Productivity Performance Toolkit


Make sure that your organization establishes a schedule and produces on a period basis a series of relevant metrics that measure the effectiveness, Productivity and Performance of the Engineering Services team.

More Uses of the Productivity and Performance Toolkit:

  • Be certain that your organization complies; monitors compliance to Productivity and Performance Standards.

  • Evaluate Productivity and Performance across the Customer Service Team as it measures up to organization wide goals and department KPIs.

  • Direct: how to devise and instantiate quantitative metrics to track Team Productivity and Performance of tools.

  • Confirm your corporation establishes Productivity and Performance Standards to ensure levels are achieved, especially during critical activity periods.

  • Initiate: source, implement and manage Contact Center tools and systems that monitor the Productivity and Performance of your organization.

  • Meet Productivity and Performance Expectations set forth by management.

  • Ensure the existence of a positive Workplace Environment that supports staff engagement, work/life integration and optimum Productivity and Performance.

  • Secure that your organization meets all set Productivity and Performance Standards.

  • Be accountable for meeting and exceeding daily, weekly, and monthly Productivity and Performance Goals.

  • Orchestrate: Productivity and Performance results that meet or exceed expectations.

  • Ensure proper work methods are being followed to maximize Productivity and Performance.

  • Coordinate: constantly look for ways to improve individual and department Productivity and Performance.

  • Provide a routine reporting analytics and plans to drive improvement in Sales Productivity and Performance.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Productivity and Performance 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 Productivity and Performance Improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Was a life-cycle Cost Analysis performed?

  2. What are the challenges?

  3. How will you measure success?

  4. What are the uncertainties surrounding estimates of impact?

  5. What are the barriers to increased Productivity and Performance production?

  6. What evidence is there and what is measured?

  7. Who do you want your customers to become?

  8. What are the concrete Productivity and Performance results?

  9. How do you identify subcontractor relationships?

  10. How can skill-level changes improve Productivity and Performance?

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 Productivity and Performance book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

  • 1.1 Productivity and Performance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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 Productivity and Performance 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 Productivity and Performance project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Productivity and Performance 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 Productivity and Performance 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 Productivity and Performance investments work better.

This Productivity and Performance All-Inclusive Toolkit enables You to be that person.