Save time, empower your teams and effectively upgrade your processes with access to this practical Account planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Account planning 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 Account planning specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Account planning 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 757 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Account planning improvements can be made.
Examples; 10 of the 757 standard requirements:
- What new services of functionality will be implemented next with Account planning ?
- Is full participation by members in regularly held team meetings guaranteed?
- What are your key performance measures or indicators and in-process measures for the control and improvement of your Account planning processes?
- What training and capacity building actions are needed to implement proposed reforms?
- What has the team done to assure the stability and accuracy of the measurement process?
- How to deal with Account planning Changes?
- What is the total cost related to deploying Account planning, including any consulting or professional services?
- What are the Roles and Responsibilities for each team member and its leadership? Where is this documented?
- What lessons, if any, from a pilot were incorporated into the design of the full-scale solution?
- Who do we want our customers to become?
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 Account planning book in PDF containing 757 requirements, which criteria correspond to the criteria in…
Your Account planning 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 Account planning Self-Assessment and Scorecard you will develop a clear picture of which Account planning 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 Account planning 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 Account planning projects with the 62 implementation resources:
- 62 step-by-step Account planning Project Management Form Templates covering over 6000 Account planning project requirements and success criteria:
Examples; 10 of the check box criteria:
- Requirements Management Plan: Describe the process for rejecting the Account planning project requirements. Who has the authority to reject Account planning project requirements?
- Procurement Audit: Where funding is being arranged by borrowings, do these have the necessary approval and legal authority?
- Requirements Management Plan: In case of software development; Should you have a test for each code module?
- Process Improvement Plan: Everyone agrees on what process improvement is, right?
- Procurement Audit: Did the additional works introduce minor or non-substantial changes to performance, as described in the contract documents?
- Probability and Impact Assessment: How solid is the Account planning projection of competitive reaction?
- Cost Baseline: Have the resources used by the Account planning project been reassigned to other units or Account planning projects?
- Monitoring and Controlling Process Group: Is the verbiage used appropriate and understandable?
- Procurement Management Plan: Are target dates established for each milestone deliverable?
- Risk Audit: Do you have proper induction processes for all new paid staff and volunteers who have a specific role and responsibility?
Step-by-step and complete Account planning Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Account planning project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Account planning project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Account planning 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 Account planning 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 Account planning 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 Account planning project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Account planning project with this in-depth Account planning Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Account planning 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 Account planning 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 Account planning investments work better.
This Account planning 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.