Tag Archives: Salesforce.com

Salesforce.com: How can we measure the performance?

October 31, 2018DocumentsSalesforce.composter

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce.com Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce.com related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com 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 619 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce.com improvements can be made.

Examples; 10 of the 619 standard requirements:

How do we know that any Salesforce.com analysis is complete and comprehensive?
Has implementation been effective in reaching specified objectives?
Do we have the right people on the bus?
Have the types of risks that may impact Salesforce.com been identified and analyzed?
If you were responsible for initiating and implementing major changes in your organization, what steps might you take to ensure acceptance of those changes?
How can you negotiate Salesforce.com successfully with a stubborn boss, an irate client, or a deceitful coworker?
When is/was the Salesforce.com start date?
Is a response plan established and deployed?
What is the recommended frequency of auditing?
How can we measure the performance?

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 Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

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

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Requirements Management Plan: Is there formal agreement on who has authority to approve a change in requirements?
Schedule Management Plan: Does the Resource Management Plan include a personnel development plan?
Requirements Traceability Matrix: Describe the process for approving requirements so they can be added to the traceability matrix and Salesforce.com project work can be performed. Will the Salesforce.com project requirements become approved in writing?
Probability and Impact Matrix: What are the levels of understanding of the future users of this technology?
Project Scope Statement: Is the Salesforce.com project Sponsor function identified and defined?
Team Operating Agreement: Did you delegate tasks such as taking meeting minutes, presenting a topic and soliciting input?
Responsibility Assignment Matrix: Is data disseminated to the contractors management timely, accurate, and usable?
Quality Metrics: Where did complaints, returns and warranty claims come from?
Cost Management Plan: Is Salesforce.com project work proceeding in accordance with the original Salesforce.com project schedule?
Contractor Status Report: What are the minimum and optimal bandwidth requirements for the proposed soluiton?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

Diagnose Salesforce.com 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 Salesforce.com 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 Salesforce.com investments work better.

This Salesforce.com All-Inclusive Toolkit enables You to be that person:

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

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.

Salesforce.com: Which individuals, teams or departments will be involved in Salesforce.com?

October 11, 2018DocumentsSalesforce.composter

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com 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

Examples; 10 of the 619 standard requirements:

How will the group know that the solution worked?
What went well, what should change, what can improve?
How will you know that you have improved?
We picked a method, now what?
Which individuals, teams or departments will be involved in Salesforce.com?
What are the basics of Salesforce.com fraud?
Will it solve real problems?
What business benefits will Salesforce.com goals deliver if achieved?
Are the units of measure consistent?
How important is Salesforce.com to the user organizations mission?

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 Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

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

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Project Schedule: Did the final product meet or exceed user expectations?
Human Resource Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Salesforce.com project?
Procurement Audit: Were any additional works or deliveries admissible, without recourse to a new procurement procedure?
Human Resource Management Plan: Does the Resource Management Plan include a personnel development plan?
Quality Management Plan: Do trained quality assurance auditors conduct the audits as defined in the Quality Management Plan and scheduled by the Salesforce.com project manager?
Roles and Responsibilities: What should you do now to ensure that you are exceeding expectations and excelling in your current position?
Schedule Management Plan: Is the IMS used by all levels of management for Salesforce.com project implementation and control?
Executing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
Activity Duration Estimates: Write a one- to two-page paper describing your dream team for this Salesforce.com project. What type of people would you want on your team?
Responsibility Assignment Matrix: All CWBS elements specified for external reporting?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

Diagnose Salesforce.com 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 Salesforce.com 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.

This Salesforce.com All-Inclusive Toolkit enables You to be that person:

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

Includes lifetime updates

Salesforce.com: What does the ‘should be’ process map/design look like?

October 10, 2018DocumentsSalesforce.composter

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com 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

Examples; 10 of the 619 standard requirements:

Are there Salesforce.com Models?
What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?
How would you define the culture here?
Who are the people involved in developing and implementing Salesforce.com?
What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Salesforce.com?
What does the ‘should be’ process map/design look like?
How do we measure improved Salesforce.com service perception, and satisfaction?
What are the costs of reform?
How to Improve?
What are the agreed upon definitions of the high impact areas, defect(s), unit(s), and opportunities that will figure into the process capability metrics?

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 Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

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

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Probability and Impact Matrix: What is the industrial relations prevailing in this organization?
Cost Management Plan: Have external dependencies been captured in the schedule?
Team Member Performance Assessment: To what degree is the team cognizant of small wins to be celebrated along the way?
Activity Duration Estimates: What are the key components of a Salesforce.com project communications plan?
Requirements Management Plan: After the requirements are gathered and set forth on the requirements register, they’re little more than a laundry list of items. Some may be duplicates, some might conflict with others and some will be too broad or too vague to understand. Describe how the requirements will be analyzed. Who will perform the analysis?
Procurement Management Plan: Have all documents been archived in a Salesforce.com project repository for each release?
Scope Management Plan: Has a proper Salesforce.com project work location been established that will allow the team to work together with user personnel?
Closing Process Group: Did the Salesforce.com project team have enough people to execute the Salesforce.com project plan?
Risk Management Plan: Are there risks to human health or the environment that need to be controlled or mitigated?
Variance Analysis: Are indirect costs charged to the appropriate indirect pools and incurring organization?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

Diagnose Salesforce.com 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 Salesforce.com 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.

This Salesforce.com All-Inclusive Toolkit enables You to be that person:

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

Includes lifetime updates

Salesforce.com: Can we add value to the current Salesforce.com decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

October 10, 2018DocumentsSalesforce.composter

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com 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

Examples; 10 of the 619 standard requirements:

How will you measure your Salesforce.com effectiveness?
How will variation in the actual durations of each activity be dealt with to ensure that the expected Salesforce.com results are met?
What attendant changes will need to be made to ensure that the solution is successful?
Were the planned controls in place?
Why is Salesforce.com important for you now?
Are documented procedures clear and easy to follow for the operators?
How does the team improve its work?
Who, on the executive team or the board, has spoken to a customer recently?
What trophy do we want on our mantle?
Can we add value to the current Salesforce.com decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

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 Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

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

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Quality Audit: How does the organization know that its system for governing staff behaviour is appropriately effective and constructive?
Change Log: Is the requested change request a result of changes in other Salesforce.com project(s)?
Procurement Management Plan: Is Salesforce.com project work proceeding in accordance with the original Salesforce.com project schedule?
Quality Audit: How does the organization know that its advisory services are appropriately effective and constructive?
Quality Audit: How does the organization know that its research funding systems are appropriately effective and constructive in enabling quality research outcomes?
Cost Management Plan: What will be the split of responsibilities of progress measurement and controls among the owner, contractor, subcontractors, and vendors?
Procurement Audit: Are the number of checking accounts where cash segregation is not required kept to a reasonable number?
Responsibility Assignment Matrix: Does the Salesforce.com project need to be analyzed further to uncover additional responsibilities?
Risk Audit: Is your organization able to present documentary evidence in support of compliance?
Stakeholder Management Plan: How are new requirements or changes to requirements identified?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

Diagnose Salesforce.com 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 Salesforce.com 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.

This Salesforce.com All-Inclusive Toolkit enables You to be that person:

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

Includes lifetime updates

Salesforce.com: What are current Salesforce.com Paradigms?

October 5, 2018DocumentsSalesforce.composter

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce.com specific requirements:

STEP 1: Get your bearings

Start with…

The latest quick edition of the Salesforce.com 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

Examples; 10 of the 619 standard requirements:

What is the purpose of Salesforce.com in relation to the mission?
How will the day-to-day responsibilities for monitoring and continual improvement be transferred from the improvement team to the process owner?
What are current Salesforce.com Paradigms?
What are the basics of Salesforce.com fraud?
Will there be any necessary staff changes (redundancies or new hires)?
What information do users need?
How did the team generate the list of possible solutions?
What is Effective Salesforce.com?
Who controls critical resources?
What are the types and number of measures to use?

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 Salesforce.com book in PDF containing 619 requirements, which criteria correspond to the criteria in…

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

62 step-by-step Salesforce.com Project Management Form Templates covering over 6000 Salesforce.com project requirements and success criteria:

Examples; 10 of the check box criteria:

Risk Audit: Is the technology to be built new to your organization?
Responsibility Assignment Matrix: Is accountability placed at the lowest-possible level within the Salesforce.com project so that decisions can be made at that level?
Procurement Management Plan: What areas does the group agree are the biggest success on the Salesforce.com project?
WBS Dictionary: Are current work performance indicators and goals relatable to original goals as modified by contractual changes, replanning, and reprogramming actions?
WBS Dictionary: Are direct or indirect cost adjustments being accomplished according to accounting procedures acceptable to us?
Schedule Management Plan: Do Salesforce.com project teams & team members report on status / activities / progress?
WBS Dictionary: Are data being used by managers in an effective manner to ascertain Salesforce.com project or functional status, to identify reasons or significant variance, and to initiate appropriate corrective action?
Team Member Performance Assessment: To what degree are sub-teams possible or necessary?
Lessons Learned: How actively and meaningfully were stakeholders involved in the Salesforce.com project?
Procurement Audit: Are procedures established so that vendors with poor quality or late delivery are identified to eliminate additional dealings with that vendor?

Step-by-step and complete Salesforce.com Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Salesforce.com project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

Diagnose Salesforce.com 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 Salesforce.com 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.

This Salesforce.com All-Inclusive Toolkit enables You to be that person:

store.theartofservice.com/Salesforce.com-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

The Art of Service, Standard Requirements Self Assessments

Own Your Risk – Standard Requirements Self Assessments

Tag Archives: Salesforce.com

Salesforce.com: How can we measure the performance?

STEP 1: Get your bearings

STEP 2: Set concrete goals, tasks, dates and numbers you can track

STEP 3: Implement, Track, follow up and revise strategy

Results

Includes lifetime updates

Salesforce.com: Which individuals, teams or departments will be involved in Salesforce.com?

STEP 1: Get your bearings

STEP 2: Set concrete goals, tasks, dates and numbers you can track

STEP 3: Implement, Track, follow up and revise strategy

Results

Includes lifetime updates

Salesforce.com: What does the ‘should be’ process map/design look like?

STEP 1: Get your bearings

STEP 2: Set concrete goals, tasks, dates and numbers you can track

STEP 3: Implement, Track, follow up and revise strategy

Results

Includes lifetime updates

Salesforce.com: Can we add value to the current Salesforce.com decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

STEP 1: Get your bearings

STEP 2: Set concrete goals, tasks, dates and numbers you can track

STEP 3: Implement, Track, follow up and revise strategy

Results

Includes lifetime updates

Salesforce.com: What are current Salesforce.com Paradigms?

STEP 1: Get your bearings

STEP 2: Set concrete goals, tasks, dates and numbers you can track

STEP 3: Implement, Track, follow up and revise strategy

Results

Includes lifetime updates