Customer Success Toolkit
Does the vendor have a leadership team committed to customer success, with a proven track record of delivering technology solutions at scale? What is the best internal communication process to share customer feedback, and troubleshoot issues with other internal teams? Which type of analytics has telemetry that show is the customers use of the software and defines what has happened to date? How do you convert a customers fixation on price into a mutually beneficial conversation about cost effectiveness? What better way to find out what is really going on in your business than to ask the people who serve on the front lines, executing the tasks required to run your daily operations? Is your organization trying to optimize work portfolios, balance capacity against demand, and link plans and resources to project execution? How does your organization establish a data analytics foundation and ensure that predictive modeling results be utilized effectively? When was the last time you were able to do anything online without an email address required at some point in the process? How do you empower internal champions to make a compelling business case to others who need to sign off on the purchase? Do you adapt to the changing business environment without having to wait for the rest of your organization?
Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Success Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Success 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 Customer Success specific requirements:
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STEP 1: Get your bearings
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Start with...
* The latest quick edition of the Customer Success 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...
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STEP 2: Set concrete goals, tasks, dates and numbers you can track
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Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Customer Success improvements can be made.
Examples; 10 of the 992 standard requirements:
* What better way to find out what is really going on in your business than to ask the people who serve on the front lines, executing the tasks required to run your daily operations?
* Does the vendor have a leadership team committed to customer success, with a proven track record of delivering technology solutions at scale?
* Is your organization trying to optimize work portfolios, balance capacity against demand, and link plans and resources to project execution?
* How does your organization establish a data analytics foundation and ensure that predictive modeling results be utilized effectively?
* What is the best internal communication process to share customer feedback, and troubleshoot issues with other internal teams?
* Which type of analytics has telemetry that show is the customers use of the software and defines what has happened to date?
* When was the last time you were able to do anything online without an email address required at some point in the process?
* How do you empower internal champions to make a compelling business case to others who need to sign off on the purchase?
* How do you convert a customers fixation on price into a mutually beneficial conversation about cost effectiveness?
* Do you adapt to the changing business environment without having to wait for the rest of your organization?
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 Customer Success book in PDF containing 992 requirements, which criteria correspond to the criteria in...
Your Customer Success 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 Customer Success Self-Assessment and Scorecard you will develop a clear picture of which Customer Success 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 Customer Success 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:
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STEP 3: Implement, Track, follow up and revise strategy
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The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer Success projects with the 62 implementation resources:
* 62 step-by-step Customer Success Project Management Form Templates covering over 1500 Customer Success project requirements and success criteria:
Examples; 10 of the check box criteria:
* Lessons Learned: If issue escalation was required, how effectively were issues resolved?
* WBS Dictionary: Are overhead cost budgets (or Customer Success projections) established on a facility-wide basis at least annually for the life of the contract?
* Project or Phase Close-Out: Is the lesson based on actual Customer Success project experience rather than on independent research?
* Procurement Management Plan: Are adequate resources provided for the quality assurance function?
* Scope Management Plan: Is there an on-going process in place to monitor Customer Success project risks?
* Human Resource Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
* Human Resource Management Plan: Does the resource management plan include a personnel development plan?
* Procurement Audit: Is it tested periodically, whether your organizations way of handling tasks is competitive in relation to price and quality?
* Procurement Audit: Are known obligations, such as salaries and contracts, encumbered at the beginning of the year?
* Activity Duration Estimates: Briefly summarize the work done by Maslow, Herzberg, McClellan, McGregor, Ouchi, Thamhain and Wilemon, and Covey. How do theories relate to Customer Success project management?
Step-by-step and complete Customer Success Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
* 1.1 Customer Success project Charter
* 1.2 Stakeholder Register
* 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
* 2.1 Customer Success project Management Plan
* 2.2 Scope Management Plan
* 2.3 Requirements Management Plan
* 2.4 Requirements Documentation
* 2.5 Requirements Traceability Matrix
* 2.6 Customer Success 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 Customer Success 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 Customer Success 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 Customer Success project or Phase Close-Out
* 5.4 Lessons Learned
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Results
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With this Three Step process you will have all the tools you need for any Customer Success project with this in-depth Customer Success Toolkit.
In using the Toolkit you will be better able to:
* Diagnose Customer Success 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 Customer Success 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 Customer Success investments work better.
This Customer Success All-Inclusive Toolkit enables You to be that person.
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Includes lifetime updates
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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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CONTENTS:
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Checklists:
Checklists:Customer Success Checklist Report on TEAM.pdf
Checklists:Customer Success Checklist Report on WORK.pdf
Checklists:Customer Success Checklist Report on ORGANIZATION.pdf
Checklists:Customer Success Checklist Report on TIME.pdf
Checklists:Customer Success Checklist Report on PROCESS.pdf
Checklists:Customer Success Checklist Report on PERFORMANCE.pdf
Checklists:Customer Success Checklist Report on SUCCESS.pdf
Checklists:Customer Success Checklist Report on CUSTOMER.pdf
Checklists:Customer Success Checklist Report on DATA.pdf
Checklists:Customer Success Checklist Report on SALES.pdf
Checklists:Customer Success Checklist Report on BUSINESS.pdf
Checklists:Customer Success Checklist Report on PRODUCT.pdf
STEP 1 Get your bearings:
STEP 1 Get your bearings:Customer_Success_Quick_Exploratory_Self-Assessment_Guide.pdf
STEP 1 Get your bearings:Customer Success Self-Assessment Pre-Filled EXAMPLE.xlsx
STEP 2 Set concrete goals tasks dates and numbers you can track:
STEP 2 Set concrete goals tasks dates and numbers you can track:Customer Success Self-Assessment.xlsx
STEP 2 Set concrete goals tasks dates and numbers you can track:Customer_Success.pdf
STEP 3 Implement track follow up and revise strategy:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.5 Quality Audit.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.10 Issue Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.2 Change Request.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.4 Decision Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.6 Team Directory.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.5 Quality Audit.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.3 Change Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.7 Team Operating Agreement.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.9 Team Member Performance Assessment.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.6 Team Directory.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.8 Team Performance Assessment.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.8 Team Performance Assessment.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.1 Team Member Status Report.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.7 Team Operating Agreement.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.1 Team Member Status Report.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.10 Issue Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.4 Decision Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.3 Change Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.9 Team Member Performance Assessment.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.2 Change Request.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:README Project Management Form Templates Included List.txt
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.2 Stakeholder Register.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.3 Stakeholder Analysis Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.1 Project Charter.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.2 Stakeholder Register.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.1 Project Charter.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.3 Stakeholder Analysis Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.11 Activity List.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.16 Resource Breakdown Structure.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.18 Duration Estimating Worksheet.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.24 Quality Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.17 Activity Duration Estimates.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.39 Change Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.28 Roles and Responsibilities.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.14 Network Diagram.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.21 Activity Cost Estimates.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.13 Milestone List.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.2 Scope Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.23 Cost Baseline.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.32 Risk Register.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.20 Cost Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.33 Probability and Impact Assessment.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.9 WBS Dictionary.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.9 WBS Dictionary.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.35 Risk Data Sheet.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.15 Activity Resource Requirements.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.1 Project Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.19 Project Schedule.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.6 Project Scope Statement.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.6 Project Scope Statement.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.23 Cost Baseline.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.34 Probability and Impact Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.27 Responsibility Assignment Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.28 Roles and Responsibilities.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.39 Change Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.4 Requirements Documentation.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.38 Stakeholder Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.3 Requirements Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.12 Activity Attributes.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.32 Risk Register.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.38 Stakeholder Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.31 Risk Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.7 Assumption and Constraint Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.5 Requirements Traceability Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.27 Responsibility Assignment Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.16 Resource Breakdown Structure.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.35 Risk Data Sheet.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.15 Activity Resource Requirements.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.12 Activity Attributes.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.10 Schedule Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.7 Assumption and Constraint Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.18 Duration Estimating Worksheet.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.26 Process Improvement Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.8 Work Breakdown Structure.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.5 Requirements Traceability Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.25 Quality Metrics.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.31 Risk Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.29 Human Resource Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.22 Cost Estimating Worksheet.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.2 Scope Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.13 Milestone List.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.1 Project Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.22 Cost Estimating Worksheet.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.19 Project Schedule.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.26 Process Improvement Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.36 Procurement Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.10 Schedule Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.21 Activity Cost Estimates.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.33 Probability and Impact Assessment.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.14 Network Diagram.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.8 Work Breakdown Structure.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.4 Requirements Documentation.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.17 Activity Duration Estimates.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.24 Quality Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.11 Activity List.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.25 Quality Metrics.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.3 Requirements Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.37 Source Selection Criteria.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.20 Cost Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.36 Procurement Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.37 Source Selection Criteria.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.29 Human Resource Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.30 Communications Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.34 Probability and Impact Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.30 Communications Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.6 Formal Acceptance.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.3 Earned Value Status.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.4 Risk Audit.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.1 Project Performance Report.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.3 Earned Value Status.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.2 Variance Analysis.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.5 Contractor Status Report.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.5 Contractor Status Report.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.6 Formal Acceptance.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.2 Variance Analysis.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.4 Risk Audit.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.1 Project Performance Report.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.3 Project or Phase Close-Out.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.4 Lessons Learned.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.1 Procurement Audit.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.2 Contract Close-Out.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.2 Contract Close-Out.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.3 Project or Phase Close-Out.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.4 Lessons Learned.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.1 Procurement Audit.pdf
FAQ.pdf
README.pdf
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REVIEWS:
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'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my team’s knowledge as a competitive advantage, we now have superior systems that save time and energy.'
'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'
'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'
'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my son’s soccer game without sacrificing my professional obligations.'
'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'
'I spent months shopping for an external consultant before realizing that The Art of Service would allow my team to consult themselves! Not only did we save time not catching a consultant up to speed, we were able to keep our company information and industry secrets confidential.'
'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'
'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I didn’t have to waste time with a generic self-help book that wasn’t tailored to my exact situation.'
'Many of our competitors have asked us about our secret sauce. When I tell them it’s the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'
'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'
'Honestly, I didn’t know what I didn’t know. Before purchasing The Art of Service, I didn’t realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots.'
'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'
'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives…while also spending a little more on corporate holiday parties.'
'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'