Save time, empower your teams and effectively upgrade your processes with access to this practical Core Services Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Core Services 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 Core Services specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Core Services 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 717 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Core Services improvements can be made.
Examples; 10 of the 717 standard requirements:
- Was a detailed process map created to amplify critical steps of the ‘as is’ stakeholder process?
- What core services will the PMO provide, and how will success/value be measured?
- When will the PMO be in business, and when will the core services come online?
- How was the ‘as is’ process map developed, reviewed, verified and validated?
- What does the data say about the performance of the stakeholder process?
- Will there be any necessary staff changes (redundancies or new hires)?
- Is there any existing Core Services governance structure?
- Are new and improved process (‘should be’) maps developed?
- What is the overall business strategy?
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 Core Services book in PDF containing 717 requirements, which criteria correspond to the criteria in…
Your Core Services 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 Core Services Self-Assessment and Scorecard you will develop a clear picture of which Core Services 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 Core Services 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 Core Services projects with the 62 implementation resources:
- 62 step-by-step Core Services Project Management Form Templates covering over 6000 Core Services project requirements and success criteria:
Examples; 10 of the check box criteria:
- WBS Dictionary: Software specification, development, integration, and testing, licenses ?
- Activity Duration Estimates: What are some of the options you found to help people prepare for the exam?
- Responsibility Assignment Matrix: Will too many Signing-off responsibilities delay the completion of the activity/deliverable?
- Project Charter: Dependent Core Services projects: What Core Services projects must be underway or completed before this Core Services project can be successful?
- Responsibility Assignment Matrix: Identify potential or actual budget-based and time-based schedule variances?
- Stakeholder Management Plan: Are the schedule estimates reasonable given the Core Services project?
- Executing Process Group: What are the main types of goods and services being outsourced?
- Scope Management Plan: Are risk oriented checklists used during risk identification?
- Project Performance Report: To what degree does the team’s work approach provide opportunity for members to engage in fact-based problem solving?
- Procurement Audit: Does the procurement unit have sound commercial awareness and knowledge of suppliers and the market?
Step-by-step and complete Core Services Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Core Services project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Core Services project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Core Services 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 Core Services 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 Core Services 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 Core Services project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Core Services project with this in-depth Core Services Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Core Services 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 Core Services 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 Core Services investments work better.
This Core Services 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.