Self Serve Toolkit

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Direct Self Serve: closely collaborate with the Content Marketing and studio teams to create social channel strategy, Social Content calendar, and set up KPIs to measure success with departments.

More Uses of the Self Serve Toolkit:

  • Identify situations for use of digital tools and encourage Self Serve solutions OR Recognize opportunities, overcome objections and solution Digital Adoption Self Serve capabilities to your clients.

  • Enable others in your organization to utilize your work by onboarding new metrics into your Self Serve data system and the experimentation platform.

  • Increase data visibility and access for manufacturing and business teams through the creation and curation of data platforms/systems, operational reports, self service data tools, and managerial dashboards.

  • Develop self sufficiency plans and timelines in partnership with each client.

  • Orchestrate Self Serve: constantly pursue self development, seek feedback from others and be receptive to mentoring and constructive feedback.

  • Ensure your organization assumes responsibility for successfully accomplishing work objectives and delivering results; setting high standards for self and others.

  • Apply Software Engineering principles to Infrastructure And Operations problems with a focus on automation and self healing.

  • Perform research and self training for system tools, features, enhancements, and related areas.

  • Oversee Self Serve: self development looks for opportunities to increase knowledge, work to increase responsibility, strives to achieve personal goals and/or maintains license and other pertinent requirements.

  • Provide comprehensive daily analytics support to partner teams, develop resources to empower Data Access and self service so your expertise can be leveraged where it is most impactful.

  • Audit Self Serve: coach Product Teams in self organization/management, cross functional collaboration, team dynamics and Interpersonal Skills communication, collaboration, conflict, motivation, etc.

  • Direct Self Serve: self development and learning personally committed to learning and actively work to continuously develop professionally.

  • Orchestrate Self Serve: Self Storage site management prosper.

  • Secure that your organization stress management functioning effectively when under pressure and maintaining self control in the face of hostility or provocation.

  • Head Self Serve: design dimensions, measures, kpis and calculations to underpin self service Reporting And Analytics.

  • Ensure you place high importance on transparency and Internal Communications, share progress along the way in a highly dynamic environment, and are capable of juggling competing deadlines with ease while remaining self sufficient and attentive to detail and accuracy.

  • Use feedback and reflection to develop self awareness, personal strengths and address development areas.

  • Provide coaching and resources to Product Managers, designers, and engineers who are engaging in self service User Research activities.

  • Confirm your planning executes internal Security Controls through performance of compliance assessment review and self inspections to ensure compliance with government and organization regulations/requirements.

  • Pilot Self Serve: implement self help, online chat, customer portals and Knowledge Base areas for your customers.

  • Be certain that your corporation complies; address aspects as Data Privacy and security, data ingestion and processing, Data Storage and compute, analytical and operational consumption, Data Modeling, Data Virtualization, self service data preparation and analytics, AI enablement, and API integrations.

  • Establish plans and goals for self and analyzing that meet the customer current or future projects needs.

  • Develop Self Serve: continuously enable to new solution trends and develop the skills for self and enable the practice to build the skills.

  • Ensure your strategy complies; remains current in the field of service provided by the program through self initiated avenues, as approved by higher level Management.

  • Govern Self Serve: capacity to efficiently display acquired Emotional intelligence in understanding self and others emotions as a way to drive Team Productivity, cooperative behavior; being able to use that knowledge to motivate others.

  • Organize Self Serve: emotional development(positive self image, fostering cooperation).

  • Drive Self Serve: Project Management of implementation and execution via most effective combination of remote and on site engagements with self managed scheduling of implementations; delivering Customer Success cost effectively.

  • Be accountable for modeling effective coping and self help techniques to individuals or groups of consumers.

  • Ensure you specialize; recommend and establish governance and control around self service BI Analytics considering the evolution of BI Industrys Best Practices.

  • Initiate Self Serve: capacity to efficiently display acquired Emotional intelligence in understanding self and others emotions as a way to drive Team Productivity, cooperative behavior; being able to use that knowledge to motivate others.

  • Ensure your organization develops a mastery of all available data sources to effectively serve as your organizational expertise on from which databases data can be obtained.

  • Ensure you motivate; understand and apply the concept of deceptive technology as honey pots in system architectures.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Will it solve real problems?

  2. What are the clients issues and concerns?

  3. What types of data do your Self Serve indicators require?

  4. Can support from partners be adjusted?

  5. Are there any easy-to-implement alternatives to Self Serve? Sometimes other solutions are available that do not require the cost implications of a full-blown project?

  6. At what moment would you think; Will I get fired?

  7. Are approval levels defined for contracts and supplements to contracts?

  8. How can you become more high-tech but still be high touch?

  9. An organizationally feasible system request is one that considers the mission, goals and objectives of the organization, key questions are: is the Self Serve solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?

  10. What are you attempting to measure/monitor?

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

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

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

  4. Closing Process Group: Did the Self Serve Project Team have enough people to execute the Self Serve 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 Self Serve 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 Self Serve 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 Serve 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 Serve 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 Serve project with this in-depth Self Serve Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Self Serve 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 Serve 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 Serve investments work better.

This Self Serve 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.