Record to Report Toolkit
Save time, empower your teams and effectively upgrade your processes with access to this practical Record to Report Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Record to Report 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 Record to Report specific requirements:
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STEP 1: Get your bearings
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Start with...
* The latest quick edition of the Record to Report 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...
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STEP 2: Set concrete goals, tasks, dates and numbers you can track
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Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Record to Report improvements can be made.
Examples; 10 of the 994 standard requirements:
* Will the financial systems screen/table displays need to be altered to accommodate the additional data elements, or are the required data elements already a part of the financial system structure?
* How might your organization gain insight and better communicate information on adjusted non GAAP earnings and nonfinancial metrics, the value of intangible assets, and Key Performance Indicators?
* How to trace the data at the enterprise level between actors for successful payment of the finance after the conditions are correctly met during the transaction processing and validation process?
* Does your organizations reporting level architecture summarize transaction data and provide the financial, operations, and program information necessary for internal and external reporting?
* Does your organization plan to deploy financial transparency and intelligence solutions as part of the open data initiative beyond just publishing the raw financial data on the portal?
* How are you ensuring that the investment in technologies is strengthening the ability of your organization to collate, analyse and track data on non financials including human capital?
* Does your organization provide a reconciliation of the non GAAP financial measure to the most directly comparable GAAP amount that transparently describes all adjustments being made?
* How can business leaders make important and correct decisions in the business without the accurate insights of the underlying financial and operational data running the business?
* What type of procedures and practice management software are in place to manage customer data, tasks, controls and protection of the clients information and financial affairs?
* Are the systems in place, the data available and accessible, the finances stable, the management team strong, the job descriptions and duties in writing, the staff supported?
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 Record to Report book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Record to Report 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 Record to Report Self-Assessment and Scorecard you will develop a clear picture of which Record to Report 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 Record to Report 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:
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STEP 3: Implement, Track, follow up and revise strategy
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The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Record to Report projects with the 62 implementation resources:
* 62 step-by-step Record to Report Project Management Form Templates covering over 1500 Record to Report project requirements and success criteria:
Examples; 10 of the check box criteria:
* Schedule Management Plan: Have Record to Report project management standards and procedures been identified / established and documented?
* Quality Management Plan: With the five whys method, the team considers why the issue being explored occurred. do others then take that initial answer and ask why?
* Procurement Audit: Were the tender documents comprehensive, transparent and non-discriminating?
* Quality Audit: How does your organization know that its staff support services planning and management systems are appropriately effective and constructive?
* Lessons Learned: Does the lesson describe a function that would be done differently the next time?
* Procurement Audit: Is there an approval policy in which the final cost of an order exceeds the amount originally estimated on the requisition or purchase order?
* Responsibility Assignment Matrix: Does the Record to Report project need to be analyzed further to uncover additional responsibilities?
* Project Management Plan: How can you best help your organization to develop consistent practices in Record to Report project management planning stages?
* Contract Close-Out: How is the contracting office notified of the automatic contract close-out?
* Procurement Management Plan: Have the key elements of a coherent Record to Report project management strategy been established?
Step-by-step and complete Record to Report Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
* 1.1 Record to Report project Charter
* 1.2 Stakeholder Register
* 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
* 2.1 Record to Report project Management Plan
* 2.2 Scope Management Plan
* 2.3 Requirements Management Plan
* 2.4 Requirements Documentation
* 2.5 Requirements Traceability Matrix
* 2.6 Record to Report 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 Record to Report 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 Record to Report 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 Record to Report project or Phase Close-Out
* 5.4 Lessons Learned
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Results
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With this Three Step process you will have all the tools you need for any Record to Report project with this in-depth Record to Report Toolkit.
In using the Toolkit you will be better able to:
* Diagnose Record to Report 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 Record to Report 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 Record to Report investments work better.
This Record to Report All-Inclusive Toolkit enables You to be that person.
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Includes lifetime updates
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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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CONTENTS:
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Checklists:
Checklists:Record to Report Checklist Report on BUSINESS.pdf
Checklists:Record to Report Checklist Report on MANAGEMENT.pdf
Checklists:Record to Report Checklist Report on DATA.pdf
Checklists:Record to Report Checklist Report on FINANCIAL.pdf
Checklists:Record to Report Checklist Report on SYSTEM.pdf
Checklists:Record to Report Checklist Report on ORGANIZATION.pdf
Checklists:Record to Report Checklist Report on RECORD.pdf
Checklists:Record to Report Checklist Report on FINANCE.pdf
STEP 1 Get your bearings:
STEP 1 Get your bearings:Record to Report Self-Assessment Pre-Filled EXAMPLE.xlsx
STEP 1 Get your bearings:Record_to_Report_Quick_Exploratory_Self-Assessment_Guide.pdf
STEP 2 Set concrete goals tasks dates and numbers you can track:
STEP 2 Set concrete goals tasks dates and numbers you can track:Record_to_Report.pdf
STEP 2 Set concrete goals tasks dates and numbers you can track:Record to Report Self-Assessment.xlsx
STEP 3 Implement track follow up and revise strategy:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.5 Quality Audit.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.10 Issue Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.2 Change Request.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.4 Decision Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.6 Team Directory.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.5 Quality Audit.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.3 Change Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.7 Team Operating Agreement.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.9 Team Member Performance Assessment.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.6 Team Directory.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.8 Team Performance Assessment.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.8 Team Performance Assessment.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.1 Team Member Status Report.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.7 Team Operating Agreement.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.1 Team Member Status Report.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.10 Issue Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.4 Decision Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.3 Change Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.9 Team Member Performance Assessment.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:3.0 Executing Process Group:3.2 Change Request.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:README Project Management Form Templates Included List.txt
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.2 Stakeholder Register.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.3 Stakeholder Analysis Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.1 Project Charter.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.2 Stakeholder Register.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.1 Project Charter.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:1.0 Initiating Process Group:1.3 Stakeholder Analysis Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.11 Activity List.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.16 Resource Breakdown Structure.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.18 Duration Estimating Worksheet.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.24 Quality Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.17 Activity Duration Estimates.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.39 Change Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.28 Roles and Responsibilities.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.14 Network Diagram.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.21 Activity Cost Estimates.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.13 Milestone List.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.2 Scope Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.23 Cost Baseline.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.32 Risk Register.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.20 Cost Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.33 Probability and Impact Assessment.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.9 WBS Dictionary.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.9 WBS Dictionary.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.35 Risk Data Sheet.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.15 Activity Resource Requirements.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.1 Project Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.19 Project Schedule.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.6 Project Scope Statement.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.6 Project Scope Statement.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.23 Cost Baseline.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.34 Probability and Impact Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.27 Responsibility Assignment Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.28 Roles and Responsibilities.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.39 Change Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.4 Requirements Documentation.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.38 Stakeholder Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.3 Requirements Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.12 Activity Attributes.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.32 Risk Register.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.38 Stakeholder Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.31 Risk Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.7 Assumption and Constraint Log.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.5 Requirements Traceability Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.27 Responsibility Assignment Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.16 Resource Breakdown Structure.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.35 Risk Data Sheet.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.15 Activity Resource Requirements.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.12 Activity Attributes.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.10 Schedule Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.7 Assumption and Constraint Log.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.18 Duration Estimating Worksheet.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.26 Process Improvement Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.8 Work Breakdown Structure.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.5 Requirements Traceability Matrix.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.25 Quality Metrics.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.31 Risk Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.29 Human Resource Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.22 Cost Estimating Worksheet.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.2 Scope Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.13 Milestone List.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.1 Project Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.22 Cost Estimating Worksheet.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.19 Project Schedule.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.26 Process Improvement Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.36 Procurement Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.10 Schedule Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.21 Activity Cost Estimates.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.33 Probability and Impact Assessment.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.14 Network Diagram.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.8 Work Breakdown Structure.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.4 Requirements Documentation.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.17 Activity Duration Estimates.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.24 Quality Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.11 Activity List.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.25 Quality Metrics.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.3 Requirements Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.37 Source Selection Criteria.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.20 Cost Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.36 Procurement Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.37 Source Selection Criteria.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.29 Human Resource Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.30 Communications Management Plan.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.34 Probability and Impact Matrix.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:2.0 Planning Process Group:2.30 Communications Management Plan.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.6 Formal Acceptance.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.3 Earned Value Status.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.4 Risk Audit.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.1 Project Performance Report.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.3 Earned Value Status.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.2 Variance Analysis.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.5 Contractor Status Report.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.5 Contractor Status Report.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.6 Formal Acceptance.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.2 Variance Analysis.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.4 Risk Audit.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:4.0 Monitoring and Controlling Process Group:4.1 Project Performance Report.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.3 Project or Phase Close-Out.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.4 Lessons Learned.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.1 Procurement Audit.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.2 Contract Close-Out.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.2 Contract Close-Out.pdf
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.3 Project or Phase Close-Out.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.4 Lessons Learned.docx
STEP 3 Implement track follow up and revise strategy:Implementation Resources - Project Management Form Templates:5.0 Closing Process Group:5.1 Procurement Audit.pdf
FAQ.pdf
README.pdf
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REVIEWS:
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'I spent months shopping for an external consultant before realizing that The Art of Service would allow my team to consult themselves! Not only did we save time not catching a consultant up to speed, we were able to keep our company information and industry secrets confidential.'
'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'
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'Many of our competitors have asked us about our secret sauce. When I tell them it’s the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'
'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'
'Honestly, I didn’t know what I didn’t know. Before purchasing The Art of Service, I didn’t realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots.'
'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'
'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives…while also spending a little more on corporate holiday parties.'
'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'