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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Earned Value Management 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 633 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Earned Value Management improvements can be made.

Examples; 10 of the 633 standard requirements:

  1. Who will be responsible for making the decisions to include or exclude requested changes once Earned Value Management is underway?

  2. How likely is the current Earned Value Management plan to come in on schedule or on budget?

  3. What is the source of the strategies for Earned Value Management strengthening and reform?

  4. Does the earned value management system meet the criteria in ANSI/EIA Standard; 748?

  5. Does the earned value management system meet the criteria in ANSI/EIA Standard-748?

  6. For estimation problems, how do you develop an estimation statement?

  7. How effective are the tools you use to track actuals vs reported?

  8. Are we relevant? Will we be relevant five years from now? Ten?

  9. Has/have the customer(s) been identified?

  10. How do you measure success?


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 Earned Value Management book in PDF containing 633 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Management -what contingency plans do you have if the risk becomes a reality?

  2. Activity Duration Estimates: Do scope statements include the Earned Value Management project objectives and expected deliverables?

  3. Variance Analysis: Who are responsible for the establishment of budgets and assignment of resources for overhead performance?

  4. Risk Management Plan: People risk -Are people with appropriate skills available to help complete the Earned Value Management project?

  5. Scope Management Plan: Are there any scope changes proposed for the previously authorized Earned Value Management project?

  6. Project Scope Statement: Name and describe the 2 elements that deal with providing the detail?

  7. Cost Management Plan: Planning and scheduling responsibilities Ð How will the responsibilities for planning and scheduling be allocated?

  8. Probability and Impact Assessment: Can you avoid altogether some things that might go wrong?

  9. Project or Phase Close-Out: What were the goals and objectives of the communications strategy for the Earned Value Management project?

  10. Procurement Audit: Were there no inconsistencies between the several tender documents?

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

1.0 Initiating Process Group:

  • 1.1 Earned Value Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Earned Value Management 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 Earned Value Management 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 Earned Value Management investments work better.

This Earned Value Management 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
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 5th Sep 2018

    MARTA C., Cybersecurity and Antifraud Consultant

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 4th Sep 2018

    Dr. Martin K. CEO

  • 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
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 4th Sep 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

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

    Posted by MARTIN B. on 4th Sep 2018

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

  • 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 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 Sep 2018

    James S. Account Manager

  • 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 3rd Sep 2018

    RON F. Director Analytics Governance

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 3rd Sep 2018

    Caryn B. Vice President Production