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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Discretionary service 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 715 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Discretionary service improvements can be made.

Examples; 10 of the 715 standard requirements:

  1. What improvements have been achieved?

  2. What went well, what should change, what can improve?

  3. Have the customer needs been translated into specific, measurable requirements? How?

  4. Are we Assessing Discretionary service and Risk?

  5. A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which Discretionary service models, tools and techniques are necessary?

  6. What would have to be true for the option on the table to be the best possible choice?

  7. How do we ensure that implementations of Discretionary service products are done in a way that ensures safety?

  8. How do you manage and improve your Discretionary service work systems to deliver customer value and achieve organizational success and sustainability?

  9. Are accountability and ownership for Discretionary service clearly defined?

  10. Do you, as a leader, bounce back quickly from setbacks?


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 Discretionary service book in PDF containing 715 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project or Phase Close-Out: What is the information level of detail required for each stakeholder?

  2. Project Performance Report: To what degree does the teamÕs approach to its work allow for modification and improvement over time?

  3. Activity Resource Requirements: Do you use tools like decomposition and rolling-wave planning to produce the activity list and other outputs?

  4. Project Performance Report: To what degree are sub-teams possible or necessary?

  5. Scope Management Plan: Who is responsible for monitoring the Discretionary service project scope to ensure the Discretionary service project remains within the scope baseline?

  6. Probability and Impact Assessment: Are there any Discretionary service projects similar to this one in existence?

  7. Scope Management Plan: Is the Steering Committee active in Discretionary service project oversight?

  8. Variance Analysis: Are the overhead pools formally and adequately identified?

  9. Quality Management Plan: Explain the procedures used to verify the data quality of the data being reviewed?

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

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

1.0 Initiating Process Group:

  • 1.1 Discretionary service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Discretionary service 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 Discretionary service 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 Discretionary service investments work better.

This Discretionary service 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
    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 5th Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    DAVID T. Software Consultant

    Posted by DAVID T. on 5th Sep 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
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 4th Sep 2018

    Christine R. University Officer

  • 5
    ctmfile.com

    Posted by ctmfile.com on 3rd Sep 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 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
    Thank you, these are great!

    Posted by NATALIE F. on 5th Aug 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 4th Aug 2018

    WALTER H. Business Coach

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 3rd Aug 2018

    HARRY M. Enterprise Architect

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

    Posted by Ken W. on 3rd Jul 2018

    Ken W. Publisher & VP, Sales and Marketing