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

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Dolibarr specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Dolibarr 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 710 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Dolibarr improvements can be made.

Examples; 10 of the 710 standard requirements:

  1. Think about the kind of project structure that would be appropriate for your Dolibarr project. should it be formal and complex, or can it be less formal and relatively simple?

  2. Who do we want our customers to become?

  3. What measurements are possible, practicable and meaningful?

  4. Is there a Dolibarr management charter, including stakeholder case, problem and goal statements, scope, milestones, roles and responsibilities, communication plan?

  5. Has the improvement team collected the ‘voice of the customer’ (obtained feedback; qualitative and quantitative)?

  6. Are there any constraints (technical, political, cultural, or otherwise) that would inhibit certain solutions?

  7. What are the key elements of your Dolibarr performance improvement system, including your evaluation, organizational learning, and innovation processes?

  8. What error proofing will be done to address some of the discrepancies observed in the ‘as is’ process?

  9. Who needs to know about Dolibarr ?

  10. Do we have the right capabilities and capacities?

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 Dolibarr book in PDF containing 710 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Dolibarr Project Management Form Templates covering over 6000 Dolibarr project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Lessons Learned: Who had fiscal authority to manage the funding for the Dolibarr project, did that work?
  2. Procurement Audit: Does the organization have an overall strategy and/or policy on public procurement, providing guidance for procuring entities?
  3. Executing Process Group: How could stakeholders negatively impact your Dolibarr project?
  4. Quality Management Plan: Are you meeting our customers expectations consistently?
  5. Scope Management Plan: Are meeting minutes captured and sent out after the meeting?
  6. Monitoring and Controlling Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
  7. Cost Management Plan: Have adequate resources been provided by management to ensure Dolibarr project success?
  8. Activity Duration Estimates: Do you think Dolibarr project managers of large information technology Dolibarr projects need strong technical skills?
  9. Procurement Audit: Was the award criterion only the most economical advantageous tender?
  10. Activity Cost Estimates: What happens if you cannot produce the documentation for the single audit?

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

1.0 Initiating Process Group:

  • 1.1 Dolibarr project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Dolibarr 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 Dolibarr 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 Dolibarr investments work better.

This Dolibarr All-Inclusive Toolkit enables You to be that person:

 

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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.

Categories: Documents