Save time, empower your teams and effectively upgrade your processes with access to this practical screening Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any screening related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated screening specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the screening 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 screening improvements can be made.
Examples; 10 of the standard requirements:
- Have internal procedural controls been established to manage user data access, including security screenings, training, and confidentiality agreements required for staff with PII access privileges?
- Are Human Resources subject to screening, and do they have terms and conditions of employment defining their information security responsibilities?
- What are your KEY PROCESSES, MEASURES, and GOALS for addressing risks associated with your products and operations?
- Procedures in place for screening new foodservice applicants and volunteers, including reference and background checks?
- Are vendors permitted to attach samples of a completed criminal background screening report?
- Cybersecurity is included in human resources practices (e.g., deprovisioning, personnel screening)?
- Screening decisions. Does a proposed project meet some preset standard of acceptance?
- Are you evaluating new providers for criminal background screening services?
- Which methods of screening and ranking candidates would be considered best practices?
- Who is your current provider for criminal background screening services?
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 screening book in PDF containing requirements, which criteria correspond to the criteria in…
Your screening 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 screening Self-Assessment and Scorecard you will develop a clear picture of which screening 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 screening 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 screening projects with the 62 implementation resources:
- 62 step-by-step screening Project Management Form Templates covering over 6000 screening project requirements and success criteria:
Examples; 10 of the check box criteria:
- Team Performance Assessment: To what degree do team members agree with the goals, their relative importance, and the ways in which their achievement will be measured?
- Cost Baseline: Definition of done can be traced back to the definitions of what are you providing to the customer in terms of deliverables?
- Cost Management Plan: Exclusions – Is there scope to be performed or provided by others?
- Risk Audit: Are these safety and risk management policies posted for all to see?
- Quality Audit: How does the organization know that its processes for managing severance are appropriately effective, constructive and fair?
- Risk Audit: What is the effect of globalisation; is business becoming too complex and can the auditor rely on auditing standards?
- Procurement Audit: Were products/services not received within the prescribed time limit?
- Stakeholder Management Plan: Has a provision been made to reassess screening project risks at various screening project stages?
- Human Resource Management Plan: Do screening project managers participating in the screening project know the screening projects true status first hand?
- Risk Register: Which key risks have ineffective responses or outstanding improvement actions?
Step-by-step and complete screening Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 screening project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 screening project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 screening 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 screening 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 screening 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 screening project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any screening project with this in-depth screening Toolkit.
In using the Toolkit you will be better able to:
- Diagnose screening 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 screening 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 screening investments work better.
This screening All-Inclusive Toolkit enables You to be that person:
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.