Acquisition Process Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Acquisition Process Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Acquisition Process related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Acquisition Process specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Acquisition Process Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

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

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Acquisition Process improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. What is the importance of mergers and acquisitions in the growth of large companies and are there any differences in the breakdown of times and the flexibility of large versus small companies?

  2. Does your holding organization system have a long-term plan concerning its cyber security strategy, including plans to mitigate any IT system gaps resulting from merger/acquisition activity?

  3. Can the model be customized to adopt to future business directions like partnerships, mergers, acquisitions and other changes that can happen to the respective organization?

  4. How do you support complex multigenerational and multi-location talent acquisition processes Ð without juggling multiple vendors or cobbling together multiple solutions?

  5. Does your acquisition organization collect, analyze, and make available information related to the use of your organizations standard software acquisition process?

  6. Does the recovery infrastructure support multiplatform data center environments that may exist today or tomorrow as a result of mergers and acquisitions?

  7. How to build a cohesive supply base that meets the needs of the new organization through reassess and re-negotiate during and post merger or acquisition?

  8. Do foreign returns concentrate around zero, or are the aggregate foreign results attributable to extreme losses by a limited number of companies?

  9. Do you have any general observations regarding the relationship between current capital market conditions and your organizations Cost of Equity?

  10. Is there a plan to communicate the value of the deal, as well as what the future will look like for employees, customers and other stakeholders?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Acquisition Process book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Acquisition Process self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Acquisition Process Self-Assessment and Scorecard you will develop a clear picture of which Acquisition Process areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Acquisition Process Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Acquisition Process projects with the 62 implementation resources:

  • 62 step-by-step Acquisition Process Project Management Form Templates covering over 1500 Acquisition Process project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Directory: Timing: when do the effects of communication take place?

  2. Activity Duration Estimates: Will it help promote wellness at your organization and reduce insurance costs?

  3. Lessons Learned: Was the Acquisition Process project significantly delayed/hampered by outside dependencies (outside to the Acquisition Process project, that is)?

  4. Procurement Audit: Is the accounting distribution of expenses included with the request for payment?

  5. Project or Phase Close-Out: What security considerations needed to be addressed during the procurement life cycle?

  6. Scope Management Plan: Were Acquisition Process project team members involved in detailed estimating and scheduling?

  7. Cost Baseline: Have all approved changes to the schedule baseline been identified and impact on the Acquisition Process project documented?

  8. Earned Value Status: Where is evidence-based earned value in your organization reported?

  9. Cost Management Plan: What does this mean to a cost or scheduler manager?

  10. Project Scope Statement: Are there completion/verification criteria defined for each task producing an output?

 
Step-by-step and complete Acquisition Process Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Acquisition Process project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Acquisition Process project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Acquisition Process project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Acquisition Process project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Acquisition Process project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Acquisition Process project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Acquisition Process project with this in-depth Acquisition Process Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Acquisition Process 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 Acquisition Process and put process design strategies into practice according to best practice guidelines

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

Unless you are talking a one-time, single-use project within a business, 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 Toolkit 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 Acquisition Process investments work better.

This Acquisition Process All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime 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.