Freight Forwarder Toolkit

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Systematize Freight Forwarder: partner with internal customers (area leads) to tactically implement lean principles in order to solve challenging problems, apply the right Tool Sets, standardize, and sustain performance.

More Uses of the Freight Forwarder Toolkit:

  • Establish Freight Forwarder: actively manage the safe and timely delivery of freight as it moves through the Supply Chain network.

  • Secure that your organization assess innovative new financial instrument for hedging freight and develop Business Case.

  • Systematize Freight Forwarder: plan daily manpower needs to ensure customers freight is delivered and picked up timely and damage free.

  • Systematize Freight Forwarder: actively manage the safe and timely delivery of freight as it moves through the Supply Chain network.

  • Audit Freight Forwarder: inspection of incoming merchandise and ensuring merchandise is free from damage, comparing items with freight bills and purchase orders for accurate receipt of merchandise.

  • Oversee Freight Forwarder: optimization of freight and inbound planning across facilities.

  • Supervise Freight Forwarder: schedule Inbound And Outbound freight to comply with warehouse operations and capacities.

  • Make sure that your group oversees shipping, receiving, and warehouse operations performance, inventory accuracy, and freight cost.

  • Collect and analyze logistics data information as shipping data, warehouse inventory, freight rates etc.

  • Execute Cost Reduction initiatives via Strategic Sourcing, supplier concentration, local agreements, new supplier development, forward buy, and freight reduction.

  • Gather and analyze Supply Chain data as forecasts, freight costs, manufacturing costs, capital requirements, and production capacity to develop Supply Chain models.

  • Achieve even more scale and efficiency for Freight Operations Product Analytics and Insights by identifying redundancies across functions and teams and coming up with innovative solutions.

  • Be accountable for supporting clients budgeting process by approving associated Cost Estimates for freight forwarding and transportation activities.

  • Pilot Freight Forwarder: inspection of incoming merchandise and ensuring merchandise is free from damage, comparing items with freight bills and purchase orders for accurate receipt of merchandise.

  • Be accountable for staying up to date on all regulatory changes that impact the freight market.

  • Manage and processing of intensive freight delivery in accordance to organization inventory and safety standards.

  • Prepare billings and process payments of freight bills; establish a financial Audit for fleet Operations to determine its Cost Effectiveness.

  • Ensure you control; lead the investigation and implementation of new tools/technology and processes/protocols necessary to enhance productivity, effectiveness, quality, and Customer Service and Reduce Risk and operational costs.

  • Be accountable for partnering with contact center leaders, develops and implements Member Sales and Service Inbound And Outbound contact strategies.

  • Arrange that your strategy complies; functions as Business Process expertise, designing architectures, frameworks, and sustainable processes in collaboration with the application teams and owning complex areas of your Business Architecture.

  • Manage work with your team and others, contributing to the architecture, design, and implementation of software and connected product solutions.

  • Formulate Freight Forwarder: consistently achieve results by creating and maintaining processes and support documentation to detail IT performance against defined SLAs and KPIs and providing timely reporting.

  • Guide Freight Forwarder: design, develop and implement Machine Learning and Deep Learning systems for internal quality analytics application and Product Development for customer application.

  • Identify root causes for customer churn and possible client dissatisfaction proactively.

  • Identify opportunities to improve automation and standardization for network and application accounts, with long term focus on cloud based deployments.

  • Ensure your design complies; as Cloud Technologies continue to transform businesses, skilled individuals are in high demand.

  • Secure that your strategy promotes individual and organizational integrity by exhibiting ethical behavior to maintain high standards for your organization and its affiliates.

  • Achieve balance between the aggressive growth objectives of your Product and Partnerships teams, and the operational requirements of your Legal and Finance partners.

  • Develop Freight Forwarder: Program Management Workforce Management.

  • Support cases that require exploratory and one time analysis using Data Science techniques; complex dashboards and visualizations; and strategic, insightful advice to your clients.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Freight Forwarder 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 Freight Forwarder improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is there a work around that you can use?

  2. Are all requirements met?

  3. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?

  4. Which functions and people interact with the supplier and or customer?

  5. How can you better manage risk?

  6. How do you encourage people to take control and responsibility?

  7. What will drive Freight Forwarder change?

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

  9. What activities does the governance board need to consider?

  10. Will Freight Forwarder deliverables need to be tested and, if so, by whom?

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

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

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

  4. Closing Process Group: Did the Freight Forwarder project team have enough people to execute the Freight Forwarder 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 Freight Forwarder 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 Freight Forwarder Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Freight Forwarder 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 Freight Forwarder 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 Freight Forwarder investments work better.

This Freight Forwarder 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.