Planning and Inventory Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Planning and Inventory 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 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Planning and Inventory Management improvements can be made.

Examples; 10 of the 991 standard requirements:


1. What are the related internal controls for access rights, change management, planned obsolesce, data retention, fault tolerance, and perimeter controls?
   
   

2. How do you keep up with the daily changes that occur in inventory and still manage your other responsibilities as route analysis and strategy planning?
   
   

3. How well are the inputs to planning identified in the adaptive management process–goals, knowledge, technology, inventory–being used?
   
   

4. Which is a basic component the inventory control manager would need to create as part of material requirements planning?
   
   

5. What are your communitys current obligations with regard to asset inventory/data collection and asset management plans?
   
   

6. Where have you seen the operational components of planning, sourcing, making, and delivering applied inappropriately?
   
   

7. What ties all systems together and ensures that the data necessary for the many required calculations is available?
   
   

8. Is there an inventory of available equipment needed to carry out the planned prevention and preparedness measures?
   
   

9. Does your process align with new product development and introduction and overall product portfolio management?
   
   

10. Do you know what the most profitable balance is among customer service levels, budgets, and inventory cost?
    
    


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 Planning and Inventory Management book in PDF containing 991 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Closing Process Group: How critical is the Planning and Inventory Management project success to the success of your organization?
   
   

2. Risk Audit: Is an annual audit required and conducted of your financial records?
   
   

3. Procurement Audit: Was additional significant information supplied to all interested parties?
   
   

4. Team Performance Assessment: To what degree can the team measure progress against specific goals?
   
   

5. Human Resource Management Plan: Is it possible to track all classes of Planning and Inventory Management project work (e.g. scheduled, un-scheduled, defect repair, etc.)?
   
   

6. Scope Management Plan: Are there any scope changes proposed for the previously authorized Planning and Inventory Management project?
   
   

7. Procurement Management Plan: Are enough systems & user personnel assigned to the Planning and Inventory Management project?
   
   

8. Risk Audit: Are staff committed for the duration of the product?
   
   

9. Team Performance Assessment: Social categorization and intergroup behaviour: Does minimal intergroup discrimination make social identity more positive?
   
   

10. Procurement Audit: Are the responsibilities of the purchasing department clearly defined?


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

1.0 Initiating Process Group:


• 1.1 Planning and Inventory Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Planning and Inventory 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 Planning and Inventory 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 Planning and Inventory 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 Planning and Inventory 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 Planning and Inventory 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 Planning and Inventory Management project with this in-depth Planning and Inventory Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Planning and Inventory 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 Planning and Inventory 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 Planning and Inventory Management investments work better.

This Planning and Inventory 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.