Capital Equipment Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Capital Equipment 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Capital Equipment improvements can be made.

Examples; 10 of the 995 standard requirements:


1. What will be considered assets of the operating entity or how will depreciation or write off of capital equipment, software and systems be accounted for?
   
   

2. Do the operational savings outweigh the capital cost and the impact of disposal of the old equipment and the manufacture and transport of the new goods?
   
   

3. Is it time to replace or expand your current machinery and other fixed assets to make your organizations operations more efficient and cost effective?
   
   

4. Which techniques would best result in sufficient evidence with regard to an audit of the quantity of fixed assets on hand in a particular department?
   
   

5. Is the fixed asset officer notified of capital equipment that is scrapped, stolen, sold, traded in, loaned out, transferred or turned in as surplus?
   
   

6. What constitutes a fixed asset, and consequently what costs should be considered to be directly attributable to assets and accordingly capitalized?
   
   

7. Does your organization have the policy of evaluating the availability of idle fixed assets at other project sites before hiring of equipment?
   
   

8. Are fixed asset counts supervised and conducted by employees who are independent of the fixed assets custodial and record keeping functions?
   
   

9. Does integration with fixed asset details enable the capture of activity for roll forward schedule and cash flow statement automation?
   
   

10. Does the fixed assets inventory process ensure that the current condition of assets is noted and updated in the fixed assets records?
    
    


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 Capital Equipment book in PDF containing 995 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Duration Estimating Worksheet: What is the total time required to complete the Capital Equipment project if no delays occur?
   
   

2. Initiating Process Group: For technology Capital Equipment projects only: Are all production support stakeholders (Business unit, technical support, & user) prepared for implementation with appropriate contingency plans?
   
   

3. Closing Process Group: How well did the chosen processes produce the expected results?
   
   

4. Risk Audit: From an empirical perspective, does the business risk approach lead to a more effective audit, or simply to increased consulting revenue detrimental to audit rigor?
   
   

5. Procurement Audit: Is a cost/benefit analysis, a cost/effectiveness or a financial analysis considering life-cycle costs performed and is the funding of the procurement guaranteed?
   
   

6. Issue Log: Are the Capital Equipment project issues uniquely identified, including to which product they refer?
   
   

7. Procurement Audit: Was the performance description adequate to needs and legal requirements?
   
   

8. Activity Duration Estimates: Consider the changes in the job market for information technology workers. How does the job market and current state of the economy affect human resource management?
   
   

9. Procurement Management Plan: Are the schedule estimates reasonable given the Capital Equipment project?
   
   

10. Initiating Process Group: What input will you be required to provide the Capital Equipment project team?


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

1.0 Initiating Process Group:


• 1.1 Capital Equipment project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Capital Equipment project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Capital Equipment 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 Capital Equipment 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 Capital Equipment 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 Capital Equipment 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 Capital Equipment project with this in-depth Capital Equipment Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Capital Equipment 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 Capital Equipment 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 Capital Equipment investments work better.

This Capital Equipment 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.