Cost Segregation Toolkit

Downloadable Resources, Instant Access

Establish Cost Segregation: partner with functional leaders, product owners, and business analyzing to manage the overall quality of Business Requirements and Solution Design.

More Uses of the Cost Segregation Toolkit:

  • Provide Cost Segregation (for tax purposes) and other engineering or depreciation related Consulting Services for capital expenditures associated with newly constructed or acquired fixed assets.

  • Secure that your strategy analyzes production, Business Operations and workflows, distribution, cost analysis, finance, marketing, Human Resources, and/or a variety of other business and technical problems to formulate and develop new and modified information processing systems.

  • Manage work with engineering functions, suppliers, Plant Personnel and others to implement Cost Reduction, methods and product improvements, and to support build programs.

  • Standardize Cost Segregation: proactively develop and maintain effective working relationships with and between sites, functional organizations, and site internal departments.

  • Confirm your organization provides technical expertise for system functional specifications and deploys new and current systems, Processes And Procedures in a cost effective manner.

  • Evaluate new and different types of security systems and devices in order to ensure your organization is protecting its employees and assets in the best and most cost effective method available while having the least interference possible with your organization mission.

  • Negotiate long term contracts for supplier pricing, service and supply assurance agreement to support organization Strategic Planning and cost goals for all new programs.

  • Supervise multiple engagements, manage Quality of Service delivery and client satisfaction, and ensure appropriate cost structures.

  • Confirm your team ensures that Cost Savings are achieved whenever possible without placing risk on your organizations quality, operational, timeline and projected revenue requirements.

  • Optimize workflows/processes, tools, staff allocation, and technology to ensure efficient and cost effective day to day operations.

  • Ensure your organization develops work breakdown structures as a tool to develop Cost Estimates and to identify opportunities for Cost Reduction.

  • Collaborate and develop relationships with spend owners to understand Business Requirements, strategies, and objectives to find and select best fit vendors and most cost effective and value add solutions.

  • Oversee development of the Supply Chain budget and system wide goals supported by long range Supply Chain management strategic vision for operational and cost saving improvements.

  • Analyze and evaluate strategic and targeted recruitment needs while generating creative and cost effective ideas to innovate recruitment strategy.

  • Develop and maintain operation standards to provide standardized training where all associates are able to safely achieve an on time quality product.

  • Arrange that your organization approves expenditure for supplies, materials, and Human Resources, ensuring that materials, labor and equipment are used efficiently to meet efficiency and Customer Requirements.

  • Manage the overall planning, control, Status Reporting, stability and delivery of the IT Project Portfolio to ensure delivery on plan to time, cost and quality.

  • Lead pro active functions that impact production, increase efficiency, solve problems, generate Cost Savings, improve quality and provide new Product Support.

  • Oversee Cost Segregation: monitor operational metrics, identify and research trends and anomalies to identify Process Improvement and Cost Savings opportunities across the distribution.

  • Manage work with engineering, quality and other departments to evaluate returned product in order to determine why the product failed, who produced it and how to avoid the issue in the future.

  • Perform quantity and cost analysis for out sourced labor, material and subcontractor pricing.

  • Manage Cost Segregation: monitor headcount expense reduction requirements, optimize performance/ cost per call through Forecast Analysis.

  • Be accountable for developing effective work teams and motivating individuals to meet goals and objectives and provide customer services in the most cost effective and efficient manner.

  • Establish that your organization leads Process Design activities with technical teams, under commercial direction, to enable achievement of client operating objectives, improved Operational Excellence and lower cost of operations for the enterprise.

  • Formulate Cost Segregation: partner with Manufacturing Operations and Technical Services to decrease lead times and cost while simultaneously increasing quality, Customer Satisfaction, and brand credibility.

  • Originate and implement Cost Reduction efforts that innovate Product Design and Production Processes.

  • Formulate Cost Segregation: constant focus on leveraging data to identify project opportunities and develop methodology to track Cost Savings initiatives.

  • Identify and execute processes that reduce the overall cost to manufacture, install, and operate your electrical infrastructure systems located on your generator and switchgear enclosure products.

  • Provide stewardship with reliability metrics, Scorecards, and Key Performance Indicators (KPI) for purposes of measuring and identifying the highest value reliability and cost improvement opportunities for the Refinery.

  • Ensure you mobilize; lead your team as business and technology demands and opportunities change, drive Continuous Improvement and deliver a high quality service that supports the business and enables cost effective applications solutions.

  • Ensure your organization Ensures that all systems are operated in accordance with best commercial practices with regard to Account Management, password management, physical/remote access, auditing, Data integrity, segregation and protection of customer confidential information.

  • Develop technical aspects of your organizations strategy to ensure alignment with its business goals.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cost Segregation 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 Cost Segregation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the essentials of internal Cost Segregation management?

  2. How are measurements made?

  3. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Cost Segregation services/products?

  4. Who manages Cost Segregation risk?

  5. How long will it take to change?

  6. Is scope creep really all bad news?

  7. How are training requirements identified?

  8. Who is involved in the Management Review process?

  9. How will the Cost Segregation data be analyzed?

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

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 Cost Segregation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Cost Segregation project team have enough people to execute the Cost Segregation 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 Cost Segregation 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 Cost Segregation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Cost Segregation Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Cost Segregation 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 Cost Segregation 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 Cost Segregation 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 Cost Segregation project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Cost Segregation project with this in-depth Cost Segregation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cost Segregation 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 Cost Segregation 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 Cost Segregation investments work better.

This Cost Segregation 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.