Tools & Templates

Project Work Breakdown Structure

Project Work Breakdown Structure – Use this template to divide the project into tasks, and organize by the 5 project stages: Initiation, Planning, Execution, Control, and Closure

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Project Request Form

Project Request Form – Use this tool to standardize all requests for new projects. Sections include: Project Overview, Strategic Goals & Objectives, Impact of Non-Completion, Stakeholders, Project Timelines, Anticipated Resources, Results Measurement, and Project Approval

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Sales Growth Team Charter

Sales Growth Team Charter - Use Demand Metric’s Sales Growth Team Charter template to set the mandate and outline key responsibilities for this new team.

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Risk Mitigation Checklist

Risk Mitigation Checklist – Use this checklist to learn best practices for mitigating risks facing your project or program.

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Stakeholder Analysis Matrix

Stakeholder Analysis Matrix – Use this tool to identify key stakeholders, evaluate their interest, power, support level, and flexibility. Automatically generate a Decision Support Quotient, and view the Stakeholder Analysis Map that graphically represents each stakeholder’s position.

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Partnership Marketing Evaluation Matrix

Partnership Marketing Evaluation Matrix – Use this matrix to compare your potential partners. For each parameter, rank your candidates based on the information you have. As every company has different requirements, feel free to change the decision making criteria as you see fit.

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Sales Script Template

Sales Script Template - Use this tool to create a standardized sales script.

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Business Strategy Presentation

Business Strategy Presentation – Use this tool to present the highlights from your business strategy plan. Sections include: Executive Summary, Situational Analysis, Objectives, Initiatives, Metrics, & Targets, GAP Analysis & Program Prioritization, Monitoring & Measurement.

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Lead Generation Strategy Scorecard

Lead Generation Strategy Scorecard – Use this Lead Generation Scorecard to document your lead generation objectives, initiatives, measures, and targets for the next 12-18 months.

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SWOT Analysis Tool

SWOT Analysis Tool - Use Demand Metric’s SWOT Analysis Tool to evaluate corporate capabilities and market conditions from the following perspectives: Strengths, Weaknesses, Opportunities, and Threats.

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