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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Transactional analysis 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 692 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Transactional analysis improvements can be made.

Examples; 10 of the 692 standard requirements:

  1. In the past few months, what is the smallest change we have made that has had the biggest positive result? What was it about that small change that produced the large return?

  2. What are the stakeholder objectives to be achieved with Transactional analysis?

  3. Can we add value to the current Transactional analysis decision-making process (largely qualitative) by incorporating uncertainty modeling (more quantitative)?

  4. Is a Transactional analysis Team Work effort in place?

  5. What Relevant Entities could be measured?

  6. What specifically is the problem? Where does it occur? When does it occur? What is its extent?

  7. Is it clearly defined in and to your organization what you do?

  8. How to measure lifecycle phases?

  9. Will it solve real problems?

  10. How can we incorporate support to ensure safe and effective use of Transactional analysis into the services that we provide?

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 Transactional analysis book in PDF containing 692 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Are updated Transactional analysis project time & resource estimates reasonable based on the current Transactional analysis project stage?
  2. Decision Log: How does the use a Decision Support System influence the strategies/tactics or costs?
  3. Procurement Audit: Were products/services not received within the prescribed time limit?
  4. Procurement Audit: In the set up of the system and in the award of contracts were only electronic means used?
  5. Probability and Impact Assessment: What are the tools and techniques used in managing the challenges faced?
  6. Project Portfolio management: Governance. How does the organization ensure that Transactional analysis project and program benefits and risks are being managed to optimize the overall value creation from the portfolio?
  7. Procurement Audit: Is funding made available for payments under the contract at the appropriate time and in accordance with the relevant national/public financial procedures?
  8. Stakeholder Management Plan: Is the process working, and are people executing in compliance of the process?
  9. Procurement Management Plan: Are Vendor invoices audited for accuracy before payment?
  10. Stakeholder Analysis Matrix: Is there a clear description of the scope of practice of the Transactional analysis projects educators?

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

1.0 Initiating Process Group:

  • 1.1 Transactional analysis project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Transactional analysis 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 Transactional analysis 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 Transactional analysis investments work better.

This Transactional analysis 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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