Performance Improvement Toolkit

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Be accountable for measuring and evaluating programs to drive reportable performance improvement against ESG standards program models that effectively and efficiently address strategic goals and the impact internally, locally, nationally and internationally.

More Uses of the Performance Improvement Toolkit:

  • Make sure that your organization identifies strategies and solutions directly linked to organizational and departmental goals by establishing and maintaining partnerships with SMEs and vendors that drive performance improvement change.

  • Drive performance improvement opportunities for the rest of the supply chain while providing dashboards and tools to allow leadership to make decisions using key metrics, KPIs, and other quantitative measures.

  • Ensure you spearhead; lead multi disciplinary teams in performing Root Cause Analysis and lead the implementation of corrective and preventative actions for customer complaints, quality deficiencies, and identified areas for change.

  • Lead ongoing coaching and feedback to support the development of new skills, recognition of achievement, and suggestions for performance improvement.

  • Coordinate and effectively keep stakeholders informed by communicating progress, providing status updates for all customer initiatives, performance improvements and/or issue resolution plans.

  • Ensure you mobilize; understand and expand the current manufacturing data eco system, by mapping existing data and data gaps, in order to enable identification of sources of value with analytics revenue growth or performance improvements.

  • Support business and management decisions for daily operations, strategic planning and specific business performance improvements through the collection, analysis and clear reporting of data.

  • Coordinate with organization leadership to identify and execute performance improvement initiatives aimed at achieving year over year reductions in total sourcing spend.

  • Drive financial performance improvement initiatives throughout business cost reduction, asset management, capital efficiency, productivity, price management etc.

  • Confirm your organization serves as a direct liaison to operational teams in order to ensure timely and accurate resolution to open concerns; uses that interaction to ascertain root cause for recurring issues.

  • Oversee: routinely conducts random audits, directly or through performance improvement coordinator, of sites to assess compliance and quality standards are being maintained across all areas.

  • Warrant that your organization plans, organize, coordinates, and directs and/or implements key activities of your organization composite organizational functions administered by a department or organization.

  • Provide feedback, in the form of formal reports, regarding achievement of customer goals and priorities; identify opportunities for improvement and developing possible performance improvement strategies.

  • Confirm your organization participates in project performance team meetings on behalf of the job unit in order to provide ideas, methods, or processes for unit/organization performance improvement.

  • Use quality engineering principles, tools and practices to develop and optimize systems and processes that are aligned with the overall business and quality vision.

  • Organize: certification in lean, six sigma, project management, or other performance improvement/management methodology through an officially recognized organization highly desirable.

  • Drive supply base performance improvement by implementing strategies to improve delivery, reduce lead times, and effectively manage overall procurement and optimized inventory.

  • Assure your organization serves as a resource and leads and/or facilities task forces to plan, implement and coordinate facility activities to maximize service quality, effectiveness and efficiency.

  • Formulate: traditional supplier, as strategy houses, systems integrators and engineering project management consultants, cannot provide the complete service your clients now demand.

  • Confirm your organization is building a new distributed query accelerator that provides the foundation for a next wave of performance improvement and innovation in cloud based analytics.

  • Perform systems analysis, design, and programming duties involving complex computer applications, initiating corrective actions as necessary to ensure continuing code quality and performance improvements.

  • Methodize: key goals are continuous performance improvement in safety, employee engagement, cost management, reliability, production and product availability, and quality.

  • Ensure that financial planning and controls for IT portfolio decisions provide a return on investment, cost savings, performance improvement and clearly link to the defined business strategy.

  • Be accountable for identifying and implementing cost savings initiatives to drive operational performance improvements and cost reduction using Lean Manufacturing Tools and methods.

  • Create plans/interventions based on barrier, data, and/or competitor analysis, defined project scope and goals, measurable metrics for program evaluations, and projected timelines.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Performance Improvement 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 Performance Improvement improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the handful (ideally, six to eight) of key performance indicators that are necessary to run and manage your business and to indicate that you are on the right path to achieving your goals?

  2. What kinds of (regular) performance tests are carried out at different levels (educational policy and administration, educational research, individual organizations) and how are the results used?

  3. Has the metering provider developed or implemented contingency strategies in the event that large volumes of meters incur data collection or data processing performance issues?

  4. Should the existing structure be maintained, or does the migration represent an opportunity to restructure it to improve manageability, performance, or other characteristics?

  5. What are the interactions that you find interesting between security-testing tools and other types of automated tools, automated build tools, automated performance managers?

  6. Does the test strategy include tests for performance, volume, stress, recovery, security, data conversion and operational aspects of the Metering Service Providers system?

  7. How to design compensation, salary, benefits and rewards management programs that meet business needs, as cost effectiveness, business growth, retention, performance, etc?

  8. Have you given due consideration to the other aspects of your organization that affect your asset management plan(s), as people, knowledge, finance and intangible assets?

  9. Does your organization measure the environmental factors that influence social innovation performance as employee participation or number of ideas submitted to managers?

  10. What type of performance appraisal does your organization have for the consultants or program managers, and may it be used to terminate work or extend the scope of work?

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 Performance Improvement book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Risk Audit: What effect would a better risk management program have had?

  2. Stakeholder Management Plan: Contradictory information between document sections?

  3. Activity Duration Estimates: Do Performance Improvement project team members work in the same physical location to enhance team performance?

  4. Closing Process Group: What level of risk does the proposed budget represent to the Performance Improvement project?

  5. Source Selection Criteria: What common questions or problems are associated with debriefings?

  6. Scope Management Plan: Describe the manner in which Performance Improvement project deliverables will be formally presented and accepted. Will they be presented at the end of each phase?

  7. Risk Audit: Is there a screening process that will ensure all participants have the fitness and skills required to safely participate?

  8. Human Resource Management Plan: Who will be impacted (both positively and negatively) as a result of or during the execution of this Performance Improvement project?

  9. Project Scope Statement: Has everyone approved the Performance Improvement projects scope statement?

  10. Project Schedule: Are activities connected because logic dictates the order in which others occur?

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

1.0 Initiating Process Group:

  • 1.1 Performance Improvement project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Performance Improvement 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 Performance Improvement 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 Performance Improvement investments work better.

This Performance Improvement 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.