Shared Vision Toolkit

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Organize Shared Vision: direct the activities of the Project Management life cycle in conjunction with the software delivery life cycle.

More Uses of the Shared Vision Toolkit:

  • Manage work with the Product Management team to develop a Shared Vision of a new product feature, close on requirements, and deliver results to meet the teams agreed upon objectives.

  • Provide effective leadership by constructively challenging deployed processes, inspiring a Shared Vision enabling others to act, transparently modeling/leading the way.

  • Provide team leadership, Shared Vision, and positive communications to achieve the Associations vision and strategy consistent with the Associations core values and team principles.

  • Establish a Shared Vision and actionable plan with marketing and product leadership in rapid order to maximize the potential of the Digital Business.

  • Analyze Organizational Structure, intra organization relationships, and Shared Service models across your organization and its affiliated entities to identify regulatory risks, compliance issues, and/or conflicts of interest.

  • Support shared software, as operating systems, Configuration Management tools, application and development tools, Testing Tools, compilers, and code editors.

  • Collaborate with various department leaders outside Marketing to ensure capabilities are aligned with Business Needs and shared across the enterprise.

  • Be accountable for ensuring clear bidirectional communication and a shared understanding across all levels of management, SMEs and leadership.

  • Secure that your group complies; this shared value of encouraging and embracing diversity in your organization fosters a workplace and culture that is highlighted for its innovation, open expression of ideas, and collaboration.

  • Oversee a portfolio of individual conversion projects from inception through completion, and coordinate the shared resources to achieve a successful outcome.

  • Consider testability, portability/monitoring, reliability, and maintainability, and understand when code is ready to be shared and delivered.

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

  • Develop a shared learning system across all Built for Zero portfolios that support and accelerates the achievement of your strategic plan aims.

  • Develop comprehensive project plans to track project tasks, schedule, risks and issues to be shared with the Project Team and client team.

  • Pilot Shared Vision: actively engage in shared learning across the Data And Analytics organization.

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

  • Facilitate internal coordination with other programs and operations on shared resources, providing frequent updates to leadership.

  • Guide Shared Vision: team on the shared Full Stack ownership of a collection of services and/or technology areas.

  • Be accountable for assuring partners have the technical skills and identity development platform necessary to build and sustain a vibrant identity business is extremely important to your shared success.

  • Be accountable for curating a shared corporate data model that helps all teams to foster collaboration and communication about customers, products and end to end processes.

  • Be accountable for understanding the primary Business Objectives of the client, developing and managing shared goals, and demonstrating program value to the client.

  • Make sure that your corporation complies; thanks to your core beliefs of expertise, trust, engagement and dynamism, shared by your committed teams you strive to continuously exceed the expectations of your customers.

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

  • Ensure project progress is captured and shared with Marketing team to help drive future top linE Business growth.

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

  • Ensure you are seen as an influential team leader and always advocate for quality as a shared team responsibility, yet are open to change .

  • Devise Shared Vision: Assertive Community Treatment (act) work with multidisciplinary staff to serve a shared caseload of members who are seen at the highest frequency.

  • Warrant that your organization refocus found a shared facility managing Cyber Failure Mode, Effects, and Criticality Analysis (FMECA).

  • Make sure that your business communicates with managers of shared resources on high level project and resource needs and skill sets of individual resources.

  • Manage cloud requirements and support collaboration tools and IT Shared Services efforts.

  • Ensure your group complies; influences internal and external partners to support technology vision of the Enterprise.

  • Lead the design, development and deployment of software systems for big Data Analytics.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Why do the measurements/indicators matter?

  2. How can you become the company that would put you out of business?

  3. Have you made assumptions about the shape of the future, particularly its impact on your customers and competitors?

  4. How do you keep improving Shared Vision?

  5. How do you aggregate measures across priorities?

  6. Do Shared Vision rules make a reasonable demand on a users capabilities?

  7. What should you measure to verify efficiency gains?

  8. Why are you doing Shared Vision and what is the scope?

  9. How do you negotiate Shared Vision successfully with a stubborn boss, an irate client, or a deceitful coworker?

  10. How do you use Shared Vision data and information to support organizational Decision Making and innovation?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Shared Vision 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 Vision 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 Vision investments work better.

This Shared Vision 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.