Field Work Toolkit

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Coordinate Field Work: host and/or facilitate sessions to deeply understand the impacts of system or process changes and Aggregate Feedback across markets, Verticals and teams.

More Uses of the Field Work Toolkit:

  • Ensure you accrue; lead teams during the Field Work in testing the design of the controls and operating effectiveness of the controls.

  • Prepare and organize the upkeep of all equipment and supplies needed for Field Work and office work.

  • Be accountable for ensuring adequate coverage of significant risks through delegation of resources for monitoring and review of standard reports, risk model analysis and associated Field Work.

  • Establish that your organization complies; partners with management to identify and advise remediation of Internal Control weaknesses and process deficiencies identified through audit Field Work.

  • Ensure you exceed; lead teams during the Field Work in testing the design of the controls and operating effectiveness of the controls.

  • Perform Field Work and face to face Retail Sales on occasion for training purposes.

  • Formulate Field Work: site Reliability Engineering is an engineering field to craft, build and maintain large scale production systems with high efficiency and availability using the combination of software and Systems Engineering practices.

  • Manage work with field engineers to develop Standard Operating Procedures for use cases of reality capture for automation deployment.

  • Work with Project Stakeholders (customers, supervisors, programmers, field personnel, other contractors) to gather information relating to any issues and/or changes in functionality and features of various Control Systems.

  • Perform regular visits to field experiments to take observations, and ensure that Data Collection is complete and accurate, and processes are implemented.

  • Establish that your operation complies; records operational information and produces statistical reports on field service activities.

  • Design and implement performance based assessments for field team members, and provide specific, timely feedback and other remediation efforts to encourage growth.

  • Meet key customer contacts to ensure needs are being met and products are available.

  • Mentor field resources in implementation methodology, configuration, and Best Practices for the ITOM application suite.

  • Use and help the team to use methods as field observation, analogous research, conversations with experts and extreme users, concept evaluation, and participatory design to explore the edge of what is possible in the near and far.

  • Ensure you quickly dive into new technologies and make contributions in the field of image compression and processing.

  • Divide a customer base into customer segments and apply the insights to effectively and differentially allocate marketing and field resources that drive execution of sales and Marketing Plans.

  • Manage Field Work: monitor change and routine Operations by performing regular field visits and facility inspections to assure continued adequacy of controls.

  • Direct Field Work: work hand in hand with service operations to develop, retrieve, and utilize field data to continually improve your products and reduce your warranty costs.

  • Confirm your strategy ensures that all software and hardware standards are in compliance on equipment encountered.

  • Follow the product into the field to understand end user and business owner satisfaction and assess needs/opportunities for ongoing enhancements or additional product buildout.

  • Be accountable for partnering across surface Product Marketing, operations, legal, Field Sales, channel partners, and finance on creative and solution based deal making initiatives that drive revenue growth and enable Digital Transformation for your multinational enterprise customers.

  • Be certain that your corporation advises on technological issues to improve communications, data resource availability and inspection tools for your organization offices and field staff.

  • Manage work with Field Operations teams and cross functional marketing team to align market strategies and plans.

  • Be involved in testing, scoping and planning for any new roll outs for the field to ensure training needs are identified and met ahead of time.

  • Coordinate with development and field support teams for the release and maintenance of new versions of software product and Support new and existing system interfaces.

  • Stay current with Best Practices in the field of Records management, leading the team in short term and long term planning, evaluation, and Data Collection.

  • Be certain that your organization leads the design and architecture of high quality, complex systems and software in the field of Integration and Middleware.

  • Develop management reports that identify areas of success and deficiencies for Sales Management to redirect and refine Field Sales activities.

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

  • Ensure you unite; understand the mandate and processes in each business functions, and work closely with department heads to develop quarterly/annual Work Plans and budgets.

  • Serve as liaison to Executive Management / provide reports / champion internal goals and manage KPIs.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What tools and technologies are needed for a custom Field Work project?

  2. Do you have a flow diagram of what happens?

  3. How does your organization define, manage, and improve its Field Work processes?

  4. When a disaster occurs, who gets priority?

  5. In the past year, what have you done (or could you have done) to increase the accurate perception of your company/brand as ethical and honest?

  6. Do you recognize Field Work achievements?

  7. Are all requirements met?

  8. Will Field Work have an impact on current Business Continuity, Disaster Recovery processes and/or infrastructure?

  9. Why will customers want to buy your organizations products/services?

  10. How do you manage Field Work Knowledge Management (KM)?

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

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

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

  4. Closing Process Group: Did the Field Work Project Team have enough people to execute the Field Work 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 Work 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 Work 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 Work 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 Work 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 Work project with this in-depth Field Work Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Field Work 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 Work 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 Work investments work better.

This Field Work 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.