Resourcing Toolkit

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Lead Program Planning by developing timelines, dependency mapping and Resourcing across product marketing, growth marketing, design, creative production, Product Management, Customer Support, sales, analytics and engineering.

More Uses of the Resourcing Toolkit:

  • Guide: practice development of the full life cycle of project/Program Management, from Project Planning, initiation, Resourcing and execution to monitoring, control and completion.

  • Manage work with functional managers to ensure complete and appropriate Resourcing; perform project plan analysis to identify critical path and resource issues.

  • Identify and implement Cost Savings opportunities through Spend Analysis, supplier negotiations, business Resourcing, value added and value engineering opportunities, and other purchasing methods.

  • Manage sprint process, daily tasks, and team workload efficiently, while communicating progress, blockers, and goals clearly with the bigger team.

  • Ensure you suggest; lead business, Project Management, strategic and financial acumen that transfers to effective Operational Planning and Resourcing.

  • Support Project Managers on all escalation points around Resourcing, Solution Design and implementation, budget, timeline, and cost.

  • Guide: partner with UX research lead and researchers to collect and share relevant insights to improve products and inform product strategy.

  • Cultivate the culture of calculated risk taking amongst cross functional team, through clear communication of strategy and build consensus on Resourcing and validation of advanced technologies.

  • Warrant that your organization establishes targets and measures of success for training activities and communicates expectations and results with key partners.

  • Create and maintain tools make work visible across the portfolio so the committee can understand dependencies, risks, budgeting, Resourcing, and Strategic Alignment.

  • Ensure overall success of complex and large scale eCommerce programs, focusing on the client relationship, financials, project delivery, Resourcing, and overall program health.

  • Ensure you forecast; build relationships with cross functional teams to deliver against asks while crafting an environment that allows for innovation.

  • Assure your venture provides Thought Leadership related to local training priorities, practices, and Resourcing to the leadership Team to maximize transfer of training.

  • Represent technology, processes, Resourcing, and schedule management to client IT and vendor teams in partnership with tech leads.

  • Control: report on progress of Process Improvement projects understanding risks, dependencies, budgets, Resourcing, issues, critical milestones and action to ensure success.

  • Support development of project plans, timelines, and Resourcing for business enablement activities to support Commercial Analytics transformation initiatives.

  • Be accountable for planning, Decision Making, and Resourcing of project with client and internal team to understand expectations and goals for each team.

  • Ensure you designate; understand the needs of the business and set expectations properly with cross functional partners around design and creative Resourcing and deadline driven commitments.

  • Control: equally so in communicating the overarching vision of the work to executives and stakeholders of all altitudes across your organization.

  • Warrant that your team complies; focus on leading talent sourcing strategy everything from Goal setting and Resourcing to running innovative sourcing programs that allow you to hit your hiring targets.

  • Establish that your organization complies; besides customer facing activities, the Project Management is involved in supporting Resource Management, staffing and capacity activities and Resourcing skills tracking.

  • Disaggregate routine tasks and reassign by leveraging Alternative Legal Services and other non traditional Resourcing models on projects.

  • Provide skill in IT Operations, budget and management monitoring, addressing changes in IT projects and budget, and in it specific Resourcing.

  • Determine and communicate development and deployment roadmap of features for product, also working to ensure funding and Resourcing to realize roadmap.

  • Foster relationships with cross functional teams to ensure delivering against asks while creating an environment that allows for innovation.

  • Warrant that your organization complies; as part of the scoping process, develop Resourcing and timing considerations to enact a workable plan for the upcoming fiscal period.

  • Ensure your venture builds effective relationships with customers, Line of Business managers, subcontractors, suppliers, and user groups that reflect and support organization core values and meets or exceeds the customers expectations.

  • Evaluate: design of target client solution (Resourcing, location, technology, integration), transition and transformation program, based upon repeatable IP and assets.

  • Supervise: review and recommend (configuration and business requirements review with a detailed follow up deliverable calling out opportunities for optimization).

  • Manage the it/is Project Management intake process to determine priority, Resourcing, deliverables and execution of all large scale and smaller scale cross functional projects throughout your organization.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Does the goal represent a desired result that can be measured?

  2. What will drive Resourcing change?

  3. What do you measure and why?

  4. What resources go in to get the desired output?

  5. What are the operational costs after Resourcing deployment?

  6. Do you identify any significant risks or exposures to Resourcing thirdparties (vendors, Service Providers, alliance partners etc) that concern you?

  7. Are indirect costs charged to the Resourcing program?

  8. What are your key Resourcing indicators that you will measure, analyze and track?

  9. What Resourcing standards are applicable?

  10. What are your results for key measures or indicators of the accomplishment of your Resourcing strategy and action plans, including building and strengthening core competencies?

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

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

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

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



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

In using the Toolkit you will be better able to:

  • Diagnose Resourcing 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 Resourcing 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 Resourcing investments work better.

This Resourcing 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.