Interim Management Toolkit

Downloadable Resources, Instant Access

Be certain that your organization assess inventory Planning Processes and systems, and recommend potential Improvement Opportunities for optimizing Service Levels and inventory Working Capital requirements.

More Uses of the Interim Management Toolkit:

  • Be accountable for Leading Teams through a time sensitive project by structuring a Performance Improvement plan and managing the process through to completion.

  • Oversee: finance strategy, Operating model, and business partnership.

  • Be accountable for identifying and re allocating resources to operational, growth, financial and Strategic Initiatives with highest risk adjusted return.

  • Establish that your enterprise complies; Operations Management, productivity, and efficiency.

  • Confirm your strategy purchases supplie, equipment and services as are necessary for operations, maintenance and repairs.

  • Ensure you conduct; structured Project Management (time, team and work stream management).

  • Be accountable for leading various operational, financial and management meetings.

  • Methodize: transformation and turnaround enable finance to serve as your organization partner and support better Business Performance.

  • Be accountable for restructuring and turnaround advisory firm.

  • Develop: actively participating in various operational, financial and management meetings.

  • Be accountable for identifying areas for operational improvements and Cost Reduction.

  • Supervise: profile Supply Chain Processes and inventory flows throughout the network.

  • Ensure you do cument; and Cash Flow improvements across the entire cost structure.

  • Be accountable for developing operational forecasts and budgets for active and potential investments.

  • Ensure your corporation maintains regular office hours and assumes primary responsibility for tenant management relations.

  • Coordinate: direct, indirect, and labor cost transparency.

  • Ensure you deliver; structured Project Management (time, team and work streams management).

  • Govern: asset based and specialty lending firm.

  • Collaborate with client, colleagues, other professionals, and other stakeholders to achieve engagement objectives.

  • Ensure you pioneer; lead Business Performance Management and analytics.

  • Assure your planning maintains Preventive Maintenance schedules for the equipment and the building.

  • Lead Business Development, marketing, recruiting, and practice development activities.

  • Ensure you facilitate; turnaround consulting and financial advisory firm.

  • Be accountable for Manufacturing Operations improvement.

  • Devise: Risk Management and governance.

  • Supervise: financial modelling, Interim Management, operational and Business Plan.

  • Oversee: balance sheet and Cash Flow optimization.

  • Oversee: without organization sponsorship.

  • Methodize: finance and accounting operations.

  • Identify: property maintenance and security.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are you using a Design Thinking approach and integrating Innovation, Interim Management Experience, and Brand Value?

  2. What New Services of functionality will be implemented next with Interim Management?

  3. What are customers monitoring?

  4. Are the measurements objective?

  5. What is out-of-scope initially?

  6. How will you insure seamless interoperability of Interim Management moving forward?

  7. How do you improve productivity?

  8. What do you need to qualify?

  9. In what way can you redefine the criteria of choice clients have in your category in your favor?

  10. Which Interim Management impacts are significant?

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

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Interim 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 Interim 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 Interim Management Investments work better.

This Interim 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.