Work Life Balance Toolkit

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Oversee Work Life Balance: partner with Organizational Development to use the Learning Management System for tracking training completion, providing reports to stakeholders, etc.

More Uses of the Work Life Balance Toolkit:

  • Be accountable for joining a community that sets high standards, actively supports personal and Professional Development, and strives to provide an optimal Work Life Balance.

  • Head Work Life Balance: empowerment enabling employees to achieve Work Life Balance and professional growth and success.

  • Initiate Work Life Balance: empowerment enabling employees to achieve Work Life Balance and professional growth and success.

  • Formulate Work Life Balance: empowerment enabling employees to achieve Work Life Balance and professional growth and success.

  • Manage Work Life Balance: empowerment enabling employees to achieve Work Life Balance and professional growth and success.

  • Head Work Life Balance: work side by side with your engineering team on daily manufacturing solutions and value improvements.

  • Initiate Work Life Balance: work closely across operations and Technology Teams, Product Managers, business and sales leaders to determine what critical, customer impacting problems can be solved with the use of various Artificial intelligence techniques and to support new products and services.

  • Devise Work Life Balance: work closely with product, engineering, documentation and business stakeholders to ensure the delivery and improvement of the collector product.

  • Manage work with it to establish, monitor and maintain data etl processes and provide support for enterprise Data Warehouse and reporting platforms.

  • Manage work with the federal Organizational Change Management lead to help develop and deliver key messages across your organization and to Key Stakeholders.

  • Manage work with internal Engineering teams to evaluate customers test requirements, to identify and fix deficiency in existing test plan.

  • Confirm your operation complies; is Customer Service oriented and likes to work with a diverse population of people.

  • Drive Work Life Balance: review and analyze schedule delays, expedite work activities requiring work packages that delay schedules, and coordinates schedule changes relative to unforeseen conditions.

  • Manage work with Project Team to identify project risk, plan for risk response and mitigation and proactively monitor project risks and resolutions.

  • Assure your organization assess client Business Requirements and work closely with the Technical Architect/Lead to provide long term functional solutions based on the applicable Salesforce platform Best Practices.

  • Confirm your enterprise ensures staff performance, quality, productivity and attendance standards are met, and timeliness of work in the completion of assigned projects and departmental goals.

  • Manage work with business units to document and improve processes and recommend re solutions to improve productivity, increase revenue, reduce expenses, and enhance services.

  • Manage work with business customers in understanding the Business Requirements and implementing reporting solutions.

  • Manage work with chief information officers and organization leadership in the development of short and long term strategies to increase the effectiveness of the ediscovery group.

  • Utilize computerized maintenance management systems to schedule and track completion of preventive and corrective work items.

  • Establish that your business complies; directs and oversees the development and management of the overall Information Architecture that defines technology applications, data and Information Management processes and how each component work together to meet organization goals.

  • Support key strategy projects and lead project work streams across the Corporate Strategy team.

  • Standardize Work Life Balance: work closely with Software Engineering to identify root cause of software defects and identification of appropriate solutions.

  • Manage work with Agile Product Managers to implement financial guidance strategies into mobile and online technology solutions which facilitate client action to achieve there objectives.

  • Manage work with the Inventory Management team to ensure that all deliveries satisfy the assigned purchase orders and resolve any back ordered / missing, damaged products.

  • Lead Work Life Balance: work alongside Business Intelligence teams to add additional support for Market Trends, and Consumer Insights.

  • Coordinate timely price file data conversions.

  • Warrant that your group complies; completes shipments by processing and loading orders; reads production schedule, customer order, work order, shipping order, or requisition to determine items to be moved, gathered, or distributed.

  • Be certain that your organization owns the product and team backlog (technology, features, compliance, everything) and sequences work for the team.

  • Manage work with staff to develop solutions for transfer, processing, and managing a wide variety of digital content from varied acquisitions sources.

  • Establish management controls as milestones, expenditure rates, management indicators, and Management Review to reflect program status and provide early detection of emerging problems.

  • Participate in/lead customer negotiations as design changes, changes in the supplier base, move of production, material recovery or contract/annual pricing negotiations and new businesses.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Work Life Balance 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 Work Life Balance improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How has the Work Life Balance data been gathered?

  2. Where do you need Work Life Balance improvement?

  3. Do you aggressively reward and promote the people who have the biggest impact on creating excellent Work Life Balance services/products?

  4. Who makes the Work Life Balance decisions in your organization?

  5. Are the Work Life Balance requirements testable?

  6. What relationships among Work Life Balance trends do you perceive?

  7. What can you control?

  8. How do you promote understanding that opportunity for improvement is not criticism of the status quo, or the people who created the status quo?

  9. How do you reduce costs?

  10. Are procedures documented for managing Work Life Balance risks?

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 Work Life Balance book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



With this Three Step process you will have all the tools you need for any Work Life Balance project with this in-depth Work Life Balance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Work Life Balance 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 Work Life Balance 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 Work Life Balance investments work better.

This Work Life Balance 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.