Dashboards Toolkit

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Implement best practice strategies to gain/maintain competitive advantages, increase membership and program participation, Reduce Costs, and increase efficiency and quality through the use of benchmarking, forecasting, weekly Dashboards, and other Performance Monitoring techniques.

More Uses of the Dashboards Toolkit:

  • Develop Service Level Agreements (SLAs), create performance Dashboards and tools to report on metrics, conduct routine vendor review, track contract renewal dates, conduct rounding and/or periodic spot checks on service, etc.

  • Manage: Data Governance and retention (retention policies, Data Governance Reports And Dashboards, information holds, import data in the Security And Compliance center, manage inactive mailboxes).

  • Collaborate with Business Intelligence architects and domain analysts to maximize the effectiveness of Business Intelligence tools, Dashboards, and other dynamic reporting capabilities.

  • Ensure goals and measures are aligned to achieve key strategies, inspected consistently by management at a regular cadence, with trained expectations on using Reports And Dashboards to demonstrate progress to goals.

  • Manage development and execution of Continuous Improvement initiatives, strategic scorecards and Dashboards, best practices in Business Processes, Operational Excellence principles and Systems Development and deployment.

  • Drive Performance Improvement opportunities for the rest of the Supply Chain while providing Dashboards and tools to allow leadership to make decisions using key metrics, KPIs, and other quantitative measures.

  • Ensure you motivate; lead design of Dashboards and reports for self and others to provide insights to the business, ensuring execution and delivery of weekly, monthly and quarterly management quality reporting.

  • Manage work with the Regulatory and Compliance team to inject data into Decision Making and planning to increase confidence in outcomes via defining KPI, designing and building reports, Dashboards, predictive models.

  • Develop, implement and maintain reporting Dashboards and scorecards, automated reporting solutions and other BI solutions to support tactical and strategic reporting needs of your organization.

  • Set the strategic vision for and drive development and maintenance of data models, reporting systems, data automation systems, Dashboards, descriptive, investigative, and Predictive Analytics, and Performance Metrics to support quality delivery and organizational Decision Making.

  • Methodize: partner and collaborate with the business to gain a deep understanding on requirements for insights and analytics data, tools and Dashboards and how to effectively apply analytics to solve complex problems.

  • Ensure you do cument; build and maintain KPI Dashboards to disseminate information used by internal customers to measure/track results, identify and target sales opportunities, plan work activities, and drive business decisions.

  • Be accountable for operational processes through Dashboards and metrics, partnering with Application Delivery and Release Management leadership to ensure Production Quality Standards are met.

  • Manage work with your BI analysts to apply Business Intelligence tools to provide Dashboards to drive appropriate action and behavior, and measurement and accountability against key business initiatives.

  • Oversee monitoring of vendor performance against contractual obligations to ensure overall effectiveness of vendor provided services with the utilization of vendor performance Dashboards, scorecards and/or reports.

  • Collaborate with insurance vertical stakeholders to create, maintain, and distribute KPI Dashboards and reporting solutions offering users drill through capabilities and multivariate analytics.

  • Be accountable for developing and maintaining reporting capabilities that surface key data based insights to the Business Risk and Insurance team and partner with internal colleagues to create Dashboards or other tools to report the data.

  • Prepare monthly Dashboards, KPIs and metrics sufficient to measure performance of warehouse operations, transportation processes, inventory levels, and forecast (demand and supply) accuracy.

  • Collaborate with business groups, financial team and operational team members to understand processes, identify Strategic Objectives and create unique operational Reports And Dashboards that track execution success.

  • Be accountable for analyzing the data which are captured by tags and create reports, Dashboards and visualizations based on the clients requirements and make sure the deliverables meet the client deadlines with quality of work.

  • Be accountable for working directly with team leads to develop key business metrics and build Dashboards to track progress across prospective partnerships/investments and proprietary content/primary research initiatives.

  • Increase data visibility and access for manufacturing and business teams through the creation and curation of data platforms/systems, operational reports, self service data tools, and managerial Dashboards.

  • Drive Operational Excellence related to IT infrastructure and Networking by developing system health monitoring scorecards, Visual Management Dashboards, and defining Key Performance Indicators to be reviewed during daily site flash meetings.

  • Foster a data excellence driven culture by solving cross organizational problems, sharing best practices, and creating insightful Dashboards and Power BI views that help optimize Customer Engagements.

  • Identify and drive operational improvements; build or improve reporting and Dashboards, trend analysis and provide thoughtful, relevant and insightful information for key Decision Making.

  • Ensure your enterprise develops and presents metrics/status to executive leadership via Dashboards, monthly statistics, operational reports; ensuring a tight monitoring and follow up to meet target KPIs, SLAs, and end user Performance Metrics.

  • Develop: partner with Customer Success leadership and finance in managing and refining the renewals, expansion and churn forecasting and compensation attainment process through the appropriate Reports And Dashboards.

  • Develop: act as a liaison between the lines of business and information technology, collaborate with stakeholders to develop clear and measurable Business Objectives for Dashboards and reports.

  • Provide team leadership and management for BI engineers and Business Partners on your Business Intelligence team to provide reporting, Dashboards, insights and quantitative support for longer term strategic projects.

  • Develop and maintain business reporting and intelligence Dashboards to convey the value of your product to Customers, and uncover actionable insights for your internal teams and customers.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How is Knowledge Sharing about Risk Management improved?

  2. How will you ensure you get what you expected?

  3. How do you listen to customers to obtain actionable information?

  4. Are the planned controls working?

  5. If you got fired and a new hire took your place, what would she do different?

  6. How is Change Control managed?

  7. How do you encourage people to take control and responsibility?

  8. What creative shifts do you need to take?

  9. Is there a high likelihood that any recommendations will achieve their intended results?

  10. How significant is the improvement in the eyes of the end user?

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

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

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

  4. Closing Process Group: Did the Dashboards project team have enough people to execute the Dashboards 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 Dashboards 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 Dashboards 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 Dashboards 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 Dashboards project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Dashboards 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 Dashboards 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 Dashboards investments work better.

This Dashboards 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.