Core Values Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Core Values 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 997 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 Values improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What is the leaders desired role and impact re your organizational cultures core values and behaviors around empathy, compassion, courage, ethics, collaboration, and general social awareness?

  2. What kind of communication or administrative processes could you put into place that would be helpful in resolving the tensions between core values and departmental goals/expectations?

  3. What is the best way to ensure that IoT device manufacturers integrate privacy by design and security by design principles, as well as interoperability standards into the core values?

  4. Does the compensation structure discourage the CEO and other senior executives from taking on excessive risk, and reinforce behaviours consistent with your organizations core values?

  5. Is the portfolio organized for project driven, incrementally improved, thoughtful and stimulating knowledge growth, grounded in team core values, process, culture?

  6. What are the core values, beliefs, or assumptions about how your organization operates that will be important for the incoming chief executive to understand?

  7. What are your systems and ancillary revenue sources to improve outcomes, efficiencies, save time and money while maximizing communication in your practice?

  8. What workshops, training, information meetings and other dialogue sessions have been carried out to foster and grow your wanted culture and core values?

  9. Can the board and CEO agree on your organization of the current culture and whether it is aligned with the enterprises strategy and core values?

  10. Have you ever been frustrated by your organization service representative who failed to demonstrate any concern for providing customer support?


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 Values book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: What methods are to be used for managing and monitoring subcontractors (eg agreements, contracts etc)?

  2. Cost Management Plan: What is your organizations history in doing similar tasks?

  3. Lessons Learned: What things surprised you on the Core Values project that were not in the plan?

  4. Responsibility Assignment Matrix: Is budgeted cost for work performed calculated in a manner consistent with the way work is planned?

  5. Procurement Management Plan: Are key risk mitigation strategies added to the Core Values project schedule?

  6. Activity Cost Estimates: What areas does the group agree are the biggest success on the Core Values project?

  7. Contract Close-Out: Have all acceptance criteria been met prior to final payment to contractors?

  8. Schedule Management Plan: Is a process defined to measure the performance of the schedule management process itself?

  9. Project Schedule: Eliminate unnecessary activities. Are there activities that came from a template or previous Core Values project that are not applicable on this phase of this Core Values project?

  10. Stakeholder Analysis Matrix: Alliances: with which other actors is the actor allied, how are they interconnected?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Core Values 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 Values 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 Values 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 Values 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 Values 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 Values project with this in-depth Core Values Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Core Values 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 Values 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 Values investments work better.

This Core Values 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.