Life Insurance Closed-Book BPO Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00
(46 reviews) Write a Review
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the standard requirements:

  1. Consider your own Life Insurance Closed-Book BPO project. what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?

  2. Can the solution be designed and implemented within an acceptable time period?

  3. Have the customer needs been translated into specific, measurable requirements? How?

  4. How do you assess your Life Insurance Closed-Book BPO workforce capability and capacity needs, including skills, competencies, and staffing levels?

  5. What would be the goal or target for a Life Insurance Closed-Book BPOs improvement team?

  6. Is a Life Insurance Closed-Book BPO Team Work effort in place?

  7. Is there a transfer of ownership and knowledge to process owner and process team tasked with the responsibilities.

  8. Have you found any ground fruit or low-hanging fruit for immediate remedies to the gap in performance?

  9. What tools were used to tap into the creativity and encourage outside the box thinking?

  10. What do we stand for--and what are we against?


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 Life Insurance Closed-Book BPO book in PDF containing requirements, which criteria correspond to the criteria in...

Your Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO Self-Assessment and Scorecard you will develop a clear picture of which Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO projects with the 62 implementation resources:

  • 62 step-by-step Life Insurance Closed-Book BPO Project Management Form Templates covering over 6000 Life Insurance Closed-Book BPO project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Performance Assessment: Is there a particular method of data analysis that you would recommend as a means of demonstrating that method variance is not of great concern for a given dataset?

  2. WBS Dictionary: Evaluate the performance of operating organizations?

  3. Cost Management Plan: Have all team members been part of identifying risks?

  4. Responsibility Assignment Matrix: Are the actual costs used for variance analysis reconcilable with data from the accounting system?

  5. Schedule Management Plan: Are enough systems & user personnel assigned to the Life Insurance Closed-Book BPO project?

  6. Scope Management Plan: Do you have funding for Life Insurance Closed-Book BPO project and product development, implementation and on-going support?

  7. Procurement Audit: Where funding is being arranged by borrowings, do these have the necessary approval and legal authority?

  8. Stakeholder Analysis Matrix: If the baseline is now, and if its improved it will be better than now?

  9. Procurement Management Plan: Are risk oriented checklists used during risk identification?

  10. Lessons Learned: How well does the product or service the Life Insurance Closed-Book BPO project produced meet the defined Life Insurance Closed-Book BPO project requirements?

 
Step-by-step and complete Life Insurance Closed-Book BPO Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Life Insurance Closed-Book BPO project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Life Insurance Closed-Book BPO project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO project with this in-depth Life Insurance Closed-Book BPO Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO 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 Life Insurance Closed-Book BPO investments work better.

This Life Insurance Closed-Book BPO 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you for this achievement.

    Posted by IFMA on 5th Sep 2018

    IFMA International Facility Management Association

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 3rd Sep 2018

    Bruno C. ICT Director

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 2nd Sep 2018

    HARRY M. Enterprise Architect

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 2nd Sep 2018

    BRETT O. Strategist

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 5th Aug 2018

    JULIE M. AWS Solution Architect

  • 5
    Your book is interesting and contains timely topics.

    Posted by Dianne L. on 5th Aug 2018

    DIANNE L Chief Learning Officer

  • 5
    I have been looking at the document, and it is quite extensive.

    Posted by PENGILLY W. on 5th Aug 2018

    PENGILLY W. Director IT & Logistics at a leading University

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 3rd Aug 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    I really like the format. Simple but quite powerful. I will make sure to share my views with Amazon. Thanks again.

    Posted by CARL M. on 2nd Aug 2018

    CARL M. Senior Solutions Architect