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The Art of Service Standard Requirements Self Assessments

Planner Suite Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

Planner Suite Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00

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Product Description

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Planner Suite 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 687 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Planner Suite improvements can be made.

Examples; 10 of the 687 standard requirements:

  1. How will we build a 100-year startup?

  2. Has the Planner Suite work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?

  3. When is/was the Planner Suite start date?

  4. How was the as is process map developed, reviewed, verified and validated?

  5. What vendors make products that address the Planner Suite needs?

  6. Are process variation components displayed/communicated using suitable charts, graphs, plots?

  7. What are the success criteria that will indicate that Planner Suite objectives have been met and the benefits delivered?

  8. Are the assumptions believable and achievable?

  9. Is the gap/opportunity displayed and communicated in financial terms?

  10. Is the current as is process being followed? If not, what are the discrepancies?


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 Planner Suite book in PDF containing 687 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Are trained personnel, including supervisors and Planner Suite project managers, available to handle such a large Planner Suite project?

  2. Responsibility Assignment Matrix: What happens when others get pulled for higher priority Planner Suite projects?

  3. Closing Process Group: What were things that you did well, but could improve, and how?

  4. Responsibility Assignment Matrix: Are indirect costs charged to the appropriate indirect pools and incurring organization?

  5. Schedule Management Plan: Identify the amount of schedule variation that triggers a warning. What happens if a warning is triggered?

  6. Scope Management Plan: Is there a requirements change management processes in place?

  7. Stakeholder Management Plan: Is there a formal set of procedures supporting Issues Management?

  8. Project or Phase Close-Out: Is the lesson based on actual Planner Suite project experience rather than on independent research?

  9. Schedule Management Plan: Have all team members been part of identifying risks?

  10. Quality Metrics: Are there already quality metrics available that detect nonlinear embeddings and trends similar to the users perception?

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

1.0 Initiating Process Group:

  • 1.1 Planner Suite project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Planner Suite 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 Planner Suite 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 Planner Suite investments work better.

This Planner Suite 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.

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