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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the E-Visits 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 681 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which E-Visits improvements can be made.

Examples; 10 of the 681 standard requirements:

  1. Do several people in different organizational units assist with the E-Visits process?

  2. Do you have a vision statement?

  3. What error proofing will be done to address some of the discrepancies observed in the as is process?

  4. Meeting the challenge: are missed E-Visits opportunities costing us money?

  5. Has implementation been effective in reaching specified objectives?

  6. What are the known security controls?

  7. Are you satisfied with your current role? If not, what is missing from it?

  8. How will the process owner and team be able to hold the gains?

  9. What other systems, operations, processes, and infrastructures (hiring practices, staffing, training, incentives/rewards, metrics/dashboards/scorecards, etc.) need updates, additions, changes, or deletions in order to facilitate knowledge transfer and improvements?

  10. How did the E-Visits manager receive input to the development of a E-Visits improvement plan and the estimated completion dates/times of each activity?


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 E-Visits book in PDF containing 681 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Initiating Process Group: Specific - Is the objective clear in terms of what, how, when, and where the situation will be changed?

  2. Cost Management Plan: Is there a formal set of procedures supporting Issues Management?

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

  4. Executing Process Group: What areas does the group agree are the biggest success on the E-Visits project?

  5. Cost Baseline: Review your risk triggers -have your risks changed?

  6. Requirements Management Plan: Controlling E-Visits project requirements involves monitoring the status of the E-Visits project requirements and managing changes to the requirements. Who is responsible for monitoring and tracking the E-Visits project requirements?

  7. Source Selection Criteria: How can solicitation Schedules be improved to yield more effective price competition?

  8. Responsibility Assignment Matrix: Too many Rs: With too many people labeled as doing the work, are there too many hands involved?

  9. Project Schedule: Are procedures defined by which the E-Visits project schedule may be changed?

  10. Quality Audit: How does the organization know that its relationships with other relevant organizations are appropriately effective and constructive?

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

1.0 Initiating Process Group:

  • 1.1 E-Visits project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose E-Visits 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 E-Visits 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 E-Visits investments work better.

This E-Visits 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
    This is awesome. Thank you very much.

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

    Dr. Martin K. CEO

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 4th Sep 2018

    DAVIN B. Systems Manager

  • 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 4th Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 3rd Sep 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 2nd Sep 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 5th Aug 2018

    BRETT O. Strategist

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 5th Aug 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    cake.hr

    Posted by cake.hr on 4th Aug 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
    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 Aug 2018

    Christine R. University Officer