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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Interactive Investor 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 Interactive Investor improvements can be made.

Examples; 10 of the standard requirements:

  1. Are you failing differently each time?

  2. How would one define Interactive Investor leadership?

  3. Who will be responsible for making the decisions to include or exclude requested changes once Interactive Investor is underway?

  4. How did the team generate the list of possible solutions?

  5. What tools do you use once you have decided on a Interactive Investor strategy and more importantly how do you choose?

  6. How will effects be measured?

  7. How do we manage Interactive Investor Knowledge Management (KM)?

  8. Is there any existing Interactive Investor governance structure?

  9. Who uses our product in ways we never expected?

  10. How is the team tracking and documenting its work?


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

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Is a PMO (Interactive Investor project Management Office) in place and provide oversight to the Interactive Investor project?

  2. Requirements Management Plan: How knowledgeable is the primary Stakeholder(s) in the proposed application area?

  3. Communications Management Plan: Will messages be directly related to the release strategy or phases of the Interactive Investor project?

  4. Change Management Plan: Has this been negotiated with the customer and sponsor?

  5. Quality Management Plan: Are there procedures in place to effectively manage interdependencies with other Interactive Investor projects / systems?

  6. Responsibility Assignment Matrix: How do you assist them to be as productive as possible?

  7. Procurement Audit: Are there procedures to ensure that changes to purchase orders will be updated on the computer files?

  8. Probability and Impact Matrix: Do requirements put excessive performance constraints on the product?

  9. Executing Process Group: How could stakeholders negatively impact your Interactive Investor project?

  10. Scope Management Plan: Are individual tasks of reasonable time effort (8Ð40 hours)?

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

1.0 Initiating Process Group:

  • 1.1 Interactive Investor project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Interactive Investor 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 Interactive Investor 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 Interactive Investor investments work better.

This Interactive Investor 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
    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 Sep 2018

    Ravi P. Senior Consultant Big 5

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

    Posted by Ken W. on 2nd Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 2nd Sep 2018

    DAAN C Senior Consultant

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 2nd Sep 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 2nd Sep 2018

    JOHN G. Principal Consultant

  • 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
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 5th Aug 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 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 4th Aug 2018

    JULIE M. AWS Solution Architect

  • 5
    MARIETTA W. Senior Consultant

    Posted by MARIETTA W. on 4th Aug 2018

    Standard Requirements is a straightforward guide. It is a tool to help develop a detailed vision of all areas impacted by an implementation, and a useful tool for scoring readiness and implementation quality.