Touchpoint Toolkit

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Primary objective is to support the larger Media team in improving consumer engagement across all digital Touchpoints, optimizing existing media channels, generating new sources of quality traffic, facilitating unique content and growing the scale and efficiency of the Media program.

More Uses of the Touchpoint Toolkit:

  • Control: audit and ensure all Touchpoints are on brand, work closely with design leads, business partners, and Program Managers to develop creative content.

  • Oversee a Social Media management in establishing brand specific content strategies and plans to support the portfolio brands across key consumer facing digital/social Touchpoints.

  • Collaborate across sales, marketing, and design to tell a clear, simple, and compelling story across every customer Touchpoint.

  • Coordinate: implement intent and signal based digital advertising, retargeting, and Email Marketing related Touchpoints with technology and tooling.

  • Direct: work across teams to understand and map out customer journeys and media Touchpoints across devices and platforms.

  • Organize: map the marketing Touchpoints throughout the buyer journey and formulate a perspective on the next best activity for different accounts and Buyer Personas.

  • Ensure you coordinate; lead the creation of a strategic customer Touchpoint Map of how you want customers to be handled across all customer Touchpoints in the future.

  • Audit: work and align with transformation team on digital Touchpoint model, and outreach programs and customer campaigns.

  • Manage work with Product Development and tech to upgrade the User Interface design for the website, app, and all other tech related customer Touchpoints online.

  • Coordinate: bagel brands is leveraging digital and Customer Analytics to drive sales and optimize the customer journey across all Touchpoints.

  • Control: work across disciplines to isolate issues between software, firmware, and hardware, between applications and the operating system, along with Touchpoints at the application and network.

  • Create content for marketing Touchpoints with stakeholders across Marketing, Community, Product, and Data Science.

  • Arrange that your design complies; analysis of the customer journey, identifying key Touchpoints in the customers interaction with the brand to optimize Customer Retention and opportunities to reduce churn.

  • Collaborate across support, success, marketing, Product Teams, and other customer facing Touchpoints to manage combined user outreach in a coordinated and efficient manner.

  • Support marketing in determining the cadence and sequence of customer Touchpoints across channels (Touchpoint strategy).

  • Initiate: conduct digital ecosystem audits to map a brands online presence and assess the effectiveness of each Touchpoint.

  • Organize: aggregate and analyze data from multiple advertising and media platform partners and analytics to tie multi touch attribution models and optimization across all Touchpoints and channels.

  • Explore, concept, and develop a Best In Class brand system and language, that impacts all of your products and consumer facing Touchpoints.

  • Be accountable for Marketing Plan development of integrated campaigns across customer Touchpoints in the customer journey, ensuring consistency with articulated strategy.

  • Identify: pre shift and mid shift meetings are utilized as Touchpoints to gain a pulse of the team and encourage and motivate the team multiple times each day.

  • Develop integrated campaigns across customer Touchpoints in the customer journey ensuring consistency with articulated brand and product strategies.

  • Strategize ensure development of comprehensive, efficient, and effective solutions leveraging most effective digital Touchpoints, to achievE Business objectives.

  • Orchestrate: advocate for Lean Six Sigma culture crafting a learning environment, a Continuous Improvement mindset and a view of process as a set of Touchpoints and relationships to establish Visual Management, metrics creation, monitoring and data based improvement.

  • Head: customer lifecycle analysing all potential in app and out of app Touchpoints while creating trigger based actions/strategies to mitigate churn.

  • Lead: monitor Customer Engagement and utilization via training and monthly meetings, documenting all Touchpoints and highlights via the cip.

  • Be certain that your operation translates business and marketing objectives into Data Driven communication strategies (goals, tactics and metrics) across a wide range of channels with specific focus on digital Touchpoints.

  • Incorporate data insights across customer demographics and Web Analytics to optimize engagement Touchpoints and improve conversions over time.

  • Ensure your business complies; hands on design leadership of UX team to craft simple, elegant and effective brand engagement across, web, mobile, email, voice and digital/physical Touchpoints.

  • Ensure you succeed; lead, execute, measure and improve overall email strategy with a special focus on retention campaigns aimed at reducing member churn through email and other member Touchpoints.

  • Lead: partner with architecture to develop clear cloud Technology Roadmap, inclusive of business enablement Touchpoints to CTO owned platforms.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are required metrics defined, what are they?

  2. What do people want to verify?

  3. Who are the Key Stakeholders for the Touchpoint evaluation?

  4. Do Touchpoint benefits exceed costs?

  5. What is the output?

  6. What training and capacity building actions are needed to implement proposed reforms?

  7. What is the standard for acceptable Touchpoint performance?

  8. What Process Improvements will be needed?

  9. How do you assess your Touchpoint workforce capability and capacity needs, including skills, competencies, and staffing levels?

  10. Are Touchpoint changes recognized early enough to be approved through the regular process?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Touchpoint 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 Touchpoint 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 Touchpoint investments work better.

This Touchpoint 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.