Save time, empower your teams and effectively upgrade your processes with access to this practical RFP Process and Due Diligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any RFP Process and Due Diligence 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 RFP Process and Due Diligence specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the RFP Process and Due Diligence 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which RFP Process and Due Diligence improvements can be made.
Examples; 10 of the 998 standard requirements:
- Did the toolset reflect the capability to do prototyping, rapid application development, or any kind of an innovative approach that would support the design and development efforts?
- What types of disclosures could be made about requests for proposals for the audit, including the process undertaken and the factors considered in selecting the audit firm?
- Do you have any specific customizations or business processes that are extremely unique that may defer using delivered functionality based on best practices?
- Has the offeror successfully used a similar customized solution or approach with other clients for an integrated taxation information system development?
- How would the quality of the work performed be rated in relation to identifying and resolving problems, cost estimates and overall performance?
- What is the scoring process being used to evaluate responses to an RFP, including any evaluation categories and available point values?
- Are the audit risks / concerns that prompted an RFP primarily process, policies, systems, procurement, security or controls related?
- How responsive were your organizations needs and expectations met in relation to scope of work and identifying & resolving problems?
- What is the level of support â in implementation, launch, and ongoing support â do you require and want out of a partner vendor?
- What do you consider to be your organizations alternative investment consulting specialties, strengths, and limitations?
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 RFP Process and Due Diligence book in PDF containing 998 requirements, which criteria correspond to the criteria in...
Your RFP Process and Due Diligence 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 RFP Process and Due Diligence Self-Assessment and Scorecard you will develop a clear picture of which RFP Process and Due Diligence 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 RFP Process and Due Diligence 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 RFP Process and Due Diligence projects with the 62 implementation resources:
- 62 step-by-step RFP Process and Due Diligence Project Management Form Templates covering over 1500 RFP Process and Due Diligence project requirements and success criteria:
Examples; 10 of the check box criteria:
- Human Resource Management Plan: Are changes in deliverable commitments agreed to by all affected groups & individuals?
- Risk Audit: Do you have a consistent repeatable process that is actually used?
- Team Member Performance Assessment: How are training activities developed from a technical perspective?
- Schedule Management Plan: Are meeting objectives identified for each meeting?
- Team Member Status Report: Are the products of your organizations RFP Process and Due Diligence projects meeting customers objectives?
- Monitoring and Controlling Process Group: What input will you be required to provide the RFP Process and Due Diligence project team?
- Lessons Learned: How timely were Progress Reports provided to the RFP Process and Due Diligence project Manager by Team Members?
- WBS Dictionary: Evaluate the performance of operating organizations?
- Probability and Impact Matrix: Is the present organizational structure for handling the RFP Process and Due Diligence project sufficient?
- Activity Duration Estimates: What do corresponding sources say about RFP Process and Due Diligence project management?
Step-by-step and complete RFP Process and Due Diligence Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 RFP Process and Due Diligence project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 RFP Process and Due Diligence project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 RFP Process and Due Diligence 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 RFP Process and Due Diligence 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 RFP Process and Due Diligence 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 RFP Process and Due Diligence 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 RFP Process and Due Diligence project with this in-depth RFP Process and Due Diligence Toolkit.
In using the Toolkit you will be better able to:
- Diagnose RFP Process and Due Diligence 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 RFP Process and Due Diligence 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 RFP Process and Due Diligence investments work better.
This RFP Process and Due Diligence 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.
