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

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

 

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The Toolkit contains the following practical and powerful enablers with new and updated Sales operations specific requirements:

STEP 1: Get your bearings

Start with…

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

Examples; 10 of the standard requirements:

  1. Would you rather sell to knowledgeable and informed customers or to uninformed customers?

  2. Why should we adopt a Sales operations framework?

  3. Cloud management for Sales operations do we really need one?

  4. Who will be responsible for deciding whether Sales operations goes ahead or not after the initial investigations?

  5. Do we have enough freaky customers in our portfolio pushing us to the limit day in and day out?

  6. What specifically is the problem? Where does it occur? When does it occur? What is its extent?

  7. Are there recognized Sales operations problems?

  8. Describe the design of the pilot and what tests were conducted, if any?

  9. What prevents you from making the changes you know will make you a more effective Sales operations leader?

  10. Is pilot data collected and analyzed?

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 Sales operations book in PDF containing requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Cost Baseline: Have all approved changes to the Sales operations project requirement been identified and impact on the performance, cost, and schedule baselines documented?
  2. Procurement Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?
  3. Formal Acceptance: How does your team plan to obtain formal acceptance on your Sales operations project?
  4. Variance Analysis: Are there changes in the overhead pool and/or organization structures?
  5. Team Member Performance Assessment: To what degree does the team possess adequate membership to achieve its ends?
  6. Risk Audit: Do requirements put excessive performance constraints on the product?
  7. Activity Duration Estimates: Does a process exist to determine which risk events to accept and which events to disregard?
  8. Probability and Impact Assessment: What will be the environmental impact of the Sales operations project?
  9. Lessons Learned: What solutions or recommendations can you offer that would have improved some aspect of the Sales operations project?
  10. Quality Audit: How does the organization know that its quality of teaching is appropriately effective and constructive?

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

1.0 Initiating Process Group:

  • 1.1 Sales operations project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales operations 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 Sales operations 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 Sales operations investments work better.

This Sales operations All-Inclusive Toolkit enables You to be that person:

 

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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.

Categories: Documents