Save time, empower your teams and effectively upgrade your processes with access to this practical Social for Sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Social for Sales 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 Social for Sales specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Social for Sales 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 679 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Social for Sales improvements can be made.
Examples; 10 of the 679 standard requirements:
- Is there a Social for Sales management charter, including stakeholder case, problem and goal statements, scope, milestones, roles and responsibilities, communication plan?
- Does the practice systematically track and analyze outcomes related for accountability and quality improvement?
- What are my customers expectations and measures?
- Explorations of the frontiers of Social for Sales will help you build influence, improve Social for Sales, optimize decision making, and sustain change
- What are the Key enablers to make this Social for Sales move?
- How is Knowledge Management Measured?
- Is there a standardized process?
- What is the range of capabilities?
- Were any designed experiments used to generate additional insight into the data analysis?
- Do you monitor the effectiveness of your Social for Sales activities?
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 Social for Sales book in PDF containing 679 requirements, which criteria correspond to the criteria in…
Your Social for Sales 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 Social for Sales Self-Assessment and Scorecard you will develop a clear picture of which Social for Sales 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 Social for Sales 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 Social for Sales projects with the 62 implementation resources:
- 62 step-by-step Social for Sales Project Management Form Templates covering over 6000 Social for Sales project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: How can you use Microsoft Social for Sales project and Excel to assist in Social for Sales project risk management?
- Risk Management Plan: Is the customer technically sophisticated in the product area?
- Executing Process Group: What areas does the group agree are the biggest success on the Social for Sales project?
- Risk Register: Assume the risk event or situation happens, what would the impact be?
- Formal Acceptance: Do you buy pre-configured systems or build your own configuration?
- Source Selection Criteria: What is the basis of an estimate and what assumptions were made?
- Quality Audit: Have the risks associated with the intentions been identified, analysed and appropriate responses developed?
- Issue Log: Can you think of other people who might have concerns or interests?
- Change Management Plan: Who should be involved in developing a change management strategy?
- Human Resource Management Plan: Was the Social for Sales project schedule reviewed by all stakeholders and formally accepted?
Step-by-step and complete Social for Sales Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Social for Sales project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Social for Sales project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Social for Sales 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 Social for Sales 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 Social for Sales 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 Social for Sales project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Social for Sales project with this in-depth Social for Sales Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Social for Sales 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 Social for Sales 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 Social for Sales investments work better.
This Social for Sales 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.