Sales Operations Administration Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Operations Administration 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sales Operations Administration improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. What are the sensitivities of the communities or governmental bodies or entities in which your organization operates (living wage, executive pay, highest-to-lowest ratio, layoffs, divestiture)?

  2. Next year, approximately what percentage of your IT operating and capital budget will go to information management (analytics, database, document management) and storage management operations?

  3. Does the control plan check list indicate that all dimensional requirements, material, and functional tests that will occur after the prototype, and before full production, are included?

  4. Does a demand review take place in which the already stated responsible for sales and marketing management agree on a demand plan that is then communicated to the supply organization?

  5. Assume that sales double, your organization operates with positive working capital position and the commitments from current creditors do not increase. What scenario do you foresee?

  6. When the demand plan accuracy is under the target three months in a row, what should the leader of the demand organizations response do to understand the reasons for the inaccuracy?

  7. Which operations can and cannot be performed by any employee of your organization who does not have a Salesforce license and has joined Chatter at the invitation of another user?

  8. How do you devise a process to obtain multiple views of demand without consuming exorbitant amounts of time and while providing value for the already stated who provide input?

  9. Is there anything else that you think you ought to be aware of regarding how the S&OP process is working and your interactions with the other functional areas in the process?

  10. If goods are received into stock today, on average how long does it take before the already stated goods are sold and the cash received and profit realised from that sale?


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 Sales Operations Administration book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Sales Operations Administration Project Management Form Templates covering over 1500 Sales Operations Administration project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Have all involved Sales Operations Administration project stakeholders and work groups committed to the Sales Operations Administration project?

  2. Variance Analysis: Do the rates and prices remain constant throughout the year?

  3. Change Management Plan: Why would a Sales Operations Administration project run more smoothly when change management is emphasized from the beginning?

  4. WBS Dictionary: Are significant decision points, constraints, and interfaces identified as key milestones?

  5. Human Resource Management Plan: Have all team members been part of identifying risks?

  6. Procurement Audit: If the expert was allowed to submit a tender, was all the relevant information the expert had gained from his earlier involvement made available to the other bidders?

  7. Probability and Impact Matrix: Have you ascribed a level of confidence to every critical technical objective?

  8. Procurement Audit: Did you consider and evaluate alternatives, like bundling needs with other departments or grouping supplies in separate lots with different characteristics?

  9. Schedule Management Plan: Are all activities captured and do they address all approved work scope in the Sales Operations Administration project baseline?

  10. Team Performance Assessment: To what degree does the teams approach to its work allow for modification and improvement over time?

 
Step-by-step and complete Sales Operations Administration Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Sales Operations Administration project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Sales Operations Administration project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sales Operations Administration 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 Sales Operations Administration 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 Sales Operations Administration 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 Sales Operations Administration 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 Sales Operations Administration project with this in-depth Sales Operations Administration Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Operations Administration 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 Sales Operations Administration 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 Sales Operations Administration investments work better.

This Sales Operations Administration 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.