Cost to Serve Analysis Toolkit

Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Cost-to-Serve Analysis 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 908 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-to-Serve Analysis improvements can be made.

Examples; 10 of the 908 standard requirements:

  1. If documents are retained in electronic format, are they stored in a format that cannot easily be modified, removed, or replaced, and does a mechanism/audit trail exist to track all such events?

  2. Wherever customer-introduced variability creates operational issues for a organization, managers face a choice: Do they want to accommodate that variability or reduce it? How do you manage this?

  3. What are the cost implications of attempting to specify the impact of logistics operations on the value of the customers organization as well as on the value of suppliers own stock price?

  4. What consideration is given regarding how to measure employees. For example, are Web and call-centre staff going to cooperate or compete if they are given independent targets?

  5. How do you participate in the marketing of services or in the decision as to the optimally efficient level of customer acquisition costs and rate of growth?

  6. Are you building a Cost to Serve model of your whole business or are you addressing a point issue, eg negotiation of Primary Freight/Factory Gate Pricing?

  7. How do you build an authenticated API, with low-latency, low cost, that is infinitely scalable, without having to worry at all about server operations?

  8. Does your organization use targeted marketing (e.g., meetings with large employers, mailings, etc.) to reach unbanked and/or underbanked individuals?

  9. Have provisions been made to collect and remit taxes _ state and local sales, employee withholding, unemployment, state and federal income and FICA?

  10. Does your bank perceive any regulatory impediments to providing/developing specialized products and services for unbanked or underbanked consumers?

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-to-Serve Analysis book in PDF containing 908 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Cost-to-Serve Analysis Project Management Form Templates covering over 1500 Cost-to-Serve Analysis project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Have process improvement efforts been completed before requirements efforts begin?

  2. Team Member Performance Assessment: How do you create a self-sustaining capacity for a collaborative culture?

  3. Quality Management Plan: How does training support what is important to your organization and the individual?

  4. Quality Management Plan: How are new requirements or changes to requirements identified?

  5. Quality Audit: How does your organization know that its Strategic Plan is providing the best guidance for the future of your organization?

  6. Project Management Plan: How can you best help your organization to develop consistent practices in Cost-to-Serve Analysis project management planning stages?

  7. Activity Duration Estimates: Is earned value analysis completed to assess Cost-to-Serve Analysis project performance?

  8. Scope Management Plan: Is an industry recognized mechanized support tool(s) being used for Cost-to-Serve Analysis project scheduling & tracking?

  9. Risk Audit: Have customers been involved fully in the definition of requirements?

  10. Requirements Management Plan: What is the earliest finish date for this Cost-to-Serve Analysis project if it is scheduled to start on ...?

Step-by-step and complete Cost-to-Serve Analysis Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Cost-to-Serve Analysis project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Cost-to-Serve Analysis 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-to-Serve Analysis 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-to-Serve Analysis 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-to-Serve Analysis 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-to-Serve Analysis 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-to-Serve Analysis project with this in-depth Cost-to-Serve Analysis Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Cost-to-Serve Analysis 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-to-Serve Analysis 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-to-Serve Analysis investments work better.

This Cost-to-Serve Analysis 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.