Commercial Management Toolkit

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Commercial Management: How will commercial management systems integrate with other key applications, such as finance and accounting? The Commercial Management Toolkit addresses common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Commercial Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

Using the toolkit effectively will save you and your staff many hours of R&D time in writing the questions and templates to obtain the results needed to analyse the data collected.

 

DO YOU HAVE THE TIME TO WASTE? THIS TOOLKIT WILL SAVE YOU TIME AND MONEY.

 

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Commercial Management Self Assessment Toolkit containing 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 Dashboard to get familiar with results generation

Then find your goals...


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

Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Commercial Management improvements can be made.

10 examples of the standard requirements:

  1. What level of information is needed and its potential impact on the approval process and on commercial mining operations, its likelihood of success in mitigating environmental impacts?

  2. Have any contracting positions been upgraded to reflect the more sophisticated skill levels required to implement acquisition reform and innovative commercial contracting practices?

  3. Has the use of commercially-available products and other products in every system development process been reviewed from a technical perspective with involvement by experts?

  4. What controls are in place to ensure that management fees paid to connected parties are made at commercial rates and are commensurate to services or products provided?

  5. Should the established commercial relationship be assessed with regard to the relationship between the Relevant Undertaking and its subcontractors or suppliers?

  6. Are the commercial suppliers stable, or are changes in ownership or business arrangements likely to make an existing commercial product obsolete in the future?

  7. What role should authentication and identity management controls play in a comprehensive set of cyber security measures available to commercial organizations?

  8. Do the authentication and/or identity management controls employed by commercial organizations or business sectors, in general, provide adequate assurance?

  9. Which, if any, prevent or discourage you and/or your organization from applying the principles of acquisition reform or innovative commercial contracting?

  10. Does the focal organization employ sole ownership of each business or is it involved in joint ventures or strategic alliances in some, or all, businesses?


Complete the self assessment, on your own or with a team in a workshop setting.

Your Commercial Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Dashboard; with the Commercial Management Self-Assessment and Scorecard you will develop a clear picture of which Commercial Management 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 Commercial Management 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 Commercial Management projects with the implementation resources:

  • Step-by-step Commercial Management Project Management Form Templates covering the Commercial Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Member Performance Assessment: What instructional strategies were developed/incorporated (e.g., direct instruction, indirect instruction, experiential learning, independent study, interactive instruction)?

  2. Procurement Management Plan: Are estimating assumptions and constraints captured?

  3. Activity Duration Estimates: Is a work breakdown structure created to organize and to confirm the scope of each Commercial Management project?

  4. Lessons Learned: What should have been accomplished during predeployment that was not accomplished?

  5. Scope Management Plan: Are vendor invoices audited for accuracy before payment?

  6. Probability and Impact Matrix: Risk may be made during which step of risk management?

  7. Human Resource Management Plan: How are superior performers differentiated from average performers?

  8. Cost Baseline: Has the actual cost of the Commercial Management project (or Commercial Management project phase) been tallied and compared to the approved budget?

  9. Project Portfolio management: What happens without Commercial Management project portfolio and proper resourcing?

  10. Schedule Management Plan: Are estimating assumptions and constraints captured?

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

1.0 Initiating Process Group:

  • 1.1 Commercial Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Commercial Management 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 Commercial Management 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 Commercial Management investments work better.

This Commercial Management All-Inclusive Toolkit enables You to be that person.