Scale Up Toolkit

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Keep that small business culture alive when your organization is growing and more and more people are being added to the mix

 

What Does it take to Scale Up your processes to meet the next level of growth?

What are the skills needed in present and future to drive the growth of your organization?

Which factors have contributed the most to the growth of your organization?

What Does your organization normally expect in terms of growth?

How did your organization scale?




...Find the answers to these, and more, questions with this Scale Up Toolkit:

  • Get the most out of your teams organization creating opportunities for growth.
  • Know which growth path is right for your organization.
  • Manage your organization through a large growth period.
  • Work towards gaining that growth for your organization.
  • Hire people with the potential to grow with your organization.
  • Ensure that your solution will be able to grow together with your organization.
  • Develop the kinds of leaders who will be able to maintain and grow the success of your organization.
  • Model the growth of your organizations revenue over time.
  • Know that your business has high growth potential.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Scale Up 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Scale Up improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. How should business founders, startup founders, and people that are trying to grow your organization think about the choice between bootstrapping and raising investment capital for the business?

  2. Do you have an accurate understanding of your customer base and how each customer supports your business so that your strategic decisions support the future growth of your organization?

  3. Do you highlight what has driven that growth and what is exactly included in that vertical, which kind of businesses or which kind of segments are there in that others vertical?

  4. Has your organization developed accessible and effective grievance mechanisms at operational level to address human rights issues raised by workers or affected stakeholders?

  5. Is there an optimum minimum length of time of investment for entrepreneurs and investors to focus on the long term growth of the organization and, if so, what is it?

  6. What are the winning combinations that balance highly principled and responsible corporate governance with executive commitment to sustainable organization growth?

  7. What else would you consider before investing your money, other than the price/earnings multiple and the growth rate, and the basic organization strategy?

  8. What type of investment should be recommended to a client wishing to participate in the current and future growth in the profits of a organization?

  9. How do you keep that small business culture alive when your organization is growing and more and more people are being added to the mix?

  10. How does the outsourcing organization you are evaluating make sure the teams are feeling valued, challenged and prepared for growth?


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 Scale Up book in PDF containing 993 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Scale Up Project Management Form Templates covering over 1500 Scale Up project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Is the current scope of the Scale Up project substantially different than that originally defined?

  2. Lessons Learned: How effective were the techniques used to prepare you and your organization for the impact of the changes brought about by the product or service produced by the Scale Up project?

  3. Lessons Learned: Was the change control process properly implemented to manage changes to cost, scope, schedule, or quality?

  4. Probability and Impact Matrix: Several experts are offsite, and wish to be included. How can this be done?

  5. Probability and Impact Assessment: What are the tools and techniques used in managing the challenges faced?

  6. WBS Dictionary: Are the bases and rates for allocating costs from each indirect pool consistently applied?

  7. Project Performance Report: To what degree is there a sense that only the team can succeed?

  8. Stakeholder Analysis Matrix: Where are the good opportunities facing your organizations development?

  9. Activity Cost Estimates: Will you need to provide essential services information about activities?

  10. Lessons Learned: What worked well or did not work well, either for this Scale Up project or for the Scale Up project team?

 
Step-by-step and complete Scale Up Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Scale Up project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Scale Up project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Scale Up 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 Scale Up 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 Scale Up 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 Scale Up 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 Scale Up project with this in-depth Scale Up Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Scale Up 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 Scale Up 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 Scale Up investments work better.

This Scale Up 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.





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CONTENTS:


Checklists:


Checklists:Scale Up Checklist Report on GROWTH.pdf

Checklists:Scale Up Checklist Report on BUSINESS.pdf

Checklists:Scale Up Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Scale Up Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Scale_Up_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Scale_Up.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Scale Up Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
  • Online Courses
  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
  • I want to follow a proven process from someone that has already done it
  • I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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