HCM Toolkit

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Partner with HRIS to develop and design systems solutions to optimize enterprise wide job architecture, administration of the annual merit and equity cycle, corporate short term incentive plan, and additional business area specific incentive plans.

More Uses of the HCM Toolkit:

  • Distribute timely and relevant information through a coordinated, engaging, and comprehensive communications strategy.

  • Manage work with CSO to jointly develop a Sales And Marketing territory strategy to meet sales objectives.

  • Guide: continuously seek out Process Improvement opportunities and take ownership to implement positive change.

  • Verify transactions are complete, properly documented, and have appropriate signatures prior to processing into HCM.

  • Make sure that your organization prioritizes investments in people, process and tools in alignment with desired business outcomes.

  • Perform a detailed audit and fully process new hire paperwork, ensuring all information is completed and filed correctly.

  • Confirm your group complies; plans and organizes personal sales strategy by thoroughly understanding prospective customers business cycles and timing.

  • Govern: every employee is provided with the vital tools, resources and compensation needed to achieve success.

  • Develop process models based on business requirements in order to determine the completeness of the information and process components.

  • Establish: liaison with related functions ( as operations, Risk Management, it, HCM, legal) and provide Strategic Direction with leadership throughout your organization.

  • Control: through a constant presence, becomes aware of changes in a customers organization and alters sales plan accordingly.

  • Warrant that your organization assess, develop, and execute strategic training plans to prepare employees for success during and after the change.

  • Establish: leverage innovative solutions to deliver business value to your customers across all stages of the enterprise software lifecycle.

  • Secure that your team analyzes organization compensation policies and practices for effectiveness, relevance, consistency with industry/market practices, administrative design and Value Proposition.

  • Prioritize and organize increasingly complex work to ensure overall timeliness and Quality Standards.

  • Manage: aware of the importance of confidentiality and non disclosure policies and/or agreements and ensures security of information at all times.

  • Identify: user guides should empower users throughout the employee lifecycle encouraging better adoption and accurate use of the system.

  • Ensure your design coordinates implementation of new benefits releases, fixes, and upgrades with the Benefits and HRIS team.

  • Be knowledgeable of HCM, compensation, benefits, recruiting, time tracking, absence management, Security Administration and Business Process configuration.

  • Arrange that your team identifies opportunities for data enhancement and process streamlining through automation in the HCM and benefits systems.

  • Identify trends in People performance and employee relations and generate ideas for improvement.

  • Manage the communications team and partners across functional areas to ensure that the Communication Plans and content are aligned with Business Needs to drive sales and improve engagement.

  • Support configuration and troubleshooting of Business Processes in, HCM, Payroll, Advanced compensation, Benefits, Absence, Time Tracking, and/or Talent Management.

  • Support functional leads in the review and update of test scenarios to ensure necessary test coverage.

  • Determine and document system functional test plan and Test Scripts for all phases of Software Testing.

  • Be certain that your organization maintains optimal operation of departmental application in partnership with IT or external software vendor, as appropriate.

  • Orchestrate: routinely audIt Security in all HCM environments, ensuring that all users are appropriately provisioned for work function.

  • Establish that your operation serves as a liaison and expert resource for application functional configuration or customers between internal and external resources.

  • Develop reporting, dashboards and analytics based on organization needs and driving insights for management utilising HCM data, Performance Management and employee surveys.

  • Ensure that the architecture achieves the desire quality attributes, attributes as security, scalability and resilience, from the end system, product, service or module.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are you assessing HCM and risk?

  2. What happens if you do not have enough funding?

  3. Are procedures documented for managing HCM risks?

  4. How is performance measured?

  5. What are evaluation criteria for the output?

  6. For estimation problems, how do you develop an estimation statement?

  7. How do you verify if HCM is built right?

  8. How can you manage cost down?

  9. What is the total fixed cost?

  10. How do you plan on providing proper recognition and disclosure of supporting companies?   

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose HCM 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 HCM 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 HCM investments work better.

This HCM 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.