Interim Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Interim 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 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Interim Management improvements can be made.

Examples; 10 of the 999 standard requirements:


1. What considerations do you give to the organizational design and structural implications of digital transformation, such as the creation of new roles, the redefinition of existing positions, or the establishment of digital centers of excellence, and how do you ensure that these changes align with the organization's overall strategy and goals?
   
   

2. What specific reporting structures do interim managers establish to ensure that stakeholders, including the board of directors, senior management, and employees, are informed about progress, challenges, and decisions made during their tenure, and how do they tailor these structures to the organization's unique needs and circumstances?
   
   

3. What strategies do you employ to quickly assess an organization's current digital maturity and identify areas that require immediate attention, such as legacy system modernization, cloud infrastructure adoption, or cybersecurity enhancements, and how do you balance these needs with the organization's overall business objectives?
   
   

4. In what ways do you engage with stakeholders, including employees, customers, suppliers, and the broader community, to understand their expectations and concerns related to environmental and social responsibility, and how do you incorporate their feedback into the organization's environmental and social responsibility strategy?
   
   

5. What strategies do interim managers use to quickly build relationships with key stakeholders, including executives, board members, and other influential individuals, in order to establish trust and credibility within a short period of time, and how do they prioritize these relationships in terms of who to focus on first?
   
   

6. What types of documentation and record-keeping practices do interim managers implement to maintain a clear and transparent audit trail of their decision-making processes, actions taken, and outcomes achieved, and how do they ensure that these records are accessible to stakeholders and subject to regular review and audit?
   
   

7. How can the assumption that interim managers are only suitable for short-term, crisis-management-type situations limit their potential to bring about long-term, sustainable improvements to an organization, and what are some examples of successful interim management engagements that have led to lasting transformations?
   
   

8. How do common stereotypes about interim managers, such as the assumption that they are only brought in to fix problems or that they are merely temp workers, influence the way they are perceived and utilized by organizations, and what can be done to dispel these myths and showcase the true value of interim management?
   
   

9. In what ways do interim managers use their temporary tenure to their advantage in navigating complex politics and power dynamics, and how do they use this temporary status to take calculated risks, challenge entrenched interests, or drive bold changes that might be more difficult for permanent employees to pursue?
   
   

10. How do interim managers leverage customer relationship management (CRM) systems, such as Salesforce, HubSpot, or Zoho, to gain a deeper understanding of customer needs, preferences, and behaviors, and develop targeted strategies to drive revenue growth, enhance customer satisfaction, and improve retention rates?
    
    


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 Interim Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Closing Process Group: What will you do to minimize the impact should a risk event occur?
   
   

2. Project or Phase Close-Out: What were the goals and objectives of the communications strategy for the Interim Management project?
   
   

3. Project Charter: What is the most common tool for helping define the detail?
   
   

4. Human Resource Management Plan: Is there a requirements change management processes in place?
   
   

5. Human Resource Management Plan: How will the Interim Management project manage expectations & meet needs and requirements?
   
   

6. Scope Management Plan: Is documentation created for communication with the suppliers and Vendors?
   
   

7. Procurement Management Plan: Have all documents been archived in a Interim Management project repository for each release?
   
   

8. Team Member Performance Assessment: To what degree do all members feel responsible for all agreed-upon measures?
   
   

9. Procurement Management Plan: Was an original risk assessment/risk management plan completed?
   
   

10. Schedule Management Plan: Have adequate resources been provided by management to ensure Interim Management project success?


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

1.0 Initiating Process Group:


• 1.1 Interim Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose Interim 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 Interim 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 Interim Management investments work better.

This Interim 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.