Performance Standards Toolkit

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Identify opportunities to improve efficiency and productivity by modifying existing processes and workflows, introducing automation, and developing new Performance Standards and metrics, and promote the adoption of industry best practices.

More Uses of the Performance Standards Toolkit:

  • Provide consistent direction to managers and frontline staff to ensure completion of duties and tasks according to departmental Performance Standards.

  • Provide guidance to reduce project delivery risks, adjust contract requirements to accommodate changing project circumstances, and manage stakeholder expectations to contractual obligations and agreed upon Performance Standards.

  • Ensure your business makes accurate determinations of eligibility based on the rules and standards detailed by your organization and defined in written Performance Standards.

  • Be certain that your project develops Performance Standards for subordinates, evaluates work performance of subordinates using work order and other relevant data, completes annual Performance Evaluations.

  • Warrant that your organization meets individual quality Performance Standards and annual targets for program performance as mutually agreed to by management team to maximize program value.

  • Develop and implement key metrics and Performance Standards across your organization to review past, current and future performance of business unit.

  • Be certain that your enterprise develops, administer, and coordinates operational plans, objectives, and policies in accordance with Medical Groups goals, objectives, and Performance Standards.

  • Identify and design technology solutions that fulfill Business Requirements and conform to security, supportability, reliability, and Performance Standards.

  • Be certain that your operation achieves optimal productivity through managing workload volumes, staffing, training needs, and identifying and implementing appropriate quality review/evaluations Performance Standards.

  • Be a thought partner with the People Operations team and the functional leaders to design Performance Standards that ensure opportunities for success, development, and advancement for all employees.

  • Confirm your organization complies; this individual ensures that system and network hardware, operating systems, Application Servers and software, and related procedures adhere to organizational Performance Standards.

  • Be accountable for gathering, documenting, and analyzing User Needs and design requirements, developing application specifications and determining system Performance Standards.

  • Set quality objectives, Performance Standards and priorities that are implemented and monitored across your organization with respect to Marketing.

  • Steer: conduct research projects to identify and monitor the operations current environmental performance and comparing data to established Performance Standards.

  • Lead solid performance or exceed Performance Standards in key job dimensions/attributes as defined on the Performance Appraisal for Office Staff.

  • Ensure your enterprise participates in planning for acquisition of new end user hardware, efficient deployment of hardware; and performs upgrades on existing hardware to maintain Performance Standards.

  • Develop: work in collaboration with Operations Management in setting Performance Standards, makes formal appraisals and determines training needs for employees based on assessment of skill and unit needs.

  • Arrange that your operation complies; sets Performance Standards, review performance, and makes informed compensation decisions in accordance with all applicable Human Resources Policies and Procedures.

  • Assure your business writes test procedures and protocols to assess product reliability and evaluates the ability of products to meet Performance Standards and specifications.

  • Develop: track metrics to ensure laboratory Performance Standards are documented, reviewed internally, and with the laboratory during regular governance meetings; maintain Service Level Agreements.

  • Confirm your design establishes, directs, and review Performance Standards in food preparation, purchasing, and production to ensure effective, controlled, coordinated efforts are achieved.

  • Enhance supplier development by communicating Performance Standards, developing joint improvement initiatives and actively soliciting formal feedback.

  • Audit: design and develop specifications, application code, test, and debug complex programs, taking into consideration infrastructure capacity and systems limitations, to meet Performance Standards.

  • Be a thought partner with the People Team and Functional Leaders to design Performance Standards that ensure opportunities for success, development, and advancement for all employees.

  • Supervise: systematically translate, analyze, and prioritize customer needs, legal and contractual requirements, and organization policy and objectives into quality Performance Standards; analyze/validate measurement system capabilities.

  • Arrange that your group complies; conducts the Performance Management process, identifies Training and Development needs, and establishes Performance Standards for the function/group.

  • Arrange that your project complies; sets Performance Standards, review performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources Policies and Procedures.

  • Establish that your project creates and analyzes contact center performance reports for individuals and team to reflect contact rates, Performance Standards, and Compliance standards.

  • Drive quality driven management through your organization by identifying metrics, Performance Standards and holding teams accountable to use tools and methods necessary to facilitate fact based management.

  • Manage supplier development/relationships to ensure continuity of goods and services that meet the quality, service and price Performance Standards of your organization.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Performance Standards risk decisions: whose call is it?

  2. What activities does the governance board need to consider?

  3. How will you measure your Performance Standards effectiveness?

  4. Think about some of the processes you undertake within your organization, which do you own?

  5. What was the last experiment you ran?

  6. Which information does the Performance Standards Business Case need to include?

  7. What are the affordable Performance Standards risks?

  8. Who is involved in the Management Review process?

  9. If your company went out of business tomorrow, would anyone who doesn't get a paycheck here care?

  10. Are indirect costs charged to the Performance Standards program?

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

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

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

  4. Closing Process Group: Did the Performance Standards project team have enough people to execute the Performance Standards 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 Performance Standards 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 Performance Standards Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Performance Standards 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 Standards 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 Standards 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 Standards 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 Standards 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 Standards project with this in-depth Performance Standards Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Performance Standards 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 Standards 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 Standards investments work better.

This Performance Standards 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.