One-on-one Toolkit

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Warrant that your organization conducts one on one review with all Account Executives to build more effective communications, to understand Training and Development needs, and to provide insight for the improvement of Account Executives sales and activity performance.

More Uses of the One-on-one Toolkit:

  • Secure that your venture demonstrates good communication and Interpersonal Skills and is able to effectively present information in one on one and small group situations to customers, clients, and other employees of your organization.

  • Be accountable for establishing and maintaining professional one on one relationships with top influencers and content creators securing consistent messaging.

  • Lead weekly one on ones with your management to ensure you fully understand the expectations of the jobs.

  • Manage a Quality Assurance program, reviewing calls, emails, case notes, and other transactions, and conducting quality coaching and feedback sessions one on one with support personnel.

  • Systematize: work one on one with sales personnel to develop customer specific solutions to complex applications problems.

  • Initiate: conduct refresher trainings one on one, with a leads and supervisors, or by units using traditional department training, unit meetings, or e learning modules.

  • Meet with team members one on one to provide continual coaching and evaluation of process and procedures.

  • Lead the training of new advisors, providing one on one guidance and shadowing/observation opportunities.

  • Be certain that your business complies; conducts appropriate one on one formal and informal training sessions for end users; creates learning materials to support training.

  • Lead: consistently communicate changes as policies, procedural and overall performance as a team and one on one.

  • Establish that your organization complies; conducts one on one training sessions with desktop users; provides information on system and application functions; communicates user access rights.

  • Devise: conduct regular one on one meetings with all members of the Business Development team; establish and communicate clear sales revenue goals and provide appropriate feedback and direction for development.

  • Arrange that your planning provides and recommends Professional Development to staff in usage of hardware and software in a group or one on one.

  • Become capable of effectively present information in one on one and small group situations to customers, clients and other employees of your organization.

  • Assure your organization provides one on one Business Analysis and guidance, along with training, to owners and prospective owners of small small businesses to create economic impact growth.

  • Provide constant coaching to associates, one on one sessions, and design action plans to improve performance.

  • Pilot: work cross functionally with budget owners either as a team or one on one to provide general guidance and transactional information where needed to update ongoing forecasts.

  • Methodize: conduct one on ones (in person or virtually as allowed per health orders) for the purpose of building relationships for mid organization can.

  • Assure your organization spends one on one time coaching and developing Sales Associates to drive success and the success of the Showroom.

  • Steer: conduct regular department and one on one meetings with staff to resolve issues maintain engagement/focus and share updates on project and activities.

  • Provide one on one instructions/training/guidance to end users and the Help Desk on use of hardware/software and standard procedures.

  • Oversee: productive power digital productivity essentials program provides customized one on one coaching in everyday software and technologies.

  • Ensure you can design, deploy, integrate, troubleshoot, manage and provide one on one customer facing product relevant knowledge/guidance.

  • Devise: staff management of the Service Delivery team; meet regularly with team members one on one to review goals and performance, determine training needs and provide appropriate training and tools, and provide coaching, praise and mentoring.

  • Provide a variety of one on one and group/team coaching and mentoring services to identify and prioritize individual and group/team developmental issues and goals.

  • Make sure that your enterprise requires sufficient human relations skill to conduct one on one training and achieve harmony with team members.

  • Arrange that your group facilitates one on one or group interactions where the customer establishes goals and assumes accountability for results.

  • Provide leadership to assigned sites through communications, site meetings, one on one meetings, mentoring, etc.

  • Arrange that your venture complies; conducts one on one review with all team members, to build more effective communications, to understand Training and Development needs, and to provide insight.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical One-on-one Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any One-on-one 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 One-on-one specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the One-on-one 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which One-on-one improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your needs in relation to One-on-one skills, labor, equipment, and markets?

  2. How is the value delivered by One-on-one being measured?

  3. How do you gather One-on-one requirements?

  4. What prevents you from making the changes you know will make you a more effective One-on-one leader?

  5. Where do ideas that reach policy makers and planners as proposals for One-on-one strengthening and reform actually originate?

  6. What will be the consequences to the stakeholder (financial, reputation etc) if One-on-one does not go ahead or fails to deliver the objectives?

  7. What other jobs or tasks affect the performance of the steps in the One-on-one process?

  8. Where can you break convention?

  9. When should a process be art not science?

  10. Are all requirements met?


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 One-on-one book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step One-on-one Project Management Form Templates covering over 1500 One-on-one project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all One-on-one project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the One-on-one project team have enough people to execute the One-on-one project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed One-on-one project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete One-on-one Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 One-on-one Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 One-on-one 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 One-on-one 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 One-on-one 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 One-on-one 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 One-on-one project with this in-depth One-on-one Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose One-on-one 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 One-on-one 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 One-on-one investments work better.

This One-on-one 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.