Contact Tracing Toolkit

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Extract appropriate data from case investigation and Contact Tracing forms/data bases and enter data in spreadsheets and other electronic platforms.

More Uses of the Contact Tracing Toolkit:

  • Lead phi training to learn procedures for Contact Tracing and scripts to follow.

  • Guide: Contact Tracing Data Administration.

  • Support training and mentorship of all Contact Tracing teams.

  • Orchestrate: Case Management or Contact Tracing.

  • Lead: review electronic case investigation files and Contact Tracing database to extract certain data points.

  • Maintain daily communication with Contact Tracing team and/or supervisor.

  • Perform advanced Data Analyses and operations related to Contact Tracing, surveillance, and research.

  • Lead: conduct Contact Tracing, where applicable, using the process and tool provided.

  • Methodize: Contact Tracing staff utilize a web based surveillance system to monitor contacts, collect information, and send testing referrals.

  • Enhance identifying opportunities to collaborate with Community Based Organizations on Contact Tracing, testing, staffing, resources, etc.

  • Guide: case investigation and Contact Tracing protocol and guidance.

  • Lead training to learn procedures for Contact Tracing and scripts to follow.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Contact Tracing 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 Contact Tracing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Should you invest in industry-recognized qualifications?

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

  3. How are measurements made?

  4. Ask yourself: how would you do this work if you only had one staff member to do it?

  5. How do you improve productivity?

  6. Do your leaders quickly bounce back from setbacks?

  7. Are task requirements clearly defined?

  8. What kind of crime could a potential new hire have committed that would not only not disqualify him/her from being hired by your organization, but would actually indicate that he/she might be a particularly good fit?

  9. How do you use Contact Tracing data and information to support organizational Decision Making and innovation?

  10. Why improve in the first place?


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

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

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

  4. Closing Process Group: Did the Contact Tracing Project Team have enough people to execute the Contact Tracing 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 Contact Tracing 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 Contact Tracing 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 Contact Tracing 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 Contact Tracing 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 Contact Tracing project with this in-depth Contact Tracing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Contact Tracing 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 Contact Tracing 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 Contact Tracing investments work better.

This Contact Tracing 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.