Self Storage Toolkit

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Secure property by contracting with and maintaining security devices, establishing and enforcing precautionary Policies and Procedures and responding to emergencies if necessary.

More Uses of the Self Storage Toolkit:

  • Develop: management of rental rates, discounts, customer protection plan and other income sources.

  • Ensure you lead; lead take the time to listen to the customer and provide outstanding Customer Service.

  • Make sure that your organization provides operational and fiscal oversight to facilitate the orderly and efficient procurement, storage, processing, inventory and dissemination of food.

  • Audit: conduct monthly property audits and ensure operational standards and safety compliance are met.

  • Provide outstanding quality services and ensure Customer Satisfaction by addressing customer concerns and queries in a professional, timely and accurate manor.

  • Deliver value lead high quality delivery of a variety of customized remote engagements with partners and enterprise customers in the commercial and public sectors.

  • Ensure you have proven you can manage complex sets of stakeholders to build buy in and deliver results, on time and in budget.

  • Be part of a team of people that are changing the Self Storage industry.

  • Maintain property by investigating and resolving issues, enforcing rules of occupancy, inspecting vacant units and completing and scheduling repairs.

  • Maintain retail inventory by conducting on site storage unit inspections.

  • Ensure you specify; lead great people attract top IT talent to build high performing teams of consultants with superior technical depth, and outstanding customer relationship skills.

  • Drive: extra space storage needs your help with the management of one of your beautiful Self Storage facilities.

  • Recruit, motivate and retain a dedicated team of customer facing customer front line employees.

  • Assure your organization prepares orders for shipping ensuring Good Management Practices of proper product handling are followed to prevent damage to product.

  • Make sure that your venture reports any safety or security issues to the General management, or local authorities/emergency Service Providers if warranted.

  • Listen to customers/stakeholders and use feedback to improve or recommend appropriate changes to processes, services and products.

  • Handle cash and balance receipts, pursue collections, post payments and process daily organization deposits with integrity.

  • Lead: conduct daily physical storage unit inspection; confirm inventory availability and ensure spaces are secure and/or ready to rent.

  • Accomplish financial objectives by collecting rents, forecasting requirements, scheduling expenditures, analyzing variances and initiating Corrective Action.

  • Ensure you relay; exceed organization goals and expectations at your assigned properties and get rewarded for it.

  • Establish good communication and professional relationships with property guests.

  • Systematize: partner effectively with team members and other leaders to achieve goals and successfully implement business initiatives.

  • Ensure your expectation to do the right thing and follow through on commitments.

  • Develop customer relationships by identifying storage needs and providing solutions.

  • Scan and maintain organization of internal filing system of all employee records.

  • Coordinate: rental, rent to own or public computer/laptop working in a public place or using a public internet connection.

  • Systematize: day to day management of your studio site technical health and operations.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What does a Test Case verify?

  2. Which issues are too important to ignore?

  3. What are hidden Self Storage quality costs?

  4. Who needs what information?

  5. If your customer were your grandmother, would you tell her to buy what you're selling?

  6. What are the performance and scale of the Self Storage tools?

  7. How is data used for Program Management and improvement?

  8. Do you have an issue in getting priority?

  9. Who controls critical resources?

  10. What is the cost of rework?

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

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

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

  4. Closing Process Group: Did the Self Storage project team have enough people to execute the Self Storage 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 Storage 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 Storage Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Self Storage 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 Storage 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 Storage investments work better.

This Self Storage 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.