Save time, empower your teams and effectively upgrade your processes with access to this practical Cross-selling Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Cross-selling related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

store.theartofservice.com/Cross-selling-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

The Toolkit contains the following practical and powerful enablers with new and updated Cross-selling specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Cross-selling 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 733 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Cross-selling improvements can be made.

Examples; 10 of the 733 standard requirements:

  1. What are your current levels and trends in key Cross-selling measures or indicators of product and process performance that are important to and directly serve your customers?

  2. Am I making the right decisions related to balancing acquisition, cross-selling and upselling and for the right customer groups?

  3. Am I making the right decisions related to balancing acquisition, cross-selling and upselling and for the right customer groups?

  4. Do those selected for the Cross-selling team have a good general understanding of what Cross-selling is all about?

  5. What role does communication play in the success or failure of a Cross-selling project?

  6. Has a high-level ‘as is’ process map been completed, verified and validated?

  7. Are possible solutions generated and tested?

  8. We picked a method, now what?

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 Cross-selling book in PDF containing 733 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Cross-selling Project Management Form Templates covering over 6000 Cross-selling project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Directory: Decisions: What could be done better to improve the quality of the constructed product?
  2. Procurement Audit: Are open purchase orders with a fixed monetary limitation used for local purchases of small dollar value?
  3. Source Selection Criteria: What are the special considerations for preaward debriefings?
  4. WBS Dictionary: Are data elements (BCWS, BCWP, and ACWP) progressively summarized from the detail level to the contract level through the CWBS?
  5. Risk Management Plan: Do the people have the right combinations of skills?
  6. Executing Process Group: Is the Cross-selling project making progress in helping to achieve the set results?
  7. Project Schedule: Is there a Schedule Management Plan that establishes the criteria and activities for developing, monitoring and controlling the Cross-selling project schedule?
  8. Requirements Management Plan: Which hardware or software, related to, or as outcome of the Cross-selling project is new to the organization?
  9. Cost Management Plan: Is the Cross-selling project Sponsor clearly communicating the Business Case or rationale for why this Cross-selling project is needed?
  10. Stakeholder Analysis Matrix: Are the required specifications for products or services changing?

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

1.0 Initiating Process Group:

  • 1.1 Cross-selling project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Cross-selling 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 Cross-selling 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 Cross-selling investments work better.

This Cross-selling All-Inclusive Toolkit enables You to be that person:

 

store.theartofservice.com/Cross-selling-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

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.

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