Executive Functions Toolkit

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Govern Executive Functions: consistently develop and deliver process and Productivity Improvements to streamline Client Support operations to be more efficient on a total expense basis.

More Uses of the Executive Functions Toolkit:

  • Be accountable for supervising the work of employees; and exercising important Policy Making, policy determining, or other Executive Functions.

  • Confirm your planning reports findings and develops Business Cases to influence Executive Management or management committee member/head of business on the need for controls to Mitigate Risk.

  • Drive Executive Functions: openly support your organization, the Management Team and executive leadership team, even during times of adversity.

  • Identify, analyze and document IT related risks across the enterprise and conveying risks to Executive leadership and the Board Of Directors.

  • Drive Executive Functions: Performance Analytics and executive briefings.

  • Arrange that your group provides insight and influence to Executive Management and business leaders on how to integrate requirements with current systems and Business Processes across the enterprise.

  • Ensure your enterprise develops and presents metrics/status to executive leadership via dashboards, monthly statistics, operational reports; ensuring a tight monitoring and follow up to meet target KPIs, SLAs, and end user Performance Metrics.

  • Secure that your project leads efforts in collaboration with Executive Team in representing, developing, and maintaining community and industry relationships.

  • Be accountable for contributing to the Knowledge Base of the executive recruiting team by providing education on industries and talent pools/profiles.

  • Secure that your organization complies; directs the development of IT sourcing strategy and provides executive oversight for strategic vendor and partner Relationship Management.

  • Orchestrate Executive Functions: work closely with the Regional Executive and the Area to implement a strategy for offering identification and investments.

  • Guide Executive Functions: act as the liaison between the executive leadership, business sponsors, it and vendors to create project schedules, milestones and delivery dates.

  • Ensure you carry out; lead Marketing Performance Measurement with dashboards, scorecards, and reports with executive level reporting of Indicators, and detailed, campaign level metrics.

  • Ensure you oversee; lead with expertise in analyzing data and translating it into contextually meaningful insights, trend detection, and actionable findings to executive leadership and program directors.

  • Collaborate closely with various DSS business units to serve as analytic account executive to ensure production of meaningful data products.

  • Ensure your organization reports findings and develops Business Cases to influence Executive Management or management committee member/head of business on the need for controls to Mitigate Risk.

  • Manage work with stakeholders across your organization and on the executive team to ensure that Engineering continues to be a great partner to thE Business.

  • Orchestrate Executive Functions: Information security officers (information technology executive 2).

  • Confirm your venture complies; plans and implements new projects, equipment, and programs as approved by the Executive team or Project Management Organization.

  • Be accountable for providing coaching support to Customer Management and Executive Management/Customer Management Coaching/Mentoring Program Leadership.

  • Ensure you develop trusted relationships at a high executive level, focusing on the strategic nature of the partnership.

  • Ensure you cultivate; lead with expertise in analyzing data and translating it into contextually meaningful insights, trend detection, and actionable findings to executive leadership and program directors.

  • Provide Process Improvement suggestions and opportunities and develop thE Business case and project summaries to Executive leadership (technology, workflow, Robotic Process Automation, outsourcing, and optimization).

  • Ensure your planning serves as a key consult and recognized expert providing seasoned guidance and proven competence interfacing with executive leaders, stakeholders, high level professionals and decision makers in the development.

  • Organize and facilitate Sprint Planning, sprint demo and retrospective meetings in alignment with contractual and executive commitment delivery dates.

  • Systematize Executive Functions: plan and coordinate multiple projects on tight timeline to support Executive Stakeholders.

  • Devise Executive Functions: work toward resolving business and program needs with Business Transformation initiatives supported by Executive Stakeholders.

  • Provide expert advice and consultation to Executive Management, internal departments and outside organizations to identify and research outstanding Transformation Data Governance issues.

  • Ensure you engineer; lead with expertise in managing and directing security staff and support personnel in the administration of Corporate Security and executive protection duties.

  • Be accountable for setting qualified meetings for Vertical Account Executive Team.

  • Confirm your organization identifies and recommends improvements in divisional and departmental operations to ensure functions are efficient and cost effective.

  • Be accountable for performing analysis of enterprise level security architectures, netWork Management architectures, communications architectures, and Key Management architectures, identifying a vulnerability, and providing suggested mitigation alternatives.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Executive Functions 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 Executive Functions improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does the goal represent a desired result that can be measured?

  2. To what extent does each concerned units Management Team recognize Executive Functions as an effective investment?

  3. What tests verify requirements?

  4. What is the problem or issue?

  5. Are you dealing with any of the same issues today as yesterday? What can you do about this?

  6. How does Cost-to-Serve Analysis help?

  7. What Executive Functions events should you attend?

  8. What are the current costs of the Executive Functions process?

  9. What is your formula for success in Executive Functions?

  10. What types of data do your Executive Functions indicators require?

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

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

  • 62 step-by-step Executive Functions Project Management Form Templates covering over 1500 Executive Functions 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 Executive Functions project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Executive Functions Project Team have enough people to execute the Executive Functions 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 Executive Functions 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 Executive Functions Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Executive Functions Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Executive Functions 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 Executive Functions 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 Executive Functions 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 Executive Functions project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Executive Functions 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 Executive Functions 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 Executive Functions investments work better.

This Executive Functions 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.