Third-Party Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Third-Party Management 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Third-Party Management improvements can be made.

Examples; 10 of the 998 standard requirements:


1. What is the process for identifying and assessing the threat of natural disasters or other catastrophic events in a particular geographic region, and how does it impact our prioritization of third-party relationships?
   
   

2. What are the most critical risks associated with third-party relationships in highly regulated industries, such as financial services, healthcare, and energy, and how do we identify and prioritize those risks?
   
   

3. What are the potential security risks associated with storing sensitive data in a third-party public cloud environment, and how can we ensure encryption and access controls are in place to protect that data?
   
   

4. What are the third-party provider's policies and procedures for managing conflicts of interest and ensuring that its employees, contractors, and subcontractors act in the best interests of our organization?
   
   

5. What role does cultural understanding play in our geographic prioritization of third-party relationships, and how do we ensure that our teams are aware of cultural nuances that may impact relationships?
   
   

6. What is the process for identifying and engaging with local subject matter experts and advisors in different geographic locations, and how do they inform our prioritization of third-party relationships?
   
   

7. How do we assess the third-party provider's forensic readiness and ability to respond to fraud and corruption incidents, including their procedures for preserving evidence and conducting investigations?
   
   

8. What procedures do we have in place to review and approve the third-party provider's risk management framework, including their risk assessment and mitigation strategies related to fraud and corruption?
   
   

9. What contingency planning and business continuity planning do we have in place in the event of an environmental or social responsibility incident or issue arising from a third-party provider's actions?
   
   

10. What steps do we take to ensure that third-party providers have adequate policies and procedures in place to prevent and detect bribery and corruption, including their gifts and entertainment policies?
    
    


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 Third-Party Management book in PDF containing 998 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Activity Attributes: Were there other ways you could have organized the data to achieve similar results?
   
   

2. Milestone List: How difficult will it be to do specific activities on this Third-Party Management project?
   
   

3. Procurement Audit: Is a cash flow chart prepared and used in determining the timing and term of investments?
   
   

4. Stakeholder Management Plan: Have the key elements of a coherent Third-Party Management project management strategy been established?
   
   

5. Probability and Impact Assessment: Monitoring of the overall Third-Party Management project status – are there any changes in the Third-Party Management project that can effect and cause new possible risks?
   
   

6. Scope Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
   
   

7. Team Member Performance Assessment: What happens if a team member receives a Rating of Unsatisfactory?
   
   

8. Project Charter: Where and how does the team fit within your organization structure?
   
   

9. Quality Audit: Is the continuing professional education of key personnel account fored in detail?
   
   

10. Change Management Plan: What prerequisite knowledge do corresponding groups need?


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

1.0 Initiating Process Group:


• 1.1 Third-Party Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Third-Party Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Third-Party Management 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 Third-Party Management 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 Third-Party Management 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 Third-Party Management 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 Third-Party Management project with this in-depth Third-Party Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Third-Party Management 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 Third-Party Management 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 Third-Party Management investments work better.

This Third-Party Management 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.