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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Trade working capital 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 Trade working capital improvements can be made.

Examples; 10 of the standard requirements:

  1. If your customer were your grandmother, would you tell her to buy what we’re selling?

  2. Will Trade working capital have an impact on current business continuity, disaster recovery processes and/or infrastructure?

  3. Where is the data coming from to measure compliance?

  4. What are measures?

  5. What are the short and long-term Trade working capital goals?

  6. How will measures be used to manage and adapt?

  7. How to Improve?

  8. Who uses our product in ways we never expected?

  9. Who will be responsible for deciding whether Trade working capital goes ahead or not after the initial investigations?

  10. Has the Trade working capital work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?

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 Trade working capital book in PDF containing requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Trade working capital Project Management Form Templates covering over 6000 Trade working capital project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: What conditions make using three-point estimating justifiable?
  2. Source Selection Criteria: How should the solicitation aspects regarding past performance be structured?
  3. Procurement Audit: Does the organization have an overall procurement strategy and/or policy?
  4. Cost Baseline: Have the lessons learned been filed with the Trade working capital project Management Office?
  5. Cost Management Plan: Is there an on-going process in place to monitor Trade working capital project risks?
  6. Probability and Impact Assessment: How are the local factors going to affect the absorption?
  7. Scope Management Plan: Is the Trade working capital project Sponsor clearly communicating the Business Case or rationale for why this Trade working capital project is needed?
  8. Procurement Audit: Does the strategy ensure that the concepts of standardisation and coordination of procurement are used to take advantage of the departments collective buying power?
  9. Change Log: Is the requested change request a result of changes in other Trade working capital project(s)?
  10. Issue Log: Can you think of other people who might have concerns or interests?

 
Step-by-step and complete Trade working capital Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Trade working capital project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Trade working capital 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 Trade working capital 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 Trade working capital investments work better.

This Trade working capital 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.

Categories: Documents