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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Kuali 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 698 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Kuali improvements can be made.

Examples; 10 of the 698 standard requirements:

  1. Is Kuali Required?

  2. When a Kuali manager recognizes a problem, what options are available?

  3. How do we measure improved Kuali service perception, and satisfaction?

  4. What are all of our Kuali domains and what do they do?

  5. Among our stronger employees, how many see themselves at the company in three years? How many would leave for a 10 percent raise from another company?

  6. What measurements are possible, practicable and meaningful?

  7. Is there a control plan in place for sustaining improvements (short and long-term)?

  8. Are controls in place and consistently applied?

  9. What are your most important goals for the strategic Kuali objectives?

  10. Are stakeholder processes mapped?


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 Kuali book in PDF containing 698 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Risk Audit: Is the organization willing to commit significant time to the requirements gathering process?

  2. Procurement Audit: Has management taken the necessary steps to ensure that relevant control systems are always up to date?

  3. Project Performance Report: To what degree are the structures of the formal organization consistent with the behaviors in the informal organization?

  4. Lessons Learned: What were the most significant issues on this Kuali project?

  5. Quality Audit: Are all complaints involving the possible failure of a device, labeling, or packaging to meet any of its specifications reviewed, evaluated, and investigated?

  6. Responsibility Assignment Matrix: Which Kuali project Management Knowledge Area is Least Mature?

  7. Activity Duration Estimates: Is corrective action taken to bring Kuali project performance into line with the Kuali project plan?

  8. Lessons Learned: How well do you feel the executives supported this Kuali project?

  9. Milestone List: What is the organization s history in doing similar activities?

  10. Responsibility Assignment Matrix: Are material costs reported within the same period as that in which BCWP is earned for that material?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Kuali 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 Kuali 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 Kuali investments work better.

This Kuali 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
    ctmfile.com

    Posted by ctmfile.com on 4th Sep 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 for providing these valuable resources.

    Posted by HANS D. on 4th Sep 2018

    HANS D. Integration & Solution Architect

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 3rd Sep 2018

    KEN W. Managing Director

  • 5
    CARSTEN B. Experienced safety and quality enabler

    Posted by CARSTEN B. on 2nd Sep 2018

    So far I have only had time to browse it very superficially, but form that it looks very comprehensive and at the same time practical. As soon as I find time I will do a short item on it on my literature pages and point risk management professionals in your direction. Have a great day, and all the best!!

  • 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

  • 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
    Thank you for the excel dashboard. It is so powerful.

    Posted by TAHAR H. on 4th Aug 2018

    TAHAR H. Researcher at Institute of Economic Analysis and Prospective Studies

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 4th Aug 2018

    James S. Account Manager

  • 5
    Awesome!!!!!!

    Posted by JOHN G. on 3rd Aug 2018

    JOHN G. Principal Consultant