Business Partnering Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Partnering 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 996 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 Partnering improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. What system features might improve evaluation in the early stages of a project by providing insight and hindsight data to support reasonable assumptions about subsequent performance?

  2. When foreign enterprises are involved in partnerships, what conditions are set regarding the reinvestment or repatriation of profits generated by the partnership project/investment?

  3. Can the model be customized to adopt to future business directions like partnerships, mergers, acquisitions and other changes that can happen to the respective organization?

  4. Has the cfo considered with the ceo and other business leaders how the business model is changing and how finance can provide information to support new decisions?

  5. Do the customers know something about the use or management of the product that could lead to better value creation if a partnership relation is established?

  6. How consistent are providers and clients in analysing, describing and documenting the business challenge that lies at the basis of the development request?

  7. How does your organization system foster partnerships between and among secondary, post-secondary, workforce development boards, business, and industry?

  8. How does a corporation move from an engineering-driven philosophy to one of integrated partnership between business, product design, and engineering?

  9. Do you identify accounting concepts and practices related to a adjusting and closing entries for a merchandising business organized as a partnership?

  10. What are the advantages and disadvantages of opening your business rather than some other form as sole proprietorship, partnerships, or corporations?


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 Partnering book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Is the Business Partnering project schedule available for all Business Partnering project team members to review?

  2. Probability and Impact Assessment: Is the customer willing to commit significant time to the requirements gathering process?

  3. Activity Duration Estimates: Are procedures defined for calculating cost estimates?

  4. Variance Analysis: How do you evaluate the impact of schedule changes, work around, et?

  5. Roles and Responsibilities: What areas would you highlight for changes or improvements?

  6. Cost Management Plan: Are adequate resources provided for the quality assurance function?

  7. Activity Duration Estimates: Will outside resources be needed to help in its development?

  8. Project Charter: Business Partnering project objective statement: what must the Business Partnering project do?

  9. Team Member Performance Assessment: To what degree does the teams purpose contain themes that are particularly meaningful and memorable?

  10. Stakeholder Analysis Matrix: Are the required specifications for products or services changing?

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

1.0 Initiating Process Group:

  • 1.1 Business Partnering project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Partnering 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 Partnering 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 Partnering 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 Partnering 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 Partnering 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 Business Partnering project with this in-depth Business Partnering Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Partnering 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 Partnering 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 Partnering investments work better.

This Business Partnering 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.