Business Planning Tools Focus Areas
A Project Prioritization Tool to rank projects based on their company strategic fit, economic impact, and feasibility. The project prioritization tool works by allowing you to create a rational method to force rank each project where you define and weight the importance of each of the ranking criteria.
This tool enables you to rank projects and to score on a scale of 1-10. Once you have done so, a bubble matrix chart is automatically generated to communicate the findings of your analysis. This bubble matrix chart will help you get a visual understanding of the different projects you are working on.
We created the Balanced Scorecard Strategy Map to help your company develop of a resource that outlines your company’s strategic objectives, metrics target, and initiatives. With this tool, your company will be able to communicate to your team from a number of perspectives. To utilize this Balanced Scorecard Strategy Map
Product/Service Innovation Tools Focus Areas
We created a Microsoft Excel Product Profitability Analysis tool to analyse each product your company sells. To use this tool, first list out each of the products your company commercializes, and then complete the remaining information that is requested. The information required includes the Product Name, Price, Unit Cost, Unit Sales, Revenues, Costs of Goods Sold, Gross Contribution, Marketing & Sales Costs, Product Profit/Loss, and Gross Margin. Once the information has been entered, you will be presented with a graphical representation of the data.
We created the Product Roadmap Template to analyse market segment needs, trends, products, and technology required to produce market-driven products.
Market Definition Tools Focus Areas
Customer Analysis Tools Focus Areas
Capabilities Analysis Tools and Focus Areas
Core Competencies
Your customer needs to audit their organization to identify areas for improvement and make solid recommendations based on your assessment.
Rate their compliance with best practices across the following core competencies: Strategic Planning, CRM, Demand Generation, Performance Measurement, Market Research, Sales, Organizational Development, Human Resources, Systems & Technology, and Product Development.
A Microsoft Excel self-assessment tool to rate your compliance with best practices across the following core competencies: Strategic Planning, CRM, Demand Generation, Performance Measurement, Market Research, Sales, Organizational Development, Human Resources, Systems & Technology, and Product Development
Financial Analysis Tools and Focus Areas
Marketing & Lead Analysis Tools and Focus Areas
Sales Analysis Tools and Focus Areas
It is important for your customer to evaluate the current skills of the members of their sales team. The assessment should allow them to evaluate each of their sales reps based on the key needs for their sales department.
We created the Sales Skills Assessment tool to assist you in evaluating the current skills of your sales team.
The sales forecasting tool will assist your customer to analyse their company’s sales opportunities.
We created the Sales Forecasting Tool to help you prioritize and manage sales opportunities. This tool enables you to chart total vs expected revenue, opportunities at certain stages, probabilities, deal size and top objections. The template works by providing you with a space to fill out the details of a prospect, including the customer name, region, what product or program they are looking to purchase, the expected close date, the stage in the sale’s cycle, and the probability of success.
Your customer needs to track performance for an inside sales rep or team. It is required that they find a way to measure the productivity of sales representatives, and it is important that they collect and analyse data in order to identify areas that need to be addressed.
We created a Sales Productivity Metrics worksheet to capture daily sales productivity metrics for sales reps. These metrics include dials, demos, and more. With this resource, we allow you to transfer these results into our Sales Productivity Metrics (monthly) tool to aggregate metrics for your entire team.
People Analysis Tools and Focus Areas
Your customer needs to attract the best talent to their company and in order to do so, it is important that they evaluate their current leadership team and the quality of their company’s management.
We created the Management & Leadership Assessment Tool to help you evaluate your organization’s management and leadership capabilities. This tool allows you to rate your company across the following: Leadership, Training, Staffing, Budgeting, Purchasing, Project Management, Communication, and Team Building. This tool can you help you identify areas of weakness in your company that can be improved upon. With this tool, once you have completed the requested assessment, you will be provided with the results and recommendations for improvement.
We created the Succession Management Matrix to identify and develop the future leaders of your organisation. Plot employees on the matrix according to their level of potential & performance (High, Med, Low) to determine how to best develop each person.
The survey needs to determine how satisfied your customers employees are with their workplace.
We created the Employee Satisfaction Survey to determine how satisfied your employees are with your workplace. This survey tool allows employees to evaluate their work environment based on the following areas: Product & Company Training, Office Culture, Management Team & Leadership, Policies & Procedures, Performance Management and Employee Advancement.