Customer Orientation Toolkit

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Define your Customer Oriented Processes

 

Does your staff have a customer support orientation?

What was your organizations core Customer Orientation strategy at the time of acquisition?

What kind of relationship orientation does your organization has towards its customers?

What Is the impact to your bottom line if your competition rolls out a new set of services that begin to erode your existing customer base?

Is the customer the focus of all your business decisions?




...Find the answers to these, and more, questions with this Customer Orientation Toolkit:

  • Make all of your customer oriented initiatives pay off.
  • Get the other organization departments to be more customer oriented.
  • Get tile other organization departments to be more customer oriented.
  • Receive support for your implementation efforts or on behalf of your customer.
  • Actually become more customer oriented.
  • Make money from your customer.
  • Better engage with your smart meter enabled customer.
  • Evaluate your cooperation with your counterparts on customer side.
  • Reach competitive advantage with your customer.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Orientation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Orientation 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 Orientation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Orientation 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 995 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 Orientation improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What are the relationships between the degree of utilizing customer orientation in financial institutions, and increasing the level of your organizational business performance?

  2. What do you really deduce from the evidence on where the sample businesses are now which may impact on the extent to which the sample engages a strategic marketing approach?

  3. How do you build an effective network that will support a customers evolving business needs, while at the same time meeting the immediate business networking requirements?

  4. Has the focus on minimizing scope and controlling change been at the expense of encouraging innovation, flexibility, and a customer/user oriented focus on deliverables?

  5. Which advances in information technology includes external data sets and, at the same time, integrates the analysis with your organizations internal databases?

  6. Is your testing approach primarily oriented toward conformance to specs or other written criteria or toward proving nonconformance with customer expectations?

  7. What gives customers the feeling the concerns are being addressed and, at the same time, gives employees the feeling the expertise matters to management?

  8. What is the value generated by investing in a service oriented customer centricity program versus an experience oriented or social marketing program?

  9. How does cultural control interact with your organizations level of customer orientation to influence salesperson job satisfaction and performance?

  10. What is the empirical relationship of marketing operations alignment customer orientation and competitor orientation in the manufacturing industry?


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 Orientation book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Customer Orientation Project Management Form Templates covering over 1500 Customer Orientation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Planning Process Group: In which Customer Orientation project management process group is the detailed Customer Orientation project budget created?

  2. Cost Baseline: Are there contingencies or conditions related to the acceptance?

  3. Procurement Audit: Are contract changes after awarding properly justified and executed?

  4. Project Schedule: Is the Customer Orientation project schedule available for all Customer Orientation project team members to review?

  5. Stakeholder Management Plan: What proven methodologies and standards will be used to ensure that materials, products, processes and services are fit for purpose?

  6. Monitoring and Controlling Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

  7. Issue Log: Are there potential barriers between the team and the stakeholder?

  8. Probability and Impact Assessment: What are the risks involved in appointing external agencies to manage the Customer Orientation project?

  9. Cost Baseline: Definition of done can be traced back to the definitions of what are you providing to the customer in terms of deliverables?

  10. Team Member Performance Assessment: How do you currently use the time that is available?

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

1.0 Initiating Process Group:

  • 1.1 Customer Orientation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Customer Orientation 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 Orientation 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 Orientation 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 Orientation 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 Orientation 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 Customer Orientation project with this in-depth Customer Orientation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Orientation 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 Orientation 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 Orientation investments work better.

This Customer Orientation 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.





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CONTENTS:


Checklists:


Checklists:Customer Orientation Checklist Report on ORGANIZATION.pdf

Checklists:Customer Orientation Checklist Report on ORIENTATION.pdf

Checklists:Customer Orientation Checklist Report on ORIENTED.pdf

Checklists:Customer Orientation Checklist Report on CUSTOMER.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Customer Orientation Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Customer_Orientation_Quick_Exploratory_Self-Assessment_Guide.pdf





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_Orientation.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Customer Orientation Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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