Cost-to-Serve Toolkit

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cost-to-Serve 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 Cost-to-Serve improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. How equipped is your potential vendor to help you lead a smooth implementation of its product across all stakeholders and serve as a partner that provides support throughout your relationship?

  2. What else do you do to shift supply chain management from being a cost to being a strategic advantage that better serves your clients, your staff, and your own financial performance?

  3. Which functional groups within your organization are implementing or planning to implement cost-to-serve methods, or a similar type of cost/profitability analysis, by function?

  4. How do providers effectively balance and embed consumer preferences into operations and product offerings while maintaining the lowest possible cost-to-serve?

  5. Do the practices of the economies of scale serve consumer interest, or is the potential of market dominance to the detriment of consumer choices and costs?

  6. Is it a lack of recognition by business leaders in the true value supply chain can add or an underestimation of the complexity underlying it?

  7. How do average costs vary across program models and programs operated by different types of departments and in various geographic locations?

  8. Is it core to your business to take on the cost of development or do you take advantage of the shared costs a purchased solution provides?

  9. Is managing a cost structure all about focusing on the supply side of resources, which is basically your organizations capacity to serve?

  10. Do you quickly assess and make decisions on the is a most cost effective flow of orders through your international logistics network?

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 Cost-to-Serve book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Cost-to-Serve Project Management Form Templates covering over 1500 Cost-to-Serve project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Issue Log: Who have you worked with in past, similar initiatives?

  2. Activity Duration Estimates: Are updates on work results collected and used as inputs to the performance reporting process?

  3. Network Diagram: What is your organizations history in doing similar activities?

  4. Change Management Plan: Will the readiness criteria be met prior to the training roll out?

  5. Activity Duration Estimates: What do corresponding sources say about Cost-to-Serve project management?

  6. Project Charter: Pop quiz Ð which are the same inputs as in the Cost-to-Serve project charter?

  7. Probability and Impact Assessment: Costs associated with late delivery or a defective product?

  8. Activity Duration Estimates: Are actual Cost-to-Serve project results compared with planned or expected results to determine the variance?

  9. Risk Register: Contingency actions - planned actions to reduce the immediate seriousness of the risk when it does occur. What should you do when?

  10. Activity Duration Estimates: What is the shortest possible time it will take to complete this Cost-to-Serve project?

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

1.0 Initiating Process Group:

  • 1.1 Cost-to-Serve project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Cost-to-Serve project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Cost-to-Serve 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 Cost-to-Serve 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 Cost-to-Serve 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 Cost-to-Serve project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Cost-to-Serve project with this in-depth Cost-to-Serve Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cost-to-Serve 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 Cost-to-Serve 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 Cost-to-Serve investments work better.

This Cost-to-Serve 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.