Shared Services Toolkit

Downloadable Resources, Instant Access

Lead Shared Services: expert with depth of knowledge in sustainability, Social Impact, and/or corporate Social Responsibility.

More Uses of the Shared Services Toolkit:

  • Manage to Identify Opportunities For Improvement, efficiency, and scale, and deliver solutions through technology, process and Shared Services.

  • Make sure that your organization promotes the Database Administration disciplines through the development of effective standards and governance to maximize the re use of application systems and Shared Services and reducing time and risks in project delivery.

  • Be certain that your organization promotes the development of the Shared Services portion of thE Business and capital plan and oversees the execution of strategic and critical projects with focus on planning and quality of delivery.

  • Initiate Shared Services: collaboration, portals, Enterprise Search, enterprise Content Management, business data catalog, Shared Services provider.

  • Be accountable for partnering with HRIS, Business Technology, Talent Management consultants, Business Partners, Shared Services and your talent programs management.

  • Manage work with engineering leadership to build Shared Services that meet the requirements and need of the platform and Application Teams.

  • Identify opportunities to continue to move your service model to Shared Services as you scale.

  • Make sure that your organization complies; partners with other Shared Services groups in fostering Process Improvement, communication and facility cohesiveness.

  • Ensure you educate; Shared Services, sales, Managed Services, Supply Chain, Accounts Receivable, Technology Services, it, and Digital Transformation.

  • Be accountable for working of Scaled Agile Framework (safe) and able to articulate this framework in an infrastructure and Shared Services environment.

  • Strategize, evangelize and deliver standardization of Reporting And Analytics capabilities in a Shared Services/ Center Of Excellence model to drive efficiencies and scale.

  • Identification and execution of the appropriate architecture Engagement Model for individual portfolio initiatives, programs and projects, based on a thorough assessment of specific architectural impacts and requirements and optimally leveraging technical and Data Architecture Shared Services.

  • Devise Shared Services: partner with internal Shared Services team to effectively support the client to meet all Contractual Requirements and improve Client Satisfaction and profitability.

  • Participate and executive technology developments that supports the Strategic Direction of Shared Services.

  • Execute your current talent processes and programs, partnering with HRIS, Business Technology, Talent Management consultants, Business Partners, Shared Services and your Talent Programs management.

  • Ensure you surpass; lead Business Process consultant Lean Six Sigma, corporate Shared Services (technology).

  • Make sure that your strategy provides daily support, maintenance, troubleshooting, and Problem Resolution for Supply Chain Shared Services and its customers.

  • Organize Shared Services: Project Leadership in sites for all IT infrastructure and support process changes for it Shared Services.

  • Maximize your teams productivity by promoting re use and use of your Solution Engineering Shared Services.

  • Formulate Shared Services: in collaboration with operational and Shared Services leaders, identify enhanced/new tools, techniques and training and foster a culture of Learning And Development as it relates to project delivery.

  • Confirm you organize; hard or soft skill to ensure industry and corporate standards are met; partner with Operations Shared Services Training to develop and organize development activities.

  • Manage advanced groups Shared Services team provides Corporate Services as marketing, Human Resources, finance and accounting, it, and operations to each of your brands.

  • Help drive the transformation from a single Service Desk to an Enterprise Shared Services model with multiple technical and Business Services.

  • Arrange that your project complies; this is to be achieved by implementing and maintaining a quality function partnership with centralized Shared Services organization and geographically distributed Business Functions.

  • Manage cloud requirements and support Collaboration Tools and IT Shared Services efforts.

  • Steer Shared Services: vision take a long term view and builds a Shared Vision with others; acts as a catalyst for Organizational Change.

  • Arrange that your venture assess the current Shared Services Organization to create a strategy and vision for development and transformation of the function.

  • Ensure your design translates sophisticated data and strategic concepts into understandable communications to be shared with multiple audiences.

  • Establish Shared Services: review the demand shift proposal shared by the supply planner after bottleneck supply customers, sales and Supply Planning and review the constrained demand information.

  • Standardize Shared Services: guidance in the development of prototypes, Proofs Of Concept and reference models for shared Security Controls at your organization.

  • Evaluate Shared Services: Environmental Services are mostly interdisciplinary.

  • Create and implement organization management procedures to prepare your organization to double in revenue.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you determine the key elements that affect Shared Services workforce satisfaction, how are these elements determined for different workforce groups and segments?

  2. How do your measurements capture actionable Shared Services information for use in exceeding your customers expectations and securing your customers engagement?

  3. How will you know that the Shared Services project has been successful?

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

  5. What is the big Shared Services idea?

  6. Are events managed to resolution?

  7. What does a Test Case verify?

  8. If you had to leave your organization for a year and the only communication you could have with employees/colleagues was a single paragraph, what would you write?

  9. Are pertinent alerts monitored, analyzed and distributed to appropriate personnel?

  10. How much data can be collected in the given timeframe?

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

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

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

  4. Closing Process Group: Did the Shared Services Project Team have enough people to execute the Shared Services 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 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 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 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 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 project with this in-depth Shared Services Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Shared Services 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 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 investments work better.

This Shared Services 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.