Spreadsheet Models Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Spreadsheet Models 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 947 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Spreadsheet Models improvements can be made.

Examples; 10 of the 947 standard requirements:

  1. How might you use concept maps, databases, and spreadsheets to help students construct models of domain knowledge?

  2. What are the long term impacts of an asset strategy on the ongoing development of the Regulated Asset Base?

  3. Is it easy to understand the purpose of the model driven DSS and how it is implemented in the spreadsheet?

  4. Do you have a power executive who is technically inclined, who runs the business off a rogue spreadsheet?

  5. How do you ensure that spreadsheet risk is incorporated into your current regulatory reporting processes?

  6. How much should your organization be willing to pay to acquire additional capacity in the assembly area?

  7. How does your organization ensure that spreadsheet owners are appropriately managing spreadsheet risk?

  8. Is the intranet an effective tool for ensuring awareness of spreadsheet risk within your organization?

  9. How well has your organization executed its strategy and what are its prospects for future execution?

  10. Should formal processes exist to ensure that your organization consistently manages spreadsheet risk?


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 Spreadsheet Models book in PDF containing 947 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Spreadsheet Models project plan (variances)?

  2. Team Operating Agreement: Do you brief absent members after they view meeting notes or listen to a recording?

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

  4. Human Resource Management Plan: Have adequate resources been provided by management to ensure Spreadsheet Models project success?

  5. Team Operating Agreement: Are there more than two national cultures represented by your team?

  6. Risk Audit: Does the Spreadsheet Models project team have experience with the technology to be implemented?

  7. Procurement Audit: Were there no material changes in the contract shortly after award?

  8. Human Resource Management Plan: Is the steering committee active in Spreadsheet Models project oversight?

  9. Procurement Audit: Do established procedures ensure that computer programs will not pay the same group of invoices twice?

  10. Responsibility Assignment Matrix: Is cost and schedule performance measurement done in a consistent, systematic manner?

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

1.0 Initiating Process Group:

  • 1.1 Spreadsheet Models project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Spreadsheet Models project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Spreadsheet Models 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 Spreadsheet Models 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 Spreadsheet Models 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 Spreadsheet Models 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 Spreadsheet Models project with this in-depth Spreadsheet Models Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Spreadsheet Models 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 Spreadsheet Models 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 Spreadsheet Models investments work better.

This Spreadsheet Models 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.