Trade facilitation 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 Trade facilitation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Trade facilitation 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 Trade facilitation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Trade facilitation 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 Trade facilitation improvements can be made.

Examples; 10 of the standard requirements:

  1. What attendant changes will need to be made to ensure that the solution is successful?

  2. Who are you going to put out of business, and why?

  3. What is measured?

  4. How do you measure progress and evaluate training effectiveness?

  5. How does the Trade facilitation manager ensure against scope creep?

  6. Has a high-level as is process map been completed, verified and validated?

  7. Do you have a vision statement?

  8. Is Trade facilitation dependent on the successful delivery of a current project?

  9. When is/was the Trade facilitation start date?

  10. Do we cover the five essential competencies-Communication, Collaboration,Innovation, Adaptability, and Leadership that improve an organizations ability to leverage the new Trade facilitation in a volatile global economy?


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 Trade facilitation book in PDF containing requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project or Phase Close-Out: Does the lesson describe a function that would be done differently the next time?

  2. Planning Process Group: Is the Trade facilitation project making progress in helping to achieve the set results?

  3. Procurement Audit: Are there authorizations on file to support all deductions from payroll checks?

  4. Team Performance Assessment: To what degree do the goals specify concrete team work products?

  5. Schedule Management Plan: Do all stakeholders know how to access this repository and where to find the Trade facilitation project documentation?

  6. Source Selection Criteria: How are clarifications and communications appropriately used?

  7. Lessons Learned: Is there any way in which you think our development process hampered this Trade facilitation project?

  8. Source Selection Criteria: How do you ensure an integrated assessment of proposals?

  9. Scope Management Plan: Are there any windfall benefits that would accrue to the Trade facilitation project sponsor or other parties?

  10. Change Management Plan: Will all Field Readiness Criteria have been practically met prior to training roll-out?

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

1.0 Initiating Process Group:

  • 1.1 Trade facilitation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Trade facilitation 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 Trade facilitation 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 Trade facilitation investments work better.

This Trade facilitation 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
    Man, thanks again for sharing. Really a life saver! Greetings!

    Posted by DAAN C on 4th Sep 2018

    DAAN C Senior Consultant

  • 5
    This is great!

    Posted by GREG C, on 4th Sep 2018

    GREG C. CEO Managed Service Provider

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 3rd Sep 2018

    DIANNE L Chief Learning Officer

  • 5
    DAVID T. Software Consultant

    Posted by DAVID T. on 2nd Sep 2018

    Quality is a topic that is very important for me right now, and it should be important for every team. This book contains a self-assessment that can be useful for your organization to find out where you currently are. If you struggle to ask the right questions about your efforts, this book will give many of them, and a way to score your answers

  • 5
    Thank you. We will be offering your self assessment as a subject for our master students from autumn onwards.

    Posted by Christine R. on 2nd Sep 2018

    Christine R. University Officer

  • 5
    This is great! Thank you. Say, do you all do consulting or certification?

    Posted by KEN W. on 5th Aug 2018

    KEN W. Managing Director

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

    Posted by MARTIN B. on 3rd Jul 2018

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

  • 5
    Thank you so much for a great tool!

    Posted by Kristy M. on 4th Jun 2018

    Kristy M. Project Manager