Employee Experience Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 992 standard requirements:

  1. Does your organization have a policy to offer devices based on specific roles/ tasks, as rugged devices for field staff or more powerful devices for content developers?

  2. Does your AI strategy align with your broader focus area of improving workspace experience, productivity gains, and for creating new or better products and services?

  3. What do you do to improve the employee experience while ensuring your organization gets the data it needs to quickly adapt to change and stay in control of finances?

  4. Have you developed a broader talent management strategy for millennials, and incorporating talent considerations across operations and decision making processes?

  5. Is there an evidenced governance capability that has documented actions, audit, training and decision making aligned to the risk management of personal data?

  6. Do you meticulously evaluate the impact of AI on privacy, ethics, and relationships with customers, partners, and employees before it is deployed?

  7. Does your organization have a strategy to make the workspace smarter and improve employee experience with the use of biometrics and IoT sensors?

  8. Do you have the right mechanisms in place to review remuneration and rewards frequently enough given the pace of organizational/role change?

  9. Do you frequently monitor technology changes and adapt workspace technologies, devices, and policies to deliver superior user experiences?

  10. Has your business implemented or is it planning to implement software apps for functions in order to improve the employee experience?


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 Employee Experience book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Source Selection Criteria: Do you want to have them collaborate at subfactor level?

  2. Scope Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?

  3. Human Resource Management Plan: Have external dependencies been captured in the schedule?

  4. Contract Close-Out: Have all acceptance criteria been met prior to final payment to contractors?

  5. Procurement Audit: Was the chosen procedure the most efficient and effective for the performance of the contract?

  6. Lessons Learned: How satisfied are you with your involvement in the development and/or review of the Employee Experience project Scope during Employee Experience project Initiation and Planning?

  7. Assumption and Constraint Log: What would you gain if you spent time working to improve this process?

  8. Probability and Impact Matrix: How would you suggest monitoring for risk transition indicators?

  9. Scope Management Plan: Has a provision been made to reassess Employee Experience project risks at various Employee Experience project stages?

  10. Team Operating Agreement: Do you send out the agenda and meeting materials in advance?

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

1.0 Initiating Process Group:

  • 1.1 Employee Experience project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Employee Experience project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Employee Experience 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 Employee Experience 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 Employee Experience 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 Employee Experience 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 Employee Experience project with this in-depth Employee Experience Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Employee Experience 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 Employee Experience 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 Employee Experience investments work better.

This Employee Experience 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.