Shared Service Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Shared Service 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Shared Service improvements can be made.

Examples; 10 of the 996 standard requirements:


1. Do you have growing online education and/or sponsored research ambitions that necessitate either increasing the number of support staff or scaling existing structures to better meet expanding needs?
   
   

2. How would failure impact your organizations operating environment, customer relationships, authority, and perceived value within your authorizing environment?
   
   

3. Are your larger departments and units over resourced in support staff, while smaller units suffer from inconsistent coverage or go without key services?
   
   

4. Does your organizations credit agreements permit a securitization, receivables purchase facility, receivables monetization, or factoring arrangement?
   
   

5. Are you using process improvement tools to encourage staff to identify duplicative manual steps and areas primed for simplification or automation?
   
   

6. Has the governance entity contracted with appropriate vendors for selected shared services, signed contracts, with service development underway?
   
   

7. Is there an opportunity for distributed organizations to skip centrally located staffing models and move to more virtual shared services?
   
   

8. Can the new Shared Services Center provide your department with improved service quality and additional services at no extra cost?
   
   

9. How often has your approval process stalled and no one is sure why or where it is stuck or even how to get it moving again?
   
   

10. Have your shared services leaders invested in a culture of continuous improvement and customer service training for staff?
    
    


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 Shared Service book in PDF containing 996 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Cost Management Plan: Are quality inspections and review activities listed in the Shared Service project schedule(s)?
   
   

2. Procurement Audit: Where your organization engaged an expert, was the contract awarded in compliance with procurement regulations?
   
   

3. Procurement Management Plan: Have external dependencies been captured in the schedule?
   
   

4. Lessons Learned: How well did the Shared Service project Manager respond to questions or comments related to the Shared Service project?
   
   

5. Activity Duration Estimates: Are contractor costs, schedule and technical performance monitored throughout the Shared Service project?
   
   

6. Responsibility Assignment Matrix: Will too many Communicating responsibilities tangle the Shared Service project in unnecessary communications?
   
   

7. Human Resource Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

8. Procurement Audit: Are all pre-numbered checks accounted for on a regular basis?
   
   

9. Probability and Impact Assessment: Who will be in command to monitor and control the performance of the consortium members (consortium leader/client)?
   
   

10. Procurement Audit: Are unusual uses of organization funds investigated?


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

1.0 Initiating Process Group:


• 1.1 Shared Service project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Shared Service project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Shared Service 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 Shared Service 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 Shared Service 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 Shared Service 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 Shared Service project with this in-depth Shared Service Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Shared Service 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 Shared Service 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 Shared Service investments work better.

This Shared Service 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.