chatbot feel when it uses phrases such as What a beautiful weather or How are you doing today?

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 Virtual Assistants book in PDF containing 935 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Risk Management Plan: Monitoring -what factors can you track that will enable you to determine if the risk is becoming more or less likely?

  2. Activity Duration Estimates: If Virtual Assistants project time and cost are not as important as the number of resources used each month, which is the BEST thing to do?

  3. Stakeholder Management Plan: Who will be responsible for managing and maintaining the Issues Register?

  4. WBS Dictionary: Where learning is used in developing underlying budgets is there a direct relationship between anticipated learning and time phased budgets?

  5. Network Diagram: Review the logical flow of the network diagram. Take a look at which activities you have first and then sequence the activities. Do they make sense?

  6. Team Performance Assessment: To what degree do team members frequently explore the teams purpose and its implications?

  7. Lessons Learned: Overall, how effective were the efforts to prepare you and your organization for the impact of the product/service of the Virtual Assistants project?

  8. Risk Audit: Are staff committed for the duration of the product?

  9. Activity Duration Estimates: How does a Virtual Assistants project life cycle differ from a product life cycle?

  10. Activity Duration Estimates: Are contractor costs, schedule and technical performance monitored throughout the Virtual Assistants project?

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

1.0 Initiating Process Group:

  • 1.1 Virtual Assistants project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Virtual Assistants project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Virtual Assistants 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 Virtual Assistants 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 Virtual Assistants 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 Virtual Assistants project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Virtual Assistants 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 Virtual Assistants 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 Virtual Assistants investments work better.

This Virtual Assistants 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.