Save time, empower your teams and effectively upgrade your processes with access to this practical Shared services center Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Shared services center 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 Shared services center specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Shared services center 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 808 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Shared services center improvements can be made.
Examples; 10 of the 808 standard requirements:
- What are the ties for career progression within the organization and within the broader labor market (as compared to the three typologies of an HR career pattern: vertical, zigzag, and parachuting)?
- How can the director of business process shared services make and sustain appropriate trade-offs between process standardization and variation to optimize both cost and innovation?
- Does the organization have mechanisms in place to ensure that any future projects have clearly defined outputs at the start to prevent additional costs from being incurred?
- How will the proposed shared service arrangements affect services that are currently provided by private entities that contract with departments in our organization?
- Does the organization envision that all the users that elect to use the shared services will be consolidated to a consistent deployment using a single repository?
- How may the new services system be perceived and used, since initial positive reaction to the change is important for achieving long-term benefit of the change?
- Have all the viable alternatives been identified, including alternatives that take advantage of an enterprise or shared services opportunity if applicable?
- For the various cost savings that are estimated, do the estimates match the sense of those officials and administrators who actually deliver the services?
- How will different groups of people be affected by the change (e.g., line managers, HR managers, HR officers, and individuals who receive the services)?
- What is the assessment of the tax and duty requirements: specific site tax and duty advantages and disadvantages, tax holiday and incentive schemes,?
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 Shared services center book in PDF containing 808 requirements, which criteria correspond to the criteria in…
Your Shared services center 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 Shared services center Self-Assessment and Scorecard you will develop a clear picture of which Shared services center 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 Shared services center 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 Shared services center projects with the 62 implementation resources:
- 62 step-by-step Shared services center Project Management Form Templates covering over 6000 Shared services center project requirements and success criteria:
Examples; 10 of the check box criteria:
- Procurement Audit: Are there reasonable procedures to identify possible sources of supply?
- Activity Duration Estimates: Are risks monitored to determine if an event has occurred or if the mitigation was successful?
- Cost Management Plan: Resources – How will human resources be scheduled during each phase of the Shared services center project?
- Team Member Performance Assessment: To what degree do members articulate the goals beyond the team membership?
- Work Breakdown Structure: What is the probability of completing the Shared services center project in less that xx days?
- Scope Management Plan: Is documentation created for communication with the suppliers and Vendors?
- Project Charter: Shared services center project Background: What is the primary motivation for this Shared services center project?
- Procurement Management Plan: Have lessons learned been conducted after each Shared services center project release?
- WBS Dictionary: Are records maintained to show how undistributed budgets are controlled?
- Assumption and Constraint Log: Are there unnecessary steps that are creating bottlenecks and/or causing people to wait?
Step-by-step and complete Shared services center Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Shared services center project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Shared services center project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Shared services center 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 Shared services center 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 Shared services center 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 Shared services center project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Shared services center project with this in-depth Shared services center Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Shared services center 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 Shared services center 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 Shared services center investments work better.
This Shared services center 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.