Value Realization Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Value Realization 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 994 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 Realization improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. Is the portfolio management review focused on understanding your organization of supply and demand for it services and directing investments to make sure that the business value of it is realized?

  2. What are the actions taken, challenges faced and measurement methodologies adopted by your organization in realizing and measuring the business value of BI investments?

  3. Is the strategic business case complete and robust – does it meet the needs of the business, is it affordable and achievable, will it deliver value for money?

  4. Do you have the transformational capabilities to address this transition, avoid negative disruption, and realize the value this deal is intended to achieve?

  5. How do operators integrate the connected ecosystem of suppliers, customers and stakeholders to realize the full potential of the digital value chain?

  6. Do you want your IT team to more quickly realize the full value of your investment and drive faster time to market for your products and services?

  7. Should the approach sacrifice consistency of measurement if consistent measurement conflicts with measurement based on value realization method?

  8. What foundational capabilities need to be improved to realize sustained trust, timeliness and value from your investments in advanced analytics?

  9. Is the recommended decision on delivery approach likely to deliver what you need on time and within budget, and will it provide value for money?

  10. What technical policies and standards for engineering, development, and integration do you need to have in place to guard against value loss?


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 Realization book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Variance Analysis: Is work progressively subdivided into detailed work packages as requirements are defined?

  2. Executing Process Group: Does the Value Realization project team have enough people to execute the Value Realization project plan?

  3. Procurement Audit: Was there reasonable justification for the need of the purchase, namely when made towards the end of the financial year?

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

  5. Change Management Plan: Have the business unit contacts been briefed by the Value Realization project team?

  6. Procurement Audit: Are there performance targets on value for money obtained and cost savings?

  7. Monitoring and Controlling Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

  8. Planning Process Group: Professionals want to know what is expected from them; what are the deliverables?

  9. Activity Duration Estimates: How difficult will it be to do specific activities on this Value Realization project?

  10. Variance Analysis: Does the accounting system provide a basis for auditing records of direct costs chargeable to the contract?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Value Realization 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 Realization 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 Realization 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 Realization 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 Realization 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 Realization project with this in-depth Value Realization Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Value Realization 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 Realization 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 Realization investments work better.

This Value Realization 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.