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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the FreshBooks 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 669 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which FreshBooks improvements can be made.

Examples; 10 of the 669 standard requirements:

  1. What are current FreshBooks Paradigms?

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

  3. Who controls the risk?

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

  5. How will you know when its improved?

  6. Who will be responsible for documenting the FreshBooks requirements in detail?

  7. Can FreshBooks be learned?

  8. Will existing staff require re-training, for example, to learn new business processes?

  9. Which FreshBooks goals are the most important?

  10. Were the planned controls in place?


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 FreshBooks book in PDF containing 669 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Estimating Worksheet: Ask: are others positioned to know, are others credible, and will others cooperate?

  2. Activity Duration Estimates: Is a provider selected based upon defined evaluation criteria?

  3. Closing Process Group: Did the FreshBooks project team have enough people to execute the FreshBooks project plan?

  4. Responsibility Assignment Matrix: Budgets assigned to major functional organizations?

  5. Requirements Management Plan: Will the FreshBooks project requirements become approved in writing?

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

  7. Risk Audit: Do you have a procedure for dealing with complaints?

  8. Probability and Impact Assessment: Would avoiding any of such impact the FreshBooks project's chance of success?

  9. Procurement Management Plan: Do all stakeholders know how to access the PM repository and where to find the FreshBooks project documentation?

  10. Quality Audit: It is inappropriate to seek information about the Audit Panels preliminary views including questions like why do you ask that?

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

1.0 Initiating Process Group:

  • 1.1 FreshBooks project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose FreshBooks 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 FreshBooks 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 FreshBooks investments work better.

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

    Posted by Brett O. on 5th Sep 2018

    BRETT O. Strategist

  • 5
    Thank you so much for a great tool!

    Posted by Kristy M. on 2nd Sep 2018

    Kristy M. Project Manager

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 5th Aug 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 4th Aug 2018

    JOHN G. Principal Consultant

  • 5
    Thank you for this achievement.

    Posted by IFMA on 3rd Aug 2018

    IFMA International Facility Management Association

  • 5
    Thank you, this is perfect - I will certainly be recommending Self Assessment dashboards to all - I can not wait to tell my colleagues on Monday.

    Posted by MEL F. on 2nd Aug 2018

    MEL F. Change Management Professional

  • 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 2nd Aug 2018

    CRAIG T. Chief Technology Officer

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 5th Jul 2018

    PENGILLY W. Director IT & Logistics at a leading University

  • 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 5th Jul 2018

    James S. Account Manager