Vision Statement Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Vision Statement 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Vision Statement improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. What process has your organization established to determine the competence for persons doing work under its control that affect your organizations environmental performance?

  2. Which approaches would your organization adopt to develop a supply chain strategy that balances competing priorities of customer satisfaction, cost, and working capital?

  3. Does the program or policy align with and support existing community priorities, creating an opportunity to leverage resources and build collaborative partnerships?

  4. Is the viability of the business model still accurately considered in the risks assessments and do valuations sufficiently include the effects of climate change?

  5. How has top management integrated the environmental policy and objectives with the strategic direction, business processes and the context of your organization?

  6. Are software development models, measuring customer relationships with measurement important takeaway is measured on more with a lost during the improvement?

  7. What will it take to transform a rigid, complex and bureaucratic organization into an agile and adaptable business leader as the third wave evolves?

  8. Should there be an emphasis on public management and organizational theory, or should education focus upon microeconomic decision making analysis?

  9. How is the management of change defined, managed and measured for success and do you ensure lessons learned are incorporated into future actions?

  10. Is your organization engaging external support or has it hired internal specialists to determine and manage its needs, goals and opportunities?


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 Vision Statement book in PDF containing 997 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Are procurement deliverables arriving on time and to specification?

  2. Human Resource Management Plan: Are quality inspections and review activities listed in the Vision Statement project schedule(s)?

  3. Initiating Process Group: Mitigate. what will you do to minimize the impact should the risk event occur?

  4. Procurement Audit: Has a deputy treasurer been appointed to sign checks when the treasurer is unable to perform that duty?

  5. Change Management Plan: Is there a support model for this application and are the details available for distribution?

  6. Project Schedule: Are the original Vision Statement project schedule and budget realistic?

  7. Lessons Learned: For the next Vision Statement project, how could you improve on the way Vision Statement project was conducted?

  8. Cost Management Plan: Are non-critical path items updated and agreed upon with the teams?

  9. Earned Value Status: Where is evidence-based earned value in your organization reported?

  10. Human Resource Management Plan: Have activity relationships and interdependencies within tasks been adequately identified?

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

1.0 Initiating Process Group:

  • 1.1 Vision Statement project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Vision Statement 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 Vision Statement 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 Vision Statement investments work better.

This Vision Statement 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.