Field Service Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Field Service 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 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 Field Service Management improvements can be made.

Examples; 10 of the 991 standard requirements:


1. What is the general approach for best industry practice for commissioning services, including general scope, field observation and timeline within the project schedule?
   
   

2. Why would management throw themselves into a field of big activist investment managers who would most likely force the value to unlock strategies?
   
   

3. How quickly will practical solutions be available that enable the typical medium to large field service organization to take advantage of AI?
   
   

4. Are there are any significant quantifiable limitations to be aware of in terms of supported user counts, data records, or bandwidth usage?
   
   

5. What kind of technologies are other organizations employing to solve the issues around performance and managing mobile workforces?
   
   

6. Does it allow you to configure and reconfigure your dashboard, processes, forms and functionality easily – and independently?
   
   

7. Can mobile devices and/or portals be used by field service staff and customers to access and update the software remotely?
   
   

8. Who is responsible for your support, what kind of infrastructure do you have and where is your support team located?
   
   

9. What are the start up costs for your software and how much of that is for licensing versus implementation services?
   
   

10. What are the biggest challenges organizations face when it comes to managing the field based workforce effectively?
    
    


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 Field Service Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Field Service Management Project Management Form Templates covering over 1500 Field Service Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Management Plan: Were Field Service Management project team members involved in detailed estimating and scheduling?
   
   

2. Procurement Management Plan: Have adequate resources been provided by management to ensure Field Service Management project success?
   
   

3. Activity Duration Estimates: What are the three main outputs of quality control?
   
   

4. Procurement Audit: Is the relationship between in-house and external work considered in the strategy?
   
   

5. Quality Management Plan: How does your organization establish and maintain customer relationships?
   
   

6. Activity Duration Estimates: Does a procedure exist to ensure the Field Service Management project work is completed in the appropriate sequence and on time?
   
   

7. Procurement Management Plan: Are cause and effect determined for risks when others occur?
   
   

8. Procurement Audit: Was the expert likely to gain privileged knowledge from his activity which could be advantageous for him in a subsequent competition?
   
   

9. Activity Duration Estimates: Field Service Management project manager is using weighted average duration estimates to perform schedule network analysis. Which type of mathematical analysis is being used?
   
   

10. Team Performance Assessment: To what degree does the teams purpose contain themes that are particularly meaningful and memorable?


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

1.0 Initiating Process Group:


• 1.1 Field Service Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Field Service 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 Field Service 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 Field Service 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 Field Service 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 Field Service 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 Field Service Management project with this in-depth Field Service Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Field Service 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 Field Service 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 Field Service Management investments work better.

This Field Service 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.