Flow Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Flow 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Flow Management improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Why do some organizations consistently deliver projects on time and on budget, and beat resource management benchmarks, while others chronically struggle with late, over budget outcomes?

  2. How much sensitive data, as intellectual property and employee/customer personally identifiable information, do other organizations believe flows through the email application?

  3. How can intellectual property be more effectively assigned/protected, facilitating investment and innovation in digital technologies without stifling competition?

  4. How can a structured warehouse automation project enhance your organizations supply chain flow and meet its customers expectations?

  5. What role does your organizations supply chain orientation play in how it engages in the returns management process?

  6. Can a complete supply chain be drawn for flows of sufficient information, technology and finance to the end users?

  7. How do you benefit from full end to end supply chain transparency to optimize inventory, product flows, and cost?

  8. What can trade agreements do to foster content regulation of data that supports trusted cross border data flows?

  9. How would devastating losses in planned labor or a steep increase in human capital impact your supply chain?

  10. What constraints, as shelf life or customer ordering patterns, might determine the frequency and load size?


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 Flow Management book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Cost Estimates: Was the consultant knowledgeable about the program?

  2. Probability and Impact Matrix: The customer requests a change to the Flow Management project that would increase the Flow Management project risk. Which should you do before ass the others?

  3. Procurement Audit: Has it been determined which shared services the procurement function/unit should be part of?

  4. Initiating Process Group: Realistic - are the desired results expressed in a way that the team will be motivated and believe that the required level of involvement will be obtained?

  5. Schedule Management Plan: Are the processes for schedule assessment and analysis defined?

  6. Risk Audit: Can analytical tests provide evidence that is as strong as evidence from traditional substantive tests?

  7. Cost Management Plan: Pareto diagrams, statistical sampling, flow charting or trend analysis used quality monitoring?

  8. Lessons Learned: How well did the scope of the Flow Management project match what was defined in the Flow Management project Proposal?

  9. Schedule Management Plan: Are there any activities or deliverables being added or gold-plated that could be dropped or scaled back without falling short of the original requirement?

  10. Communications Management Plan: Do you have members of your team responsible for certain stakeholders?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Flow 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 Flow 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 Flow Management investments work better.

This Flow 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.