Business Partners Toolkit

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Lead Business Partners: partner with Key Stakeholders to creatE Business requirements documents, system configuration documents, detailed Functional Specification documents, Test Plans and Test Cases.

More Uses of thE Business Partners Toolkit:

  • Help facilitate solutions meetings with Business Partners and technologies teams to build consensus and decisions without compromising delivery and/or service.

  • Manage work with Business Partners and technology resources to evaluate and approve enhancements to your current systems.

  • Be certain that your organization facilitates and participates in meetings with external trade associations, Business Partners and outside counsel on behalf of attorneys and provides updates to attorneys.

  • Develop sourcing strategies in conjunction with key Business Partners to ensure achievement of Business Requirements.

  • Establish that your strategy provides guidance to Business Partners about applicability of Information security to meet Business Needs.

  • Gather and identify Business Requirements and data sources, working closely with Business Partners and Business Analysts to determine quality expectations.

  • Steer Business Partners: act as trusted advisor establishing great rapport with other Technology Teams, engineering, Product Managers, Business Partners and cross functional stakeholders to maintain high levels of visibility, efficiency, and collaboration.

  • SystematizE Business Partners: partner with it, Channel Management, Digital Marketing, brand teams, communications, Learning And Development, and other Business Partners to drivE Business.

  • Lead end to end system implementations from Requirements Gathering to deployment working alongsidE Business Partners and third parties.

  • Confirm your organization leads the collaboration in the development and execution of all strategic and tactical plans to achieve growth potential and optimal Business Partnership in each account.

  • EvaluatE Business Partners: act as trusted advisor establishing great rapport with other Technology Teams, engineering, Product Managers, Business Partners and cross functional stakeholders to maintain high levels of visibility, efficiency, and collaboration.

  • Identify and develop business and cultivate existing client relationships by developing outstanding rapport with clients and Business Partners.

  • Govern Business Partners: partner and influence key Business Partners, customers, operations leaders, and finance to drive strategic outcomes.

  • OrganizE Business Partners: Data Strategy, analyzing identifies and implements Process Improvements in relation to data processes by working with Business Partners, Data Stewards, technology partners, and domain owners to do so.

  • FormulatE Business Partners: regularly and effectively communicates with IT peers and Business Partners to keep them advised of changes, issues, project progress and overall services status.

  • FormulatE Business Partners: partner with it, Channel Management, Digital Marketing, brand teams, communications, Learning And Development, and other Business Partners to drivE Business.

  • Warrant that your organization serves as a data Systems Analyst conduit between Business Partners, Actuarial IT development team and valuation Business Partners.

  • Collaborate with internal and external stakeholders and Business Partners to gather and analyze needs, facts and requirements.

  • Provide analysis and definition of efficient, cost effective solutions supporting Business Partners processes and functional requirements.

  • Cultivate effective working relationships with key internal Business Partners across your organization to create an environment of Knowledge Sharing.

  • Ensure your group complies; conducts and/or attends meetings with internal Business Partners to gather project information and status updates and to disseminate information.

  • Confirm your organization ensures Business Growth by managing annual Marketing And Sales plan; develops and maintains business relationships with customers, develops new Business Partners and alliances for thE Business segment or small geography.

  • Create high quality participant guides, facilitator guides, and supporting materials that can be used by the team of Leadership Development Business Partners.

  • Identify, build, and strengthen communities across critical groups like AdministrativE Business Partners, Directors, and Leaders.

  • Arrange that your organization complies; is recognized as a trusted advisor by Business Partners and valued member of the team.

  • InitiatE Business Partners: work closely with the IT Business Analysts and Enterprise Administration to support Strategy, Planning and Governance of technology solutions and investments for Business Partners.

  • Arrange that your venture communicates Risk Assessment findings to Information security Management, technology organization, and Business Partners.

  • Manage work with internal Business Partners to improve the efficiency and effectiveness of the end to end process of member owner risk/Fraud Detection and prevention.

  • Be able to build and maintain lasting relationships with employees, Independent Contractors, corporate departments, key Business Partners, and customers.

  • EvaluatE Business Partners: work closely with technology leaders, peer architects, Business Partners and other technology stakeholders to drivE Business strategy into highly scalable and cost effective platform and integration solutions.

  • Steer Business Partners: partner with marketing, sales, Account Management, analytics, and Product Teams to executE Business plans driving customer adoption, engagement and retention.

  • Establish that your project complies; partners closely with Strategic Communications leaders to understand communications strategies and tactics and proactively identify and develop opportunities to align approach to deliverables across businesses/functions.

  • Secure that your organization analyzes network, application, and System Requirements and produces efficient, secure, reliable, and cost effective designs.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you manage and improve your Business Partners work systems to deliver customer value and achieve organizational success and sustainability?

  2. How do you measure progress and evaluate training effectiveness?

  3. How do you aggregate measures across priorities?

  4. Can you do all this work?

  5. What is the scope of thE Business Partners work?

  6. How do you create buy-in?

  7. How can you become more high-tech but still be high touch?

  8. What do you need to qualify?

  9. How likely is the current Business Partners plan to come in on schedule or on budget?

  10. Is it needed?

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

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

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

  4. Closing Process Group: Did thE Business Partners Project Team have enough people to execute thE Business Partners 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 Partners 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 Partners 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 Business Partners 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 Partners 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 Partners project with this in-depth Business Partners Toolkit.

In using the Toolkit you will be better able to:

  • DiagnosE Business Partners 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 Partners 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 Partners investments work better.

This Business Partners 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.