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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Reference desk 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 890 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 desk improvements can be made.

Examples; 10 of the 890 standard requirements:

  1. What is the risk?

  2. How do your measurements capture actionable Reference desk information for use in exceeding your customers expectations and securing your customers engagement?

  3. Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?

  4. How will we know that a change is improvement?

  5. How does it fit into our organizational needs and tasks?

  6. What are your results for key measures or indicators of the accomplishment of your Reference desk strategy and action plans, including building and strengthening core competencies?

  7. What are the top 3 things at the forefront of our Reference desk agendas for the next 3 years?

  8. Are possible solutions generated and tested?

  9. How will variation in the actual durations of each activity be dealt with to ensure that the expected Reference desk results are met?

  10. How significant is the improvement in the eyes of the end user?

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 desk book in PDF containing 890 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Duration Estimating Worksheet: Do any colleagues have experience with the company and/or RFPs?
  2. Quality Audit: How does the organization know that its system for maintaining and advancing the capabilities of its staff, particularly in relation to the Mission of the organization, is appropriately effective and constructive?
  3. Procurement Audit: Has the organization examined in detail the definition of performance?
  4. Variance Analysis: Is cost and schedule performance measurement done in a consistent, systematic manner?
  5. Project Scope Statement: Where and How Does the Team Fit Within the Organization Structure?
  6. Initiating Process Group: Do you know all the stakeholders impacted by the Reference desk project and what their needs are?
  7. Human Resource Management Plan: Identify who is needed on the core Reference desk project team to complete Reference desk project deliverables and achieve its goals and objectives. What skills, knowledge and experiences are required?
  8. Initiating Process Group: Will the Reference desk project meet the client requirements, and will it achieve the business success criteria that justified doing the Reference desk project in the first place?
  9. Schedule Management Plan: Is the plan consistent with industry best practices?
  10. Quality Metrics: Can visual measures help us to filter visualizations of interest?

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

1.0 Initiating Process Group:

  • 1.1 Reference desk project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Reference desk 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 desk 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 desk 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 desk 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 desk 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 desk project with this in-depth Reference desk Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Reference desk 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 desk 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 desk investments work better.

This Reference desk 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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