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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the UFIDA 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 618 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which UFIDA improvements can be made.

Examples; 10 of the 618 standard requirements:

  1. What are the revised rough estimates of the financial savings/opportunity for UFIDA improvements?

  2. Why is it important to have senior management support for a UFIDA project?

  3. Are accountability and ownership for UFIDA clearly defined?

  4. How will the day-to-day responsibilities for monitoring and continual improvement be transferred from the improvement team to the process owner?

  5. How do you determine the key elements that affect UFIDA workforce satisfaction? how are these elements determined for different workforce groups and segments?

  6. Strategic planning -UFIDA relations

  7. What else needs to be measured?

  8. When is Knowledge Management Measured?

  9. Is the suppliers process defined and controlled?

  10. How do we measure risk?

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 UFIDA book in PDF containing 618 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Which is the BEST UFIDA project management tool to use to determine the longest time the UFIDA project will take?
  2. Executing Process Group: Is activity definition the first process involved in UFIDA project time management?
  3. Quality Management Plan: How does the material compare to a regulatory threshold?
  4. Probability and Impact Matrix: What is the level of commitment and professionalism?
  5. Duration Estimating Worksheet: When does the organization expect to be able to complete it?
  6. Human Resource Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
  7. Procurement Audit: Is the departments procurement function/unit well organized?
  8. Roles and Responsibilities: Key conclusions and recommendations: Are conclusions and recommendations relevant and acceptable?
  9. Initiating Process Group: Do you understand all business (operational), technical, resource and vendor risks associated with the UFIDA project?
  10. Human Resource Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?

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

1.0 Initiating Process Group:

  • 1.1 UFIDA project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose UFIDA 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 UFIDA 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 UFIDA investments work better.

This UFIDA 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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