Contract Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Contract Management 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 Contract Management improvements can be made.

Examples; 10 of the 993 standard requirements:


1. Does the contract management manual provide a reference to the relevant sections of the contract and set out the procedures for dealing with the annual reconciliation process?
   
   

2. Does the contract management manual include a summary of the key dates relating to the one off, or relatively infrequent, contract administration processes?
   
   

3. Does the contract management manual set out the processes and procedures for developing a contract expiry plan well before expiry?
   
   

4. Is the contract management manual used as the basis for the training delivered to staff delivered before service commencement?
   
   

5. Does the tabular schedule include all controlling items of work and associated time based tasks required to complete the work?
   
   

6. Do you have a central contracts register for all third party contracts and agreements entered in to by your organization?
   
   

7. Does the contract management manual highlight the need to notify widp in advance of any significant contract change?
   
   

8. Does the contract management manual highlight the contractual obligations regarding waiver, consents and approvals?
   
   

9. Does the contract management manual include agreed procedures for updating the payment mechanism when required?
   
   

10. Does the contract management manual set out the procedures relating to the register of changes to the contract?
    
    


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


Your Contract 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 Excel Dashboard; with the Contract Management Self-Assessment and Scorecard you will develop a clear picture of which Contract 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 Contract 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 Contract Management projects with the 62 implementation resources:


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


Examples; 10 of the check box criteria:


1. Initiating Process Group: Based on your Contract Management project communication management plan, what worked well?
   
   

2. Procurement Audit: Was your organization specific about the nature and scope of the performance before launching the procurement process?
   
   

3. Probability and Impact Assessment: How would you assess the risk management process in the Contract Management project?
   
   

4. Responsibility Assignment Matrix: With too many people labeled as doing the work, are there too many hands involved?
   
   

5. Schedule Management Plan: Are schedule performance measures defined including pre-set triggers for specific actions?
   
   

6. Activity Duration Estimates: What are the typical challenges Contract Management project teams face during each of the five process groups?
   
   

7. Procurement Audit: Is the appropriate procurement approach being chosen (considering for example the possibility of contracting out work or procuring low value items through a specific low cost procuring system)?
   
   

8. Risk Management Plan: Who should be notified of the occurrence of each of the indicators?
   
   

9. Human Resource Management Plan: Are the Contract Management project team members located locally to the users/stakeholders?
   
   

10. Milestone List: Describe the industry you are in and the market growth opportunities. What is the market for your technology, product or service?


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

1.0 Initiating Process Group:


• 1.1 Contract Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Contract 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 Contract 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 Contract 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 Contract 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 Contract 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 Contract Management project with this in-depth Contract Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Contract 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 Contract 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 Contract Management investments work better.

This Contract Management 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.