Workforce Management Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Workforce Management 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 939 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Workforce Management improvements can be made.

Examples; 10 of the 939 standard requirements:

  1. How can a manager sustain workforce enthusiasm at the same time one is looking at ways to increase the performance of the work force -- possibly through some less than desirable personnel changes?

  2. How are you leveraging external experts and encouraging your existing workforce to learn the AI and technology skills that your organization requires to properly manage new technologies?

  3. How do you leverage technology to meet corresponding new requirements and support more advanced processes that enable both procurement and human resources to add value to the program?

  4. How do you develop a more data-informed, forward-looking and strategically aligned approach to workforce planning, capable of dealing with the demands of a fast-shifting marketplace?

  5. How do you adjust your workplaces to address the expectations of the millennial generation while continuing to manage a workforce that meets the expectations of your organizations?

  6. How can strategies, processes, technology, and management systems be integrated to respond to changing requirements and move your organization and its workforce into the future?

  7. Does your solution provide a single source of the truth of management information for all data from the contact management, call recording and workforce management solutions?

  8. Which incident handling process phases is responsible for defining rules, collaborating human workforce, creating a back-up plan, and testing the plans for an enterprise?

  9. Is workforce data incorporated into business reporting and management information to keep management up-to-date on workforce issues and to assist with business planning?

  10. Do you track each segment by workforce management indicators, including turnover, productivity, performance ratings, rate of promotion, time to promotion and engagement?


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 Workforce Management book in PDF containing 939 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: Do the people have the right combinations of skills?

  2. Stakeholder Management Plan: What methods are to be used for managing and monitoring subcontractors (eg agreements, contracts etc)?

  3. Cost Baseline: Has the Workforce Management project documentation been archived or otherwise disposed as described in the Workforce Management project communication plan?

  4. Procurement Audit: Is the departments procurement function/unit well organized?

  5. Probability and Impact Assessment: Is the technology to be built new to your organization?

  6. Scope Management Plan: Who is responsible for monitoring the Workforce Management project scope to ensure the Workforce Management project remains within the scope baseline?

  7. Human Resource Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Workforce Management project estimates?

  8. Cost Management Plan: Does the detailed work plan match the complexity of tasks with the capabilities of personnel?

  9. Change Management Plan: What type of materials/channels will be available to leverage?

  10. Contractor Status Report: If applicable; describe your standard schedule for new software version releases. Are new software version releases included in the standard maintenance plan?

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

1.0 Initiating Process Group:

  • 1.1 Workforce Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Workforce Management 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 Workforce Management 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 Workforce Management investments work better.

This Workforce Management 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.