Decision Management Toolkit

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

Confirm your organization evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

More Uses of the Decision Management Toolkit:

  • Communicate effectively with the risk partners, Collections operations, technical and Project Management teams to influence the delivery and implementation of the risk policies, initiatives, and projects.

  • Set Business Plan targets and manage month to month reporting and analysis, in conjunction with Finance, Decision Management and Sales Reporting, to ensure the segment achieves committed business goals.

  • Manage the process to build financial forecasts supporting all Spend Engagement campaigns, provide guidance on how to structure campaigns to optimize profitability.

  • Ensure you pioneer; build software components and tools to support AI based System Development, and to enable integration and deployment of systems into production software and solutions.

  • Make sure that your corporation requires good Analytical Skills to mine and manipulate the data so it can be used in implementing new risk strategies, champion/ challenger tests and enhancing the existing policies.

  • Warrant that your strategy applies in depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work flow for the area or function.

  • Ensure you are skilled in areas of Digital Marketing, Decision Management, inbound and real time marketing, Predictive Analytics and Data Mining or Campaign Management.

  • Ensure your organization identifies and communicates opportunities for increased effectiveness and efficiency and resulting benefits/savings by using new technology to streamline processes.

  • Manage work with Key Stakeholders to develop and track Key Performance Indicators and metrics to enable Decision Management and support for Marketing, Distribution, and Client Servicing.

  • Ensure you transform; comprehend a characteristic or legal/financial mechanism of the commercial real estate market to translate into a user story and set of requirements for development.

  • Ensure your enterprise complies; its mission is to lead your clients journey to become an innovative, Data Driven enterprise by building Advanced Analytics solutions for solving business problems.

  • Oversee: design and develop analytic enterprise and Cloud Software using a variety of languages/platforms to support integration and deployment of Analytics Products and solutions.

  • Help improve and Extend Automated Testing strategies and capabilities, and research tools and solutions to streamline or eliminate manual processes wherever possible.

  • Ensure primary liaison with the Marketing Program Managers, Decision Management, and Risk to develop sound Business Requirements and work through thE Business needs to ensure successful project completion.

  • Confirm your venture ensures that the Professional Services Group is tightly integrated and is proactive in participating throughout all aspects of your Selling Process marketing, sales, pre sales, implementation, Relationship Management, etc.

  • Drive: project Process Area Project Planning, project assessment and control, Decision Management, Risk Management, Configuration Management, Information Management, and measurement.

  • Drive and coordinate the design and implementation of Data And Analytics Capabilities for marketing, distribution, and client servicing in conjunction with Data And Analytics teams, IT solution owners and thE Business stakeholders/partners.

  • Ensure you educate; build creative assets for weekly email communications, in collaboration with internal and external partners and vendors; manage the communication creative review process with internal legal partners.

  • Assure your enterprise complies; partners with risk and Decision Management organizations to understand the source of new data and continue to improve the process of defining, extracting and utilizing the new data.

  • Arrange that your corporation provides leadership to the Project Team through project analysis, scheduling, production, implementation, and monitoring to bring assigned projects to a successful conclusion.

  • Establish that your organization identifies data patterns and trends, and provides insights to enhancE Business Decision Making capability in Business Planning, Process Improvement, solution assessment etc.

  • Guide: structure and execute the analysis and assessment of Business Requirements into End To End Data And Analytics solutions in conjunction with functional teams, IT solution owners, architecture and engineering.

  • Manage: design and develop enterprise AI and Cloud Software using a variety of languages/platforms to support integration and deployment of Analytics Products and solutions.

  • Ensure you revitalize; and with Business Analysts to evaluate and Design Solutions as customer facing Web Applications, Contact Center applications, Windows Server based voice/messaging applications, workflow based Decision Management applications, etc.

  • Ensure you suggest; build software components and tools to support Model Development, and to enable integration and deployment of analytic models into production software and solutions.

  • Arrange that your business identifies and develops the quality and technical orientation and training programs needs to establish a participative and empowered workforce in a team based Work Environment.

  • Maintain Effective Communication with Project Team, stakeholders, supervisor, and Executive Management to ensure all levels are appropriately informed of project progress and issues.

  • Manage work with partners to develop and refine data and reporting requirements, flows, solution specifications, and testing approaches to ensure high quality and successful delivery.

  • Develop, forecast, and execute Test Plans to drive incremental revenue and build playbook in partnership with Revenue Management and Product Teams to ensure Tech Stack and tools deliver on offers.

  • Identify compliance and workflow needs and coordinate with programmers and Decision Management Systems Team to ensure System Developments and enhancements meet regulatory and business unit requirements.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Is the final output clearly identified?

  2. What activities does the governance board need to consider?

  3. What are the personnel training and qualifications required?

  4. Did you tackle the cause or the symptom?

  5. Are losses recognized in a timely manner?

  6. How do you verify performance?

  7. What are the timeframes required to resolve each of the issues/problems?

  8. Are you changing as fast as the world around you?

  9. What are your key Decision Management organizational Performance Measures, including key short and longer-term financial measures?

  10. Has a Cost Center been established?

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

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

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

  4. Closing Process Group: Did the Decision Management Project Team have enough people to execute the Decision 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 Decision 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 Decision 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 Decision 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 Decision 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 Decision Management project with this in-depth Decision Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Decision 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 Decision 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 Decision Management Investments work better.

This Decision 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.