Business Excellence Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Excellence 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Excellence improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. What are the primary factors that make software cost estimation challenging and what can be done to improve your cost estimates and accurately track the progress of Agile software development?

  2. Do you go ahead with the price that worked well for the last launch, use your current pricing, or wait for your business partners to provide the input from a competitive pricing analysis?

  3. How does your organization select and ensure the effective use of key comparative data and information to support operational and strategic decision making and innovation?

  4. Are other quality assurance mechanisms as iso 9000 or the business excellence model used by the internal audit function to enhance assurance about the quality of the work?

  5. What relevant skills will be essential for CFOs and finance professionals to play an elevated role in business strategy, culture building, and operational excellence?

  6. Do the innovations allow you to better transform the business by focusing on operational excellence, customer experience, and/or end to end, outside in processes?

  7. Who is responsible for planning your organizations business continuity when facing natural disasters, major disruptions or other geopolitical issues?

  8. How do you manage that desire for one of the performance zone businesses to move faster with sort of the inertia of the centralized operations?

  9. How do you create a roadmap for cost effective improvement plans for the business team, excellence and broader organizational requirements?

  10. What is your organizations key differentiating characteristic product/service leadership, customer intimacy, or operational excellence?


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 Business Excellence book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: How to convince employees that this is a necessary process?

  2. Executing Process Group: How many different communication channels does the Business Excellence project team have?

  3. Risk Audit: Is there a screening process that will ensure all participants have the fitness and skills required to safely participate?

  4. Stakeholder Management Plan: At what point will the Business Excellence project be closed and what will be done to formally close the Business Excellence project?

  5. Quality Audit: Quality is about improvement and accountability. The immediate questions that arise out of that statement are: (i) improvement on what, and (ii) accountable to whom?

  6. Quality Management Plan: How do senior leaders create an environment that encourages learning and innovation?

  7. Procurement Audit: Was invitation to tender to each specific contract issued after the evaluation of the indicative tenders was completed?

  8. Stakeholder Management Plan: What is the general purpose in defining responsibilities of the already stated affiliated with the Business Excellence project?

  9. Project Charter: Environmental stewardship and sustainability considerations: what is the process that will be used to ensure compliance with the environmental stewardship policy?

  10. Quality Management Plan: How does your organization ensure the quality, reliability, and user-friendliness of its hardware and software?

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

1.0 Initiating Process Group:

  • 1.1 Business Excellence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Excellence project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Excellence 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 Business Excellence 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 Business Excellence 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 Business Excellence 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 Business Excellence project with this in-depth Business Excellence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Excellence 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 Business Excellence 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 Business Excellence investments work better.

This Business Excellence 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.