Field Service Management Toolkit

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Be able to fully comprehend the scope of commercial opportunities and support new installations and critical equipment trials by assigning optimal resources and deploying effective action plans.

More Uses of the Field Service Management Toolkit:

  • Collaborate with account executives, development and implementations to deliver the appropriate solution and establish credibility and trust with the customer.

  • Confirm your group performs periodic inspections of current inventory status and maintains inventory of common failure parts to ensure equipment uptime.

  • Ensure your organization maintains organizational alignment with all stakeholders and contributors as it relates to M2M/IoT strategy and execution.

  • Determine key metrics of success and methods to maintain a system of checks and balances to ensure successful field operations.

  • Ensure your planning informs managers of the status of repairs, scheduled inspections, unusual equipment situations and any customer concerns.

  • Lead: share best practices and known solutions with other solution consultants to enhance the quality and efficiency of the other team members.

  • Communicate technical issues to Service Management, Technical Support and Quality Assurance to ensure effective complaint handling.

  • Coordinate: short and long term development plan for the team to ensure that capacity and capabilities are in line with the installed base and future demand.

  • Analyze performance trends at each level to identify Process Improvements, training opportunities, service event opportunities, etc.

  • Ensure you perform regular site visits for customer Quality Assurance and are accountable for quality Customer Service on all maintenance agreements.

  • Ensure your organization complies; interfaces to the clients IT Organization on solution implementation progress, technical issues, proper practices and technical requirements.

  • Secure that your organization complies; architects a portion of a solution using appropriate portfolio offerings with design elements that allow integration into client environment.

  • Deploy digital and traditional campaigns and programs, choosing the best channels and tactics to build your network of Enterprise, SMB, and strategic partners.

  • Manage work with the Solution Architecture and/or Business analyzing to translate the Customer Requirements into a working solution.

  • Be accountable for using your knowledge and expertise, you help support your technicians out in the field and foster an open, honest, and team focused work environment.

  • Manage all Scrum teams for security focused design, to identify and ensure timely resolution of possible technical implications of each release.

  • Ensure accurate and timely project setup, execution and project closure based on the project specifications and timeline.

  • Update project status information on a regular basis in order to maintain accurate project records and provide timely revenue forecasting updates.

  • Arrange that your project creates followership via action and integrity builds a winning team culture and participates in driving the success.

  • Manage: source, grow and maintain industry and contact focused databases, with the appropriate industry categorization / profile segmentation.

  • Identify areas for improvement related to accounting, policies, Processes And Systems and work with others in your organization to implement improvements.

  • Manage work with management to optimize the parameters and settings of the dispatch systems and mobile electronics on a continuous basis.

  • Assure your operation acts as primary leader in providing input for the future development of technology platforms related to Connected Devices.

  • Steer: review daily project reports and modifies plans accordingly in order to keep the project on tack, while considering upcoming projects and/or unknown potential variables.

  • FacilitatE Discovery and Requirements Gathering workshops with a variety of executives, leadership, process, technical, and end user stakeholders.

  • Be certain that your planning assumes accountability for portion of the infrastructure solution technology components and the successful implementation of architectural areas.

  • Warrant that your group identifies Continuous Improvement opportunities in productivity, Process Improvement, and cycle time with all sales and services activities.

  • Pilot: regularly sanitized environment with protective equipment for employees who choose to voluntary work in the office during Covid.

  • Steer: constantly work to build the best team via detailed Employee Development plans and by recruiting the best internal and external talent.

  • Be accountable for preparing period ending closing materials, collaborating with the General management for reporting needs and branch excellence.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Field Service 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 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 Field Service Management improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are the criteria for selecting recommendations stated?

  2. What successful thing are you doing today that may be blinding you to new growth opportunities?

  3. What Field Service Management services do you require?

  4. Who will manage the integration of tools?

  5. How will success or failure be measured?

  6. How will you insure seamless interoperability of Field Service Management moving forward?

  7. Is there any other Field Service Management solution?

  8. In retrospect, of the projects that you pulled the plug on, what percent do you wish had been allowed to keep going, and what percent do you wish had ended earlier?

  9. How can you improve Field Service Management?

  10. What is a worst-case scenario for losses?

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 Field Service Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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 Field Service Management project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Field Service Management project team have enough people to execute the Field Service Management 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 Field Service Management 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 Field Service Management 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 Field Service 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 Field Service Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Field Service 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 Field Service 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 Field Service Management investments work better.

This Field Service 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.