Process Metrics and Measurements 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 Process Metrics and Measurements Toolkit:

  • Audit: research and work with external vendors to compare options, select and implement new tools, roll out processes, and coordinate solutions.

  • Ensure your organization increases Customer Satisfaction and overall profitability through improved Customer Service capabilities and activities.

  • Be certain that your organization establishes, motivate and leads a high performance operations and Service Delivery teams; attracts, recruits, and retains key members of your organization.

  • Drive the development and implementation of strategies and tactics for equitable recruiting, Talent Development and retention; advises on ways to reduce and ultimately eliminate disparities in all stages of the employee life cycle.

  • Pilot: regularly review the activities of your organization in order to ensure the most effective and cost efficient approach is used to provide Customer Service and meet contractual obligations.

  • Ensure key performance marketing metrics, tracking, and reporting/measurement requirements are considered to improve business impact and value.

  • Confirm your organization ensures all projects incorporate Knowledge Management tasks to deliver high quality knowledge to staff as a project deliverable.

  • Strengthen internal capacity for impact at scale by sharing of tools, knowledge and learning through a community of practice.

  • Be certain that your operation defines requirements, strategy, solutions, and standards for IT Operations and Service Delivery to meet Business Needs and adhere with Enterprise Architecture and security standards.

  • Apply and adapt criteria for identifying solutions and developing products in which to invest for impact at scale.

  • Make sure that your organization establishes timely/consistent communication of status and critical issues of all projects/programs that are managed under the groups direction.

  • Arrange that your operation provides leadership, vision, processes, and solutions to build and drive the execution of the Process Automation strategic roadmap.

  • Lead: partner with stakeholders inside and outside your organization to effectively measure the productivity of various content initiatives and deliver results to your organization on a consistent basis.

  • Develop the annual strategic initiatives for the Content department, as a component and input to the overall departmental plan.

  • Contribute ideas and execution of internal crowdsourcing campaigns tied to innovation, collaboration, and new ways of working.

  • Be accountable for ensuring usage / demand of enterprise IT Operations and Service Delivery actual versus planned expenditures are monitored.

  • Initiate: actively promote your organizations mission, vision and values and ensures employees incorporate beliefs and values into daily work ethic.

  • Initiate: design and implement KPI measures, measurement systems and visual tracking controls/dashboards to manage process performance for sustainability and Continuous Improvement.

  • Collaborate with functional areas to develop and maintain Performance Metrics, measurements, methods and targets.

  • Provide leadership in adaptation and adoption of methods that enable your organization to accelerate improvement.

  • Be accountable for delivering enterprise telecommunications and computing Technical Support and delivery services to meet defined Service Levels that are benchmarked against Industry Standards and metrics.

  • Ensure you specify; build an environment where clear goals, inclusion in Decision Making, constant communication, feedback and recognition are standard.

  • Establish trust and maintain relationships across hiring teams, management and key cross functional stakeholders internally.

  • Develop and introduce a new, systematic reporting approach which provides organization leaders with a set of meaningful workforce insights on a timely, consistent basis.

  • Confirm your group coordinates resources across one or more shifts to ensure smooth and efficient Manufacturing Operations while promoting a Team Environment.

  • Establish that your team provides Resource Management and allocation, tactical and Strategic Planning activities, operational budget development and execution, and effective Cost Management of IT Operations and Service Delivery.

  • Develop metrics that provide data for process measurement, identifying indicators for future improvement opportunities.

  • Be certain that your design engages with business partners and stakeholders to identify opportunities and streamline current Business Processes.

  • Lead: coach and mentor other recruiters and coordinators to develop innovative ways to attract high performers and identify talent.

  • Confirm your organization establishes Performance Metrics for measurement, comparison, or evaluation of factors affecting the Supply Chain.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Process Metrics and Measurements 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 Process Metrics and Measurements improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you verify and validate the Process Metrics and Measurements data?

  2. How do you foster the skills, knowledge, talents, attributes, and characteristics you want to have?

  3. Where is training needed?

  4. Was a Business Case (cost/benefit) developed?

  5. What are the barriers to increased Process Metrics and Measurements production?

  6. What are the core elements of the Process Metrics and Measurements Business Case?

  7. How do you improve your likelihood of success?

  8. What Process Metrics and Measurements metrics are outputs of the process?

  9. What must you excel at?

  10. What does your signature ensure?

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 Process Metrics and Measurements book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

  • 1.1 Process Metrics and Measurements project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Process Metrics and Measurements Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Process Metrics and Measurements 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 Process Metrics and Measurements 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 Process Metrics and Measurements 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 Process Metrics and Measurements project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Process Metrics and Measurements project with this in-depth Process Metrics and Measurements Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Process Metrics and Measurements 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 Process Metrics and Measurements 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 Process Metrics and Measurements investments work better.

This Process Metrics and Measurements 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.