Personal Effectiveness Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Personal Effectiveness 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Personal Effectiveness improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. When planning actions to address risks and opportunities how does your organization indicate it has considered its technological options and its financial, operational and business requirements?

  2. How is this leadership development process strategy going to show how you improved the identification of leadership potential in your selection and promotion process?

  3. What other topics for future learning groups on strategies for conservation are most important to you, your organization and the conservation context more broadly?

  4. How does emotional intelligence, unconscious biases, and communication play a role in effectively leveraging diversity within your organization?

  5. Do people in your organization receive recognition at least as frequently as other people with similar responsibilities in other organizations?

  6. Why do employees care about employee reviews, assuming performance and goal achievement have been addressed along the way?

  7. How do you maintain a strategic focus and continue with lifelong learning if the smart work is being done by someone else?

  8. How do you connect entrepreneurial learning and mindset to enable successful performance in the entrepreneurial ecosystem?

  9. What accounts for this dramatic reduction and what implications does it have for how the market works in setting prices?

  10. How would you rate your abilities for goal setting, reporting, and analysis of your talent acquisition efforts?


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 Personal Effectiveness book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Planning Process Group: If a task is partitionable, is this a sufficient condition to reduce the Personal Effectiveness project duration?

  2. Stakeholder Management Plan: Are written status reports provided on a designated frequent basis?

  3. Risk Register: Having taken action, how did the responses effect change, and where is the Personal Effectiveness project now?

  4. Team Directory: Process decisions: which organizational elements and which individuals will be assigned management functions?

  5. Probability and Impact Matrix: Do you have a consistent repeatable process that is actually used?

  6. Lessons Learned: What worked well or did not work well, either for this Personal Effectiveness project or for the Personal Effectiveness project team?

  7. Schedule Management Plan: Is a payment system in place with proper reviews and approvals?

  8. Team Operating Agreement: Did you determine the technology methods that best match the messages to be communicated?

  9. Process Improvement Plan: If a process improvement framework is being used, which elements will help the problems and goals listed?

  10. Procurement Audit: Are obtained prices/qualities competitive to prices/qualities obtained by other procurement functions/units, comparing obtained or improved value for money?

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

1.0 Initiating Process Group:

  • 1.1 Personal Effectiveness project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Personal Effectiveness 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 Personal Effectiveness 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 Personal Effectiveness investments work better.

This Personal Effectiveness 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.