People and Processes Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the People and Processes 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which People and Processes improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. What processes are in place to ensure that peoples choices, human rights, dignity, privacy, diversity and independence needs will be considered and respected with kindness and compassion?

  2. How will you align your resources with a strategy that optimizes the use of your people, processes, information, and technology to keep your organization agile, resilient, and lean?

  3. How were organizational and institutional capacities built for delivering participatory and inclusive processes that empower young people and marginalised communities?

  4. How do you get the blend of technology & people right to automate simple demands and be able to cope with variation in demand, every customer is different after all?

  5. Does your organization have adequate resources – people, processes, information and equipment – to carry out the required tasks to the specified performance levels?

  6. Will only technology dimension be taken care of while designing processes or other dimensions like organization, strategy and people will be taken care of as well?

  7. How reliant are you on the availability of your people for critical processes to continue, or can digital tools reduce your reliance on physical availability?

  8. How has the development of modern communications and especially geographical technologies altered the regulation of flows of people, goods, and information?

  9. What should your plan to transition and transform functions, knowledge, tools, people, projects and processes to your new hybrid sourcing model look like?

  10. How can organizations operate with agility and flexibility when technology, people and processes live in different systems with little or no integration?


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 People and Processes book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Has a quality assurance plan been developed for the People and Processes project?

  2. Change Request: How do you get changes (code) out in a timely manner?

  3. Closing Process Group: How critical is the People and Processes project success to the success of your organization?

  4. Procurement Management Plan: Is there general agreement & acceptance of the current status and progress of the People and Processes project?

  5. Risk Audit: Are requirements fully understood by the team and customers?

  6. Scope Management Plan: Does the title convey to the reader the essence of the People and Processes project?

  7. Network Diagram: If the People and Processes project network diagram cannot change and you have extra personnel resources, what is the BEST thing to do?

  8. Earned Value Status: Validation is a process of ensuring that the developed system will actually achieve the stakeholders desired outcomes; Are you building the right product? What do you validate?

  9. Activity Duration Estimates: Which frame seemed to be the most important and why?

  10. Team Operating Agreement: How do you want to be thought of and known within your organization?

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

1.0 Initiating Process Group:

  • 1.1 People and Processes project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose People and Processes 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 People and Processes 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 People and Processes investments work better.

This People and Processes 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.