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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Document classification 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 889 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Document classification improvements can be made.

Examples; 10 of the 889 standard requirements:

  1. Why Measure?

  2. Is Document classification Required?

  3. How likely is the current Document classification plan to come in on schedule or on budget?

  4. Does Document classification analysis isolate the fundamental causes of problems?

  5. What is the craziest thing we can do?

  6. What other areas of the group might benefit from the Document classification teams improvements, knowledge, and learning?

  7. Can the solution be designed and implemented within an acceptable time period?

  8. What should we measure to verify effectiveness gains?

  9. Who else should we help?

  10. For your Document classification project, identify and describe the business environment. is there more than one layer to the business environment?


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 Document classification book in PDF containing 889 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: Does the Document classification project team have experience with the technology to be implemented?

  2. WBS Dictionary: Are control accounts opened and closed based on the start and completion of work contained therein?

  3. Planning Process Group: How are the principles of aid effectiveness (ownership, alignment, management for development results and mutual responsibility) being applied in the Document classification project?

  4. Change Request: Should staff call into the helpdesk or go to the website?

  5. Probability and Impact Assessment: Risk Urgency Assessment -Which of your risks could occur soon, or require a longer planning time?

  6. Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the Document classification project?

  7. Procurement Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?

  8. Project Management Plan: What data/reports/tools/etc. do program managers need?

  9. Schedule Management Plan: Is there an on-going process in place to monitor Document classification project risks?

  10. Change Management Plan: What are the needs, priorities and special interests of the audience?

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

1.0 Initiating Process Group:

  • 1.1 Document classification project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Document classification 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 Document classification 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 Document classification investments work better.

This Document classification 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 again for sharing your expertise with us.

    Posted by Ken W. on 5th Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    This is great!

    Posted by GREG C, on 5th Sep 2018

    GREG C. CEO Managed Service Provider

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 4th Sep 2018

    Bruno C. ICT Director

  • 5
    Thank you for this achievement.

    Posted by IFMA on 2nd Sep 2018

    IFMA International Facility Management Association

  • 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
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Aug 2018

    JULIE M. AWS Solution Architect

  • 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 5th Aug 2018

    RON F. Director Analytics Governance

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 4th Aug 2018

    James S. Account Manager

  • 5
    DAVID S. Director Organisational performance

    Posted by DAVID S. on 3rd Aug 2018

    Honestly - at the extremely low outlay - the capacity to accelerate your journey, increase productivity and be a more informed buyer (when combined with what actual business problems you are trying to solve) I would be extremely hard pressed to not undertake it.