Value Creation Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Value Creation 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Value Creation improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Are the customers of the finance function including the board, management and operations receiving the necessary revenue, cost and risk information to evaluate the achievement of value objectives?

  2. Does the board of directors increasingly prioritize the strategic and operational issues regarding the management of your organizations digital value creation and the range of services offered?

  3. How to focus on value creation, create executive alignment, reaffirm the merger vision and devise a communication strategy that provides a clear strategic direction to the integration team?

  4. Which expectations do external stakeholders have on the output of the new product development process and how do expectations relate to value creation for your organization as a whole?

  5. Is staying aligned sufficient to assure the true business value of your organization and are there accepted models for organizing IT so that business value creation can be maximized?

  6. What differences are there in the extent and nature of value creation methods and returns generation in public to private deals, divisional buy outs and family organization buy outs?

  7. Can the new performance evaluation and reward system achieve the objectives of motivating employees and raising the overall value creation capability more effectively?

  8. Does the coe have the right skills that combine business context and technical chops for defining solution architecture, managing change, and driving value creation?

  9. What differences are there between primary and secondary buy outs of the same organization in terms of management equity, leverage, value creation, and returns?

  10. Do you have a process in place for stakeholder engagement and understanding and prioritizing the significant opportunities and challenges facing the business?


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 Value Creation book in PDF containing 991 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Is the steering committee active in Value Creation project oversight?

  2. Cost Management Plan: How difficult will it be to do specific tasks on the Value Creation project?

  3. WBS Dictionary: The total budget for the contract (including estimates for authorized and unpriced work)?

  4. Executing Process Group: How could stakeholders negatively impact your Value Creation project?

  5. Executing Process Group: What is the difference between conceptual, application, and evaluative questions?

  6. Stakeholder Management Plan: What is the general purpose in defining responsibilities of the already stated affiliated with the Value Creation project?

  7. Quality Audit: How does your organization know that its staff support services planning and management systems are appropriately effective and constructive?

  8. Assumption and Constraint Log: Is there adequate stakeholder participation for the vetting of requirements definition, changes and management?

  9. Scope Management Plan: Has a quality assurance plan been developed for the Value Creation project?

  10. Communications Management Plan: Are there common objectives between the team and the stakeholder?

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

1.0 Initiating Process Group:

  • 1.1 Value Creation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Value Creation 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 Value Creation 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 Value Creation investments work better.

This Value Creation 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.