Reference Materials Toolkit

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Arrange that your organization interacts with the Revenue Cycle training program in order to help establish educational resource and Reference Materials as appropriate to support Revenue Cycle and as a direct outcome of Quality Assurance review findings.

More Uses of the Reference Materials Toolkit:

  • Secure that your business maintains a vigorous collection inclusive of standard Reference Materials, Digital Media, and online sources.

  • Warrant that your organization provides technical briefings and relevant Reference Materials to deploying delegates according to Terms of Reference.

  • Secure that your organization maintains Technical Documentation, Network Topology, and Reference Materials.

  • Devise: proactively and consistently maintain, update and upgrade existing learning and Reference Materials to ensure continued accuracy and relevance.

  • Improve client Reference Materials by writing and maintaining documentation.

  • Be certain that your operation creates and maintains Reference Materials utilized by internal staff and external customers.

  • Develop E Learning modules, Reference Materials, and other creative assets.

  • Arrange that your organization contributes to the development of analytic Standard Operating Procedures (Sops), guidelines, and Reference Materials.

  • Ensure you surpass; add to be able to create designs with or without Reference Materials.

  • Warrant that your group maintains all computers, data, documents, tools, equipment and Reference Materials in a neat and orderly manner consistent with the engineering profession and organization practices.

  • Use Reference Materials, websites, and support teams, etc.

  • Instruct End Users in the appropriate Use Of Equipment, software, and/or Reference Materials.

  • Provide templates and Reference Materials relevant to BCM planning and ensure the completeness and integration of BCM plans.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Reference Materials 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 Reference Materials improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How can Risk Management be tied procedurally to process elements?

  2. How do you provide a safe environment -physically and emotionally?

  3. Will it solve real problems?

  4. Can you adapt and adjust to changing Reference Materials situations?

  5. What is the recommended frequency of auditing?

  6. How do you verify the authenticity of the data and information used?

  7. How will measures be used to manage and adapt?

  8. What actually has to improve and by how much?

  9. Will your goals reflect your program budget?

  10. What is your cost benefit analysis?

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 Reference Materials book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

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 Reference Materials 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 Reference Materials project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Reference Materials 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 Reference Materials 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 Reference Materials investments work better.

This Reference Materials 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.