Cost To Serve Toolkit

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Systematize Cost-to-Serve: plan and design complex Vertical and integrated performance test scenarios for applications and infrastructure to be used for application and integrated load testing.

More Uses of the Cost-to-Serve Toolkit:

  • Evaluate, redesign and implement Manufacturing Processes to improve Performance Metrics of Safety, Quality, Delivery, Cost and Inventory.

  • Develop, manage and execute projects and/or processes to ensure the success of new model and business plan strategies to improve department characteristics.

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

  • Manage Cost-to-Serve: where applicable, provide tools, processes and training to ensure all team members provide Cost Management services consistently across a project, program or geography.

  • Drive system consolidation where possible and keep IT footprint manageable and cost effective through Contract Negotiation and Vendor Management.

  • Confirm your organization reviews and supports engineering and sales to oversee design concepts with fundamental or new technology used for new or existing products or improvement to provide Cost Reduction, safety, Customer Requirements and market growth.

  • Be accountable for marketing plans should be annual, monthly and by segment of deployment inclusive of cost and deployment strategies (traditional, digital, and/or social media) through the review of competitive data, demand analysis and market mix management.

  • Be accountable for contributing to Business Development through successful completion of project work in terms of quality, timeliness, cost /efficiency, and client satisfaction, to ensure follow on work.

  • Be certain that your organization complies; briefs the Program Management office (PMO) and Executive Management on the status and issues affecting program cost and schedule performance.

  • Be accountable for engaging with stakeholders and supporting teams, and ensuring customer expectations, satisfaction, risks and cost is managed appropriately as it relates to your activities.

  • Head Cost-to-Serve: accountability hold ones self and others accountable for measurable quality, timely and cost effective results, and accepts responsibility for impacts to the business and changes to Business Processes.

  • Oversee the development and execution of system Test Plans to ensure application performance conforms to specifications; oversee the modification of technologies to correct errors and optimize system performance and Cost Effectiveness.

  • Warrant that your organization interfaces with IT PMO, architecture, and Service Delivery teams among others in support of delivering timely, qualitative, robust, scalable and cost effective solutions.

  • Develop and strengthen Inventory Control processes to drive increased productivity, superior accuracy, precise forecasting, cost for value optimization and functional information tracking.

  • Organize Cost-to-Serve: on going analysis of the maintenance (preventative and repair) process to identify opportunities for process and system improvements, efficiency gains, and Cost Reduction through the use of various Supply Chain applications and Data Mining tools.

  • Confirm your organization ensures team keeps fundamentals in line through efficient Cost Management, accurate forecasting, revenue attainment, Risk Mitigation, backLog Management and Strategic Workforce Planning.

  • Ensure your strategy develops, coordinate, and participates in a educational and training programs that focus on the elements of the Compliance Program.

  • Be accountable for ensuring that post contract cost variances and Change Control processes are managed effectively.

  • Manage performance of outsourced Construction companies to ensure adherence to safety, quality, schedules, budgets, cost effective means and methods.

  • Confirm your organization analyzes network, application, and System Requirements and produces efficient, secure, reliable, and cost effective designs.

  • Orchestrate Cost-to-Serve: work in a cross functional team with sales, finance, operations and marketing to collect and analyze data and agree on cost data to support pricing models.

  • 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.

  • Manage technical operations costs and lead initiatives to identify and drive cost efficiency efforts across infrastructure, tech ops, Production Support etc.

  • Ensure compliance with Regulatory Requirements regarding individual cost elements and overall pricing arrangement.

  • Assure your venture analyzes design cost information after each letting.

  • Ensure you helm; lead comprehensive product improvement projects, derived from fleet analysis of failures, yield in production, and cost down initiatives outlined by Executive Management.

  • Warrant that your organization defines, lead, and executes strategic initiatives for Cost Reduction and risk reduction opportunities across the Supply Chain.

  • Standardize Cost-to-Serve: work in conjunction with multiple team members to develop and lead Implementation Plans to improve overall line safety, efficiency, and quality.

  • Assure your group helps develop Business Cases, considering financial, resource, and technological constraints; develops Cost Estimates with consideration for business impacts and risks.

  • Support the project cost and schedule plans by tracking results, implementing timely review with functional support groups and reporting progress regularly to the team leader.

  • Provide insights to support the Decision Making and Strategic Planning of the sales organization.

  • Ensure all marketing efforts serve to achieve immediate and long term business goals, identifying and executing improvements for processes, content, and Lead Generation.

  • Govern Cost-to-Serve: design and implement software components in support of building an advanced security posture.


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 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 To Serve improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are audit criteria, scope, frequency and methods defined?

  2. What are the key enablers to make this Cost To Serve move?

  3. How is performance measured?

  4. Are you relevant? Will you be relevant five years from now? Ten?

  5. What harm might be caused?

  6. Is there a work around that you can use?

  7. Who are the key stakeholders?

  8. What data is gathered?

  9. What is the best design framework for Cost To Serve organization now that, in a post industrial-age if the top-down, command and control model is no longer relevant?

  10. What tests verify requirements?

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. 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 To Serve project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

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



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.