Proactive Management Toolkit

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Govern Proactive Management: document deficiencies and follow up with appropriate communication, training, instructions, etc.

More Uses of the Proactive Management Toolkit:

  • Lead the regular Architecture Review Board (ARB) meetings for Proactive Management of infrastructure for the production cloud server.

  • Contribute to the achievement of specific growth goals in the relevant jurisdiction through Proactive Management, development and growth of existing client relationships and active contribution to cross selling opportunities.

  • Be accountable for developing, establishing and continuously improving Best Practices, Reference Architectures and Proactive Management practices.

  • Be the expert in building valuable relationships with your clients to ensure retention and Proactive Management of recurring multi year accounts.

  • Fortify customer relationships through consistent outbound contact, proactive outreach, and automated delivery.

  • Develop a strategy and implement a proactive process for capturing customer online review.

  • Be accountable for troubleshooting, analysis, escalation and proactive communication with employees regarding tools, Best Practices, and bugs.

  • Arrange that your venture coordinates the development and implementation of a proactive Continuous Improvement program, which effectively utilizes the Kaizen process and philosophy to optimize quality, productivity and profitability.

  • Coordinate Proactive Management: monitor and assess Competitive Products and programs and as a result develop and implement proactive strategies to strengthen the product lines competitive edge.

  • Ensure your group provides proactive support and technical direction to organization personnel to support Best Practice.

  • In collaboration with the Project Management Team Members, if applicable, provide daily updates on all projects and be proactive with communication to all parties on timelines, hours, resources, concerns, etc.

  • Lead Proactive Management: review and take a proactive approach to false positive and work with the various security teams to tune and provide feedback to improve accuracy of the alerts.

  • Establish that your strategy assess risk factors and advise on vulnerabilities to attack from a variety of sources and procedures for proactive remedies to security shortfalls.

  • Direct Proactive Management: influencE Business partners by providing proactive suggestions and identifying opportunities to improve Operational Efficiency and productivity.

  • Identify proactive storytelling opportunities that demonstrate the success of your partners, the value of your teams insights and creative strategy, and the effectiveness of your advertising offering.

  • Be accountable for monitoring system performance/availability and taking appropriate proactive steps to maximize uptime and data availability.

  • Develop a relationship with your clients and be proactive in identifying potential issues and solutions.

  • Guide Proactive Management: proactively generate insights into actions of key competitors and provide structured proactive thinking on potential business responses.

  • Maintain proactive communication with other departments to ensure efficient, accurate and timely responses to internal/external customer needs.

  • Orchestrate Proactive Management: proactive and able to demonstrate logical thinking and creative Problem Solving skills.

  • Direct Proactive Management: proactive planning, coordination and communication are essential to a sale, successful project and a repeat customer.

  • Ensure proactive engagement in Incident Management process, working with cross functional teams to minimize the impact of database outages.

  • Lead proactive activities as training and developing staff; considering Sales Strategies, Inventory Control measures, Loss Prevention, and safety awareness.

  • Systematize Proactive Management: proactive Incident Management by troubleshooting application issues by diagnosing, resolving faults and providing regular updates to the internal process owners.

  • Formulate Proactive Management: direct, support, and maintain Continuous Delivery of day to day EDM and MDM services, applications, and data through proactive monitoring and analysis of Service Level Agreements and Key Performance Indicators or metrics.

  • Manage Proactive Management: service operations during Service Delivery with regards to customer communication, proactive troubleshooting.

  • Ensure your organization plans, coordinate and implements effective Network Security strategy, and work with the Information Technology Department on concerns and proactive solutions to security issues.

  • Assure your team provides expertise in the management, investigation and resolution of privacy incidents or complaints, taking a proactive approach to risk remediation and supporting stakeholders in assessing risks and identifying solutions.

  • Help customers learn and be a proactive source of information, value, and insights.

  • Perform analytics on previous incidents and trend/usage patterns to better predict issues and take proactive actions.

  • Drive the ongoing Continuous Improvement and management of all leadership and Professional Development programs /initiatives.

  • Contribute and participate with meetings to articulate service offerings to all customers; share knowledge thru communities, adapt for customers.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Why do the measurements/indicators matter?

  2. What do you stand for--and what are you against?

  3. Who owns what data?

  4. What is the big Proactive Management idea?

  5. Risk identification: what are the possible risk events your organization faces in relation to Proactive Management?

  6. Who is involved with workflow mapping?

  7. Who will be in control?

  8. What is the range of capabilities?

  9. What disadvantage does this cause for the user?

  10. What is Proactive Management risk?

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

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

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

  4. Closing Process Group: Did the Proactive Management Project Team have enough people to execute the Proactive Management 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 Proactive Management 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 Proactive Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Proactive 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 Proactive 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 Proactive 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 Proactive 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 Proactive Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Proactive 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 Proactive 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 Proactive Management investments work better.

This Proactive 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.