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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Information capture 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 676 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Information capture improvements can be made.

Examples; 10 of the 676 standard requirements:

  1. When is the estimated completion date?

  2. What are our Information capture Processes?

  3. Against what alternative is success being measured?

  4. Are there any specific expectations or concerns about the Information capture team, Information capture itself?

  5. Do we aggressively reward and promote the people who have the biggest impact on creating excellent Information capture services/products?

  6. Do we know what we need to know about this topic?

  7. How are you going to measure success?

  8. What did we miss in the interview for the worst hire we ever made?

  9. How does the solution remove the key sources of issues discovered in the analyze phase?

  10. How do we go about Securing Information capture?

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 Information capture book in PDF containing 676 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Is there management monitoring of transactions and balances?
  2. Procurement Audit: Are there mechanisms in place to evaluate the performance of the departments suppliers?
  3. Quality Metrics: Where did complaints, returns and warranty claims come from?
  4. Risk Audit: Does the customer have a solid idea of what is required?
  5. Executing Process Group: What is the critical path for this Information capture project and how long is it?
  6. Human Resource Management Plan: Have Information capture project team accountabilities & responsibilities been clearly defined?
  7. Project Schedule: Eliminate unnecessary activities. Are there activities that came from a template or previous Information capture project that are not applicable on this phase of this Information capture project?
  8. WBS Dictionary: Intermediate schedules, as required, which provide a logical sequence from the master schedule to the control account level?
  9. Human Resource Management Plan: Have external dependencies been captured in the schedule?
  10. Team Member Performance Assessment: How do you determine which data are the most important to use, analyze, or review?

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

1.0 Initiating Process Group:

  • 1.1 Information capture project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Information capture 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 Information capture 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 Information capture investments work better.

This Information capture 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.