Inventory Control Toolkit

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Oversee and participate in the receiving, unloading and inspection of equipment or supplies for damage and conformity to packing slips; contact Finance regarding shortages, damaged goods or other discrepancies; complete receiving, discrepancy and follow up reports.

More Uses of the Inventory Control Toolkit:

  • Develop and implement Inventory Management Continuous Improvement activities related to Storage Management, transactional efficiencies, and Inventory Control/accuracy.

  • Develop and strengthen Inventory Control Processes to drive increased productivity, superior accuracy, precise forecasting, cost for Value Optimization and functional information tracking.

  • Organize: target areas of forecasting, Demand Management, Inventory Control, Cost Reduction, product standardization/customization and creative solutions to enhance logistics operations and saving opportunities.

  • Manage to provide guidance and coordination of the non exempt Inventory Control Team daily activities necessary to maintain accurate inventory records relative to the client Service Level Agreement.

  • Manage: monitor and optimize supply plans to maximize value through a focus on asset optimization, plant balancing, logistics costs, Inventory Control, and Product Transition minimization.

  • Confirm your project follows documented warehouse Processes And Procedures to ensure acceptable levels of Customer Satisfaction, container turn around, undamaged product, Inventory Control, security, safety and other warehouse operating functions.

  • Analyze, develop, and/or promotes improvements to policies, plans, methods, and procedures in property Management Functions covering requirements, Inventory Control, requisitioning, receipt, storage, disposal, and cataloging.

  • Supply Management, informing others, tracking/analyzing budget expenses, delegation, staffing and improvement, Inventory Control and reporting skills.

  • Be certain that your business enables acceptable performance levels of Customer Satisfaction, container turn around, undamaged product, staffing, Inventory Control, security, safety and other warehouse operating functions.

  • Standardize: for Inventory Control ensure accuracy for all inventory by managing cycle counting, stock transfer processes/traceability, and reconciling inventory discrepancies.

  • Systematize: conduct regular feedback sessions with your organizations supervisors and associates while reviewing performance and setting departmental/individual goals.

  • Ensure your strategy utilizes automation equipment and a wide range of software programs to provide support in timekeeping, purchasing/procurement, Supply Management, travel, Personnel Management and Inventory Control.

  • Develop new and optimize existing systems to automate and expand Inventory Control activities throughout your organization with special emphasis on areas with the highest supply spend.

  • Be certain that your planning complies; monitors completion of work orders so that batch record results and inventory adjustments can be entered into NetSuite to reflect material consumption and product yields.

  • Standardize: Customer Service management; budget and facilities management; human Resource Management; contractual agreements; accounting principles; Inventory Control management; Data Analysis and evaluation techniques.

  • Oversee: integrity/ethics deals with others in a straightforward and honest manner, is accountable for actions, maintain confidentiality, supports organization values.

  • Identify opportunities, influence change and lead tactical execution of projects that support Value Analysis, standardization and other innovative operational initiatives.

  • Ensure your organization complies; monitors inventory on hand; prepares purchase order requisitions and checks materials for proper quantity and records and files information using computerized and manual Inventory Control Systems.

  • Confirm your design complies; plans and implements activities related to the timely, cost effective procurement, Inventory Control, planning and Quality Control of production materials.

  • Ensure Supply Chain team support for Production Planning, material procurement, Inventory Control, product tracking, import/export permits, shipping/receiving, and Cold Chain logistics.

  • Ensure successful completion of all mission operations in accordance with established policies and management goals regarding funding, storage, workload, manpower capability, component, issue, equipment items, and Inventory Control procedures.

  • Manage activities related to Material Requirements Planning, Inventory Control, warehousing, issue/delivery and receiving of repairable maintenance goods.

  • Confirm your team maintains Inventory Controls through efficient and effective processing of warehouse paperwork to ensure the integrity of the automated Inventory Control System.

  • Create and implement shipping and delivery Best Practices as Systems Integration and optimization, fleet and routes optimization, Inventory Control and Demand Planning.

  • Lead proactive activities as training and developing staff; considering Sales Strategies, Inventory Control measures, Loss Prevention, and safety awareness.

  • Make sure that your organization compares identifying information and counts items of incoming/outgoing shipments to verify information against bills of material, invoices, orders, or other records.

  • Govern: review cost and Product Quality, and modifies production and Inventory Control programs to maintain and enhance profitable operation of the facility.

  • Determine Customer Needs based on personal features and other customer preference related factors; suggest additional merchandise to compliment customer selection.

  • Ensure customer Inventory Control accuracy and shrink Contractual Requirements / Service Level Agreements are monitored and reported timely to site leadership.

  • Warrant that your venture coordinates purchase of necessary supplies, equipment and services from appropriate sources and maintains proper Inventory Control, maintenance and consumable supplies.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Inventory Control 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 Inventory Control improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Have all basic functions of Inventory Control been defined?

  2. Which Inventory Control goals are the most important?

  3. What harm might be caused?

  4. Do you combine technical expertise with Business Knowledge and Inventory Control Key topics include lifecycles, development approaches, requirements and how to make your organization case?

  5. Is there any additional Inventory Control definition of success?

  6. Who is gathering Inventory Control information?

  7. Do staff qualifications match your project?

  8. What scope do you want your strategy to cover?

  9. Do you have the right people on the bus?

  10. What are allowable costs?

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 Inventory Control book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Inventory Control project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Inventory Control Project Team have enough people to execute the Inventory Control Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Inventory Control Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Inventory Control 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 Inventory Control project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Inventory Control project with this in-depth Inventory Control Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Inventory Control 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 Inventory Control 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 Inventory Control investments work better.

This Inventory Control 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.