Business Performance Toolkit

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Audit Business Performance: strategist, field launch leader, and recruitment marketing specialists to execute strategic growth initiatives to reach goals and delight customers.

More Uses of thE Business Performance Toolkit:

  • Ensure your organization demonstrates sound business understanding; identifies when ambiguity can impact Business Performance, involves the appropriate partners for a response/solution.

  • OrchestratE Business Performance: act as a trusted advise, coach, and consultant for the field leaders to improve leadership capability, Team Effectiveness, strategic insight, and Business Performance.

  • Ensure you head; understand and analyzE Business Performance in detail, identify ideas for improvement, and communicate out actionable insights to Key Stakeholders.

  • ManagE Business Performance: review Service Delivery, identify and implement improvements in order to ensurE Business Performance is maximized and client needs met.

  • Serve as a key contributor in thE Business Performance Management process by providing financial transparency on Business Activities, insightful analysis and targets, predictions, or models on future Business Development.

  • GuidE Business Performance: Digital Business Performance Analytics (forecasting, trading).

  • Assure your strategy provides business with analytics and insights to support strategic and operational Decision Making, and in doing so, influences improved Business Performance and capital allocation decisions.

  • StandardizE Business Performance: coach managers in developing plans focused on Organizational Effectiveness, Workforce Planning, talent and overall Business Performance.

  • Be accountable for leading thE Business Data Strategy for all areas that drivE Business Performance and potential by using the existent and new data sources and techniques.

  • Head Business Performance: work closely with finance and central analytics teams to develop scorecards and dashboards that bring transparency into Business Performance and arms sales leadership with insights needed to drive thE Business.

  • Ensure you assess; understand and proactively communicate factors affecting Business Performance to stakeholders by partnering with business leaders, other analysts and Data Engineering teams.

  • Analyze data and build statistical and Machine Learning models to improvE Business Performance.

  • Establish that your organization develops, tracks, trends, reports and maintains Quality Indicators to enhance quality of products and Business Performance.

  • Make sure that your project leads the Data Analytics and Data Warehousing efforts in research, development, and implementation of appropriate data systems that lead to improved Business Performance and achievement of overall business goals.

  • OrganizE Business Performance: partner with the Product Management integration team to develop Key Performance Indicators to monitor ongoing Business Performance.

  • Perform in depth analysis of financial and other Business Performance data, marketplace trends and competitive forces to understand financial, business, operational, or customer implications.

  • Lead activities designed to improve Customer Satisfaction and Business Performance.

  • Manage to review Service Delivery, identify and implement improvements in order to ensurE Business Performance is maximized and client needs met.

  • Develop information using data and statistical methodologies to provide insight into Business Performance and suggest area and methods of improving performance.

  • Prepare and maintain in depth analysis, modeling, forecasting, and reporting of financial and Business Performance.

  • ProvidE Business Performance Analytics to identify financial trends, highlight risk and opportunities and ensure operational coordination.

  • Ensure you establish; build the capability and capacity of individuals and team through constructive feedback, and challenge to enable Team Effectiveness and to drivE Business Performance.

  • Be accountable for working as a member of a team of business Program Managers and architects focused on Modern Work strategy, offerings and Business Performance for Services.

  • Arrange that your operation develops and delivers development programs to increasE Business Performance and Operational Excellence.

  • Establish that your enterprise leads the Data Analytics and Data Warehousing efforts in research, development, and implementation of appropriate data systems that lead to improved Business Performance and achievement of overall business goals.

  • Develop Business Performance: ultimate scope and objective are to gain insight into Business Performance, support fact driven decisions, and communicate opportunities for sustained improvement.

  • Confirm your organization ensures that the portfolio and individual communities meet the established operational, financial, and Business Performance goals by inspecting properties, reviewing financial, market, and operational reports, and developing and implementing appropriate action plans to achieve results.

  • Drive continuous Process Improvement by collaborating across your organization on the design of new solutions that enhancE Business Performance and achieve Time And Attendance goals.

  • GuidE Business Performance: partner with the Product Management integration team to develop Key Performance Indicators to monitor ongoing Business Performance.

  • OrganizE Business Performance: Digital Business Performance Analytics (forecasting, trading).

  • Create and maintain monitoring technologies and processes that improve the visibility to your applications performance and business metrics and keep operational workload reasonable.

  • Audit Business Performance: mentor the Professional Development of each direct report through personal and Performance Management.

  • Ensure Internal Controls per Sarbanes Oxley (SOX) requirements related to your area are fulfilled.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do Quality Systems drive Continuous Improvement?

  2. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  3. What evidence is there and what is measured?

  4. Who do you think the world wants your organization to be?

  5. What baselines are required to be defined and managed?

  6. How is Continuous Improvement applied to Risk Management?

  7. What creative shifts do you need to take?

  8. Are there any activities that you can take off your to do list?

  9. Was a Business Performance charter developed?

  10. What other organizational variables, as reward systems or Communication Systems, affect the performance of this Business Performance process?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • DiagnosE Business Performance 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 Performance 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 Performance investments work better.

This Business Performance 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.