The Equitable Life Assurance Society Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. What are our key indicators that you will measure, analyze and track?

  2. In what way can we redefine the criteria of choice clients have in our category in our favor?

  3. What tools were used to evaluate the potential solutions?

  4. Are there recognized The Equitable Life Assurance Society problems?

  5. What are you trying to prove to yourself, and how might it be hijacking your life and business success?

  6. What would happen if The Equitable Life Assurance Society werent done?

  7. Record-keeping requirements flow from the records needed as inputs, outputs, controls and for transformation of a The Equitable Life Assurance Society process. ask yourself: are the records needed as inputs to the The Equitable Life Assurance Society process available?

  8. When conducting a business process reengineering study, what should we look for when trying to identify business processes to change?

  9. Who sets the The Equitable Life Assurance Society standards?

  10. Was a cause-and-effect diagram used to explore the different types of causes (or sources of variation)?


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 The Equitable Life Assurance Society book in PDF containing requirements, which criteria correspond to the criteria in...

Your The Equitable Life Assurance Society 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 The Equitable Life Assurance Society Self-Assessment and Scorecard you will develop a clear picture of which The Equitable Life Assurance Society 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 The Equitable Life Assurance Society 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 The Equitable Life Assurance Society projects with the 62 implementation resources:

  • 62 step-by-step The Equitable Life Assurance Society Project Management Form Templates covering over 6000 The Equitable Life Assurance Society project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Has appropriate allowance been made for the effect of the learning curve on all personnel joining the The Equitable Life Assurance Society project who do not have the required prior industry, functional & technical expertise?

  2. Procurement Audit: Are there procedures governing the negotiations of long-term contracts?

  3. Quality Audit: What experience do staff have in the type of work that the audit entails?

  4. Stakeholder Management Plan: Who is accountable for the achievement of the targeted outcome(s) and reports on the progress towards the target?

  5. Procurement Audit: Were the tender documents comprehensive, transparent and free from restrictions or conditions which would discriminate against certain suppliers?

  6. Process Improvement Plan: What personnel are the champions for the initiative?

  7. Cost Management Plan: Are enough systems & user personnel assigned to the The Equitable Life Assurance Society project?

  8. Procurement Audit: When such references were made, was a precise description of the performance not otherwise possible and were those references accompanied by the words or equivalent?

  9. Roles and Responsibilities: Concern: where are you limited or have no authority, where you cant influence?

  10. Cost Baseline: Has the actual cost of the The Equitable Life Assurance Society project (or The Equitable Life Assurance Society project phase) been tallied and compared to the approved budget?

 
Step-by-step and complete The Equitable Life Assurance Society Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 The Equitable Life Assurance Society project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 The Equitable Life Assurance Society project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 The Equitable Life Assurance Society 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 The Equitable Life Assurance Society 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 The Equitable Life Assurance Society 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 The Equitable Life Assurance Society 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 The Equitable Life Assurance Society project with this in-depth The Equitable Life Assurance Society Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose The Equitable Life Assurance Society 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 The Equitable Life Assurance Society 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 The Equitable Life Assurance Society investments work better.

This The Equitable Life Assurance Society 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
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 6th Sep 2018

    WALTER H. Business Coach

  • 5
    Thank you! I have found a lot of great information in the text so far. I plan to use your book as one of our references as we build out our SDDC and gladly leave an online review.

    Posted by CRAIG T. on 5th Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    Awesome, thank you so much!!

    Posted by ZORAN M. on 4th Sep 2018

    ZORAN M. Knowledge Management Consultant

  • 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 3rd Aug 2018

    Bruno C. ICT Director

  • 5
    It is a pleasure to know about new tools to improve our performance. Let me congratulate to you about your new achievement.

    Posted by Marta C. on 3rd Aug 2018

    MARTA C., Cybersecurity and Antifraud Consultant

  • 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
    Thank you so much... Hope to visit Australia someday. Smart IT people... 5 star review.

    Posted by ELLEN C. on 6th Jul 2018

    ELLEN C. Enterprise Innovation: Business & Information Technology Strategist

  • 5
    ctmfile.com

    Posted by ctmfile.com on 6th Jul 2018

    This is a structured, in-depth review and how to work out how develop the controls and processes that will begin to solve the problem. Knowing what questions to ask is the starting point. The level of questions and analysis required will surprise, but this level of details is essential.

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 5th Jul 2018

    HARRY M. Enterprise Architect