Save time, empower your teams and effectively upgrade your processes with access to this practical User onboarding Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any User onboarding 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 User onboarding specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the User onboarding 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 User onboarding improvements can be made.
Examples; 10 of the standard requirements:
- Is there a Performance Baseline?
- Is data collected on key measures that were identified?
- Is data collected and displayed to better understand customer(s) critical needs and requirements.
- How often are the team meetings?
- How large is the gap between current performance and the customer-specified (goal) performance?
- A compounding model resolution with available relevant data can often provide insight towards a solution methodology; which User onboarding models, tools and techniques are necessary?
- What sources do you use to gather information for a User onboarding study?
- Who will be responsible for deciding whether User onboarding goes ahead or not after the initial investigations?
- How do you encourage people to take control and responsibility?
- Explorations of the frontiers of User onboarding will help you build influence, improve User onboarding, optimize decision making, and sustain change
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 User onboarding book in PDF containing requirements, which criteria correspond to the criteria in…
Your User onboarding 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 User onboarding Self-Assessment and Scorecard you will develop a clear picture of which User onboarding 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 User onboarding 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 User onboarding projects with the 62 implementation resources:
- 62 step-by-step User onboarding Project Management Form Templates covering over 6000 User onboarding project requirements and success criteria:
Examples; 10 of the check box criteria:
- Human Resource Management Plan: Is the structure for tracking the User onboarding project schedule well defined and assigned to a specific individual?
- Scope Management Plan: Are the appropriate IT resources adequate to meet planned commitments?
- Procurement Audit: Has the expected benefits from realisation of the procurement User onboarding project been calculated?
- Executing Process Group: What is the difference between conceptual, application, and evaluative questions?
- Schedule Management Plan: Are the people assigned to the User onboarding project sufficiently qualified?
- Stakeholder Management Plan: Are requirements management tracking tools and procedures in place?
- Schedule Management Plan: What tools and techniques will be used to estimate activity resources?
- Milestone List: It is to be a narrative text providing the crucial aspects of your User onboarding project proposal answering what, who, how, when and where?
- Process Improvement Plan: If a Process Improvement Framework Is Being Used, Which Elements Will Help the Problems and Goals Listed?
- Issue Log: Is there an important stakeholder who is actively opposed and will not receive messages?
Step-by-step and complete User onboarding Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 User onboarding project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 User onboarding project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 User onboarding 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 User onboarding 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 User onboarding 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 User onboarding project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any User onboarding project with this in-depth User onboarding Toolkit.
In using the Toolkit you will be better able to:
- Diagnose User onboarding 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 User onboarding 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 User onboarding investments work better.
This User onboarding 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.