Shared Services Marketing A Complete Guide - 2020 Edition

By Gerardus Blokdyk

Where will you locate the SSCs? What type of agreements has your organization used for shared services arrangements? What specific products, services, or opportunities do you offer to achieve your goals and objectives? How do you achieve excellence in services marketing? What challenges do contacts experience in shared services implementation?

Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you are talking a one-time, single-use project, 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 Self-Assessment 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 Shared Services Marketing investments work better.

This Shared Services Marketing All-Inclusive Self-Assessment enables You to be that person.

All the tools you need to an in-depth Shared Services Marketing Self-Assessment. Featuring 2192 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Shared Services Marketing improvements can be made.

In using the questions you will be better able to:

- diagnose Shared Services Marketing 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 Shared Services Marketing and process design strategies into practice according to best practice guidelines

Using a Self-Assessment tool known as the Shared Services Marketing Scorecard, you will develop a clear picture of which Shared Services Marketing areas need attention.

Your purchase includes access details to the Shared Services Marketing self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next. You will receive the following contents with New and Updated specific criteria:

- The latest quick edition of the book in PDF

- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

- The Self-Assessment Excel Dashboard

- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

- In-depth and specific Shared Services Marketing Checklists

- Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT 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.

• Language: English
• Publisher: 5STARCooks
• Release date: Sep 6, 2019
• ISBN: 9780655965305

Book preview

Shared Services Marketing

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Shared Services Marketing best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

Notice of rights

You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

Trademarks

Many of the designations used by manufacturers and sellers to distinguish their products are claimed as trademarks. Where those designations appear in this book, and the publisher was aware of a trademark claim, the designations appear as requested by the owner of the trademark. All other product names and services identified throughout this book are used in editorial fashion only and for the benefit of such companies with no intention of infringement of the trademark. No such use, or the use of any trade name, is intended to convey endorsement or other affiliation with this book.

Copyright © by The Art of Service

http://theartofservice.com

[e-mail]

About The Art of Service

The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you’re talking a one-time, single-use project, 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?’

With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

http://theartofservice.com

[e-mail]

Included Resources - how to access

Included with your purchase of the book is the Shared Services Marketing Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[e-mail]

with this books’ title in the subject to get the Shared Services Marketing Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT 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.

Get it now- you will be glad you did - do it now, before you forget.

Send an email to [e-mail] with this books’ title in the subject to get the Shared Services Marketing Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Shared Services Marketing, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Shared Services Marketing have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Shared Services Marketing, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Shared Services Marketing initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Shared Services Marketing Scorecard on the second next page of the Self-Assessment.

Your completed Shared Services Marketing Scorecard will give you a clear presentation of which Shared Services Marketing areas need attention.

Shared Services Marketing

Scorecard Example

Example of how the finalized Scorecard can look like:

Shared Services Marketing

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service12

Included Resources - how to access12

Purpose of this Self-Assessment14

How to use the Self-Assessment15

Shared Services Marketing

Scorecard Example17

Shared Services Marketing

Scorecard18

BEGINNING OF THE

SELF-ASSESSMENT:19

CRITERION #1: RECOGNIZE20

CRITERION #2: DEFINE:30

CRITERION #3: MEASURE:42

CRITERION #4: ANALYZE:52

CRITERION #5: IMPROVE:63

CRITERION #6: CONTROL:75

CRITERION #7: SUSTAIN:85

Shared Services Marketing and Managing Projects, Criteria for Project Managers:145

1.0 Initiating Process Group: Shared Services Marketing146

1.1 Project Charter: Shared Services Marketing148

1.2 Stakeholder Register: Shared Services Marketing150

1.3 Stakeholder Analysis Matrix: Shared Services Marketing151

2.0 Planning Process Group: Shared Services Marketing153

2.1 Project Management Plan: Shared Services Marketing155

2.2 Scope Management Plan: Shared Services Marketing157

2.3 Requirements Management Plan: Shared Services Marketing159

2.4 Requirements Documentation: Shared Services Marketing161

2.5 Requirements Traceability Matrix: Shared Services Marketing163

2.6 Project Scope Statement: Shared Services Marketing165

2.7 Assumption and Constraint Log: Shared Services Marketing167

2.8 Work Breakdown Structure: Shared Services Marketing169

2.9 WBS Dictionary: Shared Services Marketing171

2.10 Schedule Management Plan: Shared Services Marketing173

2.11 Activity List: Shared Services Marketing175

2.12 Activity Attributes: Shared Services Marketing177

2.13 Milestone List: Shared Services Marketing179

2.14 Network Diagram: Shared Services Marketing181

2.15 Activity Resource Requirements: Shared Services Marketing183

2.16 Resource Breakdown Structure: Shared Services Marketing185

2.17 Activity Duration Estimates: Shared Services Marketing187

2.18 Duration Estimating Worksheet: Shared Services Marketing189

2.19 Project Schedule: Shared Services Marketing191

2.20 Cost Management Plan: Shared Services Marketing193

2.21 Activity Cost Estimates: Shared Services Marketing195

2.22 Cost Estimating Worksheet: Shared Services Marketing197

2.23 Cost Baseline: Shared Services Marketing199

2.24 Quality Management Plan: Shared Services Marketing201

2.25 Quality Metrics: Shared Services Marketing203

2.26 Process Improvement Plan: Shared Services Marketing205

2.27 Responsibility Assignment Matrix: Shared Services Marketing207

2.28 Roles and Responsibilities: Shared Services Marketing209

2.29 Human Resource Management Plan: Shared Services Marketing211

2.30 Communications Management Plan: Shared Services Marketing213

2.31 Risk Management Plan: Shared Services Marketing215

2.32 Risk Register: Shared Services Marketing217

2.33 Probability and Impact Assessment: Shared Services Marketing219

2.34 Probability and Impact Matrix: Shared Services Marketing221

2.35 Risk Data Sheet: Shared Services Marketing223

2.36 Procurement Management Plan: Shared Services Marketing225

2.37 Source Selection Criteria: Shared Services Marketing227

2.38 Stakeholder Management Plan: Shared Services Marketing229

2.39 Change Management Plan: Shared Services Marketing231

3.0 Executing Process Group: Shared Services Marketing233

3.1 Team Member Status Report: Shared Services Marketing235

3.2 Change Request: Shared Services Marketing237

3.3 Change Log: Shared Services Marketing239

3.4 Decision Log: Shared Services Marketing241

3.5 Quality Audit: Shared Services Marketing243

3.6 Team Directory: Shared Services Marketing246

3.7 Team Operating Agreement: Shared Services Marketing248

3.8 Team Performance Assessment: Shared Services Marketing250

3.9 Team Member Performance Assessment: Shared Services Marketing252

3.10 Issue Log: Shared Services Marketing254

4.0 Monitoring and Controlling Process Group: Shared Services Marketing256

4.1 Project Performance Report: Shared Services Marketing258

4.2 Variance Analysis: Shared Services Marketing260

4.3 Earned Value Status: Shared Services Marketing262

4.4 Risk Audit: Shared Services Marketing264

4.5 Contractor Status Report: Shared Services Marketing266

4.6 Formal Acceptance: Shared Services Marketing268

5.0 Closing Process Group: Shared Services Marketing270

5.1 Procurement Audit: Shared Services Marketing272

5.2 Contract Close-Out: Shared Services Marketing275

5.3 Project or Phase Close-Out: Shared Services Marketing277

5.4 Lessons Learned: Shared Services Marketing279

Shared Services Marketing and Managing Projects, Criteria for Project Managers:281

1.0 Initiating Process Group: Shared Services Marketing282

1.1 Project Charter: Shared Services Marketing284

1.2 Stakeholder Register: Shared Services Marketing286

1.3 Stakeholder Analysis Matrix: Shared Services Marketing287

2.0 Planning Process Group: Shared Services Marketing289

2.1 Project Management Plan: Shared Services Marketing291

2.2 Scope Management Plan: Shared Services Marketing293

2.3 Requirements Management Plan: Shared Services Marketing295

2.4 Requirements Documentation: Shared Services Marketing298

2.5 Requirements Traceability Matrix: Shared Services Marketing300

2.6 Project Scope Statement: Shared Services Marketing302

2.7 Assumption and Constraint Log: Shared Services Marketing304

2.8 Work Breakdown Structure: Shared Services Marketing306

2.9 WBS Dictionary: Shared Services Marketing308

2.10 Schedule Management Plan: Shared Services Marketing311

2.11 Activity List: Shared Services Marketing313

2.12 Activity Attributes: Shared Services Marketing315

2.13 Milestone List: Shared Services Marketing317

2.14 Network Diagram: Shared Services Marketing319

2.15 Activity Resource Requirements: Shared Services Marketing321

2.16 Resource Breakdown Structure: Shared Services Marketing322

2.17 Activity Duration Estimates: Shared Services Marketing324

2.18 Duration Estimating Worksheet: Shared Services Marketing326

2.19 Project Schedule: Shared Services Marketing328

2.20 Cost Management Plan: Shared Services Marketing330

2.21 Activity Cost Estimates: Shared Services Marketing332

2.22 Cost Estimating Worksheet: Shared Services Marketing334

2.23 Cost Baseline: Shared Services Marketing336

2.24 Quality Management Plan: Shared Services Marketing338

2.25 Quality Metrics: Shared Services Marketing340

2.26 Process Improvement Plan: Shared Services Marketing342

2.27 Responsibility Assignment Matrix: Shared Services Marketing344

2.28 Roles and Responsibilities: Shared Services Marketing346

2.29 Human Resource Management Plan: Shared Services Marketing348

2.30 Communications Management Plan: Shared Services Marketing350

2.31 Risk Management Plan: Shared Services Marketing352

2.32 Risk Register: Shared Services Marketing354

2.33 Probability and Impact Assessment: Shared Services Marketing356

2.34 Probability and Impact Matrix: Shared Services Marketing358

2.35 Risk Data Sheet: Shared Services Marketing360

2.36 Procurement Management Plan: Shared Services Marketing362

2.37 Source Selection Criteria: Shared Services Marketing364

2.38 Stakeholder Management Plan: Shared Services Marketing366

2.39 Change Management Plan: Shared Services Marketing368

3.0 Executing Process Group: Shared Services Marketing370

3.1 Team Member Status Report: Shared Services Marketing372

3.2 Change Request: Shared Services Marketing374

3.3 Change Log: Shared Services Marketing376

3.4 Decision Log: Shared Services Marketing378

3.5 Quality Audit: Shared Services Marketing380

3.6 Team Directory: Shared Services Marketing383

3.7 Team Operating Agreement: Shared Services Marketing385

3.8 Team Performance Assessment: Shared Services Marketing387

3.9 Team Member Performance Assessment: Shared Services Marketing389

3.10 Issue Log: Shared Services Marketing391

4.0 Monitoring and Controlling Process Group: Shared Services Marketing393

4.1 Project Performance Report: Shared Services Marketing395

4.2 Variance Analysis: Shared Services Marketing397

4.3 Earned Value Status: Shared Services Marketing399

4.4 Risk Audit: Shared Services Marketing401

4.5 Contractor Status Report: Shared Services Marketing403

4.6 Formal Acceptance: Shared Services Marketing405

5.0 Closing Process Group: Shared Services Marketing407

5.1 Procurement Audit: Shared Services Marketing409

5.2 Contract Close-Out: Shared Services Marketing412

5.3 Project or Phase Close-Out: Shared Services Marketing414

5.4 Lessons Learned: Shared Services Marketing416

Index418

CRITERION #1: RECOGNIZE

INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

In my belief, the answer to this question is clearly defined:

5 Strongly Agree

4 Agree

3 Neutral

2 Disagree

1 Strongly Disagree

1. Would you recognize a threat from the inside?

<--- Score

2. Are the hardware, software and support services needed to operate mission-specific applications included in shared services?

<--- Score

3. How will the shared service center be able to meet your complex research administration needs?

<--- Score

4. What are the types of services that will meet needs?

<--- Score

5. Who else hopes to benefit from it?