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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Proactive Search 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 684 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Proactive Search improvements can be made.

Examples; 10 of the 684 standard requirements:

  1. Explorations of the frontiers of Proactive Search will help you build influence, improve Proactive Search, optimize decision making, and sustain change

  2. Why don’t our customers like us?

  3. How do we create Buy-in?

  4. Did my employees make progress today?

  5. Why do the measurements/indicators matter?

  6. What are the Key enablers to make this Proactive Search move?

  7. Is Proactive Search Required?

  8. Will there be any necessary staff changes (redundancies or new hires)?

  9. Are documented procedures clear and easy to follow for the operators?

  10. Is Proactive Search linked to key stakeholder goals and objectives?

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 Proactive Search book in PDF containing 684 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Human Resource Management Plan: Are meeting objectives identified for each meeting?
  2. Stakeholder Management Plan: Will all outputs delivered by the Proactive Search project follow the same process?
  3. Risk Audit: Do you meet all obligations relating to funds secured from grants, loans and sponsors?
  4. WBS Dictionary: Are the organizations and items of cost assigned to each pool identified?
  5. Risk Audit: Is the customer technically sophisticated in the product area?
  6. Procurement Audit: Is there management monitoring of transactions and balances?
  7. Probability and Impact Assessment: Who are the international/overseas Proactive Search project partners (equipment supplier/supplier/consultant/contractor) for this Proactive Search project?
  8. Risk Management Plan: What is the probability the risk avoidance strategy will be successful?
  9. Earned Value Status: Where is Evidence-based Earned Value in your organization reported?
  10. Probability and Impact Assessment: Risks should be identified during which phase of Proactive Search project management life cycle?

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

1.0 Initiating Process Group:

  • 1.1 Proactive Search project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Proactive Search 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 Proactive Search 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 Proactive Search investments work better.

This Proactive Search 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.

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