Analytics Toolkit

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Assure your organization develops, directs, oversees, and implements a comprehensive public information program utilizing various forms of media; oversees distribution of information to the public; represents your organization and organization officials on designated occasions.

More Uses of the Analytics Toolkit:

  • Orchestrate: monitor and ensure that project processes and department deliverables meet expected quality, financial and productivity targets.

  • Lead investigating and resolving technical problems associated with assigned areas of responsibility in a timely, efficient and correct manner.

  • Communicate actionable Data Insights to a wide variety of stakeholders from across your organization to help decision makers.

  • Establish that your planning complies; access to increasing volumes of data, computing power, and data Analytics Capabilities is transforming the insurance industry and has an impact on all parts of the insurance Value Chain.

  • Methodize: review and analyzes the effectiveness and efficiency of existing systems and develops strategies for improving or further leveraging systems.

  • Coordinate: analytical and knowledgeable, recognize pertinent language patterns and conversational content that leads to Business Value.

  • Arrange that your business serves on Project Teams for facility based implementations of IT and EHR Application Software releases, updates, and new products.

  • Identify gaps in existing implementations and recommend solutions to enhance Data Collection, promote scalability, and drive Best Practices.

  • Develop engaging written and multimedia content and create social Media Campaigns that fit your brand and align with channel Best Practice.

  • Identify: work closely with Operations Managers to address problem areas, work scheduling for current and projected projects, and projected peak workloads.

  • Secure that your group provides routine technical consulting and Support Services for defining, developing, and improving functional or Business Processes to meet user and organizational needs.

  • Represent editorial in conversations with marketing so that on platform curation and off platform messaging are in sync.

  • Assure your design develops evaluation and validation instruments to collect and interpret data assessing organizational needs and training program effectiveness.

  • Collaborate with the Marketing Team providing analysis of Key Metrics, offering insights and helping improve understanding across the teams.

  • Prepare and assemble data sets, corresponding forms and other materials for internal and public use as specified according to policy regulations.

  • Steer: you are an expert gamer who always knows what is trending (and better yet, before its even on trending radar) in Social Media.

  • Ensure you organize; recommend edits that improve the quality of the copy, the meaning of the message and reflect your overall brand voice and tone.

  • Arrange that your strategy complies; designs learning strategies to fill needs as identified through analysis and in partnership with Coaches and Operations Managers.

  • Ensure you accrue; build a Data Driven recruiting organization, developing Recruiting Metrics and Analytics that provide insight, drive Decision Making, and measure ROI.

  • Be accountable for using Data And Analytics, track, measure and communicate the effectiveness of specific communication and Marketing Efforts.

  • Use techniques from supervised and unsupervised Machine Learning, Statistical Analysis, or Predictive Modeling to deliver business insights and Analytics solutions.

  • Be accountable for ongoing drive to understand emerging techniques, trends and philosophies in design, technology, interaction and Social Media.

  • Drive development of new technology to improve and enhance current pricing, Risk Management and trade analytic systems.

  • Systematize: methodically test and introduce new Call Center features, functionality, and capabilities in a highly complex and dynamic Operational Environment.

  • Ensure you address; lead and encourage direct reports in Continuous Improvement of department Work Processes, procedures and infrastructure.

  • Develop and manage a Diversity and Inclusion strategy with a roadmap and goals focusing on achieving measurable, sustainable results.

  • Ensure you helm; lead Process Safety data according to applicable regulations, guidelines, Standard Operating Procedures (Sops) and project requirements.

  • Manage work with the Line Of Business Management in analyzing, planning, developing and monitoring strategies and tactics to achieve Business Objectives.

  • Formulate: professional who understands the importance of SEO, Analytics, and editorial voice across distributed social platforms.

  • Drive the understanding where leads are coming from, how leads convert through the funnel, and which marketing activities are most effective at sourcing / influence so you can optimize marketing dollars spent and improve campaign ROI.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Analytics 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Analytics improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you recognize an Analytics objection?

  2. How do you think the partners involved in Analytics would have defined success?

  3. How is Knowledge Sharing about Risk Management improved?

  4. Can you maintain your growth without detracting from the factors that have contributed to your success?

  5. What measurements are possible, practicable and meaningful?

  6. Who are the Key Stakeholders for the Analytics evaluation?

  7. Are your goals realistic? Do you need to redefine your problem? Perhaps the problem has changed or maybe you have reached your goal and need to set a new one?

  8. What is the magnitude of the improvements?

  9. How do you verify your resources?

  10. What are the potential basics of Analytics fraud?

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

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Analytics project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Analytics Project Team have enough people to execute the Analytics Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Analytics Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

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

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Analytics 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 Analytics project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Analytics project with this in-depth Analytics Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Analytics 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 Analytics 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 Analytics Investments work better.

This Analytics 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.