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. Meeting the challenge: are missed XBRL opportunities costing us money?

  2. As a sponsor, customer or management, how important is it to meet goals, objectives?

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

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

  5. Will We Aggregate Measures across Priorities?

  6. Is the impact that XBRL has shown?

  7. How do we measure risk?

  8. How can we improve performance?

  9. What is measured?

  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. Stakeholder Analysis Matrix: How are you predicting what future (work)loads will be?
  2. Change Management Plan: How will the stakeholders share information and transfer knowledge?
  3. Stakeholder Management Plan: Does a documented XBRL project organizational policy & plan (i.e. governance model) exist?
  4. Procurement Audit: Were technical requirements set strict enough to guarantee the desired performance without being unnecessarily tight to exclude favourable bids that dont comply with all requirements?
  5. Risk Audit: Do you have a consistent repeatable process that is actually used?
  6. Closing Process Group: How well did the chosen processes fit the needs of the XBRL project?
  7. Change Management Plan: How might they respond to the message and if the response may be negative or open to misinterpretation, what else needs to be said?
  8. Initiating Process Group: Are the changes in your XBRL project being formally requested, analyzed, and approved by the appropriate decision makers?
  9. Planning Process Group: How do you integrate XBRL project Planning with the Iterative/Evolutionary SDLC?
  10. Team Performance Assessment: To what degree do members understand and articulate the same purpose without relying on ambiguous abstractions?

 
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