A series of three checklists that can be used during during Practical CSM Framework Phase Four: Adoption Planning to document the activities that will be undertaken during the adoption process, and that enable the CSM to capture adoption barriers and adoption risks and assign activities and responsibilities for managing them Download
A series of checklists that can be used during during Practical CSM Framework Phase Four: Adoption Planning to document overall adoption requirements, capabilities and processes that will undergo change, impacted groups, plus practical considerations that must be allowed for within an adoption plan Download
A simple checklist that is designed for use during Practical CSM Framework Phase Three: Onboarding, for documenting the activities that need to be undertaken during the onboarding process, and which can then be used as a project management tool during the onboarding implementation Download
A short series of checklists for documenting research undertaken during Practical CSM Framework Phase Three: Onboarding. Includes a checklist for documenting information pertaining to all onboarding situations and a checklist for documenting additional information that might be required for a custom or bespoke onboarding service Download
Part two of a two part discussion on tools and templates. In this part, the general benefits of tools and templates are described, and there are overviews of the tools and templates for Practical CSM Framework Phases 4, 5, 6 and 7. Using Tools & Templates within Phase 4: Adoption Planning Using Tools [...]
Part one of a two part discussion on tools and templates. In this part, the general benefits of tools and templates are described, and there are overviews of the tools and templates for Practical CSM Framework Phases 1, 2 and 3. Using Tools & Templates Using Tools & Templates within Phase 1: Preparation [...]
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 [...]