ETRM Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ETRM 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ETRM improvements can be made.

Examples; 10 of the 998 standard requirements:


1. How will subsidies, regulatory changes and market reform help to stimulate investment while supporting a core generation fleet needed to provide the security of supply?
   
   

2. Is the concept of penalty used in determining the enforceable period similar to the economic incentive concept used in determining the lease term?
   
   

3. How do you balance your risk appetite with your growth ambitions to step outside of traditional value pools that are predictable and regulated?
   
   

4. How will efficiency and demand response become reliable system resources that can offset traditional infrastructure expenditure?
   
   

5. Does entering into a sub lease with a longer term than the remaining head lease term trigger a remeasurement of the head lease?
   
   

6. What process/system controls do you currently have in place to support audit requirements or external regulations?
   
   

7. What showing must be made to demonstrate that alternative building simulation tools yield reliable savings values?
   
   

8. Should your organization provide encouragement for proprietary software vendors to support more open formats?
   
   

9. Do any of your selected elements belong to a proration group or recalculation group, and if so, which group?
   
   

10. Can a lease be enforceable even if some terms and conditions remain open to negotiation between the parties?
    
    


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 ETRM book in PDF containing 998 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Procurement Audit: Is there a policy on purchasing from users of organization products?
   
   

2. Initiating Process Group: How well defined and documented were the ETRM project management processes you chose to use?
   
   

3. Probability and Impact Assessment: How do risks change during the ETRM projects life cycle?
   
   

4. Project Management Plan: If the ETRM project is complex or scope is specialized, do you have appropriate and/or qualified staff available to perform the tasks?
   
   

5. Monitoring and Controlling Process Group: Have operating capacities been created and/or reinforced in partners?
   
   

6. Schedule Management Plan: Are assumptions being identified, recorded, analyzed, qualified and closed?
   
   

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

8. Schedule Management Plan: Is the assigned ETRM project manager a PMP (Certified ETRM project manager) and experienced?
   
   

9. Procurement Audit: Can changes be made to automatic disbursement programs without proper approval of management?
   
   

10. Stakeholder Management Plan: Is there a formal set of procedures supporting Stakeholder Management?


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

1.0 Initiating Process Group:


• 1.1 ETRM project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 ETRM project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 ETRM 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 ETRM 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 ETRM 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 ETRM 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 ETRM project with this in-depth ETRM Toolkit.

In using the Toolkit you will be better able to:


• Diagnose ETRM 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 ETRM 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 ETRM investments work better.

This ETRM 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.