Excellence Toolkit

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Establish Excellence: corporate insights and analysis provides actionable insights based on consistent, trusted data through a robust framework of analysis, infrastructure, and visualizations.

More Uses of the Excellence Toolkit:

  • Be a vocal advocate for technical Excellence and helping the teams make good decisions; Drive a culture of innovation and Continuous Learning.

  • Confirm your organization ensures Operational Excellence in all warehouse areas, related equipment, and Warehouse Management Systems.

  • Ensure you nurture; grid strengthening and modernization clean energy and Operational Excellence.

  • Drive Operational Excellence and efficiency through objective and measured quantitative analytics using SLAs and key metrics in each department.

  • Assure your operation promotes a sense of Customer Service Excellence, teamwork, harmony, motivation, recognition and Continuous Improvement at all times.

  • Drive Operational Excellence throughout the Professional Services organization Process Improvement and adherence, leverage tools and automation for accuracy and consistency.

  • Ensure you strive for Operational Excellence by promoting a team based, product focused organization, contributing to Continuous Improvement, participating in preventative maintenance and safety programs.

  • Head Excellence: coach team members on effective Insurance Operations techniques necessary to achieve Excellence and maintain high performance.

  • Drive Operational Excellence to improve performance, maximize value, reduce waste, increase efficiencies, Reduce Costs / errors / defects, and improve metrics of overall key performance

  • Are values are as follows; integrity, respect, responsibility, discovery, Excellence, and community.

  • Evaluate Excellence: effective management of people, supporting Employee Development and performance Excellence through Talent Management initiatives.

  • Govern Excellence: Quality engineering center of Excellence is an optimal environment for your professional involvement and growth.

  • Initiate Excellence: plan, schedule, and manage Project Timelines and activities from project kick off through training to ensure each project is delivered on time and meets Customer Requirements.

  • Evaluate Excellence: coach team members on effective Insurance Operations techniques necessary to achieve Excellence and maintain high performance.

  • Ensure you unify; lead Supply Chain and Operations Strategy, empowering the team to achieve KPIs through Excellence in merchandising, manufacturing, logistics, and Customer Service.

  • Ensure you revolutionize; lead Process Excellence (Six Sigma) Green Belt or higher.

  • Assure your organization utilizes ITIL based metrics and Service Level Agreements to establish service Excellence through system reliability and effective incident and Problem Management.

  • Ensure your project complies; balances urgent and effective action, commitment to Excellence, taking initiative to resolve problems and work quality.

  • Ensure you liaise, lead a team of managers and individual contributors to achieve Operational Excellence and drive Continuous Improvement.

  • Identify Excellence: professionally and tactfully teaches proper process and methods that ensure Customer Service Excellence.

  • Direct Excellence: effectively communicate, mitigate risks, implement solutions, take Corrective Actions, and keep all parties informed while maintaining the expectation of Excellence.

  • Establish Excellence: transition new tasks and work types to your outsourcing partners using Project Management techniques to ensure new task are implemented on time and to requirements.

  • Maintain and improve standards of Excellence in Product Analytics instrumentation.

  • Audit Excellence: designer and design team leader, reflecting Critical Thinking and design Excellence.

  • Arrange that your organization possess Leadership Skills and behaviors that align with the Full Spectrum leadership imperatives of Shape the Future, Build Effective Relationships, Energize the Team, Deliver Results and Model Personal Excellence, Integrity and Accountability.

  • Be accountable for implementing dignity memorial Service Standards for all locations to ensure that every customer contact point exceeds the customers expectations and ensuring staff and facilities demonstrate an environment of service Excellence.

  • Manage work with cross functional teams to establish and maintain your roadmap, setting appropriate expectations and ensuring your product and services meet your high Operational Excellence standards.

  • Drive Excellence: Excellence strive for Excellence and do not expect perfection.

  • Ensure you engineer; lead, manage and develop people, brand ambassador and Operational Excellence.

  • Drive Continuous Improvements, scalability and Operational Excellence in contracting processes and execution.

  • Prepare materials to develop/implement Quality Management/Quality Improvement initiatives.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Excellence 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Excellence improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you gather Excellence requirements?

  2. How is Continuous Improvement applied to Risk Management?

  3. Who is involved with workflow mapping?

  4. What Excellence capabilities do you need?

  5. What is the extent or complexity of the Excellence problem?

  6. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Excellence?

  7. What are the gaps in your knowledge and experience?

  8. Are losses recognized in a timely manner?

  9. At what point will vulnerability assessments be performed once Excellence is put into production (e.g., ongoing Risk Management after implementation)?

  10. What is out of scope?

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 Excellence book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Excellence project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Excellence Project Team have enough people to execute the Excellence project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Excellence project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Excellence 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 Excellence project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Excellence project with this in-depth Excellence Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Excellence 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 Excellence 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 Excellence investments work better.

This Excellence 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.