Revenue Opportunity Toolkit

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  • Warrant that your team complies; directs growth focused projects with strategy, team leadership, technical knowledge, Client Communication, and revenue generation.

  • Be accountable for ensuring revenue contribution is measured for every direct individual and direct employee leaders at every level.

  • Establish that your organization performs work related to Strategic Planning, budget variance analysis, commitment analysis, revenue and expense forecasting, what if Scenario Analysis, program evaluation, Performance Management, and other efforts that support administration Decision Making.

  • Confirm your operation ensures team keeps fundamentals in line through efficient Cost Management, accurate forecasting, revenue attainment, Risk Mitigation, backLog Management and Strategic Workforce Planning.

  • Develop, forecast, and execute Test Plans to drive incremental revenue and build playbook in partnership with Revenue Management and Product Teams to ensure Tech Stack and tools deliver on offers.

  • Align with organizations Strategic Objectives, handle and grow revenue and market share at designated accounts to improve Customer Success at all levels in the customer organization.

  • Think strategically about business, product and Technical Challenges and provide a fresh perspective on new, innovative ways to solve old problems.

  • Drive revenue and Cost Optimization decisions and experiment ideas with Business Leaders based on Data Insights.

  • Create standardized outreach for current and future clients and coordinate its implementation across Sales Channels, Client Management, and marketing and communication.

  • Be accountable for building and sustaining Customer Relationships while driving the adoption and expansion of the Mendix platform in order to exceed your revenue goals.

  • Drive profitably and grow revenue for target accounts in partnership with Inside Sales team.

  • Be accountable for auditing daily revenue and settlement reports (Income auditing).

  • Improve revenue and productivity by working closely with stakeholders across your organization to understand thE Business intelligence and insights needs of End Users.

  • Provide analytical support to rapidly respond to new growth and Partnership Opportunities inclusive of Market Competition, population demographics, payer mix, volumes/utilization rates, revenue and other appropriate data.

  • Make sure that your project complies; implements accounting policies and controls for the Other Revenue team, fiscal controls, prepares financial reports and safeguards your organizations assets.

  • Improve the capabilities of the Marketing Operations engine revenue lifecycle, lead and account scoring, audiences and segmentation.

  • Ensure you aid; empowered focus Marketing Strategy in alignment with Business Development and revenue goals.

  • Drive new revenue streams by developing new service offerings and follow through to support sales success by working with marketing, training and Sales Enablement.

  • Be accountable for partnering across surface Product Marketing, operations, legal, Field Sales, Channel Partners, and finance on creative and solution based deal making initiatives that drive revenue growth and enable Digital Transformation for your multinational enterprise customers.

  • Ensure strict commercial Change Control to manage deviations, driving the implementation revenue and creating awareness of upsell opportunities in coaching team members.

  • Communicate frontier and competitor pricing actions to Revenue Management and commercial teams.

  • Manage and provide oversight and direction to the planning team to ensure the coordination and development to of a Master Production Schedule that optimizes Customer Satisfaction, days of inventory and supports it revenue plan.

  • Manage 5 7 Business Development Associates to ensure they are hitting monthly and quarterly visit goals, effectively achieving daily outreach targets, scheduling quality visits to generate revenue, and developing the skills necessary to be successful in sales.

  • Ensure you brief; build out and maintain Disaster Recovery applications capabilities, policy and processes.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Revenue Opportunity 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 Revenue Opportunity improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you have the optimal project Management Team structure?

  2. Revenue Opportunity risk decisions: whose call is it?

  3. What training and qualifications will you need?

  4. How do you verify Revenue Opportunity completeness and accuracy?

  5. How do you keep the momentum going?

  6. How do you foster the skills, knowledge, talents, attributes, and characteristics you want to have?

  7. What assumptions are made about the solution and approach?

  8. Who needs what information?

  9. How can you best use all of your knowledge repositories to enhancE Learning and sharing?

  10. Are you paying enough attention to the partners your company depends on to succeed?


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 Revenue Opportunity book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Revenue Opportunity Project Management Form Templates covering over 1500 Revenue Opportunity 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 Revenue Opportunity project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Revenue Opportunity Project Team have enough people to execute the Revenue Opportunity 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 Revenue Opportunity 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 Revenue Opportunity Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Revenue Opportunity 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 Revenue Opportunity 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 Revenue Opportunity project with this in-depth Revenue Opportunity Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Revenue Opportunity 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 Revenue Opportunity 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 Revenue Opportunity investments work better.

This Revenue Opportunity 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.