Fleet Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Fleet 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Fleet Management improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Does your system allow off site administrative users to update data or correct data entry errors via an intuitive interface, and sync updated information in a timely manner?

  2. Can your organization provide an inventory listing of the fleet assets to include model year, manufacturer, original cost, current mileage, and other pertinent information?

  3. Can a supplier include other value added services as part of the offer that would align with your organizations objectives of improving the fleet operation?

  4. Do that database schema, databases for the schemas for container databases or other sensitive data structures to be filled in external view presents a data?

  5. Have senior management, fleet managers, vehicle custodians and authorised drivers been informed of the responsibilities under the fleet management policy?

  6. Is the fleet management policy reviewed after a serious incident, major changes to operations or training exercises have occurred?

  7. Can your provider offer on going support and consulting so that your business gets the most out of your fleet management solution?

  8. Have you considered an automated fleet management system that can provide real time date and insights into driver behaviours?

  9. Does your fleet solution defend your business from theft – as fraudulent fuel expenses – and keep your drivers accountable?

  10. Does your system have an alert system for engine diagnostics, that automatically sends the alerts to the designated staff?


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 Fleet Management book in PDF containing 998 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Team Operating Agreement: Did you delegate tasks such as taking meeting minutes, presenting a topic and soliciting input?

  2. Activity Duration Estimates: Under corresponding circumstances what would be the best thing to do?

  3. Risk Register: How often will the Risk Management Plan and Risk Register be formally reviewed, and by whom?

  4. Stakeholder Management Plan: Which of the records created within the Fleet Management project, if any, does the Business Owner require access to?

  5. Planning Process Group: To what extent are the visions and actions of the partners consistent or divergent with regard to the program?

  6. Requirements Management Plan: Is there formal agreement on who has authority to approve a change in requirements?

  7. Project Performance Report: To what degree will each member have the opportunity to advance his or her professional skills in all three of the above categories while contributing to the accomplishment of the teams purpose and goals?

  8. Requirements Management Plan: Who will initially review the Fleet Management project work or products to ensure it meets the applicable acceptance criteria?

  9. Activity Duration Estimates: What are the ways to create and distribute Fleet Management project performance information?

  10. Executing Process Group: Why is it important to determine activity sequencing on Fleet Management projects?

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

1.0 Initiating Process Group:

  • 1.1 Fleet Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Fleet 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 Fleet 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 Fleet 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 Fleet 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 Fleet 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 Fleet Management project with this in-depth Fleet Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Fleet 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 Fleet 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 Fleet Management investments work better.

This Fleet 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.