Business Improvement Toolkit

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Audit Business Improvement: monitor escalated and critical issues that occur on assigned client networks, providing a point of contact for client executives to communicate with.

More Uses of thE Business Improvement Toolkit:

  • Be accountable for using analytical methods regarding information Management Process changes, technological and Business Improvements, and Industry Trends to implement change.

  • Lead Business Improvement: regularly lead Process Review teams, projects, and Business Improvement efforts to contribute to the Continuous Improvement and streamlining of Human Resources processes, procedures, approaches, and systems.

  • Assure your corporation identifies sellers and associates success barriers, provides solutions, and drive change through Business Improvement ideas.

  • Launch and deliver initiatives in the agreed Business Improvement plan, in order to achieve thE Business benefits in line with thE Business and IT Strategy.

  • Secure that your organization provides feedback for Strategic Planning and Business Improvement.

  • Make sure that your strategy oversees the work necessary to create or update the network and enterprise Asset Management plans and implement Business Improvement projects.

  • Lead entrepreneurial mentality, organize new Data Science efforts and show opportunities for Business Improvement and gaps in business.

  • Ensure your team identifies sellers and associates success barriers, provides solutions, and drive change through Business Improvement ideas.

  • FormulatE Business Improvement: proactively identify Business Improvement and innovation opportunities through data and analyses.

  • Confirm your corporation leads Business Improvement initiatives across programs of work to ensure that the strategic goals of thE Business and Procurement are met.

  • Control Business Improvement: regularly lead Process Review teams, projects, and Business Improvement efforts to contribute to the Continuous Improvement and streamlining of Human Resources processes, procedures, approaches, and systems.

  • Execute key Business Improvement initiatives through the use of Lean DMAIC Tool Sets.

  • DrivE Business Improvements by identifying the opportunities, defining Business Requirements, build the Business Case, and design the process and technology solutions to achieve results.

  • Arrange that your corporation oversees the work necessary to create or update the network and enterprise Asset Management plans and implement Business Improvement projects.

  • Collaborate with department executives to formulate, plan, and implement changes that result in strategic Business Improvements.

  • MethodizE Business Improvement: regularly lead Process Review teams, projects, and Business Improvement efforts to contribute to the Continuous Improvement and streamlining of Human Resources processes, procedures, approaches, and systems.

  • Manage operational projects to drive program, process and Business Improvements, and support the existing AT business with analytics, internal education and Project Management support.

  • Secure that your group complies; directs and oversees tasks to effectively address infrastructure needs to maintain acceptable levels of service and review and implements Asset Management Business Improvement activities.

  • Provide guidance and support to customers on business Process Improvement and Best Practices during implementation in order to ensure high success and client adoption of the software.

  • Lead Project Planning sessions with business users, stakeholders, and sponsors to understand Business Requirements to develop or maintain Software Applications.

  • Confirm your business provides oversight throughout the release schedule of business and enterprise Software Solutions to ensure successful deployment.

  • Secure that your organization attracts, develop, and retains a high performing team to meet the current and evolving needs of thE Business through effective selection, Training and Development, coaching and mentoring and Performance Management.

  • InitiatE Business Improvement: document all test procedures for Systems And Processes and coordinate with Business Analysts and users to resolve all requirement issues and maintain quality for same.

  • Perform periodic Business Review with partners to confirm satisfaction, resolve technical issues, and continually drive successful product adoption.

  • Determine simplification opportunities for Line Of Business apps via reducing number of integrations, rationalizing overlapping capabilities with other apps, consolidating and aggregating data or any other means that delivers Cost Savings, process efficiencies and Operational Resilience.

  • Confirm your business administers your organization phone system to ensure its maximum potential for your organization.

  • Establish that your organization uses efficient combination of Security Rules, Business Rules, UI Actions, UI Policies, Client Scripts, and Related Lists for optimal application performance.

  • SupervisE Business Improvement: work closely with team Data Analyst and Business Analyst to confirm data requirements, Data Flows, and source to target Data Mapping.

  • Secure that your business develops and maintains reliable organization financial information as a basis for management planning and Decision Making and Financial Reporting requirements.

  • Correspond your primary mission is to perform independent and objective assessments of Business Processes, systems, and related controls with the goal of improving Risk Management, operations, security, compliance, and the overall system of Internal Controls.

  • Be certain that your design offers innovative solutions through participation in Performance Improvement projects and shared governance activities.

  • Promote Data Governance across your organization to democratize data as a corporate asset to data practitioners, upper management and executives.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of thE Business Improvement 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 Business Improvement improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How to cause the change?

  2. Who is going to spread your message?

  3. Where can you get qualified talent today?

  4. What Business Improvement standards are applicable?

  5. What should be considered when identifying available resources, constraints, and deadlines?

  6. How can a Business Improvement test verify your ideas or assumptions?

  7. How much data can be collected in the given timeframe?

  8. Does the goal represent a desired result that can be measured?

  9. How do you ensure that implementations of Business Improvement products are done in a way that ensures safety?

  10. What qualifications are necessary?

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

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

  • 62 step-by-step Business Improvement Project Management Form Templates covering over 1500 Business Improvement 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 Business Improvement project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did thE Business Improvement Project Team have enough people to execute thE Business Improvement 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 Business Improvement 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 Business Improvement Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Business Improvement Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Improvement 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 Business Improvement 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 Business Improvement 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 Business Improvement project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • DiagnosE Business Improvement 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 Business Improvement 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 Business Improvement investments work better.

This Business Improvement 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.