Matrix Management Toolkit

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do the leadership and organizational structure of the research team capitalize on collaborative relationships between research institutions, businesses and regulatory consultants or departments?

  2. Is your organizational structure designed for maximum efficiency of operations with quick and flexible response, without duplication of effort, or without less than optimum use of resources?

  3. Are you feeling frustrated and confused with the constant change in senior management, organizational structure, strategy and conflicts of interest at your present workplace?

  4. What are the more important elements of vesting that a founder might need to understand in establishing your organizational structure of your organization at its inception?

  5. What types of organizational structures, and methods for integrating systems engineering into your organization, best support different types of systems engineering?

  6. What are the principle processes and your organizational structures, required to ensure integrity and the continuous alignment of information to the business needs?

  7. How does the present organizational structure impact staff performance, growth, outcomes, revenue, services, programs & your organizations capacity to raise money?

  8. What organizational structure, roles and responsibilities, and policies should you have in place to ensure that risks are being actively managed and mitigated?

  9. Which defines the scope, mission, business objectives, organizational structure, duties and responsibilities, and management strategy for process improvement?

  10. What would your advice be to a corporation that needs to update its culture, organizational structure, or ways of working in order to attract new talent?


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 Matrix Management book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Milestone List: Milestone pages should display the UserID of the person who added the milestone. Does a report or query exist that provides this audit information?

  2. Project or Phase Close-Out: What stakeholder group needs, expectations, and interests are being met by the Matrix Management project?

  3. Process Improvement Plan: What personnel are the change agents for your initiative?

  4. Activity Duration Estimates: Do scope statements include the Matrix Management project objectives and expected deliverables?

  5. Human Resource Management Plan: Are quality inspections and review activities listed in the Matrix Management project schedule(s)?

  6. Project Scope Statement: Are the input requirements from the team members clearly documented and communicated?

  7. Cost Management Plan: Is it standard practice to formally commit stakeholders to the Matrix Management project via agreements?

  8. Schedule Management Plan: Is there a formal set of procedures supporting Stakeholder Management?

  9. Formal Acceptance: General estimate of the costs and times to complete the Matrix Management project?

  10. Scope Management Plan: Process groups – where do scope management processes fit in?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Matrix 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 Matrix 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 Matrix 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 Matrix 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 Matrix 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 Matrix Management project with this in-depth Matrix Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Matrix 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 Matrix 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 Matrix Management investments work better.

This Matrix 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.