Toolkit - Opportunity Management

What is "Opportunity Management Toolkit" about?

Contents:

• Template Opportunity Assessment - Sales Template (PPT-format) 

The Opportunity Assessment focuses on an initial assessment covering summary, attractiveness, risks and effort of an opportunity. It provides the basis for decision making before you "Pursue the Opportunity". (This is a basic opportunity assessment - NOT a complete Deal Assessment Tool).

Including backup files:

• • Power Map guideline + template (PPT-format)
  • Deal Team Organization template (PPT-format)
  • Bid Budget (XLSX-format)

• Template Opportunity Plan - Sales Template (PPT-format)

The opportunity plan is designed to address the key deal questions to be asked in every deal.

• • Account context of the deal?
  • Deal basics and the deal team sorted out?
  • Solution fit and your value proposition?
  • Buying network and coverage?
  • Coming home plan?
  • Top issues / red flags?
  • Actions to resolve red flags?

It provides the basis for effective monitoring and continuous improvement of your position in a deal, and also for effective deal-related project management and decision making.