Shared Service Model Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Shared Service Model 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 Shared Service Model improvements can be made.

Examples; 10 of the 999 standard requirements:


1. Do the representatives agree with that the isa can be adapted as necessary to situations where an entity uses a shared service center which provides services to a group of related entities?
   
   

2. How would failure impact your organizations operating environment, customer relationships, authority, and perceived value within your authorizing environment?
   
   

3. Does your organizations credit agreements permit a securitization, receivables purchase facility, receivables monetization, or factoring arrangement?
   
   

4. Will your talent management and succession planning practices provide the training and experience necessary to groom the next generation of leaders?
   
   

5. Are you using process improvement tools to encourage staff to identify duplicative manual steps and areas primed for simplification or automation?
   
   

6. What measures are taken by your organization to communicate service performance measures to employees regardless of position or function?
   
   

7. Can the information that you receive in your job be interpreted in several ways and can it lead to different and acceptable solutions?
   
   

8. What are the key benefits of implementing a specialized credit and collections solution and when is the best time to do so?
   
   

9. Do you reinvest any savings from strategic sourcing, process simplification, or IT consolidation into shared services?
   
   

10. Does your department/organization currently employ contract personnel to augment its staff of federal employees?
    
    


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 Shared Service Model book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Shared Service Model Project Management Form Templates covering over 1500 Shared Service Model project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Risk Audit: Is there a clear procedure for reporting accidents/injuries?
   
   

2. Responsibility Assignment Matrix: What is the number one predictor of a groups productivity?
   
   

3. Lessons Learned: How effective was the support you received during implementation of the product/service?
   
   

4. Project or Phase Close-Out: What are the informational communication needs for each stakeholder?
   
   

5. Lessons Learned: How effective was each Shared Service Model project Team member in fulfilling his/her role?
   
   

6. Requirements Management Plan: How will unresolved questions be handled once approval has been obtained?
   
   

7. Project Scope Statement: Is the Shared Service Model project sponsor function identified and defined?
   
   

8. Procurement Audit: Are approvals needed if changes are made in the quantity or specification of the original purchase requisition?
   
   

9. Assumption and Constraint Log: Is the current scope of the Shared Service Model project substantially different than that originally defined in the approved Shared Service Model project plan?
   
   

10. Procurement Audit: Is it calculated whether aggregated procurement can be more cost-efficient?


 
Step-by-step and complete Shared Service Model Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Shared Service Model project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Shared Service Model project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Shared Service Model 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 Shared Service Model 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 Shared Service Model 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 Shared Service Model 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 Shared Service Model project with this in-depth Shared Service Model Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Shared Service Model 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 Shared Service Model 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 Shared Service Model investments work better.

This Shared Service Model 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.