Save time, empower your teams and effectively upgrade your processes with access to this practical Expense management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Expense 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 Expense management specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Expense 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 682 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Expense management improvements can be made.
Examples; 10 of the 682 standard requirements:
- How do you encourage people to take control and responsibility?
- Is a Expense management Team Work effort in place?
- What threat is Expense management addressing?
- How was the ‘as is’ process map developed, reviewed, verified and validated?
- Do several people in different organizational units assist with the Expense management process?
- Are documented procedures clear and easy to follow for the operators?
- What is something you believe that nearly no one agrees with you on?
- Are losses documented, analyzed, and remedial processes developed to prevent future losses?
- Who will be responsible for making the decisions to include or exclude requested changes once Expense management is underway?
- What improvements have been achieved?
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 Expense management book in PDF containing 682 requirements, which criteria correspond to the criteria in…
Your Expense 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 Expense management Self-Assessment and Scorecard you will develop a clear picture of which Expense 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 Expense 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 Expense management projects with the 62 implementation resources:
- 62 step-by-step Expense management Project Management Form Templates covering over 6000 Expense management project requirements and success criteria:
Examples; 10 of the check box criteria:
- WBS Dictionary: Are estimates developed by Expense management project personnel coordinated with those responsible for overall management to determine whether required resources will be available according to revised planning?
- Project or Phase Close-Out: What is the information level of detail required for each stakeholder?
- Project Scope Statement: Is the Expense management project Sponsor function identified and defined?
- Formal Acceptance: What features, practices, and processes proved to be strengths or weaknesses?
- Procurement Audit: Are there authorizations on file to support all deductions from payroll checks?
- Change Request: Does the schedule include Expense management project management time and change request analysis time?
- Roles and Responsibilities: Do you take the time to clearly define roles and responsibilities on Expense management project tasks?
- Procurement Audit: Has it been determined how large a portion of the procurement portfolio should be managed by the procurement function/unit and how large a portion that should be managed locally?
- Source Selection Criteria: Comparison of each offer’s prices to the estimated prices -are there significant differences?
- Decision Log: How does the use a Decision Support System influence the strategies/tactics or costs?
Step-by-step and complete Expense management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Expense management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Expense 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 Expense 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 Expense 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 Expense 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 Expense management project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Expense management project with this in-depth Expense management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Expense 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 Expense 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 Expense management investments work better.
This Expense 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.