Information Flow Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Information Flow Management 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Information Flow Management improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. Does your organization monitor compliance with relevant legislation, policies and procedures, or evaluate whether its records and information management programs or initiatives are successful?

  2. Does the head of the records and information management unit have the seniority to implement records and information policy, procedures and tools within your organization?

  3. Are new processes and relationships required to manage issues with the technology solution and with the accuracy, consistency and completeness of the shared information?

  4. Are there clear and accessible communication channels through which risk related data can flow, and well known protocols for transmitting the information?

  5. Does your organization regularly audit the business functions and organizational units that cover records and information management compliance?

  6. Are you able to orchestrate internal information and material flows, business processes, and financial flows within your different entities?

  7. Is the actual financial status of the business consistent with your perception and is the information you have received up to now accurate?

  8. Should it take place during the preliminary information gathering stage when you are trying to gain a better understanding of the problem?

  9. What are the current and prospective priorities for environmental information in order to meet policy and environmental management needs?

  10. Do senior managers respond in a timely manner when records and information management problems or shortcomings are identified?


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 Information Flow Management book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Information Flow Management Project Management Form Templates covering over 1500 Information Flow Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Variance Analysis: Do the rates and prices remain constant throughout the year?

  2. Risk Audit: Does your board meet regularly and document all decisions and actions?

  3. Project Performance Report: How will procurement be coordinated with other Information Flow Management project aspects, such as scheduling and performance reporting?

  4. Activity Duration Estimates: Do you think many information technology professionals have experience writing RFPs and evaluating proposals for information technology Information Flow Management projects?

  5. Project Portfolio management: How do organizations re-align portfolio when strategic objectives change?

  6. Activity Duration Estimates: Which types of reports would help provide summary information to senior management?

  7. Executing Process Group: Based on your Information Flow Management project communication management plan, what worked well?

  8. Probability and Impact Matrix: Can you avoid altogether some things that might go wrong?

  9. Procurement Management Plan: Has a provision been made to reassess Information Flow Management project risks at various Information Flow Management project stages?

  10. Activity List: What is your organizations history in doing similar activities?

 
Step-by-step and complete Information Flow Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Information Flow Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Information Flow Management 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 Information Flow Management 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 Information Flow Management investments work better.

This Information Flow Management 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.