Document Management Services Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Document Management Services 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Document Management Services improvements can be made.

Examples; 10 of the 992 standard requirements:


1. Is there clear management direction and documented responsibility for reviewing, authorizing, communicating, implementing and maintaining the service management plan?
   
   

2. Do you have resources occupied in roles involving time consuming document preparation and transactional management which leaves little time for strategic initiatives?
   
   

3. Does the service provider have a records system that ensures the generation and retention of all records necessary to document and support operational requirements?
   
   

4. Is there a documented, agreed upon services business strategy and business plan aligned with your core business strategy and fully supported by senior management?
   
   

5. Do you have planned, consistent, documented and auditable assurance processes that verify the compliance with all key legislative requirements and risk controls?
   
   

6. Did the project development procedures, specifications, and management direction effectively ensure the realization of an electronic document management system?
   
   

7. Do you offer services that could provide more specialized assistance, like offsite active file management services or onsite records management programs?
   
   

8. What is the consultation with your current workforce telling you regarding workforce issues and what is working well or what could be improved?
   
   

9. What tools or methodologies do you employ to facilitate transition and ease of use amongst users of varied technical ability and knowledge?
   
   

10. What is the value of the document to your organization and should an external source decide the nature of a document to support business?
    
    


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 Document Management Services book in PDF containing 992 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Document Management Services Project Management Form Templates covering over 1500 Document Management Services project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Responsibility Assignment Matrix: Evaluate the impact of schedule changes, work around, etc?
   
   

2. Cost Management Plan: Is the Document Management Services project sponsor clearly communicating the business case or rationale for why this Document Management Services project is needed?
   
   

3. Responsibility Assignment Matrix: Are the requirements for all items of overhead established by rational, traceable processes?
   
   

4. Cost Estimating Worksheet: Value pocket identification & quantification what are value pockets?
   
   

5. Project Management Plan: If the Document Management Services project management plan is a comprehensive document that guides you in Document Management Services project execution and control, then what should it NOT contain?
   
   

6. Change Management Plan: What prerequisite knowledge do corresponding groups need?
   
   

7. Change Request: How is the change documented (format, content, storage)?
   
   

8. WBS Dictionary: Does the contractor require sufficient detailed planning of control accounts to constrain the application of budget initially allocated for future effort to current effort?
   
   

9. Initiating Process Group: Do you understand the communication expectations for this Document Management Services project?
   
   

10. Risk Audit: Do you have a clear plan for the future that describes what you want to do and how you are going to do it?


 
Step-by-step and complete Document Management Services Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Document Management Services project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Document Management Services project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Document Management Services 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 Document Management Services 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 Document Management Services 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 Document Management Services 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 Document Management Services project with this in-depth Document Management Services Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Document Management Services 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 Document Management Services 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 Document Management Services investments work better.

This Document Management Services 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.