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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?

  2. How will you know that you have improved?

  3. Can we do Intelisys without complex (expensive) analysis?

  4. How are you going to measure success?

  5. Who will be responsible for making the decisions to include or exclude requested changes once Intelisys is underway?

  6. What should the next improvement project be that is related to Intelisys?

  7. How will success or failure be measured?

  8. Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organizations ability to leverage the new Intelisys in a volatile global economy?

  9. Who do we want our customers to become?

  10. What is a feasible sequencing of reform initiatives over time?


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

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: How to convince employees that this is a necessary process?

  2. Risk Audit: Do you have an understanding of insurance claims processes?

  3. Activity Attributes: What is the organization s history in doing similar activities?

  4. WBS Dictionary: Are the contractors estimates of costs at completion reconcilable with cost data reported to us?

  5. Probability and Impact Assessment: What should be the gestation period for the Intelisys project with specific technology?

  6. Procurement Audit: Did the organization state the minimum requirements to be met by the variants in the tender documents?

  7. Procurement Management Plan: Is there a set of procedures to capture, analyze and act on quality metrics?

  8. Initiating Process Group: Who supports, improves, and oversees standardized processes related to the Intelisys project's program?

  9. Cost Management Plan: Is Intelisys project work proceeding in accordance with the original Intelisys project schedule?

  10. Quality Management Plan: What are your organizations current levels and trends for those measures related to financial and marketplace performance?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Intelisys 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 Intelisys 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 Intelisys investments work better.

This Intelisys 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
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 5th Sep 2018

    DAAN C Senior Consultant

  • 5
    ctmfile.com

    Posted by ctmfile.com on 5th Aug 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 5th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    The subject is new to me and am sure the resources along with suggested methodology would help me in my pursuit.

    Posted by Ravi P. on 5th Aug 2018

    Ravi P. Senior Consultant Big 5

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Aug 2018

    JULIE M. AWS Solution Architect

  • 5
    Hi everybody, The book is amazing, I will read it deeper during my next holidays. Thanks and regards

    Posted by Diego P. on 5th Aug 2018

    Diego P. Head of BDA Business Unit

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 5th Aug 2018

    DAVIN B. Systems Manager

  • 5
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 5th Aug 2018

    WALTER H. Business Coach

  • 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 5th Aug 2018

    CRAIG T. Chief Technology Officer