First 90 Days Toolkit

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Be accountable for transitioning new clients from Business Development (new business) through deployment and ongoing use leading client success from the First 90 Days of the client relationship through the entirety of the client journey.

More Uses of the First 90 Days Toolkit:

  • Assure your team attends work regularly in accordance with organization leave policy.

  • Provide skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Be certain that your venture maintains supplie needed to operate the center and implement curriculum.

  • Communicate with customers to account for purpose of activities that impact services.

  • Ensure your organization traces missing payments or overpayments when appropriate using Pacer system and sends replacement payments in accordance with current practices.

  • Establish: monitor daily schedules and activities, making adjustments and reporting needed changes or issues.

  • Assure your planning attends related board, committee, and special Event Planning meetings.

  • Arrange that your project offers specific Training and Development programs to help workers maintain or improve job skills.

  • Confirm your operation acts as Account Management for clients to ensure that benefits are executed and terms of agreement are met.

  • Be accountable for continuing on with each step of the process is contingent upon successfully completing the previous step.

  • Facilitate new hire, refresher, and Employee Development training for all assigned projects.

  • Provide support to the center in the absence of staff and follow proper procedures to enlist substitutes, adhering to the established budgetary limits.

  • Be certain that your planning promotes and demonstrates appropriate respect for Cultural Diversity among coworkers, clients, and all work related contacts.

  • Warrant that your organization develops Innovative Solutions to identified process and work limitations.

  • Warrant that your operation establishes, maintain and coordinates a robust teambuilding program as part of the new Employee Onboarding process.

  • Ensure the safety and maintenance of high quality facilities, grounds, and equipment by keeping supplies organized, maintain a clean facility and care for equipment.

  • Make sure that your design performs or coordinates technical administrative activities and projects.

  • Warrant that your corporation complies; batches and stores scanned work in date and time sequence for expedient retrieval.

  • Enter and print all health screening information as considered in procedures.

  • Arrange that your venture participates in solving training problems and ensuring the effective utilization of modern training methods and techniques, and promotes the use of training services.

  • Systematize: periodically run data reports to ensure time to hire metrics are on target.

  • Assure your organization determines appropriate apparatus needed to be dispatched for each call.

  • Make sure that your venture approves employee leave and assures timely completion of Time And Attendance reports.

  • Arrange that your project complies; plans, schedules and assigns work to subordinate staff and provides technical and policy direction.

  • Arrange that your venture takes initiative to find new ways to enhance job pools for all types of staff positions.

  • Warrant that your team advances the use of Evidence Based Practices that are responsive to the needs of the field as it relates to special education and early intervention.

  • Secure that your organization develops professional working relationships with newly hired staff in order to foster sense of belonging and connectedness.

  • Devise: plan and conduct a wide variety of programs and activities that maximize the facilities, support the cause and enhance membership.

  • Provide skill in monitoring and assessing situations and determining appropriate response.

  • Maintain accurate records of attendance, class completions, evaluations, and coaching sessions in the appropriate systems.


Save time, empower your teams and effectively upgrade your processes with access to this practical First 90 Days Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any First 90 Days 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 First 90 Days specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the First 90 Days 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 First 90 Days improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Who will facilitate the team and process?

  2. How are Training Requirements identified?

  3. Have all basic functions of First 90 Days been defined?

  4. Does First 90 Days appropriately measure and monitor risk?

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

  6. What area needs the greatest improvement?

  7. What are allowable costs?

  8. What is the Value Stream Mapping?

  9. How do you go about comparing First 90 Days approaches/solutions?

  10. Ask yourself: how would you do this work if you only had one staff member to do it?

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 First 90 Days book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your First 90 Days 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 First 90 Days Self-Assessment and Scorecard you will develop a clear picture of which First 90 Days 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 First 90 Days 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 First 90 Days projects with the 62 implementation resources:

  • 62 step-by-step First 90 Days Project Management Form Templates covering over 1500 First 90 Days 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 First 90 Days project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the First 90 Days Project Team have enough people to execute the First 90 Days 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 First 90 Days 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 First 90 Days 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 First 90 Days 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 First 90 Days project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any First 90 Days project with this in-depth First 90 Days Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose First 90 Days 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 First 90 Days 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 First 90 Days investments work better.

This First 90 Days 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.