Description

Determine the best way to price your product in a target market

Does your business have internal controls in place for the management of Trade Compliance and supply chain security?

Do you currently have an export compliance program and process in place at your organization?

Does your organization have any export compliance policy or procedures?

Do you have a single cohesive system to manage all your customs and Trade Compliance needs?

...Find the answers to these, and more, questions with this Trade Compliance Toolkit:

Determine the best way to distribute your product in a target market.
Determine whether to export on your own or use an export intermediary.
Identify likely users of your product in specific markets.
Know which transport mode is best for your export goods.
Respond to foreign inquiries about your product.
Obtain information about your supply chain compliance requirements.
Mitigate against external risks to your business.
Role model the approach to succession planning within your own team.

HOW THIS TOOLKIT WORKS:

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

STEP 1: Get your bearings

Start with...

The latest quick edition of the Trade Compliance 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Trade Compliance improvements can be made.

Examples; 10 of the 996 standard requirements:

Does your organization have access to the supplier information, performance metrics and compliance data you need to monitor, measure and manage relationships with key trading partners?
How does your organization comply with its obligation to seek best execution, and how does it prevent and detect trading violations involving short selling, offerings and manipulation?
Will manual processes result in lost sales, costly delays, or expose to your organization to unnecessary compliance risk, like lacking of important elements in trade transactions?
How does the vendor ensure that the sales team only sells products and services that comply with local laws and regulations, including any export controls or trade sanctions?
What is the role of the legal department and compliance function in managing cyber risk so as to protect IP, in particular trade secrets, and to prevent data breaches?
Is there a process in place to analyze new growth strategies in emerging markets and assess potential international trade risks prior to business decisions being made?
Do trade and investment agreements include specific, enforceable provisions requiring compliance with internationally recognized human rights, including labor rights?
How do other organizations synchronize the supply chains with trade compliance to ensure that employees at all levels are taking a big picture, strategic approach?
How does an OEMS help traders better serve the needs of the fixed income clients and ensure that other organizations comply with emerging regulatory requirements?
Does the agreement establish standard operating procedures for file acceptance times, requirements to accept returns, and compliance with security procedures?

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 Trade Compliance book in PDF containing 996 requirements, which criteria correspond to the criteria in...

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

62 step-by-step Trade Compliance Project Management Form Templates covering over 1500 Trade Compliance project requirements and success criteria:

Examples; 10 of the check box criteria:

Stakeholder Management Plan: Describe the process that will be used to design, develop, review, accept, distribute and change outputs. Will all outputs delivered by the Trade Compliance project follow the same process?
Scope Management Plan: Is there a formal set of procedures supporting Issues Management?
Schedule Management Plan: Does the ims include all contract and/or designated management control milestones?
Risk Audit: Do your financial policies and procedures ensure that each step in financial handling (receipt, recording, banking, reporting) is not completed by one person?
Executing Process Group: Is activity definition the first process involved in Trade Compliance project time management?
Assumption and Constraint Log: Are best practices and metrics employed to identify issues, progress, performance, etc.?
Variance Analysis: Can the relationship with problem customers be restructured so that there is a win-win situation?
Stakeholder Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
Human Resource Management Plan: Account for the purpose of this Trade Compliance project by describing, at a high-level, what will be done. What is this Trade Compliance project aiming to achieve?
Procurement Audit: Is there a legal authority for the procurement Trade Compliance project?

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

1.0 Initiating Process Group:

1.1 Trade Compliance project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

Diagnose Trade Compliance 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 Trade Compliance 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 Trade Compliance investments work better.

This Trade Compliance 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.

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'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'

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Checklists:

Checklists:Trade Compliance Checklist Report on COMPLIANCE.pdf

Checklists:Trade Compliance Checklist Report on ORGANIZATION.pdf

Checklists:Trade Compliance Checklist Report on TIME.pdf

Checklists:Trade Compliance Checklist Report on PRODUCT.pdf

Checklists:Trade Compliance Checklist Report on END.pdf

Checklists:Trade Compliance Checklist Report on CONTROL.pdf

Checklists:Trade Compliance Checklist Report on INFORMATION.pdf

Checklists:Trade Compliance Checklist Report on TRADE.pdf

Checklists:Trade Compliance Checklist Report on COMPLETE.pdf

Checklists:Trade Compliance Checklist Report on DATA.pdf

Checklists:Trade Compliance Checklist Report on RISK.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Trade Compliance Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Trade_Compliance_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Trade Compliance Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Trade_Compliance.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

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These skills will enrich every part of your life.

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