Engagement Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Engagement 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 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Engagement Management improvements can be made.

Examples; 10 of the 990 standard requirements:


1. What percentage of users is positive or even enthusiastic about the brand and spread positive word-of-mouth compared to the percentage of users who are negative about the brand?
   
   

2. What would a successful end result or outcome look like for the project from the perspective of the research team as well as the perceptive of the community?
   
   

3. Does the brand directly manage proprietary brand communities in social media or actively support independent brand communities?
   
   

4. Does your organization have social media guidelines for employees and staff that include basic HIPAA and copyright reminders?
   
   

5. Can big data help you understand if consumer initiated engagement is more effective than organization initiated engagement?
   
   

6. How can big data analytics be used to help the manager to identify the success factor of a specific engagement approach?
   
   

7. What can organizational leaders do to decrease the depth of the engagement dip and/or accelerate the time to recovery?
   
   

8. How does your organizations leadership communicate the importance of diversity to everyone at your organization?
   
   

9. How was your business How has your ability changed How has the engagement level affected by downturn?
   
   

10. What is your organization trying to achieve in relation to its workforce and what targets has it set?
    
    


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 Engagement Management book in PDF containing 990 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Probability and Impact Assessment: Can the risk be avoided by choosing a different alternative?
   
   

2. Quality Management Plan: How does your organization manage work to promote cooperation, individual initiative, innovation, flexibility, communications, and knowledge/skill sharing across work units?
   
   

3. Schedule Management Plan: Has the ims been resource-loaded and are assigned resources reasonable and available?
   
   

4. Planning Process Group: Is the Engagement Management project supported by national and/or local organizations?
   
   

5. Procurement Audit: Has it been determined which shared services the procurement function/unit should be part of?
   
   

6. Human Resource Management Plan: Are target dates established for each milestone deliverable?
   
   

7. Quality Audit: How does your organization know that its system for recruiting the best staff possible are appropriately effective and constructive?
   
   

8. Stakeholder Management Plan: Do Engagement Management project managers participating in the Engagement Management project know the Engagement Management projects true status first hand?
   
   

9. Stakeholder Management Plan: What is the primary function of the Activity Decomposition Decision Tree?
   
   

10. Procurement Audit: Do established procedures ensure that computer programs will not pay the same group of invoices twice?


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

1.0 Initiating Process Group:


• 1.1 Engagement Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Engagement Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Engagement Management 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 Engagement Management 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 Engagement 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 Engagement Management 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 Engagement Management project with this in-depth Engagement Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Engagement 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 Engagement 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 Engagement Management investments work better.

This Engagement 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.