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

STEP 1: Get your bearings

Start with…

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

Examples; 10 of the standard requirements:

  1. How will you know that the Holistic Design project has been successful?

  2. Schedule Development, Feasibility Analysis, Holistic Design Management, Project Closings, Technique: Using the Critical Path Method

  3. Who will be responsible for deciding whether Holistic Design goes ahead or not after the initial investigations?

  4. How was the ‘as is’ process map developed, reviewed, verified and validated?

  5. What key stakeholder process output measure(s) does Holistic Design leverage and how?

  6. In what way can we redefine the criteria of choice clients have in our category in our favor?

  7. What was the last experiment we ran?

  8. Are new benefits received and understood?

  9. What is the estimated value of the project?

  10. How do you encourage people to take control and responsibility?

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 Holistic Design book in PDF containing requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Are all key components of a Quality Assurance Plan present?
  2. Procurement Management Plan: Are risk oriented checklists used during risk identification?
  3. Risk Management Plan: Was an original risk assessment/risk management plan completed?
  4. Activity Duration Estimates: Do scope statements include the Holistic Design project objectives and expected deliverables?
  5. Project Charter: Dependent Holistic Design projects: What Holistic Design projects must be underway or completed before this Holistic Design project can be successful?
  6. Cost Baseline: Should a more thorough impact analysis be conducted?
  7. Team Operating Agreement: Do you prevent individuals from dominating the meeting?
  8. Source Selection Criteria: Does your documentation identify why the team concurs or differs with reported performance from past performance report (CPARs, questionnaire responses, etc.)?
  9. Activity Duration Estimates: Does a process exist to determine the potential loss or gain if risk events occur?
  10. Project Performance Report: To what degree will the team ensure that all members equitably share the work essential to the success of the team?

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

1.0 Initiating Process Group:

  • 1.1 Holistic Design project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Holistic Design 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 Holistic Design 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 Holistic Design investments work better.

This Holistic Design 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