Strategy Process Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Strategy Process 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Strategy Process improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Do you see the effects more in the areas of asset management, investment management, fund management, or in the back office functions, and what are you currently focusing on?
   
   

2. How exactly do you craft a story that can be widely considered worth talking about and shareable if everyone has a different set of measuring scales?
   
   

3. Is the strategy process facilitated by someone with strategy expertise, an objective perspective and no internal stake in the outcome?
   
   

4. What opportunities are there to improve productivity and/or reduce costs, which will contribute indirectly to strategy realization?
   
   

5. How do you delight customers in a connected world where everyone expects instant and personalized solutions to the problems?
   
   

6. How do you build and exploit enduring competitive advantages in the face of ever faster market and competitive dynamics?
   
   

7. How is board risk oversight related to the involvement of the board in the strategy process of a organization?
   
   

8. What is the effect of any given architectural element or set of elements on the value of the architecture?
   
   

9. How often are the findings from the web analytics used to change the content or design of the data portal?
   
   

10. Are there regular occasions/meetings when people in your organization can learn about new digital trends?
    
    


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


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


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


Examples; 10 of the check box criteria:


1. Procurement Audit: Has your organization clearly defined the award criteria?
   
   

2. Risk Management Plan: Do you have a consistent repeatable process that is actually used?
   
   

3. Schedule Management Plan: Have adequate resources been provided by management to ensure Strategy Process project success?
   
   

4. Project Scope Statement: Change management vs. change leadership - what is the difference?
   
   

5. Team Member Performance Assessment: To what degree does the teams approach to its work allow for modification and improvement over time?
   
   

6. WBS Dictionary: Are there procedures for monitoring action items and corrective actions to the point of resolution and are corresponding procedures being followed?
   
   

7. Requirements Management Plan: Which hardware or software, related to, or as outcome of the Strategy Process project is new to your organization?
   
   

8. Risk Management Plan: Risks should be identified during which phase of Strategy Process project management life cycle?
   
   

9. Risk Audit: Is the number of people on the Strategy Process project team adequate to do the job?
   
   

10. Roles and Responsibilities: Is feedback clearly communicated and non-judgmental?


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

1.0 Initiating Process Group:


• 1.1 Strategy Process project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Strategy Process project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Strategy Process 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 Strategy Process 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 Strategy Process 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 Strategy Process 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 Strategy Process project with this in-depth Strategy Process Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Strategy Process 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 Strategy Process 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 Strategy Process investments work better.

This Strategy Process 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.