Shared Services Center Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Shared Services Center 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 993 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 Services Center improvements can be made.

Examples; 10 of the 993 standard requirements:


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

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

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

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

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

6. How do you distinguish between your governance role and that of a supporter or team player for your institution?
   
   

7. Is outsourcing activities to a third party for an agreed price really a good solution for the finance function?
   
   

8. Has your organization established problem solving groups to enhance the ability to resolve service breakdowns?
   
   

9. Should organization operationally control the service – control outputs and systems that deliver the service?
   
   

10. Does your organization have a dedicated lockbox/collection account network for accounts receivable payments?
    
    


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 Services Center book in PDF containing 993 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Assumption and Constraint Log: Do the requirements meet the standards of correctness, completeness, consistency, accuracy, and readability?
   
   

2. Project Schedule: Is the Shared Services Center project schedule available for all Shared Services Center project team members to review?
   
   

3. Cost Baseline: Have all approved changes to the schedule baseline been identified and impact on the Shared Services Center project documented?
   
   

4. Project Performance Report: To what degree do individual skills and abilities match task demands?
   
   

5. Cost Management Plan: Is documentation created for communication with the suppliers and Vendors?
   
   

6. Stakeholder Management Plan: Are there checklists created to demine if all quality processes are followed?
   
   

7. Activity Duration Estimates: Do procedures exist that identify when and how human resources are introduced and removed from the Shared Services Center project?
   
   

8. Human Resource Management Plan: Are meeting objectives identified for each meeting?
   
   

9. Stakeholder Analysis Matrix: Is there evidence that demonstrates the impact of education on the Shared Services Center projects outcomes?
   
   

10. Assumption and Constraint Log: Are requirements management tracking tools and procedures in place?


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

1.0 Initiating Process Group:


• 1.1 Shared Services Center project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Shared Services Center 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 Services Center 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 Services Center 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 Services Center 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 Services Center 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 Services Center project with this in-depth Shared Services Center Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Shared Services Center 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 Services Center 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 Services Center investments work better.

This Shared Services Center 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.