Shared Services Center Toolkit

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Confirm your organization promotes an effective relationship amongst the Finance Shared Services Center, the business unit, other corporate departments and ensures effective operational processes.

More Uses of the Shared Services Center Toolkit:

  • Direct: conduct front line research and interviewing as part of the strategy Program Development.

  • Confirm your corporation complies; monitors approved center budgets to ensure compliance.

  • Standardize: solution based holistic thinking, planning and execution.

  • Lead regular coalition staff, leadership and membership meetings.

  • Support contract and Vendor Management (in partnership with Procurement and Vendor Management) for the vendors utilized.

  • Ensure you are able to troubleshoot quickly, and also know the right times to ask for help.

  • Evaluate: referral to health care services and resource care coordination, as indicated.

  • Steer: culture of learning where you can expect to develop foundational skills for the future.

  • Organize: continuously improve and innovate to reduce/eliminate very manual and/or duplicative processes.

  • Develop: impactful work by serving customers and the community in times of need.

  • Secure that your project participates in the regular and called meetings of Policy organization.

  • Lead network wide shared learning.

  • Be accountable for Training and Development Diversity and Inclusion community giving benefits.

  • Guide: review the policy and decide how coverage applies and provide the customer with a detailed.

  • Be accountable for acting as a liaison representing your department by gathering business specifications and requirements.

  • Devise: action steps are implemented, reviewed and updated regularly and program improvements are made as a regular process.

  • Methodize: Human Resources Shared Services Center advocate.

  • Ensure you know how to manage a project end to end and can keep team members on stringent timelines throughout that process.

  • Assure your business enhances partnerships between organizations and community support services.

  • Provide references for users by writing and maintaining user documentation and provide training to users.

  • Ensure you handle; lead cross functional meetings to resolve issues.

  • Ensure you relay; understand Performance Metrics and improve quality, speed, and capabilities to meet or exceed goals.

  • Keep abreast of current research, theory, and trends relative to the assigned scope of work.

  • Ensure you convey; lead multiple insurance websites to obtain benefits and authorization validation.

  • Identify and communicate areas for continual improvement of Service Levels and staffing models for the business prospects; recommending and initiating process.

  • Standardize: report in weekly team meetings metrics and trends associated with department.

  • Make sure that your organization identifies areas for Process Improvement and communicates to management, Benefits.


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 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 Services Center improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you select, collect, align, and integrate Shared Services Center data and information for tracking daily operations and overall organizational performance, including progress relative to strategic objectives and action plans?

  2. What is the source of the strategies for Shared Services Center strengthening and reform?

  3. Is the work to date meeting requirements?

  4. How is the value delivered by Shared Services Center being measured?

  5. Are you measuring, monitoring and predicting Shared Services Center activities to optimize operations and profitability, and enhancing outcomes?

  6. Who are your key stakeholders who need to sign off?

  7. What gets examined?

  8. Can the solution be designed and implemented within an acceptable time period?

  9. What is a worst-case scenario for losses?

  10. Who have you, as a company, historically been when you've been at your best?

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 994 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. 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 Shared Services Center project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Shared Services Center project team have enough people to execute the Shared Services Center 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 Shared Services Center 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 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



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.