Save time, empower your teams and effectively upgrade your processes with access to this practical Unified managed account Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Unified managed account 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 Unified managed account specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Unified managed account 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 688 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Unified managed account improvements can be made.
Examples; 10 of the 688 standard requirements:
- Who controls key decisions that will be made?
- Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?
- What business benefits will Unified managed account goals deliver if achieved?
- Who will use it?
- Why identify and analyze stakeholders and their interests?
- What conclusions were drawn from the team’s data collection and analysis? How did the team reach these conclusions?
- Who are the key stakeholders?
- Is there any existing Unified managed account governance structure?
- How do you use Unified managed account data and information to support organizational decision making and innovation?
- Who is the Unified managed account process owner?
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 Unified managed account book in PDF containing 688 requirements, which criteria correspond to the criteria in…
Your Unified managed account 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 Unified managed account Self-Assessment and Scorecard you will develop a clear picture of which Unified managed account 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 Unified managed account 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 Unified managed account projects with the 62 implementation resources:
- 62 step-by-step Unified managed account Project Management Form Templates covering over 6000 Unified managed account project requirements and success criteria:
Examples; 10 of the check box criteria:
- Executing Process Group: Do the products created live up to the necessary quality?
- Responsibility Assignment Matrix: Competencies and craftsmanship – what competencies are necessary and what level?
- Scope Management Plan: Are estimating assumptions and constraints captured?
- Team Performance Assessment: To what degree is the team cognizant of small wins to be celebrated along the way?
- Quality Management Plan: What are your results for key measures/indicators of accomplishment of organizational strategy?
- Duration Estimating Worksheet: What is the total time required to complete the Unified managed account project if no delays occur?
- Procurement Audit: Are the responsibilities of the purchasing department clearly defined?
- Schedule Management Plan: Are Unified managed account project team members involved in detailed estimating and scheduling?
- Stakeholder Management Plan: Have adequate resources been provided by management to ensure Unified managed account project success?
- Stakeholder Management Plan: Were Unified managed account project team members involved in detailed estimating and scheduling?
Step-by-step and complete Unified managed account Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Unified managed account project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Unified managed account project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Unified managed account 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 Unified managed account 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 Unified managed account 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 Unified managed account project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Unified managed account project with this in-depth Unified managed account Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Unified managed account 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 Unified managed account 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 Unified managed account investments work better.
This Unified managed account 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.