Save time, empower your teams and effectively upgrade your processes with access to this practical E-mail Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any E-mail 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 E-mail specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the E-mail 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 672 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which E-mail improvements can be made.
Examples; 10 of the 672 standard requirements:
- Identity theft could also be an inside job. Employees at big companies that host e-mail services have physical access to e-mail accounts. How do you know nobodys reading it?
- Encryption helps to secure data that may be stored on a stolen laptop but what about the sensitive data that is sent via e-mail or downloaded to a USB device?
- If you are running search, display, e-mail, and in-store promotions, how can you see which campaigns are driving revenue and optimize ad spend across channels?
- Could requested communications be found in personal or work e-mail files (or backups); PDAs; text message files; Blackberries; intranets and extranets?
- What kinds of support services (e.g., via e-mail, phone calls, online chat) does the provider offer to its customers and in which languages?
- How many attempts do you make before you reach the correct person (e.g., number of phone transfers, e-mail forwards, etc.)?
- Are there any ways today in which paper correspondence would be inappropriate, in other words, in which only e-mail is appropriate?
- How much would be saved by developing multi-channel contact avenues (i.e., telephone, e-mail, self-service, etc.)?
- Should the parties defer serving requests for e-mail until after others exchange other discovery (electronic or otherwise)?
- Does your writing style differ between when you write letters (or perhaps memos) and when you write e-mail?
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 E-mail book in PDF containing 672 requirements, which criteria correspond to the criteria in…
Your E-mail 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 E-mail Self-Assessment and Scorecard you will develop a clear picture of which E-mail 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 E-mail 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 E-mail projects with the 62 implementation resources:
- 62 step-by-step E-mail Project Management Form Templates covering over 6000 E-mail project requirements and success criteria:
Examples; 10 of the check box criteria:
- Probability and Impact Assessment: What is the level of experience available with the organization?
- Activity Duration Estimates: A E-mail project manager is using weighted average duration estimates to perform schedule network analysis. Which type of mathematical analysis is being used?
- Stakeholder Management Plan: Is it standard practice to formally commit stakeholders to the E-mail project via agreements?
- WBS Dictionary: Detailed schedules which support control account and work package start and completion dates/events?
- Stakeholder Management Plan: Is the performance of the supplier to be rated and documented?
- Responsibility Assignment Matrix: Are the requirements for all items of overhead established by rational, traceable processes?
- Activity Duration Estimates: Do you think many other organizations could apply this methodology, or does each organization need to create its own methodology?
- Lessons Learned: What are your lessons learned that you will keep in mind for the next E-mail project you participate in?
- Schedule Management Plan: Are milestone deliverables effectively tracked and compared to E-mail project plan?
- Executing Process Group: What is the critical path for this E-mail project and how long is it?
Step-by-step and complete E-mail Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 E-mail project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 E-mail project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 E-mail 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 E-mail 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 E-mail 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 E-mail project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any E-mail project with this in-depth E-mail Toolkit.
In using the Toolkit you will be better able to:
- Diagnose E-mail 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 E-mail 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 E-mail investments work better.
This E-mail 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.