Resource Planning Toolkit

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Vision/ strategic thinking supports, promotes, and ensures alignment with your organizations vision and values; understands how your organization must change in light of internal and external trends and influences; builds a shared vision with others and influences others to translate vision to action.

More Uses of the Resource Planning Toolkit:

  • Analyze and interpret technical ERP System and functional information, and translate/communicate it to end users in a manner that is easily understood.

  • Evaluate the ongoing needs of your organizations Commercial organization for additional sales Resource Planning and analysis, Sales Enablement, Business Intelligence and sales intelligence software tools or solutions.

  • Coordinate with other ERP users and provide oversight to anticipate potential problems or to identify opportunities for efficiency improvements.

  • Determine and implement best Strategic Direction for Quality Engineering team regarding organization, competencies, human and fiscal Resource Planning, and quality planning.

  • Ensure you produce; read, understand, analyze, interpret and apply ERP System manuals, written materials and statistical data, and provide expert instruction to end users.

  • Ensure your planning determines and implements best Strategic Direction for Quality Systems function with regard to organization, competencies, human and fiscal Resource Planning, quality planning and Quality Systems best practices.

  • Analyze complex data, identify discrepancies, and draw logical and appropriate conclusions; present technical information and data in an effective manner.

  • Ensure you mentor; lead efficient and effective engineering Resource Planning, forecasting, prioritization for optimal allocation and utilization of available resources.

  • Coordinate with various organizations across the value stream to perform Capacity Planning activities for manufacturing; as equipment and people Resource Planning.

  • Develop: enterprise Resource Planning (ERP) tools and operations to support user management, Business Intelligence and system release functions to improve Organizational Effectiveness and efficiency across your organization or organization.

  • Establish: influence the development of models and methodologies to solve capacity estimation requirements, translate the same into planning platform Solution Design.

  • Be accountable for aligning, tracking, and ensuring proper execution of the project as it relates to Resource Planning, Business Process changes, training, financial health, and operational readiness.

  • Ensure you deliver; lead Project Management activities as Project Planning, fees and expense management, Resource Planning, Status Reporting and Risk Identification.

  • Drive: personality profile to fit into high growth, entrepreneurial culture that requires teamwork and significant interaction with employees at all levels.

  • Oversee: own portions of the engineering Leadership Development Programs end to end (needs analysis, defining scope, Resource Planning, launch, execution, management, program evaluations) in partnership with other Program Managers in support of engineering leaders and partners.

  • Make sure that your corporation uses estimation and Resource Planning knowledge to create estimate and plan resources for specific modules / small projects with detailed requirements in place.

  • Pilot: partner with finance and operations team and the CEO on annual budget, long term forecasts, and Resource Planning, and set clear metrics for success over the short and long term to drive accountability.

  • Confirm you pioneer; lead Sales and Customer Success Teams to ensure forecasts are up to date and being accurately communicated to current and prospective customers.

  • Be accountable for monitoring the number of calls in queue for designated products during evening coverage and making real time decisions to clear the queue.

  • Arrange that your team takes a whole systems approach to analyze issues and implements holistic solutions by ensuring that linkages between structure, people, process and technology are made.

  • Oversee: enterprise Resource Planning focus on system Software Development from purchasing to sales, logistics and delivery to inventory and costing and much more.

  • Standardize: partner with product, data and Technology Teams to capture and maintain Resource Planning overview to ensure resources are optimally leveraged and proactively planned as part of mission planning processes.

  • Ensure you improve; and require thorough program knowledge and considerable skill in resolving complex and controversial issues involving diverse viewpoints and interests.

  • Perform field inspections prior to preparing final reports to determine pre project site conditions and perform post permit issuance inspections to monitor compliance with the conditions of approval.

  • Develop human Resource Planning models to identify competency, knowledge and talent gaps and develop specific programs for the filling of the gaps.

  • Make sure that your venture accepts accountability and ownership for the product vision and continuously adds value while establishing the trust and team empowerment to speed up Time to Market.

  • Identify: review Technical Specifications with developers to ensure Application Design meets functional requirements and provides leadership to developers.

  • Pilot: Resource Planning / prioritization work closely with sales and Product Management to manage demand and resources for product demonstrations, consulting, implementations and Customer Support related projects.

  • Confirm your strategy complies; partners with department directors, managers and supervisors to ensure the current and long term staffing needs are met and recruiting goals are aligned.

  • Organize: aggressively plan for and implement effective Resource Planning, task allocation and tracking of workload in accordance with agreed KPIs and Quality Standards.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Resource Planning 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 Resource Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are you making progress, and are you making progress as Resource Planning leaders?

  2. Do you combine technical expertise with business knowledge and Resource Planning Key topics include lifecycles, development approaches, requirements and how to make your organization case?

  3. How is Resource Planning data gathered?

  4. Marketing budgets are tighter, consumers are more skeptical, and Social Media has changed forever the way you talk about Resource Planning, how do you gain traction?

  5. What are current Resource Planning paradigms?

  6. How widespread is its use?

  7. Is a Resource Planning breakthrough on the horizon?

  8. How does the team improve its work?

  9. Do you recognize Resource Planning achievements?

  10. How do you aggregate measures across priorities?

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 Resource Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

  4. Closing Process Group: Did the Resource Planning project team have enough people to execute the Resource Planning 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 Resource Planning 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 Resource Planning 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 Resource Planning 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 Resource Planning project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Resource Planning 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 Resource Planning 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 Resource Planning investments work better.

This Resource Planning 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.