Performance Improvement Toolkit

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Direct Performance Improvement: partner with teams in accounting, Business Intelligence and Software Development to create an automated Data Flow between accounting, BI and planning and forecasting.

More Uses of the Performance Improvement Toolkit:

  • Ensure your strategy identifies strategies and solutions directly linked to organizational and departmental goals by establishing and maintaining partnerships with SMEs and vendors that drive Performance Improvement change.

  • Collaborate with initiative owners to identify essential Data Analysis and measurements needed to ensure success of Performance Improvement Program.

  • Be certain that your strategy uses and optimizes Information Systems to enhance operations; supports entity specific Performance Improvement and Data Management/analysis functions.

  • Ensure you specify; lead Operational Improvement teams, utilizing Performance Improvement methodologies as Six Sigma, Lean, 5S, and Value Stream Mapping.

  • Foster Continuous Growth and Performance Improvement across all site functions by identifying and leading Operational Excellence initiatives.

  • Formulate Performance Improvement: traditional supplier, as strategy houses, systems integrators and engineering Project Management consultants, cannot provide the complete service your clients now demand.

  • Arrange that your organization identifies process and Performance Improvement Opportunities and work with team/leadership on ideas and solutions to enhance team and departmental functions.

  • Manage to identify and eliminate barriers to enhance performance and enable Team Members and individuals to contribute towards process and Performance Improvement to drive up productivity and ensure the First Point of Contact Resolution.

  • Drive Performance Improvement Opportunities for the rest of the Supply Chain while providing dashboards and tools to allow leadership to make decisions using Key Metrics, KPIs, and other quantitative measures.

  • Confirm your project ensures metrics are met or exceeded; drive Client Satisfaction through gathering and disseminating feedback to drive Performance Improvements.

  • Drive plant efficiency and Performance Improvement by establishing KPIs and leading, cultivating and delivering on Performance Targets.

  • Create Performance Improvement plans, administer discipline, and identify training opportunities when appropriate.

  • Coordinate and effectively keep stakeholders informed by communicating progress, providing status updates for all customer initiatives, Performance Improvements and/or Issue Resolution plans.

  • Support development of KPIs and project dashboards analyze, summarize data and monitor results to drive Performance Improvements and manage communications.

  • Head Performance Improvement: Implement Automation and Performance Improvement.

  • Be accountable for achieving delivering business results under pressure, championing Performance Improvement and Customer Focus.

  • Initiate Performance Improvement: key goals are continuous Performance Improvement in safety, Employee Engagement, Cost Management, reliability, production and product availability, and quality.

  • Ensure you suggest; lead and facilitate Quality Assessment, processes, Data Analysis, and Performance Improvement activities using the Lean Six Sigma advance Problem Solving methodology.

  • Ensure you introduce; lead Business Analysts enable the transformation and Performance Improvement of an enterprise or its parts, with respect to people, process and technology, by providing relevant capabilities, assets (human and non human), processes and tools.

  • Coordinate Performance Improvement: partner with Business Leaders and cfo to drive financial Performance Improvements related to revenue, pricing, and direct and operating costs.

  • Supervise Performance Improvement: partner with supplier Engagement Management to develop and implement methods to measure suppliers to drive continuous Performance Improvement.

  • Ensure you present; lead Business Analysts enable the transformation and Performance Improvement of an enterprise or its parts, with respect to people, process and technology, by providing relevant capabilities, assets (human and non human), processes and tools.

  • Orchestrate Performance Improvement: actively contribute feedback for and/or participates in initiatives related to Process Improvements, development or implementation of new systems or procedures, New Business Opportunities and Performance Improvement strategies.

  • Manage work with category, product, marketing, operations, and Lead Generation teams to optimize new B2B seller recruitment and existing seller Performance Improvement.

  • Warrant that your enterprise provides support and suggestions in regards to operational issues for Employee Development or Performance Improvement.

  • Secure that your organization uses and optimizes Information Systems to enhance operations; supports entity specific Performance Improvement and Data Management/analysis functions.

  • Warrant that your enterprise complies; processes all training completion records in the training database and analyzes training results and Performance Improvement.

  • Manage Performance Improvement: Performance Improvements, cost reductions, improved or enhanced Service Level and quality excellence.

  • Be accountable for analyzing, designing and delivering a range of talent and organization solutions, and designing and implementing Performance Improvement interventions to meet employee and organizational needs.

  • Confirm your organization serves as a direct liaison to operational teams in order to ensure timely and accurate resolution to open concerns; uses that interaction to ascertain Root Cause for recurring issues.

  • Establish Performance Improvement: monitor, manage and report Cybersecurity business proximity Performance Targets for area of responsibility, aligned with regional and overall CyberSecurity Strategy Performance Metrics.

  • Be accountable for developing Metrics And Reporting systems necessary to track progress and identify key improvement areas across all Manufacturing Systems.

  • Be accountable for monitoring and maintaining NIST Risk Management Framework controls to achieve and maintain system accreditation across the enterprise.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Performance Improvement 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 Performance Improvement improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Which measures and indicators matter?

  2. Among the Performance Improvement product and Service Cost to be estimated, which is considered hardest to estimate?

  3. How do you recognize an Performance Improvement objection?

  4. Can you do all this work?

  5. Who should resolve the Performance Improvement issues?

  6. Who needs budgets?

  7. How will success or failure be measured?

  8. How do you verify and develop ideas and innovations?

  9. Are all requirements met?

  10. Who do you think the world wants your organization to be?

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 Performance Improvement book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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 Performance Improvement Project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Performance Improvement Project Team have enough people to execute the Performance Improvement 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 Performance Improvement 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 Performance Improvement 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 Performance Improvement 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 Performance Improvement Project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Performance Improvement Project with this in-depth Performance Improvement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Performance Improvement 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 Performance Improvement 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 Performance Improvement investments work better.

This Performance Improvement 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.