Contract Review Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Contract Review 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 997 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 Review improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Do you have a capability and training log for all of your human resources so as to be able to match your analysis of the resources required to perform the contract with available human skills?

  2. Are the contract review activities adequately documented & maintained to ensure that order requirements are understood & are within your organizations capability prior to order acceptance?

  3. Does your organization have a process to motivate employees to achieve quality objectives, to make continual improvements, and to create an environment to promote innovation?

  4. How do you ensure the team appointed to undertake the work is justifiable in terms of the analysis of the contract against your organizations skills base?

  5. Will there be any increases in rates allowed in the renewal years and if so, what will be the determining factor for the amount of allowable increase?

  6. Is on the job training provided for personnel in any new or modified job affecting product quality, including contract or organization personnel?

  7. Are there any clues relative to a supplying organizations activities that might cause you to take a closer look at the manufacturing planning?

  8. Have you included an annual contract review in the contract, with a defined mechanism for adjusting KPIs at no cost to the contract price?

  9. What measures should be put in place to ensure the form of the deliverable is reconsidered to reflect changes to the scope of a contract?

  10. What types of resources are available to your organization or your suppliers to assist with manufacturing planning and contract review?


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 Review book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Have the key functions and capabilities been defined and assigned to each release or iteration?

  2. WBS Dictionary: Is the anticipated (firm and potential) business base Contract Review projected in a rational, consistent manner?

  3. Milestone List: What is your organizations history in doing similar activities?

  4. Activity Duration Estimates: Are team building activities completed to improve team performance?

  5. Risk Management Plan: How would you suggest monitoring for risk transition indicators?

  6. Cost Management Plan: Is it possible to track all classes of Contract Review project work (e.g. scheduled, un-scheduled, defect repair, etc.)?

  7. Procurement Audit: Is it calculated whether aggregated procurement can be more cost-efficient?

  8. Lessons Learned: What things surprised you on the Contract Review project that were not in the plan?

  9. Stakeholder Management Plan: Have all involved stakeholders and work groups committed to the Contract Review project?

  10. Schedule Management Plan: Are adequate resources provided for the quality assurance function?

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

1.0 Initiating Process Group:

  • 1.1 Contract Review project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Contract Review 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 Review 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 Review investments work better.

This Contract Review 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.