Save time, empower your teams and effectively upgrade your processes with access to this practical ClearBooks Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ClearBooks 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 ClearBooks specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the ClearBooks 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 706 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ClearBooks improvements can be made.
Examples; 10 of the 706 standard requirements:
- Schedule Development, Feasibility Analysis, ClearBooks Management, Project Closings, Technique: Using the Critical Path Method
- Is the optimal solution selected based on testing and analysis?
- How do the ClearBooks results compare with the performance of your competitors and other organizations with similar offerings?
- Are high impact defects defined and identified in the stakeholder process?
- Are the criteria for selecting recommendations stated?
- Among the ClearBooks product and service cost to be estimated, which is considered hardest to estimate?
- Have any additional benefits been identified that will result from closing all or most of the gaps?
- How important is ClearBooks to the user organizations mission?
- What is the recommended frequency of auditing?
- Are we changing as fast as the world around us?
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 ClearBooks book in PDF containing 706 requirements, which criteria correspond to the criteria in…
Your ClearBooks 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 ClearBooks Self-Assessment and Scorecard you will develop a clear picture of which ClearBooks 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 ClearBooks 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 ClearBooks projects with the 62 implementation resources:
- 62 step-by-step ClearBooks Project Management Form Templates covering over 6000 ClearBooks project requirements and success criteria:
Examples; 10 of the check box criteria:
- Lessons Learned: Is there a clear cause and effect between the activity and the lesson learned?
- Activity Duration Estimates: Are resource rates available to calculate ClearBooks project costs?
- Closing Process Group: What were things that you did well, but could improve, and how?
- Scope Management Plan: Has adequate time for orientation & training of ClearBooks project staff been provided for in relation to technical nature of the application and the experience levels of ClearBooks project personnel?
- Resource Breakdown Structure: How difficult will it be to do specific activities on this ClearBooks project?
- Scope Management Plan: Is it possible to track all classes of ClearBooks project work (e.g. scheduled, un-scheduled, defect repair, etc.)?
- Variance Analysis: How does the organization allocate the cost of shared expenses and services?
- Project Schedule: Understand the constraints used in preparing the schedule. Are activities connected because logic dictates the order in which others occur?
- Schedule Management Plan: Are any non-compliance issues that exist due to the organizations practices communicated to the organization?
- Activity Duration Estimates: Are changes to the scope managed according to defined procedures?
Step-by-step and complete ClearBooks Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 ClearBooks project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 ClearBooks project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 ClearBooks 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 ClearBooks 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 ClearBooks 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 ClearBooks project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any ClearBooks project with this in-depth ClearBooks Toolkit.
In using the Toolkit you will be better able to:
- Diagnose ClearBooks 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 ClearBooks 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 ClearBooks investments work better.
This ClearBooks 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.