Daily Management Toolkit

Downloadable Resources, Instant Access
Adding to cart… The item has been added

Confirm your organization participates in Daily Management Team stand up meetings and proactively offers perspectives, concerns, suggestions and ideas to foster efficiency and productivity in all aspects of Contact Center operations and Team Performance.

More Uses of the Daily Management Toolkit:

  • Audit: coach lean process and behavior changes, developing a highly effective Daily Management Process focused on tools as one piece flow, ON Demand, Zero Defects and standardized work.

  • Meet cost parameters and execute service targets and objectives through Daily Management of direct and indirect expenses.

  • Devise: positively impact results and culture by establishing standards, organizationalizing Daily Management Processes, and adopting consistent Problem Solving methods across the business.

  • Drive Operational Excellence Best Practices, as Daily Management, Standard Work, 5S workplace organization and effective Problem Solving.

  • Oversee planning and execution of Continuous Improvement practices through the use of Kaizen, Daily Management and Problem Solving.

  • Lead: review Financial Statements, operations reporting, Daily Management and sales and performance data.

  • Oversee the Daily Management of operational, maintenance, and Project Work for the development team.

  • Be certain that your design oversees the Daily Management of the function and drive improvement activities through the development of People And Processes.

  • Drive increased lead and/or revenue for clients through Daily Management of Website Optimization activities (A/B tests, multivariate tests, surveying, Heat Map analysis).

  • Support the effective application of the Daily Management System to validate that actions lead to desired Performance Improvements.

  • Lead Daily Management and prepare reports and Corrective Actions for Key Performance Indicators (KPI) in advance of Monthly Review.

  • Make sure that your organization supports visual Daily Management and drive daily short term quality countermeasures for timely resolution of quality discrepancies.

  • Ensure primary responsibility is to ensure all Daily Management tasks for compliance are complete and accurate.

  • Provide Daily Management of program level risks and issues related to organizational impact and acceptance of change, regulatory controls and audit findings, identity Data Security, and scope/schedule/cost.

  • Meet cost parameters; execute service targets and objectives through Daily Management of direct and indirect expenses.

  • Develop, own and complete the visual Daily Management and Problem Solving of Inventory Levels and cycle count discrepancies.

  • Devise: directly oversee the Daily Management and operations of your organizations facility operations software, connect 2 concepts.

  • Pilot: Value Stream mapping, Standard Work, transactional Process Improvement, Kaizen, 5S, Problem Solving, and visual and Daily Management.

  • Engage in Daily Management System meetings to lead plans for loss analysis and loss elimination.

  • Help direct and indirect teams identify new projects through Value Stream mapping, Data Analysis and Daily Management Systems and partner with Finance to ensure projects have positive benefits achieved.

  • Support and maintain Daily Management visual boards used to identify and mitigate risks of near term and long term delivery misses.

  • Manage: review Daily Management Report identifying budget variances for increased operating efficiencies.

  • Drive breakthrough improvements in safety, quality, delivery, inventory, and cost through the development and tracking of Strategy Deployment objectives, Value Stream improvement plans and Lean Daily Management.

  • Be accountable for providing ongoing operations metrics for Daily Management of team and for leadership visibility.

  • Ensure your organization provides Daily Management Leadership and guidance for employees to meet Safety, Quality, Delivery, Cost and Productivity expectations.

  • Confirm your planning participates in lean Daily Management Process and leads Root Cause Analysis with teams to improve processes.

  • Help teams identify new projects through Value Stream mapping, Data Analysis and Daily Management Systems.

  • Warrant that your organization complies; conducts and coaches others to conduct Value Stream analysis, rapid Process Improvements, Daily Management events and other Lean activities.

  • Provide ongoing support to multiple teams Help teams identify new projects through Value Stream mapping, Data Analysis, and Daily Management Systems.

  • Provide thoughtful feedback and innovative ideas in support of Daily Management and 5S activities.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Daily Management 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 Daily Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What happens if you do not have enough funding?

  2. What is the definition of success?

  3. What was the last experiment you ran?

  4. Do those selected for the Daily Management Team have a good general understanding of what Daily Management is all about?

  5. What are the challenges?

  6. What scope do you want your strategy to cover?

  7. How do you plan for the cost of succession?

  8. How much data can be collected in the given timeframe?

  9. What are the gaps in your knowledge and experience?

  10. How is the value delivered by Daily Management being measured?

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

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

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

  4. Closing Process Group: Did the Daily Management Project Team have enough people to execute the Daily Management 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 Daily Management 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 Daily Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Daily Management 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 Daily Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Daily Management 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 Daily Management 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 Daily Management Investments work better.

This Daily Management 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.