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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the HelpSystems 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 664 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which HelpSystems improvements can be made.

Examples; 10 of the 664 standard requirements:

  1. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision youre making today you might regret five years from now?

  2. Is there documentation that will support the successful operation of the improvement?

  3. What key measures identified indicate the performance of the stakeholder process?

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

  5. Does the HelpSystems task fit the clients priorities?

  6. Why should we adopt a HelpSystems framework?

  7. Is the suppliers process defined and controlled?

  8. How do you identify the kinds of information that you will need?

  9. What are the business goals HelpSystems is aiming to achieve?

  10. What are your key performance measures or indicators and in-process measures for the control and improvement of your HelpSystems processes?


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 HelpSystems book in PDF containing 664 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Change Management Plan: Identify the risk and assess the significance and likelihood of it occurring and plan the contingency What risks may occur upfront?

  2. Activity Duration Estimates: A HelpSystems project manager is using weighted average duration estimates to perform schedule network analysis. Which type of mathematical analysis is being used?

  3. Project Portfolio management: Why would the Governance Board want to know the status of the resource portfolio?

  4. Human Resource Management Plan: Explain the purpose of this HelpSystems project by describing, at a high-level, what will be done. What is this HelpSystems project aiming to achieve?

  5. Variance Analysis: What costs are avoidable if one or more customers are dropped?

  6. Initiating Process Group: During which stage of Risk planning are modeling techniques used to determine overall effects of risks on HelpSystems project objectives for high probability, high impact risks?

  7. Procurement Audit: Is there no evidence of any individual on the evaluation panel being biased?

  8. Procurement Audit: Does the organization make sources of information beyond the tender documents equally available for all the candidates?

  9. Probability and Impact Matrix: How are risks and risk management perceived in the HelpSystems project?

  10. Planning Process Group: How does activity resource estimation affect activity duration estimation?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose HelpSystems 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 HelpSystems 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 HelpSystems investments work better.

This HelpSystems 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.