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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Reference Data 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 719 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Reference Data Management improvements can be made.

Examples; 10 of the 719 standard requirements:

  1. The approach of traditional Reference Data Management works for detail complexity but is focused on a systematic approach rather than an understanding of the nature of systems themselves. what approach will permit us to deal with the kind of unpredictable emergent behaviors that dynamic complexity can introduce?

  2. Think about the people you identified for your Reference Data Management project and the project responsibilities you would assign to them. what kind of training do you think they would need to perform these responsibilities effectively?

  3. What prevents you from making the changes you know will make you a more effective Reference Data Management leader?

  4. How can reference data management help accelerate data governance initiatives?

  5. What are all of our Reference Data Management domains and what do they do?

  6. What are the types and number of measures to use?

  7. Is reporting being used or needed?

  8. How can we improve Reference Data Management?

  9. What will be measured?

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 Reference Data Management book in PDF containing 719 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Have all involved Reference Data Management project stakeholders and work groups committed to the Reference Data Management project?
  2. Quality Audit: How does your organization know that the review processes are effective?
  3. Probability and Impact Matrix: How do you analyse the risks in the different types of Reference Data Management projects?
  4. Monitoring and Controlling Process Group: What were things that you did very well and want to do the same again on the next Reference Data Management project?
  5. Stakeholder Analysis Matrix: Which conditions out of the control of the management are crucial for the achievement of the immediate objective?
  6. Project Scope Statement: Are the input requirements from the team members clearly documented and communicated?
  7. Stakeholder Management Plan: Have all team members been part of identifying risks?
  8. Quality Audit: How does the organization know that its relationship with its (past) staff is appropriately effective and constructive?
  9. Probability and Impact Matrix: What action would you take to the identified risks in the Reference Data Management project?
  10. Activity Duration Estimates: If the optimistic estimate for an activity is 12days, and the pessimistic estimate is 18days, what is the standard deviation of this activity?

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

1.0 Initiating Process Group:

  • 1.1 Reference Data Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Reference Data 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 Reference Data 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 Reference Data 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 Reference Data 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 Reference Data Management 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 Reference Data Management project with this in-depth Reference Data Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Reference Data 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 Reference Data 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 Reference Data Management investments work better.

This Reference Data Management 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.