Employee Scheduling Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Employee Scheduling 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 995 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 Scheduling improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Does the platform organize data in a consistent and structured manner so it can be easily pushed into your organization intelligence tool for deeper analysis?

  2. Will alternate workweek forms change with the conversion to bi weekly payroll, and if so, will employees need to renew the alternate workweek agreements?

  3. Who is accountable for implementing the strategies for recruitment, selection, development, and retention of leaders for your high leverage positions?

  4. Does the solution sync data captured outside the office back to your other systems in real time without manual intervention from your mobile teams?

  5. Is the system dynamic enough to match groups of customers and employees together based on the constraints and availability of everyone involved?

  6. Does the mobile workforce management solution automatically notify mobile employees of new jobs, cancelled appointments, or schedule changes?

  7. Do the vendors customers have a documented history of improving the speed and accuracy of processes related to mobile workforce management?

  8. What constitutes undue hardship for the purposes of restricting planned employee leave and how does your organization prove undue hardship?

  9. Can the vendor connect data between a customer scheduling portal and the other systems of record that provide or need related information?

  10. Does the solution limit the need to make calls, send emails, or otherwise communicate in ways that cannot be accurately or easily tracked?


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 Scheduling book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project Performance Report: To what degree does the teams work approach provide opportunity for members to engage in fact-based problem solving?

  2. Stakeholder Analysis Matrix: What is the stakeholders power and status in relation to the Employee Scheduling project?

  3. Assumption and Constraint Log: Can the requirements be traced to the appropriate components of the solution, as well as test scripts?

  4. Lessons Learned: How did the estimated Employee Scheduling project Budget compare with the total actual expenditures?

  5. Executing Process Group: Why should Employee Scheduling project managers strive to make jobs look easy?

  6. Cost Baseline: Should a more thorough impact analysis be conducted?

  7. Executing Process Group: What are the main types of contracts if you do decide to outsource?

  8. Team Performance Assessment: To what degree do team members agree with the goals, relative importance, and the ways in which achievement will be measured?

  9. Activity Cost Estimates: How do you treat administrative costs in the activity inventory?

  10. Procurement Management Plan: Are Employee Scheduling project team roles and responsibilities identified and documented?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Employee Scheduling 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 Scheduling 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 Scheduling 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 Scheduling 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 Scheduling 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 Scheduling project with this in-depth Employee Scheduling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Employee Scheduling 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 Scheduling 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 Scheduling investments work better.

This Employee Scheduling 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.