Retirement planning Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00
(46 reviews) Write a Review
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Retirement planning 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 876 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Retirement planning improvements can be made.

Examples; 10 of the 876 standard requirements:

  1. The approach of traditional Retirement planning works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves. what approach will permit us to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?

  2. What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point?

  3. What do we want to improve?

  4. What data was collected (past, present, future/ongoing)?

  5. Is knowledge gained on process shared and institutionalized?

  6. What threat is Retirement planning addressing?

  7. Is new knowledge gained imbedded in the response plan?

  8. Do Retirement planning rules make a reasonable demand on a users capabilities?

  9. How much are sponsors, customers, partners, stakeholders involved in Retirement planning? In other words, what are the risks, if Retirement planning does not deliver successfully?

  10. What would have to be true for the option on the table to be the best possible choice?


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 Retirement planning book in PDF containing 876 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Are contractor costs, schedule and technical performance monitored throughout the Retirement planning project?

  2. Activity Duration Estimates: What are two suggestions for ensuring adequate change control on Retirement planning projects that involve outside contracts?

  3. Procurement Management Plan: Are meeting minutes captured and sent out after meetings?

  4. Procurement Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?

  5. Procurement Audit: When performance conditions were detailed in the tender documentation, did the contracting authority verify if the tenders received met those requirements?

  6. Cost Baseline: Have the resources used by the Retirement planning project been reassigned to other units or Retirement planning projects?

  7. Scope Management Plan: When is corrective or preventative action required?

  8. Procurement Audit: Do the internal control systems function appropriate?

  9. Initiating Process Group: Have you evaluated the teams performance and asked for feedback?

  10. Scope Management Plan: Have the personnel with the necessary skills and competence been identified and has agreement for their participation in the Retirement planning project been reached with the appropriate management?

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

1.0 Initiating Process Group:

  • 1.1 Retirement planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Retirement planning 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 Retirement planning 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 Retirement planning investments work better.

This Retirement planning 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 5th Sep 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    Thank you so much for a great tool!

    Posted by Kristy M. on 3rd Sep 2018

    Kristy M. Project Manager

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 2nd Sep 2018

    DAVIN B. Systems Manager

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 5th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 5th Aug 2018

    Dr. Martin K. CEO

  • 5
    The Self Assessment is deemed qualified, accurate and comprehensive as a Guidance that Incorporates the NIST Cybersecurity Framework.

    Posted by U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) on 5th Aug 2018

    U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

  • 5
    JUNE M. Vice President Information Technology, Human Resources and Administrative Services

    Posted by JUNE M. on 2nd Aug 2018

    I would love to have a conversation with you, at the moment I am preparing for our annual IT Conference, which I might add, we could have used you as a presenter!

  • 5
    Just looked at the files. Impressive. Well done. I am learning.

    Posted by MARTIN B. on 2nd Aug 2018

    MARTIN B. Risks and Compliance, Vulnerability and Security Testing, Threat Detection and Response, Managed Security Services.

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 5th Jul 2018

    Bruno C. ICT Director