Core Services 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 Core Services Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Core Services 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 Core Services specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Core Services 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 717 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Core Services improvements can be made.

Examples; 10 of the 717 standard requirements:

  1. Is key measure data collection planned and executed, process variation displayed and communicated and performance baselined?

  2. Which criteria are used to determine which projects are going to be pursued or discarded?

  3. If our company went out of business tomorrow, would anyone who doesnt get a paycheck here care?

  4. What core services will the PMO provide, and how will success/value be measured?

  5. When will the PMO be in business, and when will the core services come online?

  6. Does a troubleshooting guide exist or is it needed?

  7. How do we maintain Core Servicess Integrity?

  8. Do you have a vision statement?

  9. How Will We Measure Success?


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 Core Services book in PDF containing 717 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Milestone List: Milestone pages should display the UserID of the person who added the milestone. Does a report or query exist that provides this audit information?

  2. Quality Audit: How does the organization know that its security arrangements are appropriately effective and constructive?

  3. Procurement Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?

  4. Scope Management Plan: Is the assigned Core Services project manager a PMP (Certified Core Services project manager) and experienced?

  5. Probability and Impact Assessment: What are the uncertainties associated with the technology selected for the Core Services project?

  6. Quality Audit: Are adequate and conveniently located toilet facilities available for use by the employees?

  7. Source Selection Criteria: What evidence should be provided regarding proposal evaluations?

  8. Stakeholder Management Plan: Are regulatory inspections considered part of quality control?

  9. Lessons Learned: Were the Core Services project Objectives met (If not, briefly explain what wasnt met)?

  10. Team Operating Agreement: Communication Protocols: How will the team communicate?

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

1.0 Initiating Process Group:

  • 1.1 Core Services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Core Services 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 Core Services 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 Core Services investments work better.

This Core Services 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
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 6th Sep 2018

    MARTA C., Cybersecurity and Antifraud Consultant

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

    Posted by KEN W. on 5th Sep 2018

    KEN W. Managing Director

  • 5
    I look forward to becoming more familiar with the material and conducting the survey with my employer. So far it looks very comprehensive. Thank you.

    Posted by RON F. on 4th Sep 2018

    RON F. Director Analytics Governance

  • 5
    The Self Assessment is deemed qualified, accurate and comprehensive as a Guidance that Incorporates the NIST Cybersecurity Framework.

    Posted by U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) on 3rd Sep 2018

    U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

  • 5
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 3rd Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    cake.hr

    Posted by cake.hr on 2nd 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 awesome. Thank you very much.

    Posted by Dr. Martin K. on 5th Aug 2018

    Dr. Martin K. CEO

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 4th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 3rd Aug 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!