Professional Organization Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Professional Organization 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Professional Organization improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Which organization through the marketing efforts, or through personal contact was approached by a prospective client to consider considering design build for the next project?

  2. Do you use current data identifying cultural/language needs, underserved populations and emerging population trends to meet the changing needs of your catchment area?

  3. Does your organization have a Chief Diversity Officer or an executive with the primary function of managing your organizations diversity and inclusion initiatives?

  4. Is the nature and timing of the change order work apt to affect the contract completion date of the project or impact any subcontractors work schedule?

  5. Does your organization participate with associations and professional organizations in programs to promote its commitment to diversity?

  6. How are you to understand the similarities and differences in the moral norms of various professions and professional organizations?

  7. Does a revocation of your designation by the professional organization preclude your continued supervision of the Trainee Appraiser?

  8. Are design/build projects in general more or less profitable than projects completed using traditional project delivery methods?

  9. How important is it for a professional organization to be involved in public policy that directly influences the discipline?

  10. Are you a member of any business or professional organization which directly relates to your occupation or profession?


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 Professional Organization book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Monitoring of the overall Professional Organization project status – are there any changes in the Professional Organization project that can effect and cause new possible risks?

  2. Procurement Audit: Does your organization make sources of information beyond the tender documents equally available for all the candidates?

  3. Decision Log: Adversarial environment. is your opponent open to a non-traditional workflow, or will it likely challenge anything you do?

  4. Probability and Impact Assessment: What are the channels available for distribution to the customer?

  5. Cost Management Plan: What will be the split of responsibilities of progress measurement and controls among the owner, contractor, subcontractors, and vendors?

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

  7. Schedule Management Plan: Were Professional Organization project team members involved in the development of activity & task decomposition?

  8. Project Schedule: Are activities connected because logic dictates the order in which others occur?

  9. Stakeholder Management Plan: Are risk oriented checklists used during risk identification?

  10. Procurement Audit: Were additional works strictly necessary for the completion of performance under the contract?

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

1.0 Initiating Process Group:

  • 1.1 Professional Organization project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Professional Organization 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 Professional Organization 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 Professional Organization investments work better.

This Professional Organization 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.