Physical Inventory Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Physical Inventory 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Physical Inventory improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Are there procedures in place to facilitate the implementation of the physical and environmental protection policy and associated physical and environmental protection controls?

  2. How do you printout your inventory by manufacturer showing dollars on hand for the exchange part value and the core part value totaled and extended with a grand total?

  3. Are perpetual records adjusted to physical inventory counts at least once a year, and are adjustments to the inventory records approved by a responsible employee?

  4. Does the physical access authorization process within your organization include verifying individual access authorizations before granting access to the facility?

  5. Has separate sub networks, either physically or logically, been defined for publicly accessible system components and internal organizational networks?

  6. What method of physical inventory control involves counting portions of stock at regular intervals, rather an counting all of the stock at once?

  7. Does the payment of the cash incentive represent a modification of an existing contract that should therefore be accounted for retrospectively?

  8. When you fill in the item the cost field will automatically be filled in and where the cost comes from will be displayed in the Cost From?

  9. Is the physical and environmental protection policy disseminated to Information technology personnel and executive management?

  10. What are the options to post inventory differences depending on the processing status of the physical inventory transaction?


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 Physical Inventory book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: What problem is being solved by delivering this Physical Inventory project?

  2. Project Management Plan: Is there anything you would now do differently on your Physical Inventory project based on past experience?

  3. Initiating Process Group: Will the Physical Inventory project meet the client requirements, and will it achieve the business success criteria that justified doing the Physical Inventory project in the first place?

  4. Scope Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?

  5. Procurement Audit: Does the individual having check-signing responsibility review the use of the signature plates?

  6. Human Resource Management Plan: Are issues raised, assessed, actioned, and resolved in a timely and efficient manner?

  7. Risk Management Plan: Is the customer technically sophisticated in the product area?

  8. Lessons Learned: How was the political and social history changed over the life of the Physical Inventory project?

  9. Procurement Audit: Are tenders who do not comply with the requirements specified in the request for tenders rejected?

  10. Procurement Audit: Are open purchase orders with a fixed monetary limitation used for local purchases of small dollar value?

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

1.0 Initiating Process Group:

  • 1.1 Physical Inventory project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Physical Inventory 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 Physical Inventory 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 Physical Inventory investments work better.

This Physical Inventory 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.