Shared Service Toolkit

$495.00
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Ensure that your new shared services operation is successfully established and able to provide value immediately back to the business

 

What percentage, on average, does your organization have in Shared Services for areas?

What are the compelling reasons for your organization to move to a Shared Services environment?

What type of agreements has your organization used for Shared Services arrangements?

What is the next step in your organization with regard to Shared Services?

How long has your Shared Services center been operating?




...Find the answers to these, and more, questions with this Shared Service Toolkit:

  • Generate value from harnessing insights across your Shared Services centre.
  • Address your health equity goals when designing strategies.
  • Address your health equity goals when implementing strategies.
  • Integrate health equity into your products and service offerings.
  • Leverage the existing infrastructure back in Shared Services and tools to streamline the collection process to dissemination process.
  • Assess the community context to develop your health equity messages.
  • Estimate the cost of equity for your sample companies.
  • Build IT costs into your charge back for service.
  • Minimise disruption and still provide great service when breaking a Shared Service.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Shared Service 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 990 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 improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Do you have growing online education and/or sponsored research ambitions that necessitate either increasing the number of support staff or scaling existing structures to better meet expanding needs?

  2. Are your larger departments and units over resourced in support staff, while smaller units suffer from inconsistent coverage or go without key services?

  3. Which factors are most critical to consider when managing the relationship between shared services and business units at a growing entrepreneurial firm?

  4. Where are the big savings being made, what are the most popular areas for sharing and are shared services increasing in number, or diminishing?

  5. Do you support setting targets, in collaboration with your local departments, which could help achieve local and binational objectives?

  6. Is the item or service a substitute health service that would be used as a replacement for or in lieu of a covered service?

  7. Have shared services and outsourcing been analyzed to ensure economies of scale and the provision of quality services?

  8. Do you set operational or transactional targets for each shared services task, measured on a weekly or monthly basis?

  9. What effect do you believe using a plan of care has on the satisfaction of other staff members in your work setting?

  10. Is it industries going through secular change that are more focused on increasing outsourcing than shared services?


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 book in PDF containing 990 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Project Schedule: How closely did the initial Shared Service project Schedule compare with the actual schedule?

  2. Probability and Impact Assessment: Who are the international/overseas Shared Service project partners (equipment supplier/supplier/consultant/contractor) for this Shared Service project?

  3. Project Portfolio management: Why should the resource portfolio contain a minimum of information?

  4. Team Performance Assessment: To what degree do team members frequently explore the teams purpose and its implications?

  5. Project Scope Statement: Any new risks introduced or old risks impacted. Are there issues that could affect the existing requirements for the result, service, or product if the scope changes?

  6. Duration Estimating Worksheet: How can the Shared Service project be displayed graphically to better visualize the activities?

  7. Procurement Audit: Is procurement execution duly monitored and documented?

  8. Procurement Audit: Are existing suppliers that have a special right to be consulted being contacted?

  9. Procurement Management Plan: In which phase of the Acquisition Process Cycle does source qualifications reside?

  10. Monitoring and Controlling Process Group: What kinds of things in particular are you looking for data on?

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

1.0 Initiating Process Group:

  • 1.1 Shared Service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Shared Service 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 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 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 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 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 project with this in-depth Shared Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Shared Service 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 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 investments work better.

This Shared Service 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:Shared Service Checklist Report on STAFF.pdf

Checklists:Shared Service Checklist Report on SHARED.pdf

Checklists:Shared Service Checklist Report on SERVICE.pdf

Checklists:Shared Service Checklist Report on WORK.pdf

Checklists:Shared Service Checklist Report on PROCESS.pdf

Checklists:Shared Service Checklist Report on BUSINESS.pdf

Checklists:Shared Service Checklist Report on PROGRAM.pdf

Checklists:Shared Service Checklist Report on ORGANIZATION.pdf

Checklists:Shared Service Checklist Report on CUSTOMER.pdf

Checklists:Shared Service Checklist Report on DATA.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Shared_Service_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Shared Service Self-Assessment Pre-Filled EXAMPLE.xlsx





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


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

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

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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.

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Decision Making:

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The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
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  • 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.

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Ownership:

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