Save time, empower your teams and effectively upgrade your processes with access to this practical Field Service Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Field Service Management 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 Field Service Management specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Field Service Management 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 955 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Field Service Management improvements can be made.
Examples; 10 of the 955 standard requirements:
- Industry standards enforce legislation that utilities must meet, and these standards do not come cheaply. Standards require additional resources in the form of employees, hours, and technology, all of which increases the cost of providing reliable electricity to the customer. Therefore, the standards of Cybersecurity that protect the customer are then ultimately paid by the customer. So what are these standards and who sets them?
- Achieving service management excellence is an on-going process. Just as an organization can never have enough sales, so they can never stop paying attention to service assurance. With service management and assurance having such a critical role for CSPs, how can they both achieve optimal service assurance delivery and implement supporting processes to ensure that best practice continues to be observed?
- In addition, CSPs are often challenged to reduce their overheads and operational costs. Cost reduction initiatives can be difficult to manage and it is essential to target the right areas. Where can costs reasonably be reduced or margins improved without any service disruption or without affecting service levels?
- We are are often challenged to reduce our overheads and operational costs. Cost reduction initiatives can be difficult to manage and it is essential to target the right areas. Where can costs reasonably be reduced or margins improved without any service disruption or without affecting service levels?
- We keep records about our employees; partners and their employees from around the world. Records are stored on servers in the USA using SAP and Microsoft Cloud (not sure where these MS Cloud servers are located). What are our duties to protect data when servers are out of our reach?
- The landscape of field service is continuously transforming. to become truly customer focused, field service organizations must take field excellence beyond scheduling technical appointments and closing customer complaints. so how can proactive fsm support this goal?
- If an institution contracts with an entity or individual to provide financial aid staffing or management for the administration of its Title IV programs, is the individual or entity considered a third-party servicer?
- The slower data transfer rate between a compute cluster and a storage array has been adversely impacting multiple cloud services. which Service Management process helps to mitigate this impact?
- (D) I am doing research for a project at school and would like to know an estimate of number of meters that will be implemented through this project and what Utilities are involved?
- Whether your organization services medical equipment, HVAC systems or solar panels, the same: How often do your technicians resolve customers problems on the initial visit?
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 Field Service Management book in PDF containing 955 requirements, which criteria correspond to the criteria in…
Your Field Service Management 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 Field Service Management Self-Assessment and Scorecard you will develop a clear picture of which Field Service Management 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 Field Service Management 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 Field Service Management projects with the 62 implementation resources:
- 62 step-by-step Field Service Management Project Management Form Templates covering over 6000 Field Service Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Responsibility Assignment Matrix: Evaluate the performance of operating organizations?
- Probability and Impact Assessment: Who are the international/overseas Field Service Management project partners (equipment supplier/supplier/consultant/contractor) for this Field Service Management project?
- Planning Process Group: To what extent are the visions and actions of the partners consistent or divergent with regard to the program?
- Stakeholder Management Plan: Are regulatory inspections considered part of quality control?
- Change Management Plan: Have the business unit contacts been briefed by the Field Service Management project team?
- WBS Dictionary: Is the work done on a work package level as described in the WBS dictionary?
- Procurement Management Plan: Are Field Service Management project team roles and responsibilities identified and documented?
- Quality Audit: How does the organization know that its system for ensuring that its training activities are appropriately resourced and support is appropriately effective and constructive?
- Cost Management Plan: Were Field Service Management project team members involved in detailed estimating and scheduling?
- Responsibility Assignment Matrix: Too many Rs: With too many people labeled as doing the work, are there too many hands involved?
Step-by-step and complete Field Service Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Field Service Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Field Service Management project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Field Service Management 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 Field Service Management 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 Field Service Management 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 Field Service Management project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Field Service Management project with this in-depth Field Service Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Field Service Management 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 Field Service Management 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 Field Service Management investments work better.
This Field Service Management 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.