Integrated reporting Toolkit

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Collaborate on the development of Social Media strategy for internal and external clients, providing research and insights for market landscape reports and competitive/comparative reviews and scans and contributing to broader strategy needs.

  • Organize: how to contribute to a broader business team by creating creative and operational Processes And Procedures which help improve team performance and Customer Engagement.

  • Formulate: plan and conduct staff meetings for the purpose of informing, planning, training, and motivating the team according to priorities and objectives.

  • Methodize: review and provide initial insights into research and findings from insight development and discovery phases of each strategy program.

  • Audit: monitor and report performance of Social Media Marketing efforts on an ongoing basis, leveraging benchmarks across B2B and B2C to establish/maintain best practices.

  • Identify: effectively communicate any changes or encounters to the team that would impact the timelines and outline any risks to timelines and/or budget and follow up on outstanding assets and information.

  • Use reward and performance data to drive reward choices and monitor important reward and engagement trends to promote an evidence based approach to reward decisions for your leadership and non leadership populations.

  • Be accountable for designing innovative and highly effective Communication Plans, omnichannel strategies, and media plans.

  • Guide: plan and develop, maintain, and monitor Integrated reporting systems and communicate information to management for the effective evaluation of program operations and performance.

  • Collaborate with stakeholders and review creative deliverables to ensure details are documented and implemented on time.

  • Create visually appealing and brand appropriate displays to drive sell through and react to the needs of the business in the store.

  • Support Customer Success managers and sales executives through scheduled and proactive provisioning of data, findings, observations, and action items.

  • Develop statistical indicators to use in evaluating the overall operations and quality of care provided.

  • Communicate any differences that result in overpayments to the Accounting management and Credit and Collections team.

  • Oversee: review creative deliverables with teams to ensure creative is on brand, integrated, and aligned with organization objectives.

  • Convert client/pike engineering supplied drawings from hard copy to electronic format through scanning and digitizing or through re drawing.

  • Coordinate and maintain ad campaigns using your organizations first party data and a variety of tools/technologies that are integrated with your organizations Lead Generation and display platforms.

  • Assure your organization serves as the primary client contact and escalation point for any staffing, bandwidth or delivery issues.

  • Promote clear reward design and communication as part of overall employee communication and Value Proposition with focus on variable rewards program and sales compensation plan.

  • Be accountable for reporting the pertinent activities concerning the facility to the Governing Board at regular intervals.

  • Ensure you administer; lead Health And Safety meetings, present data, record actions, and maintain the progress on the actions.

  • Manage the Quality Assurance team to plan training, projects, and to address day to day operational needs.

  • Control: Project Management skills (setting direction, maintaining disciplines and focus, managing consultants and team members).

  • Assure your corporation complies; tireless and impeccable communication with internal and external teams, driving for big picture comprehension and clarity of roles and tasks across all team members.

  • Set office priorities, coordinates staff meetings; review the work of personnel, sets departmental goals.

  • Recognize and appreciate different work styles and have capacity to adjust to work respectfully with staff, clients, peers and vendors.

  • Cooperate with maintenance and development projects to attain maximum efficiency in operations and minimize outages of equipment.

  • Coordinate: work closely with the marketing organization and the integrated organization team to develop and execute integrated product launches and brand campaigns.

  • Adhere to Social Media budgets/level of effort estimates and ensure judicious allocation of time to consistently deliver results.

  • Update receivables by coordinating and monitoring daily sales order processing and organization remittance transactions.

  • Ensure you designate; lead the thinking on creative reward opportunities to motivate and engage employees throughout career and reflect the changing requirements of the business.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What tests verify requirements?

  2. What information qualified as important?

  3. What unique Value Proposition (UVP) do you offer?

  4. Do staff qualifications match your project?

  5. What can you control?

  6. What is your organizations system for selecting qualified vendors?

  7. How do you measure efficient delivery of Integrated reporting services?

  8. How do you do Risk Analysis of rare, cascading, catastrophic events?

  9. What is the root cause(s) of the problem?

  10. How will you measure your Integrated reporting effectiveness?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Integrated reporting 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 Integrated reporting 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 Integrated reporting investments work better.

This Integrated reporting 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.