Cost-to-Serve Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Cost-to-Serve 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 994 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 improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Which requires organizations to gather information about customer needs, share that information throughout your organization, and use it to help build long term relationships with customers?
   
   

2. Is biweekly payroll distribution managed to assure that employee payroll is charged to sponsored projects consistent with employees activities rather than budget or availability of funds?
   
   

3. Have system implementations significantly affected organization strategies related to training, outsourcing, and developing and retaining critical skills?
   
   

4. How effective is your organization in leveraging data and AI/advanced analytics to assist with business decision making in demand management/forecasting?
   
   

5. How will changes in consumer behavior and thinking impact future spending patterns and how should consumer facing businesses respond?
   
   

6. Have plans been developed and approved to address instances of exceptional capacity demands outside of normal operating parameters?
   
   

7. Is there any difference in the analysis of your importation of a good sold at the cost of production or sold at a subsidized price?
   
   

8. How do you know if your investment in supply chain visibility is enabling greater agility when managing supply side disruption?
   
   

9. Is there evidence of statutory notifications/local authority paperwork in place where the complaints require escalation?
   
   

10. Are only trained and certified persons permitted to use fork lifts and other powered materials when handling equipment?
    
    


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


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


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


Examples; 10 of the check box criteria:


1. Scope Management Plan: What should you drop in order to add something new?
   
   

2. Activity Duration Estimates: Are procedures followed to ensure information is available to stakeholders in a timely manner?
   
   

3. Quality Audit: Do prior clients have a positive opinion of your organization?
   
   

4. Project Portfolio management: When starting a new PMO, what are the steps that need to be taken to have a final resource portfolio?
   
   

5. Human Resource Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
   
   

6. Change Request: Does the schedule include Cost-to-Serve project management time and change request analysis time?
   
   

7. Project Scope Statement: Will all Cost-to-Serve project issues be unconditionally tracked through the issue resolution process?
   
   

8. Lessons Learned: How satisfied are you with your involvement in the development and/or review of the Cost-to-Serve project Scope during Cost-to-Serve project Initiation and Planning?
   
   

9. Activity Duration Estimates: Are training needs identified when resources do not have the required skills to complete Cost-to-Serve project activities?
   
   

10. Team Performance Assessment: To what degree do all members feel responsible for all agreed-upon measures?


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

1.0 Initiating Process Group:


• 1.1 Cost-to-Serve project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose Cost-to-Serve 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 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 investments work better.

This Cost-to-Serve 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.