Playbooks & Tools
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Project Management Framework
Tools January 21, 2024Use this project management framework to define the activities required to successfully create, plan, and execute a project management plan.
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Project Management Policy
Tools January 21, 2024A template to document a project management policy and process.
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Project Portfolio Template
Tools January 21, 2024Use this template to analyze and collectively manage a group of current or proposed projects based on numerous key characteristics.
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Project Prioritization Tool
Tools January 21, 2024A tool to rank projects based on their strategic fit, economic impact, and feasibility.
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Project Work Breakdown Structure
Tools January 21, 2024A worksheet to divide the project into tasks and organize by 5 stages.
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Public Relations Budget Template
Tools January 21, 2024A budget template that details the expected costs for your PR program and generates charts.
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Public Relations Plan Framework
Tools January 21, 2024Use this public relations framework to define the activities required to successfully create, plan, and execute a public relations plan.
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Public Relations Solution Study
Tools January 21, 2024Our Public Relations Solution Study highlights insights, the landscape, and the vendors associated with the PR space.
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Public Relations System RFP Template
Tools January 21, 2024Use this tool to help you design an RFP for a Public Relations system.
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Public Relations System Vendor Evaluation
Tools January 21, 2024Use this evaluation to compare Public Relations vendor solutions based on your requirements.
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Responsibility Assignment Matrix
Tools January 21, 2024Use this to clarify roles and responsibilities in cross-functional/departmental projects and processes.
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Sales Analysis Tool
Tools January 21, 2024The Sales Analysis Tool can be used to review products/service sales, channel sales, sales by representative, market segments, and sales team goals.
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Sales and Marketing Executive Dashboard
Tools January 21, 2024A dashboard to collect, analyze, and communicate KPIs and metrics for sales and marketing.
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Sales Communication Solution Study
Tools January 21, 2024Our Sales Communication Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
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Sales Compensation Solution Acquisition Best Practices Guide
Tools January 21, 2024This guide suggests a better process for acquiring an ICM solution. For many companies, sales compensation is the largest component of Sales, General, and Administrative (SG&A) costs. The monthly calculation and payment of variable sales compensation is often an arduous, manual process that must accommodate a number of exceptions and changes: rarely does a sales compensation plan start and end a fiscal year intact.
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Sales Enablement Best Practices Guide
Tools January 21, 2024Read this best practices report to learn how sales enablement has developed and how to implement the sales enablement function within your company.
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Sales Enablement Budget Template
Tools January 21, 2024Use this budget template to set and track your Sales Enablement budget.
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Sales Enablement Plan Framework
Tools January 21, 2024Use this sales enablement framework to define the activities required to successfully create, plan, and execute a sales enablement program.
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Sales Intelligence Solution Study
Tools January 21, 2024Our Sales Intelligence Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
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Sales Operations Maturity Assessment
Tools January 21, 2024Use this tool to evaluate your organization’s Sales Operations Maturity.
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