Management Review Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Management 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Management Review improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Is the portfolio management review focused on understanding your organization of supply and demand for it services and directing investments to make sure that the business value of it is realized?

  2. How does your organization make use of the available Information Communication Technology to manage all your organizations organizational knowledge and make staff more effective?

  3. Do computer operations personnel protect reports and output containing sensitive, official use only, or classified information from casual browsing and other unauthorized use?

  4. Does a barrier(s) (as walls, partitions, or partial walls, even if the area is an integral part of the computer room) separate the computer area from the rest of the building?

  5. Does management review system update procedures to ensure appropriate change controls are in effect, and ensure authorization is established for significant system changes?

  6. Are all visiting personnel (vendors, consultants, Contractors, service personnel, visitors, etc,) identified by some visible means as a badge when visiting the data center?

  7. Does your organization require commercial insurance (is it otherwise unable financially to survive catastrophic damage to property, equipment, information, or personnel)?

  8. Is there continual improvement through the use of a quality policy, objectives, management review, audit results, corrective and preventive actions and analysis of data?

  9. Are all forms of sensitive information (programs, data, output, reports in both human-readable and machine-readable versions) treated with the same level of control?

  10. Is access to computer equipment denied quickly enough to prevent damage to the equipment by a person whose use/operation/maintenance authorization has been revoked?


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 Management Review book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Have Management Review project management standards and procedures been established and documented?

  2. Planning Process Group: Is the Management Review project making progress in helping to achieve the set results?

  3. Quality Audit: How does your organization know that its financial management system is appropriately effective and constructive?

  4. Team Operating Agreement: Do you upload presentation materials in advance and test the technology?

  5. Project or Phase Close-Out: Were messages directly related to the release strategy or phases of the Management Review project?

  6. Schedule Management Plan: Will the Management Review project sponsor be involved in preliminary schedule reviews?

  7. Project Schedule: How closely did the initial Management Review project Schedule compare with the actual schedule?

  8. Decision Log: Do strategies and tactics aimed at less than full control reduce the costs of management or simply shift the cost burden?

  9. Cost Management Plan: Contingency Ð how will cost contingency be administered?

  10. Team Member Performance Assessment: To what degree are the skill areas critical to team performance present?

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

1.0 Initiating Process Group:

  • 1.1 Management Review project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Management Review project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Management Review 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 Management Review 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 Management 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 Management Review 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 Management Review project with this in-depth Management Review Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Management 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 Management 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 Management Review investments work better.

This Management 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.