Cheqbook Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cheqbook 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 692 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Cheqbook improvements can be made.

Examples; 10 of the 692 standard requirements:

  1. Can we add value to the current Cheqbook decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

  2. What are the agreed upon definitions of the high impact areas, defect(s), unit(s), and opportunities that will figure into the process capability metrics?

  3. Are Required Metrics Defined?

  4. Do we have enough freaky customers in our portfolio pushing us to the limit day in and day out?

  5. What is Effective Cheqbook?

  6. What will be the consequences to the stakeholder (financial, reputation etc) if Cheqbook does not go ahead or fails to deliver the objectives?

  7. Is a fully trained team formed, supported, and committed to work on the Cheqbook improvements?

  8. What would you recommend your friend do if he/she were facing this dilemma?

  9. Among our stronger employees, how many see themselves at the company in three years? How many would leave for a 10 percent raise from another company?

  10. What is the right balance of time and resources between investigation, analysis, and discussion and dissemination?


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 Cheqbook book in PDF containing 692 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Cheqbook Project Management Form Templates covering over 6000 Cheqbook project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Planning Process Group: What are the different approaches to building the WBS?

  2. Probability and Impact Matrix: Does the customer have a solid idea of what is required?

  3. Activity Duration Estimates: Is corrective action taken to bring Cheqbook project performance into line with the Cheqbook project plan?

  4. Responsibility Assignment Matrix: Does the scheduling system identify in a timely manner the status of work?

  5. Source Selection Criteria: How much past performance information should be requested?

  6. Team Member Status Report: Will the staff do training or is that done by a third party?

  7. Contract Close-Out: How is the contracting office notified of the automatic contract close-out?

  8. Quality Metrics: If the defect rate during testing is substantially higher than that of the previous release (or a similar product), then ask: Did you plan for and actually improve testing effectiveness?

  9. Procurement Management Plan: Is Cheqbook project work proceeding in accordance with the original Cheqbook project schedule?

  10. Quality Audit: How does the organization know that its relationships with relevant professional bodies are appropriately effective and constructive?

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

1.0 Initiating Process Group:

  • 1.1 Cheqbook project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Cheqbook 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 Cheqbook 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 Cheqbook investments work better.

This Cheqbook 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 5th Sep 2018

    MEL F. Change Management Professional

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 4th Sep 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.

  • 5
    cake.hr

    Posted by cake.hr on 4th Sep 2018

    The Verdict: The Complete Self-Assessment package ticks a lot of checkboxes, especially for businesses testing the waters for decision making and performance enhancement and for companies that can not have a full-time professional on payroll to guide the initial implementation of their drive.

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 4th Sep 2018

    KEN W. Managing Director

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 3rd Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 2nd Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 4th Aug 2018

    Nguyen Hoang Vu

  • 5
    DAVID T. Software Consultant

    Posted by DAVID T. on 3rd Aug 2018

    Quality is a topic that is very important for me right now, and it should be important for every team. This book contains a self-assessment that can be useful for your organization to find out where you currently are. If you struggle to ask the right questions about your efforts, this book will give many of them, and a way to score your answers

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 2nd Aug 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.