Self Registration Toolkit

Downloadable Resources, Instant Access

Open / close cash registers, reconcile register drawer at shift close, balance transactions.

More Uses of the Self Registration Toolkit:

  • Establish and maintain relationships with individuals at all levels of your organization.

  • Maintain confidentiality at all times.

  • Manage knowledge, skills, and abilities.

  • Develop daily to do lists and accomplish tasks as time permits.

  • Orchestrate: Interpersonal Communication Skills.

  • Ensure all while securing the future.

  • Oversee: privacy policy and disclaimer.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Self Registration 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 996 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Self Registration improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. Have you designed and deployed enterprise standards when adopting cloud-enabled processes as Agile Development, self-service IT, DevOps, Continuous Integration, or Continuous Delivery?

  2. Does your organization engage in policy advocacy by participating in investor networks and/or engaging in inter-organizational collaborations to share best practices?

  3. Why are other organizations so interested in customer-self service systems and willing even to allow access to information in internal systems?

  4. What types of relationships did vendors have with participating customers prior to participating in the Self-Direct Custom Efficiency program?

  5. Which barriers, if any, prevent your organization from sharing full context and information from self-service channels to voice channels?

  6. Does the method generate data in the form of total recreation visits, total recreation visitor hours, or total recreation visitor days?

  7. Has your organization developed a specific plan for self-maintenance, including a schedule for replacing common wear and tear items?

  8. How significant of an impact have your self-service capabilities had on customer-centric metrics that your organization uses today?

  9. How do you improve Service Quality and efficiency through a self-service Service Catalog and automated service request fulfillment?

  10. Are there financial, lost opportunity or self-determination costs associated with the use of the technology, service or product?

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 Self Registration book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: Can the risk be avoided by choosing a different alternative?

  2. Activity Duration Estimates: Are operational definitions created to identify quality measurement criteria for specific activities?

  3. Activity Cost Estimates: What areas does the group agree are the biggest success on the Self Registration project?

  4. Probability and Impact Matrix: What will be the environmental impact of the Self Registration project?

  5. Change Request: How shall the implementation of changes be recorded?

  6. Team Directory: Decisions: is the most suitable form of contract being used?

  7. Stakeholder Management Plan: Are there unnecessary steps that are creating bottlenecks and/or causing people to wait?

  8. Planning Process Group: To what extent has a PMO contributed to raising the quality of the design of the Self Registration project?

  9. Risk Audit: Management -what contingency plans do you have if the risk becomes a reality?

  10. Human Resource Management Plan: Does the Business Case include how the Self Registration project aligns with your organizations strategic goals & objectives?

Step-by-step and complete Self Registration 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 Self Registration 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 Self Registration project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Self Registration 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 Self Registration 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 Self Registration investments work better.

This Self Registration 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.