Adaptive Leadership Toolkit

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Drive Team Collaboration with commercial members of organization wide program and Product Teams to develop and maintain high quality, integrated Project Plans that align with overall program and commercialization strategies and drive communication, Scenario planning and Decision Making accordingly.

More Uses of the Adaptive Leadership Toolkit:

  • Drive: coach and provide advice to leaders and Team Members regarding strategic and complex organizational and team member issues while providing proactive and pragmatic solutions.

  • Be certain that your organization assess Marketing Campaign ROI and optimize Budget Allocation across paid media, brand marketing and direct response provisions.

  • Facilitate Problem Solving and serve as a thought partner on strategy and Organizational Design with business and functional area leaders.

  • Improve Operational Systems and procedures by improving departmental communications, facilitating Information Management, and supporting Organizational Planning.

  • Organize: partner with Key Stakeholders to clarify the essential culture Leadership Skills and key strategies necessary to align all organizations to the mastery organization culture vision.

  • Be certain that your business maintains the highest standards of personal/professional and ethical conduct and support your organizations goals for a diverse workforce.

  • Be accountable for ensuring execution of the local Strategic Plan in a manner that results in proven impact and exceeds market targets for productivity and profitability.

  • Prepare operational Performance Reports to provide insights to employees and next level leadership related to production, expense and Quality of Service.

  • Confirm your strategy serves as a liaison with Procurement and Finance regarding operational procedures, tracking and efficiencies with regard to supply Chain Management.

  • Ensure your strategy provides support to the unit supervisors about the coordination and implementation of the activity schedules and programming for the living units.

  • Identify, plan, coordinate, and facilitate training needs of the IT department with regards to the supply Chain Management processes.

  • Use Continuous Improvement processes to support the refinement and updates to learning materials and Project Management activities.

  • Stay up to date on program capabilities and maintain accurate reporting of managed Customer Success engagements, regarding the path to Customer Success through usage of program features and benefits.

  • Be accountable for developing and leveraging supplier relationships; identifying vendors to meet the needs of thE Business, while minimizing costs and maximizing value.

  • Lead: research summarizing research and data to help the team make compelling Business Cases and incorporate industry Best Practices.

  • Perform End To End Systems Engineering for Data Flows from the perspective of data format modeling, implementation, and support.

  • Advance Best Practices and contribute to the Operational Excellence of the commercial department with a focus on Continuous Improvement.

  • Evaluate: partner closely with your Product Management, terminology solutions, and Enterprise Architecture teams to identify opportunities to fuel your products with data and Data Science outcomes.

  • Make sure that your organization applies enterprise thinking and leads change for effectiveness of organization performance through the use of metrics and analytics in a way that drivE Business performance.

  • Manage work with next level leader to establish and/or reinforce a culture centered on quality, process and efficiency from Quote To Cash to drive desired results and Service Levels.

  • Ensure you boost; understand business context, issues, and challenges to provide coaching to managers and Team Members leveraging Business Knowledge to provide effective solutions that evolve with Business Needs.

  • Steer: act as thought partner navigating Organizational Design and structure, cultural resilience, Performance Management, and coaching.

  • Orchestrate: through your leadership, you uphold a safe, environmentally conscientious and issue free Work Environment that delivers high quality to your customers.

  • Manage and direct the sourcing activities consistent with near term requirements for financial and non Financial Performance, Regulatory Compliance and long term strategic requirements.

  • Oversee: frequently monitor and review aggregated and individual performance to identify opportunities to maximize or improve performance; share reporting and insights with leaders and employees as appropriate.

  • Establish that your team develops, implements, and maintains policies, procedures, and material Control Systems to Reduce Costs, streamline procedures, and implement solutions.

  • Engage in regular collaboration and communication with market team to ensure mission impact strategies are coordinated into development, communications and marketing, and advocacy activities.

  • Envision, contribute to, and lead a range of collection based learning opportunities, community building, and engagement activities in person and digitally.


Save time, empower your teams and effectively upgrade your processes with access to this practical Adaptive Leadership Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Adaptive Leadership 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 Adaptive Leadership specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Adaptive Leadership 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Adaptive Leadership improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the record-keeping requirements of Adaptive Leadership activities?

  2. Will your goals reflect your program budget?

  3. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  4. What system do you use for gathering Adaptive Leadership information?

  5. If there were zero limitations, what would you do differently?

  6. What are the affordable Adaptive Leadership risks?

  7. Can you break it down?

  8. How do you proactively clarify deliverables and Adaptive Leadership quality expectations?

  9. Do Quality Systems drive Continuous Improvement?

  10. What causes extra work or rework?

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 Adaptive Leadership book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Adaptive Leadership 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 Adaptive Leadership Self-Assessment and Scorecard you will develop a clear picture of which Adaptive Leadership 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 Adaptive Leadership 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 Adaptive Leadership projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Adaptive Leadership project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Adaptive Leadership Project Team have enough people to execute the Adaptive Leadership Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Adaptive Leadership Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Adaptive Leadership 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 Adaptive Leadership project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Adaptive Leadership 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 Adaptive Leadership 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 Adaptive Leadership investments work better.

This Adaptive Leadership 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.