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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Back office 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 619 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Back office improvements can be made.

Examples; 10 of the 619 standard requirements:

  1. Does the Licensed Corporation allow any staff to be involved in both the front office function (e.g. dealing) and back office function (e.g. settlement or accounting function)?

  2. How will the day-to-day responsibilities for monitoring and continual improvement be transferred from the improvement team to the process owner?

  3. Testing and authorization of risk pricing models and valuation systems used by front and back office personnel?

  4. Is there a recommended audit plan for routine surveillance inspections of Back offices gains?

  5. If no one would ever find out about your accomplishments, how would you lead differently?

  6. Benchmark: How are you structuring Source to Pay; front, middle and back office?

  7. How are you structuring Source to Pay, front, middle and back office?

  8. Is the optimal solution selected based on testing and analysis?

  9. Whos doing what with hosting and back office?

  10. How frequently do we track measures?


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 Back office book in PDF containing 619 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Cost Estimates: Specific - Is the objective clear in terms of what, how, when, and where the situation will be changed?

  2. Project Performance Report: To what degree does the funding match the requirement?

  3. Risk Audit: To what extent are auditors effective at linking business risks and management assertions?

  4. Stakeholder Management Plan: Is a payment system in place with proper reviews and approvals?

  5. Activity Duration Estimates: Briefly describe some key events in the history of Back office project management. What Back office project was the first to use modern Back office project management?

  6. Risk Management Plan: Was an original risk assessment/risk management plan completed?

  7. Probability and Impact Assessment: Can this technology be absorbed with current level of expertise available in the organization?

  8. Stakeholder Management Plan: How are the overall Back office project development processes to be undertaken to produce the Back office project outputs?

  9. Change Request: Which requirements attributes affect the risk to reliability the most?

  10. Executing Process Group: Do the partners have sufficient financial capacity to keep up the benefits produced by the programme?

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

1.0 Initiating Process Group:

  • 1.1 Back office project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Back office 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 Back office 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 Back office investments work better.

This Back office 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
    BRENDAN M. Principle Consultant

    Posted by BRENDAN M. on 5th Sep 2018

    Every high achiever has probably been criticized as a 'control freak' at some point. However, given the numerous daily distractions entrepreneurs encounter, if you want to do 'deep work' with broad-ranging impact, you have to control your time to make each day a masterpiece. Check Out The Art of Service's Self Assessments.

  • 5
    Spot on, thank you. Will study your book to help my clients.

    Posted by WALTER H. on 5th Sep 2018

    WALTER H. Business Coach

  • 5
    Seems quite handy - going to start using it next month as we're investing quite a lot in it. This will define for us what to do in this space and solve a real problem (rather than chasing shiny objects).

    Posted by DAVIN B. on 5th Sep 2018

    DAVIN B. Systems Manager

  • 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 4th Sep 2018

    CRAIG T. Chief Technology Officer

  • 5
    I have gone through the array of your works and they are simply awesome! Great job you have been doing.

    Posted by KENNETH O. on 3rd Sep 2018

    KENNETH O. MD/CEO, Emerging Media

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 5th Aug 2018

    Caryn B. Vice President Production

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 4th Aug 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 4th Aug 2018

    Dr. Martin K. CEO

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 3rd Aug 2018

    DR STEVEN.B. Head of Information Security & Assurance