Value Investing Toolkit

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Govern Value Investing: effectively communicate, mitigate risks, implement solutions, take Corrective Actions, and keep all parties informed while maintaining the expectation of excellence.

More Uses of the Value Investing Toolkit:

  • Systematize Value Investing: in each rotation, lead project work to strategically deliver value across multiple departments through teamwork, communication, Problem Solving and planning.

  • Deliver value lead high quality delivery of a variety of deeply technical engagements with partners and enterprise customers in the LS commercial and public sectors, enabling breakthrough business outcomes for customers.

  • Drive Continuous Process Improvement with the goal of faster time to implement, reduced resource needs, lower budget, and greater realization of committed value and benefits.

  • Drive solution delivery improvements through automation, testing and standard methodologies implementation to optimize deployments, accelerate customer value realization and improve overall online service reliability.

  • Orchestrate Value Investing: articulate and deliver business value that describes the product, services, and pricing.

  • Ensure you succeed; surround yourself with encouraging individuals who value Leadership Development, teamwork, new ideas and innovative thinking.

  • Confirm your strategy analyzes and reports on delivery budgets and expenses/cost rates, and the appropriate mix of consultants and customer resources to maximize the value received from engagements.

  • Confirm your strategy provides vision and leadership for designing, developing and implementing IT initiatives that create value for the customer and/or organization.

  • Align kpi/metrics to customer segments to optimize value driven by each segment and across each channel to understand potential value, measure channel tactic effectiveness and optimize personalized digital engagements.

  • Establish that your project complies; effectiveness, Customer Lifetime Value modeling, Social Media sentiment analysis, digital.

  • Initiate Value Investing: Digital Transformation, improving business performance, developing strategies and enhancing value is at the core of what you are.

  • Standardize Value Investing: partner with thE Business to create fact based Business Cases that support process re engineering efforts through a defined and measurable value driven roadmap.

  • Guide Value Investing: work in close collaboration with thE Business development, legal, and Corporate Strategy teams to drive value add partnerships that complement product initiatives.

  • Be certain that your organization serves as a credible expert advisor to executives on the appropriateness of current and future technologies based on the highest level of TCO, ROI, and strategic value to thE Business.

  • Identify Value Investing: Web Applications must meet Business Needs and should provide solutions that create value for your organization and your end users.

  • Coordinate with client management team to identify upsell/cross sell opportunities, negotiate discounts with vendors and distributors, and strategize ways to increase value for client while maximizing margins.

  • Help to build executive level customer engagements to increase engagement and awareness of the Drift value that translates into success for economic buyers and builds the success into customer advocates.

  • Develop and maintain business reporting and intelligence dashboards to convey the value of your product to Customers, and uncover actionable insights for your internal teams and customers.

  • Ensure you head; lead your advanced modeling and segmentation projects to help you find new ways to personalize value and communications.

  • Confirm your strategy performs Performance Reporting using Earned Value Management.

  • Collaborate with colleagues across your organization and external value chain partners to create feedback cycles, and to inform and enact Process Improvements and warranty cost reductions.

  • Pilot Value Investing: partner with sales, Sales Operations, client solutions, and client marketing teams to communicate Product Performance and value for in market products.

  • Orchestrate Value Investing: you are known for implementing Process Improvements and adding value to your current organization and see yourself as able and wanting to do more.

  • Make sure that your design helps Data Driven leaders use the value in data to innovate intelligently and reach outcomes that matter for business and society what you call a double bottom line.

  • Ensure your venture complies; inputs data in various scheduling, cost or earned Value Management tools and generate schedules, labor hour reports, cost reports and earned value reports.

  • Enact lasting changes to the clients ways of working by utilizing a consultative approach that focuses on defining and measuring customer value delivered at each milestone.

  • Secure that your organization establishes the Value Streams in scope for the program, and for each Value Stream creates a current state view of Value Stream, capabilities, Master Data, personas, applications, and key Data Flows.

  • Coordinate Value Investing: design specific communication programs to make sure all value produced through the account is rightfully communicated and perceived by all Key Stakeholders (users / c levels / partners/ potential new users and business units).

  • Pilot Value Investing: champion the use of quality tools, supplier composite scorecard and other data to identify and drive quality projects across all suppliers resulting in the overall improvement of supplier value to gea (delivery, quality, cost).

  • Provide stewardship with reliability metrics, Scorecards, and Key Performance Indicators (KPI) for purposes of measuring and identifying the highest value reliability and cost improvement opportunities for the Refinery.

  • Manage Value Investing: management of the account plan under the guidance of the client partner, investing time in strengthening existing client relationships and strategic new clients.

  • Be certain that your enterprise uses a mobile data terminal to issue traffic warnings, add notes to calls, and lookup information.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. When should a process be art not science?

  2. Which issues are too important to ignore?

  3. Who needs to know about Value Investing?

  4. How do you reduce costs?

  5. Do you know what you are doing? And who do you call if you don't?

  6. Are problem definition and motivation clearly presented?

  7. If you weren't already in this business, would you enter it today? And if not, what are you going to do about it?

  8. What Value Investing metrics are outputs of the process?

  9. Why improve in the first place?

  10. To what extent would your organization benefit from being recognized as a award recipient?


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

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

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

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Value Investing 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 Value Investing 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 Value Investing project with this in-depth Value Investing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Value Investing 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 Value Investing 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 Value Investing investments work better.

This Value Investing 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.