Return on Investment Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Return on Investment 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Return on Investment improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. How can a target return on investment be achieved through the management of the cycle times of working capital in the dynamic future of industrial maintenance service companies?

  2. Can, at a minimum, enough cash flow be generated to stay in business and attract sufficient conventional financing to drive growth to create an attractive return on investment?

  3. How do you simplify the planning, creation, and execution of omnichannel campaigns with integrated solutions that can help yield amazing results and greater marketing ROI?

  4. What will be the biggest technological tipping points that will unlock the full potential of smart devices and edge computing to maximize return on investment?

  5. Does the customer have requirements for insightful analytics to measure eLearning solution adoption, return on investment, learner success, or mission impact?

  6. How do you bring the private sector to have an interest or buy in doing social impact either for themselves or actually for a potential return on investment?

  7. What are the expected benefits of the project in terms of revenue growth, quality of service, return on investment, market share and higher capacity?

  8. Are you able to measure the ROI of IT investments that drive continuous improvement of workforce productivity and positive business outcomes?

  9. How does the perception of relevance or return on investment affect supervisor support for training military or civilian language analysts?

  10. Which of brand and marketing strategies does your organization currently use and which are most effective in generating revenue and ROI?


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 Return on Investment book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Return on Investment Project Management Form Templates covering over 1500 Return on Investment project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are staff skills known and available for each task?

  2. Risk Management Plan: Do the people have the right combinations of skills?

  3. Change Management Plan: Has the training co-ordinator been provided with the training details and put in place the necessary arrangements?

  4. Procurement Audit: Was the award decision based on the result of the evaluation of tenders?

  5. Closing Process Group: Were the outcomes different from the already stated planned?

  6. Project Scope Statement: Is the plan for your organization of the Return on Investment project resources adequate?

  7. Lessons Learned: How actively and meaningfully were stakeholders involved in the Return on Investment project?

  8. Monitoring and Controlling Process Group: Does the solution fit in with organizations technical architectural requirements?

  9. Team Operating Agreement: Are there influences outside the team that may affect performance, and if so, have you identified and addressed them?

  10. Procurement Management Plan: Is the Return on Investment project sponsor clearly communicating the business case or rationale for why this Return on Investment project is needed?

 
Step-by-step and complete Return on Investment Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Return on Investment project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Return on Investment project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Return on Investment 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 Return on Investment 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 Return on Investment 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 Return on Investment project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose Return on Investment 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 Return on Investment 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 Return on Investment investments work better.

This Return on Investment 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.