Transportation and Logistics Toolkit

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Supply Chain Management, Transportation and Logistics, and production support outsourcing solutions are among the many services provided to customers.

More Uses of the Transportation and Logistics Toolkit:

  • Be accountable for preparing and handing off Transportation and Logistics requirements.

  • Be accountable for communicating complex Transportation and Logistics information.

  • Be accountable for applying fundamental professional principles and practices related Transportation and Logistics.

  • Coordinate: Transportation and Logistics analysis.

  • Oversee: more complex professional principles and practices related Transportation and Logistics.

  • Head: commercial and financial awareness, particularly of Transportation and Logistics costs and regulations.

  • Govern: Transportation and Logistics.

  • Be accountable for utilizing systems and databases for Transportation and Logistics Management.

  • Manage respective Transportation and Logistics costs to reduce inventory and drive year over year productivity.

  • Be accountable for determining metrics and measurements for Transportation and Logistics programs.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Transportation and Logistics 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 1000 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Transportation and Logistics improvements can be made.

Examples; 10 of the 1000 standard requirements:

  1. What are the cost implications of attempting to specify the impact of logistics operations on the value of the customers organization as well as on the value of suppliers own stock price?

  2. Is the mere presence of ISO 9001 sufficient to achieve higher Supply Chain integration, or do some other contingent factors also have to be in place to achieve this outcome?

  3. Decision-making is at the core of Supply Chain Management. Do your analytical models aid in decision-making to questions such as what transportation option should you use?

  4. Are your product supply, operations, transport and logistics, government affairs, investor relations, corporate responsibility, and regional departments aware of impacts?

  5. What are the delivery or transportation methods in the Supply Chain and are there any associated risks, including products or services having high transport intensity?

  6. How will management continue operations if employees are unable or unwilling to return to work due to personal losses, closed roads, or unavailable transportation?

  7. What is the value of extras provided to customers for promotional purposes (e.g., free packaging, free transportation, free insurance, etc.) without extra charge?

  8. Are you counseling the employee about the logistics and practicalities of specific work options, helping to ensure proposals are reasonable, logical and workable?

  9. If your organization participates in a Supply Chain Management or logistics strategy, what do you believe is the major reason(s) for establishing this strategy?

  10. What security considerations have been established for selecting and screening carriers that are providing transportation services for outgoing shipments?

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 Transportation and Logistics book in PDF containing 1000 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Executing Process Group: How can your organization use a weighted decision matrix to evaluate proposals as part of source selection?

  2. Cost Management Plan: Time management – how will the schedule impact of changes be estimated and approved?

  3. Human Resource Management Plan: Are post milestone Transportation and Logistics project reviews (PMPR) conducted with your organization at least once a year?

  4. Schedule Management Plan: Is a payment system in place with proper reviews and approvals?

  5. Quality Management Plan: Account for the procedures used to verify the Data Quality of the data being reviewed?

  6. Risk Register: What are the main aims, objectives of the policy, strategy, or service and the intended outcomes?

  7. Scope Management Plan: Is there an on-going process in place to monitor Transportation and Logistics project risks?

  8. Change Request: How well do experienced Software Developers predict software change?

  9. Communications Management Plan: How is this initiative related to other portfolios, programs, or Transportation and Logistics projects?

  10. Stakeholder Analysis Matrix: What organizational arrangements are planned to ensure the Transportation and Logistics project achieves its social development outcomes?

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

1.0 Initiating Process Group:

  • 1.1 Transportation and Logistics project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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



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

In using the Toolkit you will be better able to:

  • Diagnose Transportation and Logistics 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 Transportation and Logistics 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 Transportation and Logistics investments work better.

This Transportation and Logistics 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.