Collaboratory Toolkit

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Use the designs generated during participatory design in your work

 

How do you keep your primary care providers from burning out and leaving the health care system?

When are special statistical analyses needed to accommodate clustering?




...Find the answers to these, and more, questions with this Collaboratory Toolkit:

  • Facilitate a similar process with members of your community or group.
  • Involve your community in research.
  • Support the emergence of a public around your research.
  • Learn more about organization services that preserve your open spaces and natural assets.
  • Share your knowledge of the subject.
  • Address your current financial crisis and create a sustainable future together.
  • Leverage it to grow your business.
  • Build community support and awareness.
  • Extend tailoring environments to support additional activities.




HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Collaboratory 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Collaboratory improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Is open space logically linked and related to other green space as part of a strategy for the development and enhancement of the green space network in the wider settlement?

  2. Does using value sensitive design and participatory action design together guarantee a more appropriate technology solution than just one of the design processes?

  3. Did you understand the tasks and activities involved in the requirements phase and the importance to the overall project at the time of your participation?

  4. Does the action advance other community objectives, as capital improvements, economic development, environmental quality, or open space preservation?

  5. How do expectations of the design team members evolve during the participatory design process and what factors influence the change in expectations?

  6. What are the range of ownership models that could be considered for open space, depending on type of use, permanence of use, scale, and location?

  7. Does the delineation of staff and participant responsibilities reflect the design of the participatory program and enable its smooth operation?

  8. Do you also add anything on the setting of higher efficiency standards and environmental protections as well as access to public open spaces?

  9. What is the nature of the skills required to construct graphical knowledge representations in real time, participatory settings?

  10. How much time was taken during the entire participatory program from design and planning stages to completion of the evaluation?


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 Collaboratory book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are information gathered to produce knowledge about procured goods and services, prices paid and supplier performance?

  2. Procurement Audit: Are advance payments to employees properly authorized and controlled?

  3. Quality Audit: How does your organization know that its system for commercializing research outputs is appropriately effective and constructive?

  4. Lessons Learned: How did the estimated Collaboratory project Budget compare with the total actual expenditures?

  5. Stakeholder Management Plan: Is the current scope of the Collaboratory project substantially different than that originally defined?

  6. Procurement Audit: Has it been determined which areas of procurement the audit should cover?

  7. Team Member Performance Assessment: What entity leads the process, selects a potential restructuring option and develops the plan?

  8. WBS Dictionary: Does the cost accumulation system provide for summarization of indirect costs from the point of allocation to the contract total?

  9. Scope Management Plan: Describe how the deliverables will be verified against the Collaboratory project scope. To whom will the deliverables be first presented for inspection and verification?

  10. Lessons Learned: How efficient and effective were Collaboratory project team meetings?

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

1.0 Initiating Process Group:

  • 1.1 Collaboratory project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Collaboratory 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 Collaboratory 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 Collaboratory investments work better.

This Collaboratory 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.





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CONTENTS:


Checklists:


Checklists:Collaboratory Checklist Report on DESIGN.pdf

Checklists:Collaboratory Checklist Report on USER.pdf

Checklists:Collaboratory Checklist Report on PROCESS.pdf

Checklists:Collaboratory Checklist Report on ACTION.pdf

Checklists:Collaboratory Checklist Report on INFORMATION.pdf

Checklists:Collaboratory Checklist Report on WORK.pdf

Checklists:Collaboratory Checklist Report on PROJECT.pdf

Checklists:Collaboratory Checklist Report on PARTICIPATORY.pdf

Checklists:Collaboratory Checklist Report on OPEN.pdf

Checklists:Collaboratory Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Collaboratory_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Collaboratory Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Collaboratory.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Collaboratory Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
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  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
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The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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