Home Review Toolkit

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  • Make sure that your organization owns and drives the long term vision and strategy for the end to end Risk Management and Best Practices based on external trends, Business Strategy/objectives, and target customer needs.

  • Create and maintain workflows, approval processes, and validation rules based on internal stakeholder requirements.

  • Assure your design complies; continuous improvements are made to get processes to an optimal level to support thE Business.

  • Assure your operation makes timely contact with all parties to a claim to gather necessary information to determine liability and fulfill regulatory, contractual and internal reporting requirements.

  • Coordinate all leaves of absence with external vendor and corporate office; ensure compliance with organization policies and legal requirements.

  • Confirm your organization complies; partners with product lines, marketing, Corporate Strategy, and enterprise partners to drive Strategic Alignment.

  • Oversee the onboarding process for new employees, inclusive of E Verify and conducting remote new hire orientation.

  • Assure your project leads day to day delivery of modeling solutions, in partnership with Product Owners and Delivery Managers.

  • Organize and manage annual open enrollment for e Telework employees consistent with the corporate office.

  • Prepare appropriate paperwork and recommend all accounts that require outside collection efforts.

  • Manage work with process owners to develop, implement, and monitor the completion of appropriate compliance risk remediation plans.

  • Supervise the assigned staff and manage the file review board to ensure a timely, accurate processing of each file.

  • Perform a thorough Gap Analysis of existing to potential functionality for the claim processing systems.

  • Establish and maintain relationships, credibility and trust with clients, stakeholders, legal team members and other colleagues.

  • Be accountable for developing solutions to solvE Business problems or improve existing processes begins with eliciting, defining, analyzing and documenting the needs of thE Business or your organization.

  • Be accountable for undertaking research projects and literature review for OEE Program Development.

  • Develop software installation scripts and provide Code Review for Complex Software installations.

  • Confirm your corporation complies; conducts Code Review with peers to ensure each increment adheres to original version as designed in the user story (or Process Definition Document) and adheres to highest Quality Standards.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are losses recognized in a timely manner?

  2. Think about the people you identified for your Home Review project and the project responsibilities you would assign to them, what kind of training do you think they would need to perform these responsibilities effectively?

  3. To what extent does each concerned units Management Team recognize Home Review as an effective investment?

  4. When is Root Cause Analysis Required?

  5. Who will be responsible for documenting the Home Review requirements in detail?

  6. What tools and technologies are needed for a custom Home Review project?

  7. Is risk periodically assessed?

  8. How often will data be collected for measures?

  9. What extra resources will you need?

  10. Has an output goal been set?

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

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Home Review 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 Home Review 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 Home Review investments work better.

This Home Review 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.