SFC+ Test for Understanding

1.

1 point

When you're done Creating a Project, what is its "Setup Status"?

2.

1 point

Where in the Resource Request field is a great place to list the Knowledge and Experience a resource may need to be successful?

3.

1 point

Why is it important to get the “Expected Revenue Date” correct?

It let's the back office know when to prepare invoices

It's how finance builds the forecasts

It communicates to your Regional Scheduler when someone needs to be assigned

All of the above

4.

1 point

In what stage must an Opportunity be in order to convert it to a Project?

5.

1 point

When entering “Estimates” into the Project, we budget for both “Internal Labor Cost Est” and “External Labor Cost Est”: What is an example of "External Labor"

Subject Matter Experts

Contractors

Personal Drivers

Required Client Participation

6.

1 point

In SFC+, a “Project” is…. (Check all that apply)

An Executive Work Session

A Single Issue Resolution

A Three-Week RBSD Diagnostic

A BPI Project

A Single Three-Day PSDM Run

A Two-Day "Learn and Do"

An Internal (KT) Meeting

Business Development Activities

7.

1 point

What are three new pieces of information required to move Opportunity from “Engaged” to “Converted”? (check all that apply)

Invoicing Country

Material Requests

Monthly Revenue Breakdowns

Platform/Application

Product/Offering

Purchase Order Number

Solution

8.

1 point

Who assigns the Project Manager?

The CRM

The Client

The Area Managing Director

Regional Scheduler

9.

1 point

What is the proper way to name your expense report?

Your Last Name - Client Name - Week End Date

Client Name - Week End Date - Your Last Name

Project Name - Milestone - Your Last Name

Milestone - Project Name - Submission Date

10.

1 point

How would you know you’ve properly submitted a PM request?

You receive an email from the System

You feel a great burden has been lifted off your shoulders

It shows “Ready to Staff” on the “Resource Request” section

The Regional Scheduler calls you to tell you she received it

11.

1 point

Why would a CRM request a "Project Manager"? (Check all that apply)

The CRM wants to develop his/her colleague (supernumerary)

Delivering the Project will require two or more resources

The CRM has six or more active Opportunities in the Pipeline

If a project will be particularly complex and could use "ground support"

Delivering the Project will require seven or more "man" days

A significant amount of technical assistance is needed to structure the project

12.

1 point

What makes the “Line Description” field important when setting up an Opportunity?

It’s how the Back Office knows what to charge

It’s used to review the quality of the Sales Proposal (i.e., we’re meeting the client’s needs)

It will ultimately be used as the Task Milestones in the Project

When the client calls to order materials, that’s what they’ll reference

13.

1 point

When Quick-Creating a Project, what information should the PM have handy (select all that apply):

Travel/Logistics Information

Expected Revenue Dates

Names of Potential Contractors

Invoicing Country

Pre-Work

Labor Costs

14.

1 point

What is the proper naming convention for a Resource Request?

Labor Code - Company Name

Resource Job Title - Date Needed - Company Name

Company Name - Delivery Description

Company Name - Suggested Resource Name

15.

1 point

For an Opportunity to be “Engaged”, you need to know what product(s) you anticipate selling the client.

True

False

16.

1 point

If a resource – most likely a PM – is requested at the Opportunity level, what must be done once it becomes a Project?

Nothing; as long as the Regional Scheduler properly assigned the resource to the Opportunity, it carries through

The Resource Scheduler selects “Final Assignment” from the Resource Alignment drop-down menu

The CRM or the PM must go back into the Resource Request and “associate” the resource with the Project

The CRM or the PM selects “assigned” from their homescreen Task list

17.

1 point

Should delivery resources be requested before or after a Project is Created?

18.

1 point

Where is revenue recognized?

Bill Baldwin's Office

Task Milestone

Project Revenue Scorecard

Product/Market Matrix

19.

1 point

If the CRM is NOT the PM, what should (s)he do with the Task of creating the Project:

The CRM creates the Project from the Opportunity

This is a trick question; the Regional Finance team creates the Project

The CRM reassigns the Task of creating the Project to the PM