PCSMA Module 3 Workbook 1
The first of two workbooks covering Certified CSM Professional Module Three: PCSMF1: Preparation Download
Customer Engagement Strategy
A tool for documenting the engagement strategy during Practical CSM Framework Phase One: Preparation and thereafter. Includes templates for information pertaining to the overall strategy and to the work to be completed within each phase of the framework Download
Customer Research Checklist
A series of checklists for documenting research undertaken during Practical CSM Framework Phase One: Preparation and thereafter. Includes checklists for information pertaining to the customer's organization, the solution, the customer's initiative, the customer's stakeholders and the current status of the engagement Download
Engagement Strategy Part Two
Part two of two parts of a discussion about how to create an engagement strategy. This part discusses outcomes, milestones, measurements, activities and roadmaps. Engagement Strategy: Outcomes, Milestones & Measurements Engagement Strategy: Activities & Roadmap
Engagement Strategy Part One
Part one of two parts of a discussion about how to create an engagement strategy. This part discusses priority, complexity and maturity. Engagement Strategy: Priority, Complexity & Maturity
Engagement Planning & Engagement Strategy Tool
A discussion on the importance of and recommended best practice for engagement planning prior to meeting the customer's stakeholders, and an overview of the Engagement Strategy Tool. Engagement Planning & Engagement Strategy Tool
The Customer Research Checklist Tool Part Four
Fourth of four parts of a discussion about how to use the Customer Research Checklist Tool as a template for performing preparatory research for a new customer engagement. This part discusses the Progress tab and provides advice on utilization. The Customer Research Checklist Tool: Progress Tab The Customer Research Checklist Tool: Utilization [...]