Standardization Toolkit

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Innovation – display original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others attention.

More Uses of the Standardization Toolkit:

  • Strategize, evangelize and deliver Standardization of Reporting And Analytics capabilities in a shared services/ center of excellence model to drive efficiencies and scale.

  • Confirm your corporation acts as the primary liaison with your organizations departments to ensure compliance with procedures, policy and Standardization of purchases across your organization.

  • Drive key initiatives in the areas of quality, safety, sustainability, cost, and service through Continuous Improvement management; ensure consistency and Standardization throughout the facility.

  • Systematize: through QMS site lead, drive Standardization of procedures and documentation and drive a culture of highest standards and accountability across all product lines.

  • Develop and refine standard Solution Architecture blueprints and promote Standardization and reuse to enhance life cycle speed, cost efficiency and effectiveness of solutions.

  • Identify opportunities, influence change and lead tactical execution of projects that support value analysis, Standardization and other innovative operational initiatives.

  • Drive Standardization in People and Culture organization in order to enable transformation toward digitalization, challenging existing processes and championing Continuous Improvement.

  • Devise: actively lead quality guidance and helps project and quality network teams for Process Improvement, Standardization initiatives, and Continuous Improvement activities.

  • Ensure your project complies; focus on improving Customer Satisfaction through Process Standardization, Process Controls, timely customer response, and working continuously to meet/exceed customer expectations.

  • Collaborate with internal and external stakeholders to ensure compliance with Capability Maturity Model Integration (CMMi) and International Organization for Standardization (ISO) requirements.

  • Provide IT Business Analysis support for a large IT PMO with focus on Requirements Management, Business Process documentation and Standardization, supporting the SDLC activities, and supporting process workflow analysis and documentation.

  • Maintain its Performance Monitoring and reporting strategy (processes, tools, and templates); develop enhanced reporting capabilities through Standardization and automation.

  • Drive lean, sustainable and DFMA processes for Continuous Improvement across all product offerings (value stream map, reduced part count, Standardization across offerings).

  • Assure your group coordinates Environmental Health program services with other providers, organizations, regulated communities and the general public to promote optimal implementation of program services.

  • Lead: measurement, monitoring and oversight lead the development, deployment and oversight of metrics for Quality Management System processes to monitor effective implementation and Standardization.

  • Formulate: primarily deal with transition planning from legacy to modern systems by concentrating on information flows, data exchange, and data translation Standardization services.

  • Govern: target areas of forecasting, Demand Management, Inventory Control, Cost Reduction, product Standardization/customization and creative solutions to enhance logistics operations and saving opportunities.

  • Systematize: design and execute the policies, practices, and procedures that support Data Quality, Data Security, Data Governance, data Standardization, integration, and managing risks.

  • Serve as the primary resource and coordination for specific engineering projects for manufacturing procurements, onsite manufacturing, shipping/receiving, and external technical subcontractors.

  • Be accountable for developing enterprise Solution Architecture patterns, advocating and driving adoption of Best Practices to ensure Standardization of solution designs across the enterprise.

  • Provide detailed Implementation Plans and detailed project plans for complex projects /environment migrations, technical documentation, Continuous Improvement progress reports (Automation Report, Standardization) and knowledge transition plans.

  • Develop: finance Continuous Improvement office is critical to this mission in enabling Process Standardization, simplification and automation and transform finance into high performing, customer focused organization.

  • Methodize: implementation of standardized methodologies (cost analysis and optimization, design to value, modularization and Standardization, supplier Productivity Improvements and target pricing/target costing).

  • Confirm your operation serves as internal technical expertise, partnering with product team on setup/design phases and provides configuration and design direction to ensure project Standardization.

  • Assure your business contributes to a reduction in IT complexity, enforcement of discipline and Standardization of IT planning activities, consolidation of data and applications, and better interoperability of the systems.

  • Ensure you deliver; recommend short and long term objectives to securE Business assets which are balanced with ensuring high levels of customer Service Delivery, regulatory/audit compliance and system Standardization.

  • Ensure primary focus is on RPA development, Standardization/optimization of digital workers, collaboration with partners internal/external, and a culture of Continuous Improvement.

  • Confirm you nurture; lead order processing activities to ensure customer demand is met while maintaining your site standards in the areas of productivity, cost, quality, Standardization and safety.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Is Standardization dependent on the successful delivery of a current project?

  2. What are (control) requirements for Standardization Information?

  3. Is the work to date meeting requirements?

  4. Do you say no to customers for no reason?

  5. Do you identify any significant risks or exposures to Standardization thirdparties (vendors, Service Providers, alliance partners etc) that concern you?

  6. What is the Standardization problem definition? What do you need to resolve?

  7. How do you verify your resources?

  8. Are you / should you be revolutionary or evolutionary?

  9. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  10. What can you control?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Standardization Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Standardization 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 Standardization 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 Standardization 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 Standardization project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Standardization project with this in-depth Standardization Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Standardization 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 Standardization 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 Standardization investments work better.

This Standardization 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.