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

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

store.theartofservice.com/XBRL-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

The Toolkit contains the following practical and powerful enablers with new and updated XBRL specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the XBRL 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 XBRL improvements can be made.

Examples; 10 of the standard requirements:

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

  2. Are gaps between current performance and the goal performance identified?

  3. What is a feasible sequencing of reform initiatives over time?

  4. Are accountability and ownership for XBRL clearly defined?

  5. Why should we expend time and effort to implement measurement?

  6. Does the goal represent a desired result that can be measured?

  7. Is the suppliers process defined and controlled?

  8. How is XBRL solving some of the data management issues?

  9. What information do users need?

  10. Where does XBRL fit?

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

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

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

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Is there an on-going process in place to monitor XBRL project risks?
  2. Scope Management Plan: Have the key elements of a coherent XBRL project management strategy been established?
  3. Human Resource Management Plan: Does all XBRL project documentation reside in a common repository for easy access?
  4. Initiating Process Group: Specific – Is the objective clear in terms of what, how, when, and where the situation will be changed?
  5. Variance Analysis: How does the organization allocate the cost of shared expenses and services?
  6. Stakeholder Management Plan: Are there checklists created to demine if all quality processes are followed?
  7. Activity Duration Estimates: Are XBRL project management tools and techniques consistently applied throughout all XBRL projects?
  8. Executing Process Group: How do you enter durations, link tasks, and view critical path information?
  9. Human Resource Management Plan: What were things that you did well, but could improve, and how?
  10. Activity Duration Estimates: Will new hardware or software be required for servers or client machines?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose XBRL 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 XBRL 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 XBRL investments work better.

This XBRL All-Inclusive Toolkit enables You to be that person:

 

store.theartofservice.com/XBRL-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

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